EXECUTION ANALYSIS

Monitoring best execution is a primary responsibility for any plan or fund. To help you fulfill your fiduciary obligation, CAPIS provides comprehensive execution analysis, brokerage allocation, and commission recapture reporting to assist you in evaluating manager performance, participation, and overall commission costs.

With CAPIS's reporting tools, monitoring best execution is simple. Our reports help clients:

• Identify Underperforming Managers - the CAPIS Rankings make this clear.
• Recognize Trends - historical group ranking statistics highlight the past four quarters of results.
• Satisfy the Board - the Executive Summary and Manager Comparison provide a concise board-level overview.
• Develop Further Analysis - Fund Comparison and Broker Comparison Reports allow for additional analysis.
• Communicate with Managers - the 4th Group Reports provide a foundation for discussions with investment advisers.