INFoRM

To keep our clients more informed about the investment products we cover and to provide greater insight about the way we evaluate products, Innovest is proud to introduce our new monthly publication named INFoRM.

INFoRM the acronym for the INnovest Fund Report Monthly will provide an in-depth assessment of various investment products.  The six main criteria we evaluate -- Organization, People, Philosophy/Process, Performance, Asset Base, and Expenses -- will be expounded upon to give our clients clear insight into their investment products.  In addition, at the end of each review there will be an evaluation written by our analysts about each product, as well as a fact sheet.  Published monthly, INFoRM will cover three products that are the most utilized by our clients.

We hope you enjoy this first edition of INFoRM, as well as all future publications.  All comments are welcome.

Please click here to download the file.