We are pleased to announce that Stairway Partners has again been recognized for its investment performance by PSN with Top Guns status. Through the third quarter of 2017, our Tax-Managed Moderate and Tax-Managed Growth Asset Allocation strategies earned Four Star awards 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 third 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 roughly 200 distinct investment strategies. 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 once again receive recognition for the long-term performance of our portfolios from an organization like PSN. We firmly believe that our results come from our commitment to a disciplined 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.
