We are excited to introduce Top Guns Model Portfolios to our quarterly Top Guns rankings and commentary.
For those of you not familiar with Top Guns…
Top Guns is a quarterly ranking of the best of the best Separately Managed Account (SMA) managers in the PSN SMA database, our proprietary SMA database. We rank the managers across various metrics such as return, risk, r-squared, and information ratio to determine the Top Gun award recipients as well as naming Manager of the Decade. These rankings help wealth managers who subscribe to the PSN SMA database more efficiently identify the top managers for consideration in their client portfolios. In turn, this also helps highlight our asset manager participants who are outperforming their relative benchmarks.
On to the Top Guns Model Portfolios!
Due to the changing environment financial advisors face today, such as falling investment management fees, model portfolios are growing in popularity. According to Cerulli Associates, model portfolios present a huge opportunity for asset managers, as data shows that 150,000 advisors, who oversee a collective $5.9 trillion in assets, have yet to fully incorporate model portfolios in their practices. We realize the evolving financial advice environment is dictating the tools advisors use and the way they build their practices. While advisors are relying more heavily on model portfolios so they can dedicate more time to their client relationships, asset managers are meeting that demand by creating and offering more diverse models.
Our proprietary SMA data gives us and our clients a unique view of the SMA market and the quarterly commentary helps put context around that. We decided to take it one step further and offer model portfolios as a practical application of the SMA data and the Top Guns rankings. These models provide advisors with empirical historical data based on SMA portfolios made up of the top SMA performers. Also, we have created similar portfolios consisting of ETFs, using the same asset allocations that we used for the SMA models, to provide a side-by-side comparison of the active and passive model portfolios.
These portfolios will be distributed beginning with the 4Q 2019 Top Guns in mid-February. To register to access the Top Guns rankings, receive the commentary and the new model portfolios, visit our website here and complete the registration process. It’s 100% free!
Register for Top Guns
To read Ryan Nauman, Market Strategist’s, 3Q Top Guns commentary click here.