BOCA RATON, Fla.--(BUSINESS WIRE)--Financial Trust Asset Management, a money management firm based in Boca Raton, Florida focused on Separately Managed Account Strategies won 18 “Top Guns” awards for 4Q2013 from Informa Investment Solutions/PSN.
Financial Trust had 6 Separately Managed Account strategies at the end of 4th Quarter 2013 that were among the top 10 performers within one or more peer groups reporting to PSN, the longest-running investment manager database in North America. These 6 strategies won a total of 18 Top Guns awards from Informa Investment Solutions/PSN.
Informa Investment Solutions/PSN is the world’s longest running investment manager database tracking more than 2,000 managers and over 20,000 institutional investment products. In order to win the “Top Guns” award, a firm must place among the top 10 of managers based on gross returns for a specific style and time period. Managers must also claim GIPS® compliance to be included in the criteria for Top Guns.
Notably, the Financial Trust Latin ValueMomentum™ strategy ranked #1 in the PSN 4 Star category for the Emerging Market Universe out of 196 peer products. Products to be ranked in the 4 Star categories must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the Top Guns.
Financial Trust’s Health Value, International ValueMomentum, Asia ValueMomentum, Latin ValueMomentum, Global Resources and VMV Emerging Markets were the 6 strategies that received Top Guns awards for the period ending December 31, 2013.
Financial Trust Health Value Strategy was a standout ranking #7 out of 3002 peer products for the 3 year period ending December 31, 2013 in the US Equity category. The Health Value strategy also ranked number 1 in both the Mid Cap and Mid Cap Value category for the 1 and 3 year period ending December 31, 2013.
“We are pleased to have won an additional 18 Top Guns awards from Informa Investment Solutions/PSN in the 4th Quarter. Our firm had a very successful 2013 winning a total of 54 awards throughout the year,” said Arno O. Mayer, President of Financial Trust Asset Management.
Financial Trust Asset Management is a fee-only state Registered Investment Advisory firm specializing in quantitative investment management. Based in Boca Raton, Florida, clients utilizing our Separate Account Strategies include foundations, endowments, pension plans, high net worth individuals as well as other non-affiliated advisors, broker-dealers and institutional investors.
Global Investment Standards (GIPS®) verification process & standards were established to ensure fair representation and full disclosure by investment managers in quantifying and presenting investment performance.