We are pleased to announce that Stairway Partners has again been recognized for its investment performance by PSN with Top Guns status. Through the 2nd quarter of 2017, our Tax-Managed Moderate Asset Allocation composite strategy earned a Four Star award within PSN’s separate account databases in the ETF Global Balanced Universe. Four Star was the highest award given in the ETF Global Balanced Universe in the second quarter.
The PSN separate account database is managed by Informa Investment Solutions and is the longest-running investment manager database in North America. For their Top Guns awards, PSN ranks thousands of separately managed portfolio strategies across dozens of universes. PSN’s ETF Global Balanced Universe has a style benchmark which is comprised of 60% global equities and 40% global bonds. The universe includes 198 distinct investment strategies provided by 74 different investment firms. To qualify for Four Star status in an ETF category, a strategy must have returns greater than the style benchmark for the three latest three-year rolling periods. PSN then ranks strategies by their latest three-year return and designates the five best as Top Guns.
We are honored to have received this distinction, which recognize the long-term performance of our portfolios. We firmly believe that this award is the direct result of our commitment to a consistent investment process, which focuses on prudent policy development, long-term fundamental capital market analysis and efficient execution of strategy. For more information, please contact us.
