Media Contact: Keller Schlueter
Auour Investments kschlueter@auour.com
(617) 326-8211
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Wenham, MA—May 22, 2024— Auour Investments 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 1Q 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“PSN Top Guns award winners are honored for exceptional performance. Showcasing these strategies within a dedicated peer universe provides essential insight for advisors, institutions, plan sponsors, family offices, and wealth managers interested in incorporating SMAs into their clients’ portfolios,” says Nick Williams, Product Manager of PSN at Zephyr. “It is because of this that this quarter marks the first time that PSN Top Guns is now openly accessible.”
Auour Investments manages a suite of ETF-based dynamic strategies. The Instinct Family of Downside Protection Strategies by Auour utilizes the Auour Regime Model (ARM™), a proprietary risk detection algorithm that aims to be proactive in a changing risk environment. The strategies can provide tactical and core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.
“We are thrilled to add to our Manager of the Decade for Global Fixed Income with these additional awards that span many of our available strategies. It is gratifying to see our approach proven in experienced performance, “ stated Joseph Hosler, managing principal of Auour.
Through a combination of PSN’s proprietary performance screens, PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.
Auour’s Ultra Low Duration strategy earned a PSN Top Guns 3-Star award, meaning our Ultra Low Duration strategy had one of the top ten returns for the three-year period in their respective strategy.
Auour’s Global Equity strategy earned a PSN Top Guns 3-Star award, meaning our Global Equity strategy had one of the top ten returns for the three-year period in their respective strategy.
Auour’s Global Equity Levered strategy earned a PSN Top Guns 3-Star award, meaning our Global Equity Levered strategy had one of the top ten returns for the three-year period in their respective strategy.
Auour’s Global Fixed Income strategy earned a PSN Top Guns 4-Star award, meaning our Global Fixed Income strategy 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.
Auour’s Global Fixed Income strategy earned a PSN Top Guns 5-Star award, meaning our Global Fixed Income strategy 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 to 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.
Auour has been recognized as an innovator in Regime-Based Investing, the foundation of the investment philosophy applied to all strategies. By detecting changes within the market’s risk appetite, Auour believes that it can produce better outcomes for institutional and individual investors.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://informaconnect.com/zephyr/psn-top-guns/.
About Auour Investments
Auour Investments (pronounced ‘our’), an SEC-registered investment adviser, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.
For nearly four decades, https://informaconnect.com/zephyr/psn-financial-sma-data/ 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.