News and Industry Awards
MAP'S PRESS RELEASES
Managed Asset Portfolios in Broadridge Best Money Managers for the 4th Quarter of 2023
March 5, 2024
DOWNLOAD PDFManaged Asset Portfolios Awarded Top Guns Manager of the Decade Designation by Informa Financial Intelligence
February 22, 2024
DOWNLOAD PDFManaged Asset Portfolios Awarded Top Guns Manager of the Decade Designation by Informa Financial Intelligence
February 23, 2023
DOWNLOAD PDFManaged Asset Portfolios Earns “5-Star Overall Morningstar Rating™” for Two Global Equity Strategies
April 29, 2022
DOWNLOAD PDFManaged Asset Portfolios Awarded Top Guns Manager of the Decade Designation by Informa Financial Intelligence
February 22, 2022
Rochester, MI, February 22nd, 2022 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade distinction for its U.S. Multi-Cap Value Strategy for the 10-year period ending Q4 2021, by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
Additionally, MAP’s U.S. Multi-Cap Value Strategy also received the following designations for the 4th quarter of 2021:
Managed Asset Portfolios Named “Top Guns 6 Star” Designation For its U.S. Multi-Cap Value Composite by Informa Investment Solutions
August 27, 2020
DOWNLOAD PDFManaged Asset Portfolios’ Global Equity Composite and Global Balanced Composite Ranked in Best Money Managers by Broadridge, Powered by Lipper
March 3, 2019
DOWNLOAD PDFManaged Asset Portfolios Named “Top Guns Manager of the Decade” For its Global Balanced Composite by Informa Investment Solutions
February 26, 2019
DOWNLOAD PDFManaged Asset Portfolios’ Global Equity Composite and Global Balanced Composite Earn 4-Star Overall Ratings from Morningstar™ ; Global Equity Composite Earns 5-Star Rating for 3-year period ending 12/31/2018
February 12, 2019
DOWNLOAD PDFManaged Asset Portfolios’ Global Equity Fund and Global Balanced Fund Earn Highest Overall Ratings from Morningstar™
January 24, 2019
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Awards DisclosuresAwards and recognitions by unaffiliated financial publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if MAP is engaged, or continues to be engaged to provide investment advisory services, nor should they be construed as a current or past endorsement of MAP or its representatives. Rankings are generally based upon information prepared and/or submitted by the recognized advisor. You should not make an investment based solely upon any such award. Past performance is no guarantee of future results. MAP did not pay a fee for inclusion on any award or recognition list.
The material provided is for information only and is not an offer or recommendation to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. This content is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using this content.
Top Guns, Manager of The Decade Award Criteria: The PSN universes are created using information collected through the PSN investment manager questionnaire and use only gross of fee returns.* PSN Top Guns investment managers must claim that they are GIPS compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten-year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also Standard Deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns of the Decade.
*Gross returns do not reflect the deduction of investment advisory fees and expenses, the impact of fees and expenses on performance, or the compounded effect on performance of not deducting fees and expenses. Actual returns will be reduced by advisory fees and any other expenses incurred in the management of an account. Investment advisory fees are described in MAP’s Form ADV, Part 2A, Item 5. For the actual gross and net side-by-side performance data which reflects the impact of fees and expenses on returns please see the MAP Global Equity Composite Fact Sheet, MAP Global Balanced Composite Fact Sheet, and MAP U.S. Multi-Cap Value Composite Fact Sheet.
The complete list of PSN Top Guns and an overview of the methodology is available at https://psn.fi.informais.com/login.asp (select PSN Top Guns from the dropdown and register for complimentary access) or by contracting Margaret Tobiasen at [email protected] for more details.
The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns.
Morningstar “Star Rating” Criteria: The Morningstar Rating™ or "star rating" is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The complete Morningstar star ratings methodology for separate accounts is available at https://admainnew.morningstar.com/directhelp/FactSheet_StarRating_SA.pdf.
© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) Is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The “BROADRIDGE Best Money Managers, powered by Lipper” ranks investment managers against peers that have submitted performance history to the Broadridge/Lipper Marketplace database. Performance rankings are available for the most recent quarter, 4 quarter, 12 quarter, 20 quarter and 40 quarter periods. Investment managers are ranked by investment strategy performance relative to peers. Broadridge rankings are not intended to constitute investment advice or predict future results. Rankings are generally based upon information prepared and submitted by advisers. Although obtained from sources deemed reliable, neither Managed Asset Portfolios, LLC(MAP), nor Broadridge, can guarantee the accuracy of data used to create rankings. In addition to periods of positive returns, the MAP Global Equity and MAP Balanced strategies may have experienced some periods of negative returns during the award time frames. Comparison results are historical. There is no guarantee that any investment will achieve its objectives, generate profits, or avoid losses. Please visit the Broadridge Marketplace website:
(https://marketplace.broadridge.com/marketplace) for more details about the “BROADRIDGE Best Money Managers, Powered by Lipper” rankings.
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