Welcome to
Enhanced Dynamic® Investment Funds
Enhanced Dynamic® is a prudent, institutionally-oriented, fiduciarily sound, award-winning, quantitative equity allocation and investment methodology…
Welcome to
Enhanced Dynamic® is a prudent, institutionally-oriented, fiduciarily sound, award-winning, quantitative equity allocation and investment methodology…
Enhanced Dynamic® is a prudent, institutionally-oriented, fiduciarily sound, award-winning, quantitative equity allocation and investment methodology that was developed to produce higher domestic equity portfolio returns while reducing portfolio volatility (higher risk-adjusted returns over a full market cycle).
The Enhanced Dynamic® methodology is founded on the culmination of decades of investment management consulting experience in the direction of portfolio assets for individuals, HNW families, retirement plans, and institutions. Enhanced Dynamic® stands on current and proven best practices within the financial services and investment consulting industries.
The objective of the Enhanced Dynamic® domestic equity overlay methodology is to strategically allocate (overweight) more investment funds toward the in-favor and outperforming domestic equity investment styles and cap sizes, while strategically reducing (underweighting) the equity investments within the underperforming styles and cap sizes.
The Enhanced Dynamic® domestic equity overlay investment methodology produces important and significant cost versus return benefit comparisons over full market cycles, which are clearly demonstrable, repeatable and extremely attractive. This is accomplished by utilizing a proven, proprietary, quantitative domestic equity methodology, that is consistently applied to style adherent domestic equity vehicles through all market cycles.
Enhanced Dynamic® is suitable for use with institutional level, style adherent, active and passive domestic equity investment vehicles. It is not a tactical market timing approach, and it is assumed that portfolios will remain fully invested throughout the entire market cycle.
Enhanced Investment Partners LLC provides important and strategic guidance and advice utilizing Enhanced Dynamic® to virtually any independently managed domestic equity investment portfolio containing style adherent investment vehicles, such as:
The information contained herein is for professional evaluation only, and provided for the analysis, evaluation and consideration for use, licensing or adoption of the Enhanced Dynamic® investment strategy within new and existing institutional investment portfolios and investment funds by investment consultants, ETF and mutual fund investment platform providers, qualified institutional investors, institutional retirement platforms, OCIOs and RIAs.
This information does not constitute a recommendation or solicitation to purchase or sell any securities, funds or investment products. Any information provided herein is for the use by sophisticated institutional investors, and their professional investment advisers and is for informational and illustrative purposes only.
Enhanced Investment Partners LLC is a registered investment advisory firm (#142297) focused on providing the award-winning, patented and proprietary, Enhanced Dynamic® investment methodology services through our prudent and fiduciarily sound investment funds:
Our Enhanced Dynamic® methodology is also available for select institutional investment portfolios, either directly from Enhanced Investment Partners or through a thoroughly screened and vetted group of investment consultant organizations and investment provider platforms.
Enhanced Investment Partners and its principals are experienced in incorporating our Enhanced Dynamic® into portfolios containing independent, style adherent, active equity managers, as well as separately managed accounts, index funds, ETFs, collective investment funds, and mutual funds.
THE EIR METHODOLOGY
EIR is a strategic equity allocation methodology that was developed seeking to produce higher domestic equity portfolio returns and reduce portfolio volatility, while maintaining a fully invested equity portfolio.