Nationwide said it has made available an investment selection package that includes a fund-evaluator tool and customized investment profile that can also be used to market Nationwide’s variable life and pension products.
The fund evaluator, using proprietary Morningstar data, allows investment professionals to select investment options based on various criteria, such as performance, manager tenure, expense ratio, net assets, quartile category ranking, and risk classification.
The Morningstar Investment Profiles for Nationwide Financial provide consistent statistical information across all funds/subaccounts. The profiles include Ibbotson’s asset classifications, proprietary Morningstar Style Box categories, the Morningstar Rating for mutual funds, and performance that is benchmarked against an index and its peer group, Nationwide said.
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