We are pleased to announce that Stairway Partners has again been recognized by PSN with Top Guns status. Our Moderate Tax-Managed portfolio composite was awarded six stars within the Global/International Balanced Portfolio Universe. To qualify for Six Star status, a strategy’s returns must exceed PSN’s style benchmark’s returns for the most recent five-year period and for the latest three rolling three-year periods. PSN then ranks those strategies based on a proprietary risk-adjusted return metric and designates the ten best as Top Guns.

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. The Global/International Balanced Portfolio Universe has a style benchmark which is comprised of 60% global equities and 40% global bonds. The universe includes 322 distinct investment strategies provided by 130 different investment firms.

We are honored to have received this distinction, which recognizes the long-term performance of our portfolios. This accomplishment is the direct result of our commitment to a consistent process which focuses on prudent investment policy development, long-term fundamental capital markets analysis and efficient execution of strategy.

Stairway Partners was founded in 2004 by former senior investment professionals from Brinson Partners, a U.S. based institutional asset management firm which was widely recognized for its pioneering work in the field of asset allocation and global investing. We focus our resources on asset allocation and risk management, providing comprehensive portfolio management solutions to institutions, financial professionals and other qualified investors. For more information, please contact us.

Receive our research and updates in your inbox

Back to Top