EVESTMENT PERFORMANCE REPORT

Transcription

1 EVESTMENT PERFORMANCE REPORT Sample Firm 1 As of 3/2015 Sample Firm Olde Towne Parkway --- Marietta Georgia United States

2 Asset Class Investment Focus Primary Investment Approach Geographic Region Preferred Benchmark Primary Universe Equity Long Only Fundamental United States Product Inception Date 12/22/99 Russell 1000 Growth evestment US Equity Percentiles MRQ 1 Year 3 Years 5 Years 7 Years 10 Years High th th Median th th Low Observations Product Name MRQ Rank 1 Year Rank 3 Years Rank 5 Years Rank 7 Years Rank 10 Years Rank Russell 1000 Growth

3 Percentiles High th th Median th th Low Observations Product Name 2014 Rank 2013 Rank 2012 Rank 2011 Rank 2010 Rank Russell 1000 Growth

4 Percentiles Std Dev Alpha Beta Sharpe R^2 High th th Median th th Low Observations Product Name Std Dev Rank Alpha Rank Beta Rank Sharpe Rank R^2 Rank Russell 1000 Growth

5 Percentiles Return Std Dev High th th Median th th Low Observations Product Name Return Rank Std Dev Rank Russell 1000 Growth

6 Firm Background Sample Firm 1 evestment and its affiliated entities (collectively, "evestment") collect information directly from investment management firms and other sources believed to be reliable; however, evestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on evestment s systems and other important considerations such as fees that may be applicable. Not for general distribution. * All categories not necessarily included; Totals may not equal 100%. Copyright evestment Alliance, LLC. All Rights Reserved. evestment and its affiliated entities (collectively, "evestment") collect information directly from investment management firms and other sources believed to be reliable; however, evestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on evestment s systems and other important considerations such as fees that may be applicable. Not for general distribution. * All categories not necessarily included; Totals may not equal 100%. Copyright evestment Alliance, LLC. All Rights Reserved. evestment and its affiliated entities (collectively, "evestment") collect information directly from investment management firms and other sources believed to be reliable; however, evestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on evestment s systems and other important considerations such as fees that may be applicable. Not for general distribution. * All categories not necessarily included; Totals may not equal 100%. Copyright evestment Alliance, LLC. All Rights Reserved. Investment Philosophy & Approach Sample Firm 1 - Investment Philosophy evestment and its affiliated entities (collectively, "evestment") collect information directly from investment management firms and other sources believed to be reliable; however, evestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on evestment s systems and other important considerations such as fees that may be applicable. Not for general distribution. * All categories not necessarily included; Totals may not equal 100%. Copyright evestment Alliance, LLC. All Rights Reserved. evestment and its affiliated entities (collectively, "evestment") collect information directly from investment management firms and other sources believed to be reliable; however, evestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on evestment s systems and other important considerations such as fees that may be applicable. Not for general distribution. * All categories not necessarily included; Totals may not equal 100%. Copyright evestment Alliance, LLC. All Rights Reserved. evestment and its affiliated entities (collectively, "evestment") collect information directly from investment management firms and other sources believed to be reliable; however, evestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on evestment s systems and other important considerations such as fees that may be applicable. Not for general distribution. * All categories not necessarily included; Totals may not equal 100%. Copyright evestment Alliance, LLC. All Rights Reserved. Marketing Contact First Marketing Contact Last Marketing Title John Marketer Marketer Marketing Phone Number