May 18, 2020: Auour Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
“We are pleased, once again, to be recognized for our performance, especially as the investment markets suffered the sixth largest drop experienced over the past 90 years. Our strategies became more defensive late in 2019, moving to high levels of tactical cash” stated Joseph Hosler, managing principal of Auour. The firm focuses on delivering ETF-based investment strategies that target nearly full participation in good times while mitigating the downside during times of market duress.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
The following Auour strategies were recognized for having one of the top ten returns for the quarter in their respective universe:
Global Equity ETF Global Equity Universe
Gbl Eqty Levered ETF Global Equity Universe
Gbl Fixed Income ETF Global Fixed Income Universe
Multi-Asset Income ETF Global Balanced Universe
Multi-Asset Income Global / Intl Balanced Universe
The following Auour strategies were recognized for having one of the top ten returns for the one-year period in their respective universe:
Gbl Eqty Levered ETF Global Equity Universe
Gbl Fixed Income ETF Global Fixed Income Universe
Multi-Asset Income Global / Intl Balanced Universe
The following Auour strategies were recognized for having one of the top ten returns for the three-year period in their respective universe:
Gbl Eqty Levered ETF Global Equity Universe
Gbl Fixed Income ETF Global Fixed Income Universe
The Instinct Family of Downside Protection Strategies by Auour utilize the Auour Regime Model (ARM©), a proprietary risk detection algorithm that aims to be proactive to a changing risk environment. The strategies can provide tactical, as well as, core functionality within a client’s investment needs, aiming to mitigate losses in down markets while capturing most of the market’s positive returns.
“Congratulations to Auour Investments for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com
About Auour
Auour Investments (pronounced “our”), an SEC-registered investment advisor, is an innovator in regime-based investing and 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.
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.