Standard & Poor’s and FTSE Russell Index Comparisons
The below graphs, tables and results depict the results of the Enhanced Dynamic® methodology with the S&P index and Russell index families using a Moderate strategy and a Maximum allocation strategy, as discussed previously.
Again, the Enhanced Dynamic® methodology was applied consistently, without benefit of any market timing, security selection or deviation from the methodology.
There is no guarantee or assurances that the Enhanced Dynamic® methodology will achieve the same risk adjusted results in the future. Please refer to the Disclosures section of this web site for further discussion.
Due to the rapid proliferation of new “Smart Beta” investment providers and strategies, we have determined to prepare these studies only upon the request of an investment fund platform provider, or as requested by an institutional client, due to the extensive research process and time requirement necessary.
Receive and read our latest. Newsletter right away after publishing.
DISCLOSURE
Copyright (c) Enhanced Investment Partners LLC. 2021. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein…