Why Pure Investing™ Matters
In the last 40 years, many portfolios have become incredibly complex.
With promises of greater returns, a proliferation of investment vehicles has come through Wall Street, from mutual funds to double-hedged ETFs, executed through multi-levelled partnerships, from research providers to third-party portfolio managers.
And at each step, another person has a hand in the pot.
When the returns eventually trickle down to the investors, it’s clear that the system wasn’t built for your benefit.
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as the date herein may or may not be realized and no opinion or representation is being given regarding such estimates. This material has been prepared by Zacks Investment Management, Inc. on the basis of publicly available information, internally developed data and other third-party sources and does not make any representation or warranty as to the accuracy, completeness or reliability of the information contained herein. Indexes are unmanaged and are not for direct investment. Investing entails risk, including possible loss of principal.
Recommendation or advise is being given as to whether any investment strategy returns for each strategy and the corresponding Morningstar Universe reflect the annualized returns for the periods indicated. The Morningstar Universes used for comparative analysis are constructed by Morningstar (median performance) and data is provided to Zacks by Zephyr Style Advisor. The percentile ranking for each Zacks Strategy is based on the gross comparison for Zacks Strategies vs. the indicated universe rounded up to the nearest whole percentile. Other managers included in universe by Morningstar may exhibit style drift when compared to Zacks Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking.
PSN and Informa Investment Solutions have no affiliation with Zacks Investment Management, but rather evaluate investments managers’ performance on an objective basis. Products must have an R-Squared of .80 or greater relative to the style benchmark for the latest five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the latest three-year period ending March 31, 2017. 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.