CGOG™ Focused on Results

The Concept

CGOG™ is the investment industry’s version of “Moneyball”. The focus is simple; you don’t win baseball games unless you have batters on base. CGOG™ is all about identifying the investments that consistently hit singles and doubles and thereby avoiding the Hero to Zero funds.

CGOG™ Metrics

With CGOG™ you can identify consistency and precision of an investment’s ability to hit the target i.e., accuracy. Selecting investments that consistently perform well avoids the inconvenience of replacing investments from a menu of options and the corresponding uncomfortable interaction with an investment committee.

Scorecard Fallacy

Whether you use binary or 100-point scorecards, they are not the end point by which any investment committee should decide. Scorecards are best used to filter a universe of peers to identify the best in breed. However, not all investments that score 100 are equal. CGOG™ is the solution that separates Penthouse to Doghouse funds from the consistent winners.

What does CGOG™ Provide?

CGOG™ provides an investment committee with the documentation to demonstrate procedural and substantive prudence when selecting or replacing plan investment options. With CGOG™ reporting, a committee can feel confident they have identified consistent alpha generators within a peer group while improving management of unsystematic risk.

How does it identify Alpha Generators?

CGOG™ Reports are generated from custom calculations that focus on excess returns and risk metrics derived from a client selected benchmark. Both actual values and peer ranking are modeled to determine which funds are consistent alpha generators with precision.

Why is CGOG™ a Competitive Weapon?

• CGOG™ is aligned with the ERISA § 404(a)(1)(C) requirement to minimize the risk of large losses.
• CGOG™ avoids setting unrealistic expectations.
• CGOG™ avoids uncomfortable committee meetings.
• CGOG™ minimizes the inconvenience and embarrassment of frequently replacing poor performing funds.
• CGOG™ provides the intelligence to create a portfolio that is a parallel shift above the efficient frontier.
• CGOG™ provides the process and documentation to identify better investments consistently with accuracy and precision.

CGOG™ is a revolutionary tool that helps identify “Consistently Good, Occasionally Great™” investments. To learn more contact David J Witz, CEO PlanTools at david@plantools.com or 704-564-0482.