Sample Report PERFORMANCE REPORT I YOUR FUND
|
|
- Wendy Helena Rich
- 5 years ago
- Views:
Transcription
1 Produced on //28 Data as of 6/3/28 PERFORMANCE REPORT I 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page of 5
2 Produced on //28 Data as of 6/3/28 TABLE OF CONTENTS TABLE OF CONTENTS... 2 PROFILE... 3 Company Information... 3 Legal/Regulatory... 3 Product Information... 3 ANALYSIS... 4 Benchmark Selection & Style Analysis... 4 Return Analysis vs. Benchmark... 5 Wealth Analysis and Risk vs. Benchmark... 6 Sharpe Ratio & Risk/Return Analysis... 7 Alpha Analysis... 8 Alternative Risk Measures... 9 Performance vs. Peer Group... Performance vs. Emerging Manager Peer Group... 2 DISCLAIMER... 4 Appendix - Data East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 2 of 5
3 Produced on //28 Data as of 6/3/28 PROFILE Company Information 29 N Main St Primary Contact Secondary Contact Suite Mr. Manager, CFA Ms. Operator New York, NY 66 President and COO Senior Administrator (22) (t) (22) (22) (22) (f) Legal/Regulatory Litigation against this firm in the last five years: No Sanctions/disciplinary action against this firm in the last five years: No Legal set up: S Corp Year Founded: 99 Registered Investment Advisor: Yes Product Information Name: Core Equity Manager Selected Risk/Return Benchmark: Analyzed Best Fit Benchmark: Russell 2 Growth Firm AUM ($) 64,32,23 Number of Products Product AUM ($) 64,32,23 Number of Holdings 4 Audited Performance: Yes Auditing Firm: KPMG LLP 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 3 of 5
4 Produced on //28 Data as of 6/3/28 ANALYSIS Benchmark Selection & Style Analysis ) Correlation Matrix January 2 - June 28 (). 2).78 (2). (3) You have selected the S&P5 as the appropriate benchmark for this product. Our analysis shows that the product has a higher correlation to the Russell 2 Growth. We have therefore conducted an analysis against both the Russell 2 Growth Index and the S&P5 Index. We also conducted a style analysis of, and the style analysis indicates that has style characteristics that are smaller than the the S&P5 and that also has more Growth characteristics than the S&P5. 3) Russell 2 Growth Manager Style Single Computation January 2 - June 28 Large Russell Value Russell Growth - Russell 2 Value Russell 2 Growth Manager Style 3-Month Moving Windows, Computed Monthly January 2 - June 28 Large Russell Value Russell Growth Russell Generic Corners - Russell 2 Value Russell 2 Growth Small Small Value - Growth Value - Growth Performance Attribution January 2 - June 28 Asset Allocation Single Computation January 2 - June 28 6.% Russell Value 54.4% Russell Generic Corners 7.% 99.7% Russell Growth 25.3% 45.%.% Russell 2 Value.% 3.%.3% Russell 2 Growth.% 58.6% Residual R-Squared to Style Benchmar Single Computation.% Citigroup 3-month T-bill.6% % 2% 4% 6% 8% % 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 4 of 5
5 Produced on //28 Data as of 6/3/28 Return Analysis vs. Benchmark Manager vs Benchmark: Return through June 28 has outperformed both benchmarks, and Russell 2 Growth, over the past, 3 and 5 year period. This return is primarily due to outstanding returns in 23, 24 and 27. The first six months of 28 have seen excellent performance as well. You are outperforming both benchmarks so far this year, and have produced positive returns. Return 4% 3% 2% % % -% Manager vs Benchmark: Return through June 28 3 year s Russell 2 Growth 5 year s 8% 6% 4% 2% % -2% -4% Russell 2 Growth Calendar Year Return Calendar Year Return 6.76% -.9% -8.93% Russell 2 Growth % -3.2% -.83% 32.% 27.87% 4.4% 7.58% 6.8%.37% 6.8% 7.9% 4.% 5.8% 24.2% 68.% -26.9% -2.9% -.9% 5.5% 5.8% 4.9%.9% 28.7% -22.% -.9% Russell 2 Growth -8.9% 7.% 3.3% 4.2% 4.3% 48.5% -3.3% -9.2% 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 5 of 5
6 Produced on //28 Data as of 6/3/28 Wealth Analysis and Risk vs. Benchmark Manager Performance January 2 - June Dec 2 Dec 2 Dec 22 Dec 23 Dec 24 Dec 25 Dec 26 Jun 28 Performance Table January 2 - June 28. Single Computation Russell 2 Growth Over time, s excellent performance has meant a significantly higher level of wealth for your clients. The alpha has a significance level of over 98%, and your client would have an ending wealth of $29,42 for every $, invested. They would have $,57 for every $, invested in the S&P5. Ann u alized Retu rn (%) 5.46 Portfolio Performance Cumu lative Retu rn (%) 94.2 Std Dev (%) 2.7 On the risk side, has a much higher risk than the, although its risk does not seem as extreme when compared to the risk of the Russell 2 Growth which we consider to be a better fit for this product. While experienced risk has being reasonable, it is important to note that the portfolio, with 7 holdings, is extremely concentrated. The portfolio concentration would lead us to believe that the expected risk going forward could be significantly higher than the risk experienced so far. Therefore, we believe that this product can only be considered for use as part of a multimanager portfolio. An n ualized Excess Retu rn (%) 2.59 Cu mu lative Excess Retu rn (%) 7.32 vs. Russell 2 Growth Info Ratio. Sig n ificance L evel (%) Standard Deviation 25% 2% 5% % 5% % 98.7 Exp lain ed Varian ce (%) T racking Error (%) 2.43 Manager vs Benchmark: Standard Deviation through June 28 Manager vs Benchmark: Standard Deviation through June % 3.83%. 3 year s 7.78%.24% Russell 2 Growth 5 year s 7.% 9.46% Russell 2 Growth 7.86% 5.4% 5.74% 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 6 of 5
7 Produced on //28 Data as of 6/3/28 Sharpe Ratio & Risk/Return Analysis The returns are high enough to compensate for the additional risk, resulting in a very good Sharpe ratio over the past, 3 and. The risk/return profile while highlighting the good returns, also provides added confirmation of our decision to compare to the Russell 2 Growth index. Return 6% 4% 2% % 8% 6% 4% 2% Manager Risk/Return January 2 - June 28 % % 5% % 5% 2% Standard Deviation Return (%) Risk-Return Table January 2 - June 28: Annualized Summary Statistics Std Dev (%) Beta Sharpe Ratio Russell 2 Growth Alpha R-Squared Manager vs Benchmark: Sharpe Ratio through June 28 Manager vs Benchmark: Sharpe Ratio through June 28 Sharpe Ratio Market Benchmark: Russell 2 Growth Tracking Error Observs Russell 2 Growth Russell 2 Growth East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 7 of 5
8 Produced on //28 Data as of 6/3/28 Alpha Analysis Manager vs Benchmark: Alpha through June 28 Alpha 5% 4% 3% 2% % s alpha is outstanding over the past, 3 and. While this is the highest your trailing 3 year alpha has been, s alpha has consistently been positive over the product s history % -% Russell 2 Growth Manager vs Benchmark: Alpha through June % -6.93%.% Excess Return vs. Russell 2 Growth 3% 2% % % -% 3 year s 25.7% -.88%.% 5 year s 7.7%.79%.% Excess Return vs. Market Benchmark/Time 3-Month Moving Windows, Computed Monthly January 2 - June 28 Jun 23 Dec 23 Dec 24 Dec 25 Dec 26 Dec 27 Jun 28 Time Std Dev of Excess Return vs. Market Benchmark/Time 3-Month Moving Windows, Computed Monthly January 2 - June 28 Std Dev of Excess Return vs. Russell 2 Gro 6% 4% 2% % 8% 6% 4% 2% % Jun 23 Dec 23 Dec 24 Dec 25 Dec 26 Dec 27 Jun 28 Time 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 8 of 5
9 Produced on //28 Data as of 6/3/28 Alternative Risk Measures has good upside and downside capture ratios when compared to the Russell 2 Growth. Your excess return and batting average are also very good. The magnitude of the best and worst month and year again cause us to compare to the Russell 2 Growth rather than the. The max drawdown is comparable in length and magnitude to the Russell benchmark. Upside% Upside Downside January 2 - June Downside% Single Computation Russell 2 Growth Excess Return vs. Russell 2 Growth Excess Return vs. Market Benchmark/Batting Average vs. Market Benchmark 4% 2% % 8% 6% 4% 2% % -2% Up/Down Table January 2 - June 28. Single Computation January 2 - June 28-4% % % 2% 3% 4% 5% 6% Batting Average vs. Russell 2 Growth Manager Performance January 2 - June 28 5 Dec 2 Dec 2 Dec 22 Dec 23 Dec 24 Dec 25 Dec 26 Jun 28 % -% -2% -3% -4% Drawdown Up # of Months Average Return (%) Month (%) -Year (%) Market Benchmark (%) Down Up Down Russell 2 Grow Russell 2 Grow Best Worst Best Worst Up Capture Down Capture Russell 2 Growth R-Squared % Dec 2 Dec 2 Dec 22 Dec 23 Dec 24 Dec 25 Dec 26 Jun 28 Max Drawdown Drawdown Table January 2 - June 28: Summary Statistics Max Drawdown Begin Date Max Drawdown End Date Max Drawdown Length Max Drawdown Recovery Date Pain Index High Water Mark Date To High Water Mark % Feb 2 Sep 22 2 Dec 23.25% Jun 28.% % Feb 2 Sep 22 2 Jan % Oct % Russell 2 Growth % Feb 2 Sep 22 2 Jul % Oct % 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 9 of 5
10 Produced on //28 Data as of 6/3/28 Performance vs. Peer Group Finally, we compare to its peers. We choose the Large Core Universe due to the benchmark you have chosen to compare yourself with. As can be seen below, the fund has done very well compared to its peers, and is at the top of the percentile rankings for every time period we can measure it against. We also note that while the risk is high vs. the peer group, it is not abnormal vs. the Russell 2 Growth benchmark, and the Sharpe ratio is at the top of the charts indicating that the return more than compensates for the higher risk. Note that the peer group in this section is comprised of large separately managed accounts, and is produced by Zephyr. The Zephyr universe is comprised of products in the top one third of the style boxes in terms of size, and the middle third of the style boxes in terms of style. Return 4% 3% 2% % % -% -2% Russell 2 Growth Russell 2 Growth Manager vs Universe: Return through June 28 Zephyr Large Core Universe (Monthly) quarter y ear 3 y ears 5 y ears Manager vs Universe: Return Rank through June 28 quarter 49 mng 82 2 quarter 7.55% -2.73% 4.47% 49 mng mng Manager vs Benchmark: Return through June % -.9% -8.93% % -3.2% -.83% 442 mng % 4.4% 6.8% Russell 2 Growth 5th to 25th Percentile 25th Percentile to Median Median to 75th Percentile 75th to 95th Percentile 356 mng % 7.58%.37% 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page of 5
11 Produced on //28 Data as of 6/3/28 25% Manager vs Universe: Standard Deviation through June 28 Zephyr Large Core Universe (Monthly) Standard Deviation 2% 5% % 5% Russell 2 Growth 5th to 25th Percentile 25th Percentile to Media Median to 75th Percentil 75th to 95th Percentile % Manager vs Universe: Standard Deviation Rank through June 28 Russell 2 Growth Russell 2 Growth Sharpe Ratio mng mng mng Manager vs Benchmark: Standard Deviation through June %.97% 4.65% 23.8% 3.83% 7.86% %.24% 5.4% Manager vs Universe: Sharpe Ratio through June 28 Zephyr Large Core Universe (Monthly) Manager vs Universe: Sharpe Ratio Rank through June mng 356 mng 67 7.% 9.46% 5.74% Russell 2 Growth 5th to 25th Percentile 25th Percentile to Median Median to 75th Percentile 75th to 95th Percentile 483 mng 442 mng 356 mng Russell 2 Growth Manager vs Benchmark: Sharpe Ratio through June Russell 2 Growth East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page of 5
12 Produced on //28 Data as of 6/3/28 Performance vs. Emerging Manager Peer Group Finally, we compare to its peers in the Altura Emerging Manager Database. We created a Large Core Universe due to the benchmark you have chosen to compare yourself with. As can be seen below, the fund has done very well compared to its peers, and is at the top of the percentile rankings for every time period we can measure it against. We also note that while the risk is high vs. the peer group, it is not abnormal vs. the Russell 2 Growth benchmark, and the Sharpe ratio is at the top of the charts indicating that the return more than compensates for the higher risk. Note that the peer group in this section is comprised of products that have the following characteristics: Size: On a scale of + to -, where + is large and - is absolute small, the products have a size factor greater than or equal to.5. Growth & Value: On a scale of + to -, where + is absolute growth and - is absolute value, the products have a growth-value factor of between -.5 and +.5. Membership: Products are part of the Altura database, and have information that is current. Return 4% 3% 2% % % -% -2% Russell 2 Growth Manager vs Universe: Return through June 28 Altura Large Cap Core quarter Manager vs Universe: Return Rank through June 28 quarter 85 mng mng mng mng Manager vs Benchmark: Return through June Russell 2 Growth 5th to 25th Percentile 25th Percentile to Median Median to 75th Percentile 75th to 95th Percentile 59 mng quarter 7.55% 6.76% 35.95% 32.% 27.87% -2.73% -.9% -3.2% 4.4% 7.58% Russell 2 Growth 4.47% -8.93% -.83% 6.8%.37% 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 2 of 5
13 Produced on //28 Data as of 6/3/28 25% Manager vs Universe: Standard Deviation through June 28 Altura Large Cap Core Standard Deviation 2% 5% % 5% Russell 2 Growth 5th to 25th Percentile 25th Percentile to Media Median to 75th Percentil 75th to 95th Percentile % Manager vs Universe: Standard Deviation Rank through June 28 Russell 2 Growth Russell 2 Growth Sharpe Ratio mng 5 9 Manager vs Universe: Sharpe Ratio through June 28 Altura Large Cap Core Manager vs Universe: Sharpe Ratio Rank through June mng 79 mng 6 79 mng 7 mng Manager vs Benchmark: Standard Deviation through June %.97% 4.65% 23.8% 3.83% 7.86% %.24% 5.4% 7 mng 59 mng Russell 2 Growth 5th to 25th Percentile 25th Percentile to Median Median to 75th Percentile 7 7.% 9.46% 5.74% 75th to 95th Percentile 59 mng Russell 2 Growth Manager vs Benchmark: Sharpe Ratio through June Russell 2 Growth East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 3 of 5
14 Produced on //28 Data as of 6/3/28 DISCLAIMER Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Past performance is no guarantee of future results. Forecasts may not be attained. Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors and size of companies and funds preferred by advisors. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. Universe Criteria: Altura uses the Zephyr universes of separate account managers if they are available for your product. If not, then Altura uses universes that are created by Altura using the information collected through the Altura Information Platform database and use only gross of fee returns for separate account managers. For Hedge Funds, Altura uses universes that it creates using only net of fee returns. Products must have of returns and must have size and style characteristics that match or exceed Altura criteria to be included in the universe. This content is only intended for use by qualified investment professionals. All information has been voluntarily provided by the participating firms and compiled both electronically and manually by Altura Capital. Technical or human error is possible by the firm or by Altura Capital. Altura Capital makes no representation or warranty as to the accuracy and reliability of the data, as such has not been verified by Altura. Any Institutional Investor interested in any of these firms should conduct its own verification. Firms may have posted inaccurate data and Altura Capital makes no representation of having reviewed or validated such data. The inclusion or omission of any firm or service herein shall not be deemed a recommendation by Altura Capital or any of its affiliates for or against the service thereof. This report is not intended to be an offer, solicitation, encouragement, or recommendation to in any way use or hire any firm or purchase any security. Reference to a particular company in the Report does not constitute a preference, an appraisal, audit or endorsement as to the operating or financial condition of that firm. Neither Altura Capital nor any affiliate thereof shall be liable for any claim, demand, suit, action, judgment, cost, charge or expense, including court costs and attorney s fees, or damages of any nature whatsoever, incurred by user arising out of the use the report, even if advised of the possibility of such. For further information please visit us at Copyright Altura Capital Group, LLC 29. All rights reserved. The material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from Altura Capital. It is delivered on an as is basis without warranty. Altura Capital is not in the business of providing legal or tax advice. 5 East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 4 of 5
15 Produced on //28 Data as of 6/3/28 Appendix - Data This analysis is based entirely on the returns you have provided us. Please check these returns below and notify us immediately if you see any errors, as they affect all the charts and tables produced. Periodic Returns Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Russell 2 Growth East 57 th Street, Floor, New York, NY 22 Tel (22) Fax (646) Seventh Avenue, Suite 2, Seattle, WA 98 Tel (26) Fax (26) Page 5 of 5
Beginning Date: January 2016 End Date: June Managers in Zephyr: Benchmark: Morningstar Short-Term Bond
Beginning Date: January 2016 End Date: June 2018 Managers in Zephyr: Benchmark: Manager Performance January 2016 - June 2018 (Single Computation) 11200 11000 10800 10600 10400 10200 10000 9800 Dec 2015
More informationBeginning Date: January 2016 End Date: September Managers in Zephyr: Benchmark: Morningstar Short-Term Bond
Beginning Date: January 2016 End Date: September 2018 Managers in Zephyr: Benchmark: Manager Performance January 2016 - September 2018 (Single Computation) 11400 - Yorktown Funds 11200 11000 10800 10600
More informationBeginning Date: January 2016 End Date: February Managers in Zephyr: Benchmark: Morningstar Short-Term Bond
Beginning Date: January 2016 End Date: February 2018 Managers in Zephyr: Benchmark: Manager Performance January 2016 - February 2018 (Single Computation) 11200 11000 10800 10600 10400 10200 10000 9800
More informationThe Swan Defined Risk Strategy - A Full Market Solution
The Swan Defined Risk Strategy - A Full Market Solution Absolute, Relative, and Risk-Adjusted Performance Metrics for Swan DRS and the Index (Summary) June 30, 2018 Manager Performance July 1997 - June
More informationManager Comparison Report June 28, Report Created on: July 25, 2013
Manager Comparison Report June 28, 213 Report Created on: July 25, 213 Page 1 of 14 Performance Evaluation Manager Performance Growth of $1 Cumulative Performance & Monthly s 3748 3578 348 3238 368 2898
More informationI. CALL TO ORDER ROLL CALL PLEDGE OF ALLEGIANCE APPROVAL OF AGENDA V. PUBLIC COMMENT NEW BUSINESS
I. CALL TO ORDER AGENDA RETIREE HEALTH CARE TRUST BOARD SPECIAL MEETING MONROE COUNTY BOARD OF COMMISSIONERS CHAMBERS ROOM FRIDAY, OCTOBER 28, 2016 11:30 A.M. 125 E. SECOND STREET MONROE, MI 48161 (734)
More informationINDEX PERFORMANCE HISTORY MARKET CYCLE ANALYSIS*
OVERVIEW Index Name: Helios Alpha Index Ticker: Inception Date: September 30, 2003 S&P Launch Date: March 3, 2017 Benchmark: MSCI ACWI Index INDEX PERFORMANCE HISTORY As of: October 31, 2018 DESCRIPTION
More informationINDEX PERFORMANCE HISTORY MARKET CYCLE ANALYSIS*
OVERVIEW Index Name: Helios Diversified Index Ticker: Inception Date: September 30, 2003 S&P Launch Date: March 3, 2017 : 45% MSCI ACWI / 25% BBgBarc Agg Bond / 30% Morningstar Div Alts Morningstar SecID:
More informationEastern Point Trust Company Basic Plan Portfolio
Eastern Point Trust Company Basic Plan Portfolio January 2001 - August 2018 (Single Computation) 400 350 300 250 200 150 100 50 Dec 2000 Dec 2003 Dec 2005 Dec 2007 Dec 2009 Dec 2011 Dec 2013 Dec 2015 Aug
More informationINDEX PERFORMANCE HISTORY MARKET CYCLE ANALYSIS*
Jun 09 Dec 09 Jun 10 Dec 10 Jun 11 Dec 11 Jun 12 Dec 12 Jun 13 Dec 13 Jun 14 Dec 14 Jun 15 Dec 15 Jun 16 Dec 16 Jun 17 Dec 17 Jun 18 Dec 18 Dec 07 Jan 08 Feb 08 Mar 08 Apr 08 May 08 Jun 08 Jul 08 Aug 08
More informationINDEX PERFORMANCE HISTORY MARKET CYCLE ANALYSIS*
OVERVIEW Index Name: Helios Dynamic Risk 13% Index Ticker: Inception Date: February 28, 2005 S&P Launch Date: March 3, 2017 Benchmark: 65% MSCI ACWI / 35% BBgBarc Agg Bond Morningstar SecID: F00000YYHJ
More informationEastern Point Trust Company Deluxe Plan Portfolio Review
Eastern Point Trust Company Deluxe Plan Portfolio Review January 2001 - August 2018 (Single Computation) 500 450 400 350 300 250 200 150 100 50 Dec 2000 Dec 2003 Dec 2005 Dec 2007 Dec 2009 Dec 2011 Dec
More informationBOARD OF VISITORS OF THE COLLEGE OF WILLIAM AND MARY IN VIRGINIA
BOARD OF VISITORS OF THE COLLEGE OF WILLIAM AND MARY IN VIRGINIA COMMITTEE MEETINGS Board Rooms - Blow Memorial Hall April 17-19, 2013 INVESTMENTS SUBCOMMITTEE of the COMMITTEE ON FINANCIAL AFFAIRS
More informationWhy Allocate to Active Mid Cap?
Why Allocate to Active Mid Cap? As of 12/31/09 Executive Summary Going Passive LCV with an Active MCV Allocation TS&W Thesis Passive allocations to large cap miss the most fertile alpha opportunities by
More informationSYMONS CAPITAL MANAGEMENT
SYMONS Managing U.S. Equity Portfolios Since 1983 And Building Durable Wealth Through Risk Management Symons Value 3rd Quarter 2018 650 Washington Road, Suite 800, Pittsburgh, PA 15228 412-344-7690 1 www.symonscapital.com
More informationDAC Wealth Builder: $10,000 Growth from Inception
DAC Wealth Builder: $10,000 Growth from Inception $13,500 $13,416 $13,000 $12,500 $12,000 $11,500 $11,000 $10,500 $10,000 12/2014 03/2015 06/2015 09/2015 12/2015 03/2016 06/2016 09/2016 12/2016 03/2017
More information2015 ANNUAL RETURNS YTD
Stephen Somers, William Somers 1410 Russell Road, Suite 100, Paoli, PA 19301 USA ph. +1-484-576-3371 fax +1-610-688-9261 http://www.somersbrothers.com ANNUAL RETURNS 2011 2012 2013 2014 2015 YTD Advisor
More informationJUPITER POLICE OFFICER'S RETIREMENT FUND INVESTMENT PERFORMANCE PERIOD ENDING SEPTEMBER 30, 2008
JUPITER POLICE OFFICER'S RETIREMENT FUND INVESTMENT PERFORMANCE PERIOD ENDING SEPTEMBER 30, 2008 NOTE: For a free copy of Part II (mailed w/i 5 bus. days from request receipt) of Burgess Chambers and Associates,
More informationBROAD COMMODITY INDEX
BROAD COMMODITY INDEX COMMENTARY + STRATEGY FACTS JUNE 2017 80.00% CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% -80.00% ABCERI S&P GSCI ER BCOMM ER
More informationDAC Wealth Protector: $10,000 Growth from Inception
DAC Wealth Protector: $10,000 Growth from Inception $11,600 $11,661 $11,400 $11,200 $11,000 $10,800 $10,600 $10,400 $10,200 $10,000 12/2014 03/2015 06/2015 09/2015 12/2015 03/2016 06/2016 09/2016 12/2016
More informationMANAGED FUTURES INDEX
MANAGED FUTURES INDEX COMMENTARY + STRATEGY FACTS JUNE 2018 CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% AMFERI BARCLAY BTOP50 CTA INDEX S&P 500 S&P
More informationIdentifying a defensive strategy
In our previous paper Defensive equity: A defensive strategy to Canadian equity investing, we discussed the merits of employing a defensive mandate within the Canadian equity portfolio for some institutional
More informationCiti Dynamic Asset Selector 5 Excess Return Index
Multi-Asset Index Factsheet & Performance Update - 31 st August 2016 FOR U.S. USE ONLY Citi Dynamic Asset Selector 5 Excess Return Index Navigating U.S. equity market regimes. Index Overview The Citi Dynamic
More information2018 ANNUAL RETURNS YTD
Howard A. Bernstein 38608 Oyster Catcher Drive, Ocean View, DE 20171 USA ph. +1-302-616-1970 fax http://www.hbinvesting.com ANNUAL RETURNS 2014 2015 2016 2017 2018 YTD Advisor 5.90% -1.06% 2.55% 8.24%
More informationNuance Concentrated Value Composite Perspectives
Nuance Concentrated Value Composite Perspectives March 31, 2018 Description of the Product The Nuance Concentrated Value Composite is a classic value investment product investing primarily in the equity
More informationMaycrest Balanced Fund Richard Davis, Maria Davis 1275 Gator Trl, West Palm Beach, FL USA ph fax
Richard Davis, Maria Davis 1275 Gator Trl, West Palm Beach, FL 33409 USA ph. +1-203-722-8824 fax http://www.maycrestcapital.com Primary Category: Equity Long-Bias ANNUAL RETURNS 2014 2015 2016 2017 2018
More informationDividend Growth as a Defensive Equity Strategy August 24, 2012
Dividend Growth as a Defensive Equity Strategy August 24, 2012 Introduction: The Case for Defensive Equity Strategies Most institutional investment committees meet three to four times per year to review
More informationAlphaSolutions Sector Rotation Model
AlphaSolutions Sector Rotation Model An investment model based on trending and momentum strategies Portfolio Goals Primary: Seeks long term growth of capital by investing in highranked U.S. Equity Sectors
More informationWisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) and CBOE S&P 500 PutWrite Index (PUT)
Q3 2017 WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) and CBOE S&P 500 PutWrite (PUT) WisdomTree.com 866.909.9473 WisdomTree CBOE S&P 500 PutWrite Strategy Fund +Investment Objective: The WisdomTree
More informationBROAD COMMODITY INDEX
BROAD COMMODITY INDEX COMMENTARY + STRATEGY FACTS APRIL 2017 80.00% CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% -80.00% ABCERI S&P GSCI ER BCOMM ER
More informationDAC Short Term: $10,000 Growth from Inception
DAC Short Term: $10,000 Growth from Inception $10,900 $10,909 $10,800 $10,700 $10,600 $10,500 $10,400 $10,300 $10,200 $10,100 $10,000 11/2014 02/2015 05/2015 08/2015 11/2015 02/2016 05/2016 08/2016 11/2016
More informationSchindler Capital Management, LLC / Dairy Advantage Program. Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Schindler Capital Management, LLC / Dairy Advantage Program Fundamental / Ag & Livestock Performance Since August 2005 Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2005-11.20% 3.20% -6.67% -13.73%
More informationW.E. Donoghue Power Dividend Total Return Index TM (PWRDXTR)
W.E. Donoghue Power Dividend Total Return Index TM (PWRDXTR) A Tactical Dividend Strategy for Today s Low Yield World For more information call: 800 642-4276 S&P 500 Index Since the Turn of the Millennium
More informationFactor Mixology: Blending Factor Strategies to Improve Consistency
May 2016 Factor Mixology: Blending Factor Strategies to Improve Consistency Vassilii Nemtchinov, Ph.D. Director of Research Equity Strategies Mahesh Pritamani, Ph.D., CFA Senior Researcher Factor strategies
More informationD D
D D D D D D ED M EDM Inversión Spanish Equities Return Date: 31/08/2016 Portfolio Date: 31/07/2016 Snapshot Category Custodian / Administrator Auditor Domicile Morningstar Rating Overall UCITS
More informationMANAGED FUTURES INDEX
MANAGED FUTURES INDEX COMMENTARY + STRATEGY FACTS SEPTEMBER 2018 CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% AMFERI BARCLAY BTOP50 CTA INDEX
More informationMANAGED FUTURES INDEX
MANAGED FUTURES INDEX COMMENTARY + STRATEGY FACTS JANUARY 2019 CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% AMFERI BARCLAY BTOP50 CTA INDEX S&P
More informationInvestment Performance Review Period Ending June 30, City of Trenton Fire & Police Retirement System
Investment Performance Review Period June 30, 2017 City of Trenton Fire & Police Retirement System Market Update June 30, 2017 Index Returns (%) Equities Month 3 M YTD 1 Year 3 Yr 5 Yr Ann Ann S&P 500
More informationThe Compelling Case for Value
The Compelling Case for Value July 2, 2018 SOLELY FOR THE USE OF INSTITUTIONAL INVESTORS AND PROFESSIONAL ADVISORS 0 Jan-75 Jan-77 Jan-79 Jan-81 Jan-83 Jan-85 Jan-87 Jan-89 Jan-91 Jan-93 Jan-95 Jan-97
More informationU.S. Natural Gas Storage Charts
U.S. Natural Gas Storage Charts BMO Capital Markets Commodity Products Group November 26, 214 Total U.S. Natural Gas in Storage 5, Total Stocks This Week 3432 4, 3, 2, 1, Reported On: November 26, 214
More informationhedge fund indexing September 2007
hedge fund indexing With a focus on delivering absolute returns, hedge fund strategies continue to attract significant and growing assets from institutions and high-net-worth investors. The potential costs,
More informationMANAGED FUTURES INDEX
MANAGED FUTURES INDEX COMMENTARY + STRATEGY FACTS JULY 2018 CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% AMFERI BARCLAY BTOP50 CTA INDEX S&P 500 S&P
More informationMANAGED FUTURES INDEX
MANAGED FUTURES INDEX COMMENTARY + STRATEGY FACTS JULY 2017 CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% AMFERI BARCLAY BTOP50 CTA INDEX S&P 500 S&P
More information2nd Quarter 2018 Webcast
2nd Quarter 2018 Webcast Classic Large Cap Value Equity Presented by James J. Clarke Director of Fundamental Research & Portfolio Manager This material may not be reproduced or used in any form or medium
More informationGuided Equity Allocation
September 2017 Guided Equity Allocation VanEck Vectors NDR CMG Long/Flat Allocation ETF Disclosures This material does not constitute an offer to sell or solicitation to buy any security, including shares
More informationBROAD COMMODITY INDEX
BROAD COMMODITY INDEX COMMENTARY + STRATEGY FACTS JULY 2018 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) -80.00% ABCERI S&P GSCI ER BCOMM
More informationRisk / Return August January 2016 (Single Computation)
Risk / Return August 2015 - January 2016 (Single Computation) 2% Zephyr StyleADVISOR:, LLC 0% -2% -4% Return -6% -8% -10% Benchmark: Cash Equivalent: Citigroup 3-month T-bill -12% -14% 0% 2% 4% 6% 8% 10%
More informationMid Cap Dividend Growth Strategy
Mid Cap Dividend Growth Strategy Product Level Investment Process Stock Universe Companies that have increased their dividends with market capitalizations of $1 billion to $15 billion Stock Selection Top
More informationCS/Tremont Hedge Fund Index Performance Review
In fact, the S&P500 volatility 1 on average was 2.58x that of the HFI s. Using over fifteen years of data, we found that S&P500 s volatility to be on average 2.5x that of the HFI s. II. ANALYSIS The Beryl
More informationTactical Income ETF. Investor Presentation N ORTHC OAST I NVESTMENT A DVISORY T EAM NORTHCOASTAM. COM
Tactical Income ETF Investor Presentation N ORTHC OAST I NVESTMENT A DVISORY T EAM 203.532.7000 INFO@ NORTHCOASTAM. COM NORTHCOAST ASSET MANAGEMENT An established leader in the field of tactical investment
More informationTactical Growth ETF. Investor Presentation N ORTHC OAST I NVESTMENT A DVISORY T EAM NORTHCOASTAM. COM
Tactical Growth ETF Investor Presentation N ORTHC OAST I NVESTMENT A DVISORY T EAM 203.532.7000 INFO@ NORTHCOASTAM. COM NORTHCOAST ASSET MANAGEMENT An established leader in the field of tactical investment
More informationQ Performance Report
Q1 2018 Performance Report Generated by: NASDAQ: TIPRX (A Shares) Investing in the Fund involves risks, including the risk that you may receive little or no return on your investment or that you may lose
More informationTTAC TrimTabs All Cap U.S. Free-Cash-Flow ETF
TrimTabs All Cap U.S. Free-Cash-Flow ETF ETF.com segment: Equity: U.S. - Total Market Competing ETFs: AIEQ, RFFC, RFDA, HUSE, TTFS Related ETF Channels: North America, No Underlying Index, Active Management,
More informationNuance Investments, LLC Semi- Annual Call: Concentrated Value
Value. Delivered. Nuance Investments, LLC Semi- Annual Call: Concentrated Value Scott Moore, CFA President & Chief Investment Officer Agenda Firm Overview Team Update Process Summary 2015 Review 2016 Outlook
More informationEconomic indicators dashboard
CURRENT AS OF JANUARY 12, 2018 Economic indicators dashboard MOST RECENT 3-MO. trend TYPICAL range EXTREME range Market Volatility (CBOE VIX) SEE HISTORICAL DETAILS p4 10 Yr. U.S. Treasury Yield SEE HISTORICAL
More informationSystinvest. Track Record. ploutos. wikifolios
Systinvest Track Record ploutos wikifolios Content wikifolio Trader ploutos page 2 General information on wikifolio and the trader ploutos Marketcycles page 3 Category 1, Crash Risk Control-strategy applied
More informationSPYV SPDR Portfolio S&P 500 Value ETF
SPDR Portfolio S&P 500 Value ETF ETF.com segment: Equity: U.S. - Large Cap Value Competing ETFs: IVE, VOOV, RPV, DVP, FVAL Related ETF Channels: North America, Smart-Beta ETFs, Large Cap, U.S., S&P 500
More informationWHY EQUITIES NOW? THINGS TO CONSIDER
October 4, 2017 WHY EQUITIES NOW? THINGS TO CONSIDER Scott Krauthamer, CFA, CAIA Managing Director Equities, AB MJ Zayac Director, Institutional Retirement Specialist, AB There is no guarantee that any
More informationMOST RECENT 3-MO. trend TYPICAL range EXTREME range. Typical Typical. Typical Typical
CURRENT AS OF JUNE 29, 2018 Economic indicators dashboard MOST RECENT 3-MO. trend TYPICAL range EXTREME range Market Volatility (CBOE VIX) SEE HISTORICAL DETAILS 4 10 Yr. U.S. Treasury Yield SEE HISTORICAL
More informationConfronting Market Volatility
Confronting Market Volatility December 4, 2014 Brian Matthews, CFA Executive Director Head of ETF Licensing and Factor Index Business Management MSCI Joseph Nelesen, PhD Director Head of Institutional
More informationMan AHL Diversified (Guernsey) USD
Product fact sheet at 31 March 2014 NAV per unit USD 1.0849 Total NAV USD 243,448,833 Risk/return profile 1 The share class will aim to deliver target double-digit annualised return, for a target annualised
More informationRFFC RiverFront Dynamic U.S. Flex-Cap ETF
RiverFront Dynamic U.S. Flex-Cap ETF ETF.com segment: Equity: U.S. - Total Market Competing ETFs: AIEQ, RFDA, HUSE, TTFS, TTAC Related ETF Channels: North America, No Underlying Index, U.S., Broad-based,
More informationFundamental. Thinking. Worldwide. International Equity ADR Review Fourth Quarter 2018
Fundamental. Thinking. Worldwide. International Equity ADR Review Fourth Quarter 2018 Quality-Growth Investment Philosophy As of December 31, 2018 More Profitable Lower Risk Faster Growth Profit Margin
More informationBROAD COMMODITY INDEX
BROAD COMMODITY INDEX COMMENTARY + STRATEGY FACTS AUGUST 2018 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) -80.00% ABCERI S&P
More informationVXF Vanguard Extended Market ETF
Vanguard Extended Market ETF ETF.com segment: Equity: U.S. - Extended Market Competing ETFs: PRFZ, SPMD, ISMD, SMMD, SDVY Related ETF Channels: North America, U.S., Extended Market, Broad-based, Vanilla,
More informationVIX ETPs, Inter-Relationships between Volatility Markets and Implications for Investors and Traders
Not a Product of Research / Not for Retail Distribution Citi Equities I U.S. Equity Trading Strategy VIX ETPs, Inter-Relationships between Volatility Markets and Implications for Investors and Traders
More informationEVESTMENT PERFORMANCE REPORT
EVESTMENT PERFORMANCE REPORT Sample Firm 1 As of 3/2015 Sample Firm 1 5000 Olde Towne Parkway --- Marietta Georgia 30068 United States www.evestment.com Asset Class Investment Focus Primary Investment
More informationAspiriant Risk-Managed Equity Allocation Fund RMEAX Q4 2018
Aspiriant Risk-Managed Equity Allocation Fund Q4 2018 Investment Objective Description The Aspiriant Risk-Managed Equity Allocation Fund ( or the Fund ) seeks to achieve long-term capital appreciation
More informationOQAL Oppenheimer Russell 1000 Quality Factor ETF
Oppenheimer Russell 1000 Quality Factor ETF ETF.com segment: Equity: U.S. - Large Cap Competing ETFs: PRF, FNDX, SPHQ, FTCS, RWL Related ETF Channels: North America, Smart-Beta ETFs, Large Cap, U.S., Broad-based,
More informationMINT PIMCO Enhanced Short Maturity Active ETF
MINT PIMCO Enhanced Short Active ETF ETF.com segment: Competing ETFs: NEAR, FLTB, ARCM, HOLD, PULS Related ETF Channels: North America, Short-Term, No Underlying Index, Fixed Income, Active Management,
More informationIVE ishares S&P 500 Value ETF
ishares S&P 500 Value ETF ETF.com segment: Equity: U.S. - Large Cap Value Competing ETFs: SPYV, VOOV, RPV, DVP, FVAL Related ETF Channels: North America, U.S., Smart-Beta ETFs, Large Cap, S&P 500 Value
More informationDynamic ETF Option Strategy
Dynamic ETF Option Strategy Dynamic ETF Option Strategy The Dynamic ETF Option strategy embodies the idea of selling ETF put options against cash and collecting premium that seeks continuous income stream
More informationDiversifying with the Defined Risk Strategy Executive Summary. Marc Odo, CFA, CAIA, CIPM, CFP
Diversifying with the Defined Risk Strategy Executive Summary Marc Odo, CFA, CAIA, CIPM, CFP EXECUTIVE SUMMARY VERSION 2 This executive summary provides the key takeaways of applying the DRS to additional
More informationD D D D D D ED M EDM Inversión Spanish Equities Return Date: 31/12/2016 Portfolio Date: 30/11/2016 Snapshot Category Custodian / Administrator Auditor Domicile Morningstar Rating Overall UCITS
More informationVOO Vanguard S&P 500 ETF
Vanguard S&P 500 ETF ETF.com segment: Equity: U.S. - Large Cap Competing ETFs: SPY, IVV, IWB, SCHX, VV Related ETF Channels: North America, S&P 500, Large Cap, U.S., Broad-based, Vanilla, Equity, Size
More informationAS AT OCTOBER 31, Making Active Management Count NCM ALTERNATIVE SUMMARIES INVESTMENTS. ncminvestments.com
AS AT OCTOBER 31, 2018 Making Active Management Count NCM ALTERNATIVE SUMMARIES INVESTMENTS ncminvestments.com Invest in New Ideas By combining cutting-edge techniques to reduce risk, increasing investable
More informationShort Extension (130/30) Fund Strategy
Short Extension (130/30) Fund Strategy Richard Hasson Neil Brown Russell Bodill September 2009 Performance through Focus Why Select Equity Investments? Select Equity investment approach High conviction,
More informationUSMF WisdomTree U.S. Multifactor Fund
WisdomTree U.S. Multifactor Fund ETF.com segment: Equity: U.S. - Total Market Competing ETFs: DGRW, QDF, TILT, FPX, LRGF Related ETF Channels: North America, Smart-Beta ETFs, Multi-factor, Total Market,
More informationDBEU Xtrackers MSCI Europe Hedged Equity ETF
Xtrackers MSCI Europe Hedged Equity ETF ETF.com segment: Equity: Developed Europe - Total Market Competing ETFs: HEZU, DBEZ, FLEH, HFXE, DEZU Related ETF Channels: Developed Europe, Total Market, Currency
More informationFortigent Alternative Investment Strategies Model Wealth Portfolios Fortigent, LLC.
Fortigent Alternative Investment Strategies Model Wealth Portfolios Important Disclaimers The information provided is for educational purposes only and is not intended to be, and should not be construed
More informationXLF Financial Select Sector SPDR Fund
Financial Select Sector SPDR Fund ETF.com segment: Equity: U.S. Financials Competing ETFs: VFH, IYF, FNCL, PSCF, FXO Related ETF Channels: North America, S&P Financial Select Sector Index, U.S., Broad-based,
More informationBuilding Efficient Hedge Fund Portfolios August 2017
Building Efficient Hedge Fund Portfolios August 2017 Investors typically allocate assets to hedge funds to access return, risk and diversification characteristics they can t get from other investments.
More informationGlobal Tactical Asset Allocation
Global Tactical Asset Allocation This material is solely for informational purposes to be viewed in conjunction with this presentation. The information presented should not be construed as representative
More informationACSI American Customer Satisfaction ETF
American Customer Satisfaction ETF ETF.com segment: Equity: U.S. - Large Cap Competing ETFs: SHE, JUST, CATH, MAGA, BIBL Related ETF Channels: North America, Smart-Beta ETFs, Large Cap, U.S., Broad-based,
More informationFoundations of Investing
www.edwardjones.com Member SIPC Foundations of Investing 1 5 HOW CAN I STAY ON TRACK? 4 HOW DO I GET THERE? 1 WHERE AM I TODAY? MY FINANCIAL NEEDS 3 CAN I GET THERE? 2 WHERE WOULD I LIKE TO BE? 2 Develop
More informationLarge Cap Low Volatility Strategy. 12/31/ Vanderbilt Beach Road, Suite 102 Naples, Florida V:
Large Cap Low Volatility Strategy 12/31/2018 999 Vanderbilt Beach Road, Suite 102 Naples, Florida 34108 V: 866-459-9998 10 Executive Summary Reduced Equity Market Risk The 50%+ downturn in the broad U.S.
More informationSDY SPDR S&P Dividend ETF
SPDR S&P Dividend ETF ETF.com segment: Equity: U.S. - High Dividend Yield Competing ETFs: VYM, DVY, FVD, DHS, PEY Related ETF Channels: North America, Smart-Beta ETFs, Dividend, U.S., Broad-based, Dividends,
More informationAsset Allocation & Performance
COMMUNITY FOUNDATION OF GREATER DES MOINES LONG TERM GROWTH Asset Allocation & Performance As of March, 208 Asset Allocation on March, 208 Actual $ Actual (%) Target (%) Equity $68,6,297 62.4 62.8 Fixed
More informationVoya Indexed Universal Life-Global Plus
calculation examples Voya ed Universal Life-Global Plus Values as of Issued by Security Life of Denver Insurance Company Required training! VFA Registered Representatives must review the Required Training
More informationOEF ishares S&P 100 A 93. The ishares S&P 100 Index Fund tracks a market-cap-weighted index of 100 largecap companies selected by the S&P Committee.
ishares S&P 100 ETF.com segment: Equity: U.S. - Large Cap Competing ETFs: SPY, IVV, VOO, IWB, SCHX Related ETF Channels: North America, U.S., Large Cap, Broad-based, Vanilla, Equity, Size and Style Find
More informationAbsolute Return Manager Watch TM Survey for the month ending April 2018
APRIL 201 2018/04/30 2018/02/01 2018/01/01 2017/05/01 2015/05/01 2013/05/01 2011/05/01 2008/05/01 Month Ending APRIL 2018 2018/01/01 2017/10/01 2017/09/01 2017/02/01 2015/02/01 2011/02/01 2008/02/01 CPI
More informationTactical Long/Short Strategy
Tactical Long/Short Strategy Tactical Long/Short Strategy INVESTMENT OBJECTIVE: To seek capital appreciation in varying market environments while exhibiting less downside volatility than the S&P 500. INVESTMENT
More informationAbsolute Return Manager Watch TM Survey for the month ending July 2018
JULY 2018 2018/07/31 2018/05/01 2018/01/01 2017/08/01 2015/08/01 2013/08/01 2011/08/01 2008/08/01 Month Ending JULY 2018 2018/04/01 2018/01/01 2017/09/01 2017/05/01 2015/05/01 2011/05/01 2008/05/01 CPI
More informationAlphaSolutions Multi-Sector Fixed Income Model
AlphaSolutions Multi-Sector Fixed Income Model A fixed income model based on trending and momentum strategies Portfolio Goals Primary: Seeks to invest in highranked sectors within the fixed income market
More informationInvestors Have Allocated Less to Value
Investors Have Allocated Less to Value by Over $1 Trillion Compared to 10 Years Ago Equity Asset Under Management $20,000,000,000,000 $18,000,000,000,000 $16,000,000,000,000 $14,000,000,000,000 $12,000,000,000,000
More informationIJK ishares S&P Mid-Cap 400 Growth ETF
ishares S&P Mid-Cap 400 Growth ETF ETF.com segment: Equity: U.S. - Mid Cap Growth Competing ETFs: MDYG, IVOG, RFG, PXMG, IWP Related ETF Channels: Smart-Beta ETFs, S&P Mid Cap 400 Growth, Growth, Equity,
More informationSPMD SPDR Portfolio Mid Cap ETF
SPDR Portfolio Mid Cap ETF ETF.com segment: Equity: U.S. - Extended Market Competing ETFs: PRFZ, VXF, ISMD, SMMD, SDVY Related ETF Channels: North America, Extended Market, U.S., Broad-based, Vanilla,
More informationEZA ishares MSCI South Africa ETF
ishares MSCI South Africa ETF ETF.com segment: Equity: South Africa - Total Market Competing ETFs: N/A Related ETF Channels: Size and Style, Broad-based, South Africa, Middle East and Africa, Vanilla,
More informationIWD ishares Russell 1000 Value ETF
ishares Russell 1000 Value ETF ETF.com segment: Equity: U.S. - Large Cap Value Competing ETFs: VONV, VTV, SCHV, MGV, PWV Related ETF Channels: North America, Smart-Beta ETFs, Large Cap, U.S., Value, Equity,
More informationEWS ishares MSCI Singapore ETF
ishares MSCI Singapore ETF ETF.com segment: Equity: Singapore - Total Market Competing ETFs: N/A Related ETF Channels: Singapore, Single Country, Total Market, Vanilla, Asia-Pacific, Equity, Size and Style,
More information