Quarterly PSN Top Guns List published
by Zephyr identifies best-in-class separate accounts, managed
accounts, and managed ETF strategies.
BOCA
RATON, Fla, March 17,
2025 /PRNewswire/ -- Financial Trust Asset
Management announced today it has been named to the
celebrated PSN Top Guns List of best performing
separate accounts, managed accounts, and managed ETF strategies for
Q4 2024. The highly anticipated list, published by Zephyr,
remains one of the most important references for investors and
asset managers.
"The final quarter of 2024 was defined by both volatility and
resilience, success in these markets required relentless effort,
rigorous research, and disciplined execution," says PSN Product
Manager Nick Williams. "PSN Top Guns
recognizes the top managers and teams whose expertise continues to
drive the growth of SMAs amid today's complex and rapidly evolving
market conditions."
"It's an incredible honor to be recognized by PSN for our
long-term performance across multiple strategies" said Greg Vigrass, CEO & President of Financial
Trust. "Our disciplined approach has resulted in our winning
Top Gun awards not just for performance, but over multiple
categories and time frames".
On obtaining the prestigious award of Manager of the Decade,
Chief Investment Officer Arno Mayer,
CFA CFP, said "We are honored to win the Manager of the Decade
award from Informa PSN for our American Leaders Index. The
American Leaders Index takes a disciplined approach to investing in
America's largest companies."
Through a combination of PSN's proprietary performance screens,
the PSN Top Guns awards products in six proprietary categories
in over 75 universes based on continued performance over time.
Financial Trust earned 67 PSN Top Guns award's in Q4 2024 for 20
strategies across 18 categories. Including the prestigious
Manager of the Decade award for it's American Leaders strategy. For
a list of Financial Trust Top Gun Awards click here.
[1-Star Category:] had one of the top ten returns for the
quarter in their respective strategy.
[2-Star Category:] had one of the top ten returns for the
one-year period in their respective strategy.
[3-Star Category:] had one of the top ten returns for the
three-year period in their respective strategy.
[4-Star Category:] had an r-squared of 0.80 or greater relative
to the style benchmark for the recent five-year period. Moreover,
the strategy's returns exceeded the style benchmark for the three
latest three-year rolling periods. The top ten returns for the
latest three-year period then become the 4 Star Top Guns.
[5-Star Category:] had an r-squared of 0.80 or greater relative
to the style benchmark for the recent five-year period. Moreover,
the strategy's returns exceeded the style benchmark for the three
latest three-year rolling periods. Products are then selected which
have a standard deviation for the five-year period equal or less
than the median standard deviation for the peer group. The top ten
returns for the latest three-year period then become the 5 Star Top
Guns.
[6-Star Category:] had an r-squared of 0.80 or greater relative
to the style benchmark for the recent five-year period. Moreover,
the strategy's returns exceeded the style benchmark for the three
latest three-year rolling periods. Products are then selected which
have a standard deviation for the five-year period equal or less
than the median standard deviation for the peer group. The top ten
information ratios for the latest five-year period then become the
6 Star Top Guns.
[Manager of the Decade:] had an r-squared of 0.80 or greater
relative to the style benchmark for the latest 10-year period.
Moreover, the strategy's returns were greater than the style
benchmark for the latest 10-year period and also standard deviation
less than the style benchmark for the latest ten-year period. At
this point, the top ten performers for the latest 10-year period
become the PSN Top Guns Manager of the Decade.
[Bull & Bear Masters:] had an r-squared of 0.80 or greater
relative to the style benchmark for a three-year period. Moreover,
the strategy had an upside market capture over 100 and a downside
market capture less than 100 relative to the style benchmark. The
top ten ratios of Upside Capture Ratio over Downside Capture Ratio
become the PSN Bull & Bear Masters.
The complete list of PSN Top Guns and an overview of the
methodology can be located at https://psn.fi.informais.com/.
About Financial Trust Asset Management
Financial Trust
Asset Management is an independently owned boutique investment
management firm specializing in active and passive investment
solutions for individual investors and investment
professionals.
Our mission is to empower investors and investment professionals
to achieve financial success through trusted relationships, expert
guidance, and personalized solutions.
The firm's highly disciplined, quantitative investment approach
is characterized by a distinctive blend of fundamental bottom-up
stock selection, top-down macro research and technical
evaluation.
About PSN
For nearly four decades, PSN has been a top resource for
investment professionals. Asset managers rely on Zephyr's PSN to
effectively reach institutional and retail investors. Over 2,800
firms, 285 universes, and more than 21,000 products comprise the
PSN SMA database showing asset breakdowns, compliance, key
personnel, ownership diversity, ESG, business objectives and
strategy, style, fees, GIC sectors, fixed income ranges and full
holdings. Unique to PSN is its robust historical database of
nearly 40 Years of Data Including Net and Gross-of-Fee
Returns. PSN Mid-Year Outlook provides insight and trends
about the SMA industry. You can view in online here.
Visit PSN online to learn more.
Disclosure: Past performance is not a guarantee of future
results. Certain investments give rise to substantial risk and are
not suitable for all investors. There is no guarantee that an
investment with the referenced strategies will meet its investment
goals and the rating many not be representative of any one client's
experience. Financial Trust Asset Management claims compliance with
the Global Investment Performance Standards (GIPS®) and prepares
performance data in compliance with GIPS standards and meets the
requirements of the CFA Institute with regards to creating and
reporting product composites. The ratings at PSN reflect the
requirements of the GIPS standards published in the GIPS Handbook
and are an average of all of the experiences of the manager's
client base. All material provided is compiled from sources
believed to be reliable and current, but accuracy cannot be
guaranteed. The investment performance figures submitted to PSN
portray the history for all separately managed portfolios that meet
the composite definition gross of fees. The information presented
herein should not be considered as personalized investment advice
nor construed as a solicitation to buy or sell any security or
engage in a particular investment strategy. PSN and Informa
Financial Intelligence have no affiliation with Financial Trust
Asset Management, but rather evaluate investment managers'
performance on an objective basis. All other disclosures and fee
schedules can be found in Financial Trust Asset Management's Form
ADV Part 2A which is available on our company website. Financial
Trust Asset Management, Chartered is state- registered Investment
Advisor. www.Financialtrust.net
Media Contact: Greg
Vigrass
Financial Trust Asset Management
Gvigrass@financialtrust.net
(407)-492-0672
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SOURCE Financial Trust Asset Management
