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ABC Company Retirement Plan
CBIZ RPS Monitoring Criteria
Performance
3-year performance – Top 60% of category •
5-year performance – Top 50% of category •
10-year performance – Top 50% of category •
Risk
3-year Sharpe ratio – Top 60% of category •
5-year Sharpe ratio – Top 60% of category •
5-year Upcapture – Top 60% of category •
5-year Downcapture – Top 40% of category •
Style/Operations
Style drift – style matches category •
R-squared – greater than 80% •
Manager tenure – 2 years or more •
Total fund assets - $100 million + •
Expense ratio – lowest 50% of category •
Ratings
Score greater than or equal to 70% - Pass •
Score below 70% - Watch •
Typical number of consecutive Watch quarters for Action recommendation – 4 •
Style/Operations
20.00%
Risk
40.00%
Performance
40.00%