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FundScape Report

The FundScape Report is a proprietary investment screening tool that analyzes manager performance against peers across three key quantitative categories: Return, Risk and Portfolio factors.


We’ve developed a single, comprehensive investment management report that will be made available to you on a quarterly basis via the Sentinel Online Vault. By better organizing data and improving the fiduciary management process, we believe your investment committee will be able to make prudent and concise investment decisions more easily. 

employee benefit resources_investment management

THE FUNDSCAPE REPORT INCLUDES:

  • Matt’s Market Update
  • Market & Category Returns
  • Plan Details
    • At-a-Glance
    • Plan Asset Summary
    • Lifestyle Portfolio usage (if applicable)
  • Style Analysis
  • FundScore and FundScore Tracking Reports
  • Investment Management Report
  • Investment Options Notes
  • Glossary

Click here to view a sample 



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Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.