3D/L Capital Management 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.
3D/L Capital Management was honored with the following Top Gun ratings for Q1 2021:
3D US Focused Equity
PSN “TOP GUNS” Rating
in the ETF US Equity Universe
3D ESG ETF Equity
PSN “TOP GUNS” Rating
in the ETF Global Equity Universe
3D Global 80 ETF
PSN “TOP GUNS” Rating
in the ETF Global Balanced Universe
3D Global 80 ETF (Tax Managed)
PSN “TOP GUNS” Rating
in the ETF Global Balanced Universe
3D Global 80 ETF (Tax Managed)
PSN “TOP GUNS” Rating
in the ETF Global/Int’l Balanced Universe
“We are thrilled to be recognized once again as a ‘Top Guns’ manager by Informa Financial Intelligence,” says John O’Connor, President of 3D/L Capital Management. We continually seek to serve our TAMP and platform advisors with a diversified suite of investment strategies along with best-in-class service and technology. Our US Focused, ESG Strategy, and Global 80 Strategies are important members of our proprietary product suite.”
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 3D US Focused Equity ETF Portfolio is designed for investors with aggressive risk appetites looking for a broadly diversified portfolio with exposure to U.S. equity markets and includes a non-U.S. exposure limited to 25%. We seek to add value by identifying risk factors that academic research has shown to reward over the long term and tilting the model when opportunities are present in the markets.
The 3D ESG Equity ETF Portfolio is designed for investors with aggressive risk appetites looking for a broadly diversified asset allocation investment suited to their tolerance for risk with periodic rebalancing. The strategy seeks long-term capital appreciation using exchange-traded funds (“ETFs”) to target risk-based exposure with a specific focus on environment, socially-aware, and governance (“ESG”) principles. The portfolio invests in ESG-focused ETFs as well as ETFs that score ‘Above Average’ or ‘High’ based on Morningstar’s Sustainability Fund ratings across major market regions (U.S., ex-U.S. developed, and emerging markets). 3D ESG Equity will generally invest in broadly diversified ESG-focused ETF baskets built on traditional market capitalization weighting methodology or on alternative weighting schemes tied to specific investment strategies (i.e. value, dividend, momentum, quality, size), where available.
The 3D Global 80 ETF Portfolios are designed for investors with aggressive risk appetites looking for a broadly diversified asset allocation investment suited to their tolerance for risk with periodic rebalancing. The strategy targets 80% exposure to equities and uses a dynamic asset allocation approach that blends the strategic benefits of long-term investing with the flexibility to position around significant market-moving events. The strategy focuses on market segments that exhibit greater growth prospects and momentum versus the broader market. The portfolio is invested in exchange-traded funds (“ETFs”) built on traditional market capitalization weighting methodology or on alternative weighting schemes tied to specific investment strategies with an emphasis on growth, momentum, and/or high quality.
“Congratulations to 3D/L Capital Management 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.”
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Past performance is not indicative of future returns. The risk of loss in investments can be substantial. This message is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment vehicle. You should consult your financial advisor and consider carefully whether such investment is suitable for you in light of your financial situation.
