Distinguishing Differences of the Enhanced Dynamic® Fund strategy
The Enhanced Dynamic® methodology is a proven, repeatable quantitative domestic equity strategy.
The Enhanced Dynamic® methodology is scalable for use by institutional level investment portfolios, and qualified retirement plans, particularly when active equity investment managers are strategically employed.
Enhanced Dynamic® is a strategic re-allocation methodology (versus tactical or market timing strategies).
Enhanced Dynamic® is compatible within most global asset allocation models [such as Monte’ Carlo Simulations and most Asset Liability (AL) Studies] as the domestic equity component, for an alpha enhanced domestic equity portfolio.
The Enhanced Dynamic® strategy provides significant cost to return benefits over a full market cycle, which are clearly demonstrable, and extremely attractive.
We are an independent equity overlay methodology. We do not sponsor any investment products, investment managers or platforms:
We are completely independent from any conflicts or bias of investment strategy, style, or vehicles:
We are able to apply our methodology with any style adherent domestic equity investment platform or investment consulting approach:
We specialize in one investment area, (U. S. equity markets), not fixed income or international investments:
We are NOT market timers; we maintain a fully allocated investment approach:
We have no custodial or brokerage affiliation:
We are a fee based advisor and unable to receive transaction revenues:
For consultants and plan sponsors, there is no requirement to replace or change the current style adherent investment management lineup.
Given the flexibility of the methodology, we are an important, prudent and suitable value addition to separately managed account portfolios, mutual funds, ETF platforms, and co-mingled fund platforms.
We are willing to provide our guidance and recommendations of available investment vehicle selection and strategy, using our proprietary methodology:
Consistently proven independent confirmation and verification of the EIR methodology:
28 year back test of the methodology utilizing indexes by the University of Chicago’s Graduate School of Business Center for Research in Security pricing (CRSP)
Independent consultant analysis and confirmation of the EIR methodology
Important and significant investment cost to return benefit comparisons, over full market cycles, which are clearly demonstrable, and extremely attractive.