Reporting

InterServ’s easy-to-understand reports not only help document the certified processes we follow, but they also help our clients understand how our process relates to their plans.

Investment Report Card

The InterServ Investment Report Card takes the complex measures underlying our InterScore® process and translates them into an easily understood summary format that resembles a report card. This format clearly delineates and details our investment evaluation, allowing plan sponsors to better understand and participate in the investment evaluation process.

Quarterly Monitoring Report

Our Quarterly Monitoring Report (QMR) is key to documenting the investing process being followed and communicating that process to the plan sponsor. InterServ’s QMR not only provides the critical factors that can be used to review and monitor the plan investment options, it also works in conjunction with the plan’s Investment Policy Statement (IPS) to help fiduciaries follow and document their process. The QMR provides significant detail to allow for a thorough analysis, yet it can be understood easily by those who are not investment professionals.

Customized Reports

For customized reports, our AdvisorPro service can provide your investment advisory business with an attractive report that can help you standardize the deliverables and processes for your clients.