Enhanced Dynamic® Investment Methodology and Fund Strategies
The objective of the Enhanced Dynamic® equity strategy is to allocate more domestic equity investments to the outperforming domestic equity styles [Growth and Value] and capitalization sizes [Small, Mid & Large Capitalization] and fewer investment funds to the under-performing, and out-of-favor, domestic equity styles and cap sizes.
The original conceptual foundation of Enhanced Dynamic® was to win simply by not losing as much or as often in down markets as the equity markets. What we found however was, not only does an Enhanced Dynamic® portfolio avoid participating in the full market downturns, but it also captures more of the market upturns.
The application of Enhanced Dynamic® is demonstrated in the following:
- Enhanced Dynamic® Moderate Active [EDMA] Strategy
- Enhanced Dynamic® Moderate Passive [EDMP] Strategy
- Enhanced Dynamic® Moderate S&P [EDMS&P] Index Strategy
- Enhanced Dynamic® Maximum S&P [EDS&PMAX] Strategy
- Enhanced Dynamic® Moderate Russell [EDMRuss] Index Strategy
- Enhanced Dynamic® Maximum Russell [EDRUSSMAX] Strategy
- Selected “Smart Beta” index funds
- The BOLD GREEN text designates the featured strategies, while the normal highlighted text are provided for research and reference purposes
Enhanced Dynamic® is the culmination of decades of investment management consulting experience directing domestic equity allocations for institutions, pensions and HNW families and individuals.
The methodology has been in use for over 25 years with mid-market, institutional level and high-net-worth (HNW) consulting clients.
Enhanced Dynamic® has been submitted to thorough and rigorous independent analysis and these independent researchers have found our results to be both accurate and repeatable.
- 2 verification & validation letters issued by the University of Chicago, Graduate School of Business, Center for Research in Security Pricing (CRSP); 2000 & 2002
- An updated and recent verification & validation letter issued by the University of Chicago, Masters of Science Program in Financial Mathematics; 2016.
- A 10-year audit report of an institutional retirement plan utilizing the Enhanced Dynamic® equity investment methodology with separately managed accounts and exchange traded funds [not GIPS compliant] within an institutional retirement plan consulting relationship.
- Studies, analysis and evaluations of the methodology prepared by independent investment consulting firms.
- The issuance of a provisional patent to Rowpyn Investment Partners, [the owner of the Enhanced Dynamic® methodology].
The eVestment Alliance illustrations mentioned above, tables and graphs represent the full application of the Enhanced Dynamic® methodology, consistently applied, with recognized, investable, domestic equity indices, and are reflected within the numerous independent reports and research, throughout the entire study period, without benefit of market timing, tactical asset allocations, forecasting or portfolio restructuring of investments.
Enhanced Dynamic 3 Moderate Passive S&P Strategy 20170630 on 20170801 Performance Report 8P Gross
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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…