CIT Reporting Now Even More Streamlined

As a result of RPAG's tireless work to enhance and streamline the scoring process, separate report types are no longer necessary to view CIT equivalents. The traditional Scorecard and Returns Analysis reports have been updated to automatically show the CIT equivalent, which is now referred to as strategy equivalent (or abbreviated to SE).

RPAG is continuing to work on further enhancements to make the scoring process even more efficient. These enhancements will allow for CIT scores to be fed into various tools such as the Fund Lookup tool, Considerations step in the FIR, Style Boxes, and Fund Fact Sheets, among others.

Watch the video below to learn more: 



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