WBI Investments today announced that it has been recognized with
Top Guns status by Informa Investment Solutions' PSN manager
database.
WBI TACTICAL DIVIDEND GROWTH SMAQ4 2016 TOP GUN
statusRecent Quarter Performance, Global Equity Universe8.4%
WBI (8.1% net) vs. 2.0% MSCI World
“WBI’s core mission is all about managing risk to capital, and
finding stocks with the strongest quality fundamentals and value
characteristics. Nearing a decade of performance, the Tactical
Dividend Growth SMA targets long-term benefits for those investors
seeking growth of capital and risk protection,” says Matt
Schreiber, President of WBI.
As of 12/31/16, the WBI Tactical Dividend Growth SMA produced
7.71% return (net) since inception (6/30/2008) compared to 5.42%
for MSCI World.
The strategy’s max drawdown of -20.96 vs. MSCI World -41.35
demonstrated capital protection from its inception in 2008. In that
same period, WBI Tactical Dividend Growth achieved an alpha of 3.30
with a beta of 0.78.
Using a proprietary blend of Informa Investment Solutions’ top
priority performance screens, PSN Top Guns ranks products in six
proprietary star categories in more than 50 universes. This is a
highly anticipated quarterly ranking and is widely used by
institutional asset managers and investors.
Top Guns receive a star rating in the range from 1 – 6. The
stars indicate the continued performance over length of time. WBI
was named a Top Gun with a star rating of 1 meaning…
1-Star Category: Products with this rating were top-10
performers within their respective universes, based on quarterly
returns.
"We congratulate WBI on their distinction as a PSN Top Gun. This
highly anticipated quarterly ranking recognizes elite performers on
the leading investment manager database in North America and is
widely used by institutional asset managers and investors across
our platform,” said Leno Toich, Managing Director of Informa
Investment Solutions. “PSN Top Guns ranks products in six
proprietary star categories in over 50 universes.”
WBI’s unconstrained process can invest globally to take
advantage of opportunity and raise cash in an effort to protect
capital. For information on all WBI products and services, click
here.
Stay Connected: Follow WBI on Twitter and LinkedIn.
WBI Tactical Dividend Growth 1-Year performance: Max Drawdown
-5.50% (MSCI World -0.19%), Alpha -1.25, Beta 0.57.
WBI Tactical Dividend Growth 5-Year performance: Max Drawdown
-15.22% (MSCI World -8.33%), Alpha -4.65, Beta 1.05.
For the complete list of PSN Top Guns and an overview of the
methodology, visit:
http://www.informais.com/resources/psn-top-guns.
For more details on the methodology behind the PSN Top Guns
Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon
at ruth.calderon@informais.com.
About Informa Investment Solutions
A market leader in intelligence and software solutions for
investment professionals and financial institutions of all sizes,
Informa Investment Solutions offers a robust set of analytics and
tools to help you grow and retain your business. With a nearly
40-year history, Informa Investment Solutions is part of Informa
PLC, a leading business-to-business knowledge provider serving
International markets. Informa Investment Solutions has set the
standard for providing turnkey and customizable applications for
performing manager searches, building wealth plans, and producing
client reports and investment marketing materials for companies
worldwide. For more information, please visit
http://www.informais.com/ and follow
https://twitter.com/InformaInvest.
IMPORTANT INFORMATION
Past performance does not guarantee future results.
Performance is that of the Tactical Dividend Growth
Composite, comprised of three Tactical Dividend Growth model
strategies. Prior to 8/25/2014, the Composite includes only
accounts invested in individual securities. On 8/25/2014, the
Composite added accounts comprised of 10 Affiliated ETFs (the
“Initial ETFs”) but is otherwise substantially similar. On
7/25/2016, the Composite added accounts invested in an 11th
Affiliated ETF, remaining substantially similar. The Affiliated
ETFs do not have performance history of comparable duration;
therefore, performance of the two models implemented through
Affiliated ETFs could have been better or worse over the same
period and is not indicative of future performance.
This is not an offer to buy or sell any security. No security or
strategy, including those referred to directly or indirectly in
this document, is suitable for all accounts or profitable all of
the time and there is always the possibility of loss. WBI Enhanced
SMA® Program accounts are subject to investment risk, including the
possible loss of principal amount invested. The ETFs used in WBI
Enhanced SMA Program accounts may invest in other ETFs, mutual
funds, and Exchange-Traded Notes (ETNs) which will subject the
account to related additional expenses of each, and the risk of
owning the underlying securities held by each. Investment risks may
include but are not limited to: market, economic, political,
interest rate, currency exchange, leverage, liquidity, credit
quality, model, portfolio turnover, trading, REIT,
nondiversification, concentration, commodities, options, new fund,
and client specific restrictions. You should not assume that any
discussion or information provided here serves as a substitute for
personalized investment advice from WBI or from any other
investment professional. If you have any questions regarding the
applicability of specific issues discussed to your individual
situation, please consult with WBI or your chosen professional
advisor. This information is compiled from sources believed to be
reliable, accuracy cannot be guaranteed. Information pertaining to
WBI’s advisory operations, services, and fees is set forth in WBI’s
Form ADV Brochure, a copy of which is available upon request.
Net of Fee Performance (NOFP) reflects actual performance after
deducting investment management fees, brokerage commissions, and
other expenses and includes reinvestment of dividends and other
earnings. NOFP was restated effective December 31, 2014 to deduct
only the highest investment management fee of 1.00% charged by WBI.
NOFP no longer reflects the deduction of the additional asset-based
service fees or other fees (of up to 1.50%) charged by solicitors
or introducing advisors; when compounded over a period of years,
these would decrease returns. Information about these additional
asset-based fees is available through the client’s solicitor or
introducing advisor. Gross of Fee Performance is presented for
comparison of manager performance, and excludes the effects of the
investment management fees charged by WBI.
MSCI World TR Gross Index: captures large and mid-cap
representation of 23 developed markets with 1,653 constituents,
covering approximately 85% of free-float capitalization of each
country. MSCI makes no express or implied warranties or
representations and shall have no liability whatsoever with respect
to any MSCI data contained herein. The MSCI data may not be further
redistributed or used as a basis for other indexes or any
securities or financial products.
This report is not approved, endorsed, reviewed, or produced by
MSCI. None of the MSCI data is intended to constitute investment
advice or a recommendation to make (or refrain from making) any
kind of investment decision and may not be relied on as such.
Alpha: measure of risk-adjusted non-excess return; positive
Alpha indicates performance better than the given Beta (volatility)
of the investment. Beta: measure of volatility relative to a given
index; Beta above 1 is more volatile than the index; Beta less than
1 is less volatile. Maximum Drawdown: measures the peak‐to‐trough
loss of an investment, indicating capital preservation.
WBI’s Tactical Dividend Growth Strategy is one of six separately
managed account strategies currently offered by WBI. Other
strategies may have different results.
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version on businesswire.com: http://www.businesswire.com/news/home/20170221006229/en/
Media:Water & Wall GroupGina Feghali,
212-625-2365gina@w.group