Prudential Unveils IPS Scorecard


Prudential Investments has launched IPS Scorecard, a tool that helps financial advisers and their plan sponsor clients assess whether their fund lineups meet the criteria in their investment policy statements (IPS).

The IPS Scorecard provides institutional-quality reports that measure a range of selected criteria, including performance risk measures, portfolio manager tenure, expense ratios and others, according to a press release.

“Helping plan sponsors to employ and document good decision-making processes as they choose investment options for their organizations’ retirement plans may be the most important service a financial adviser can provide. That goes a long way to helping these clients address their fiduciary responsibilities,” said  Michael Rosenberg, who leads Prudential Investments’ defined contribution plan selling efforts.

For more information, advisers may call the Prudential Investments Sales Desk at 800-257-3893 and view a sample IPS Scorecard on the password-protected section of the company’s Web site at