SlideShare a Scribd company logo
1 of 7
Download to read offline
Enhanced Investment Partners LLC : ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES
Enhanced Investment Partners LLC Jan 2007 - Dec 2016
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Analysis
Universe Rankings: Annualized Returns
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
YTD 1 Year 3 Year 5 Year 10 Year
-10
0
10
20
30
Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly
eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment
does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with
additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made
pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved.
Quartile
Background Universe: eVestment US All Cap Equity
Risk Analysis
Statistic
Enhanced Invest.: ENHANCED
DYNAMIC® 4 MODERATE
RUSSELL INDICES
Russell 3000
YTD 14.86% 12.74%
1 Year Return 14.86% 12.74%
2 Year Return 6.27% 6.43%
3 Year Return 7.60% 8.43%
5 Year Return 14.51% 14.67%
7 Year Return 13.12% 12.92%
10 Year Return 7.08% 7.07%
Cumulative Return 98.19% 98.10%
Standard Deviation 18.09% 15.82%
Gain Deviation MAR (5%) 12.07% 10.62%
Loss Deviation MAR (5%) 13.41% 11.67%
Sharpe Ratio (Citi 3 Mo. T-Bill ) 0.35 0.40
Historical Peer Share
Period Peer Share Universe Rank
Q3 2016 - -
Q2 2016 - -
Q1 2016 - -
Q4 2015 - -
Performance Statistics - All Market
Benchmark
Alpha Beta R^2
Tracking
Err
Excess
Rtn
Info
Ratio Returns
Bench
Rtn
Bat
A v g
Std
Dev
Bench Std
Dev
Russell 3000 -0.57% 1.12 0.96 4.18% 0.00% 0.00 7.08% 7.07% 0.53 18.09% 15.82%
Enhanced Investment Partners LLC Jan 2007 - Dec 2016
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Analysis
Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly
eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment
does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with
additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made
pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved.
Historical Performance - Monthly Returns
Jan Feb Mar Apr M a y Jun Jul Aug Sep Oct Nov Dec Year
2016 -8.29% -0.27% 7.53% 1.10% 2.22% -0.07% 5.37% 0.98% 0.85% -4.26% 7.93% 1.99% 14.86%
2015 -2.80% 6.26% 0.71% -1.53% 2.41% 0.03% 0.39% -6.63% -4.65% 6.48% 2.38% -3.83% -1.68%
2014 -2.99% 4.86% -0.27% -1.14% 2.05% 3.18% -3.14% 4.55% -3.19% 3.98% 1.90% 0.56% 10.32%
2013 6.10% 1.29% 4.19% 0.93% 3.03% -0.91% 5.97% -3.21% 4.18% 3.79% 3.23% 2.49% 35.38%
2012 5.28% 3.59% 2.85% -1.08% -6.24% 4.65% 0.22% 2.67% 3.02% -1.49% 0.43% 2.24% 16.72%
2011 0.79% 4.63% 1.34% 2.42% -1.57% -2.14% -3.09% -6.95% -8.82% 12.70% -0.40% 1.15% -1.56%
2010 -3.43% 4.13% 7.48% 4.74% -7.98% -7.32% 7.00% -6.43% 10.78% 3.99% 2.08% 7.58% 22.30%
2009 -10.97% -12.01% 8.85% 13.72% 3.58% 0.44% 9.59% 3.71% 4.92% -5.09% 4.13% 5.95% 25.98%
2008 -7.17% -3.46% -0.31% 4.81% 3.86% -7.41% 1.57% 2.46% -9.56% -19.36% -10.27% 4.46% -35.95%
2007 1.80% -0.94% 1.03% 2.91% 4.09% -1.32% -5.03% 2.02% 2.84% 2.93% -6.11% -0.06% 3.64%
Enhanced Investment Partners LLC Jan 2007 - Dec 2016
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Charts
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
2008 2010 2012 2014 2016
0
500
1000
1500
2000
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
2008 2010 2012 2014 2016
-75.0%
-50.0%
-25.0%
0.0%
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
<10%
-8to-6
-4to-2
0to2
4to6
8to10
0
10
20
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
2008 2010 2012 2014 2016
0%
10%
20%
30%
Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly
eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment
does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with
additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made
pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved.
Growth of $1,000 Drawdown
Distribution of Monthly Returns Standard Deviation - One Year Rolling
Enhanced Investment Partners LLC Jan 2007 - Dec 2016
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Peer Analysis
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
Excess Returns Returns Standard Deviation Ann. Alpha Tracking Error
-5
0
5
10
15
20
25
Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly
eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment
does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with
additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made
pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved.
Background Universe: US All Cap Equity
Enhanced Investment Partners LLC Jan 2007 - Dec 2016
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Peer Analysis
Median
Standard Deviation
Returns(1/07-12/16)
eVestment US All Cap Equity ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
8% 10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32%
0%
2.5%
5%
7.5%
10%
12.5%
15%
17.5%
20%
Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly
eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment
does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with
additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made
pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved.
Background Universe: US All Cap Equity displaying 268 peers
Enhanced Investment Partners LLC Jan 2007 - Dec 2016
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Peer AnalysisCalendarYearReturns
ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
-60
-40
-20
0
20
40
60
80
Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly
eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment
does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with
additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made
pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved.
Background Universe: US All Cap Equity

More Related Content

What's hot

Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...Christy Vailoces
 
2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...
2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...
2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...Christy Vailoces
 
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...Christy Vailoces
 
Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...
Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...
Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...Christy Vailoces
 
Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on 20170801Performa...
Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on  20170801Performa...Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on  20170801Performa...
Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on 20170801Performa...Christy Vailoces
 
Annual Report Write ups on Risk Management and Audit Committee
Annual Report Write ups on Risk Management and Audit CommitteeAnnual Report Write ups on Risk Management and Audit Committee
Annual Report Write ups on Risk Management and Audit CommitteeJeewani (Jee) Gunawardena
 
Wondering About Retirement Income presentation by KJH Financial Services
Wondering About Retirement Income presentation by KJH Financial ServicesWondering About Retirement Income presentation by KJH Financial Services
Wondering About Retirement Income presentation by KJH Financial ServicesKimberly Howard, CFP
 
LIC Housing Finance Q1FY15 performance in line with estimates; buy
 LIC Housing Finance Q1FY15 performance in line with estimates; buy LIC Housing Finance Q1FY15 performance in line with estimates; buy
LIC Housing Finance Q1FY15 performance in line with estimates; buyIndiaNotes.com
 

What's hot (13)

Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...
 
2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...
2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...
2 Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 2...
 
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801  Performance...
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance...
 
Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...
Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...
Enhanced Dynamic 1 Moderate Active Strategy Investment Performance Report 201...
 
Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on 20170801Performa...
Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on  20170801Performa...Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on  20170801Performa...
Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on 20170801Performa...
 
Ac Sjzh92177
Ac Sjzh92177Ac Sjzh92177
Ac Sjzh92177
 
Annual Report Write ups on Risk Management and Audit Committee
Annual Report Write ups on Risk Management and Audit CommitteeAnnual Report Write ups on Risk Management and Audit Committee
Annual Report Write ups on Risk Management and Audit Committee
 
Eep may13 pres
Eep may13 presEep may13 pres
Eep may13 pres
 
2012 CMA Compensation Survey
2012 CMA Compensation Survey2012 CMA Compensation Survey
2012 CMA Compensation Survey
 
Hcc 1 q13_ir_eng
Hcc 1 q13_ir_engHcc 1 q13_ir_eng
Hcc 1 q13_ir_eng
 
COF2015-10 (1)
COF2015-10 (1)COF2015-10 (1)
COF2015-10 (1)
 
Wondering About Retirement Income presentation by KJH Financial Services
Wondering About Retirement Income presentation by KJH Financial ServicesWondering About Retirement Income presentation by KJH Financial Services
Wondering About Retirement Income presentation by KJH Financial Services
 
LIC Housing Finance Q1FY15 performance in line with estimates; buy
 LIC Housing Finance Q1FY15 performance in line with estimates; buy LIC Housing Finance Q1FY15 performance in line with estimates; buy
LIC Housing Finance Q1FY15 performance in line with estimates; buy
 

Similar to Enhanced Dynamic 4 Moderate Russell Indices

Smartsheet Inc (SMAR) Stock Analysis Report
Smartsheet Inc (SMAR) Stock Analysis ReportSmartsheet Inc (SMAR) Stock Analysis Report
Smartsheet Inc (SMAR) Stock Analysis ReportStock Target Advisor
 
Sleep country roadshow presentation - updated as at dec 31 2017 (revised fo...
Sleep country   roadshow presentation - updated as at dec 31 2017 (revised fo...Sleep country   roadshow presentation - updated as at dec 31 2017 (revised fo...
Sleep country roadshow presentation - updated as at dec 31 2017 (revised fo...SleepCountry
 
Sleep country draft roadshow presentation - updated as at dec 31 2017 v2
Sleep country   draft roadshow presentation - updated as at dec 31 2017 v2Sleep country   draft roadshow presentation - updated as at dec 31 2017 v2
Sleep country draft roadshow presentation - updated as at dec 31 2017 v2SleepCountry
 
Sleep country roadshow presentation - updated as at august 31 2018
Sleep country   roadshow presentation - updated as at august 31 2018Sleep country   roadshow presentation - updated as at august 31 2018
Sleep country roadshow presentation - updated as at august 31 2018SleepCountry
 
Risk-Adjusted Return: Quarterly Update 2013 Q1
Risk-Adjusted Return: Quarterly Update 2013 Q1Risk-Adjusted Return: Quarterly Update 2013 Q1
Risk-Adjusted Return: Quarterly Update 2013 Q1Redington
 
Greenfield Seitz: Fact Sheet 2015
Greenfield Seitz: Fact Sheet 2015Greenfield Seitz: Fact Sheet 2015
Greenfield Seitz: Fact Sheet 2015stugreenfield
 
Sleep country draft roadshow presentation
Sleep country   draft roadshow presentationSleep country   draft roadshow presentation
Sleep country draft roadshow presentationSleepCountry
 
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014Mercer Capital
 
Tesla Inc (TSLA) Stock Analysis Report
 Tesla Inc (TSLA) Stock Analysis Report Tesla Inc (TSLA) Stock Analysis Report
Tesla Inc (TSLA) Stock Analysis ReportStock Target Advisor
 
Csod investor deck_first_quarter_2014_final
Csod investor deck_first_quarter_2014_finalCsod investor deck_first_quarter_2014_final
Csod investor deck_first_quarter_2014_finalircornerstone
 
Tesla Inc (TSLA) Stock Analysis Report
Tesla Inc (TSLA) Stock Analysis ReportTesla Inc (TSLA) Stock Analysis Report
Tesla Inc (TSLA) Stock Analysis ReportStock Target Advisor
 
Distressed Debt Slides_Melissa Brady
Distressed Debt Slides_Melissa BradyDistressed Debt Slides_Melissa Brady
Distressed Debt Slides_Melissa BradyMelissa Brady
 

Similar to Enhanced Dynamic 4 Moderate Russell Indices (20)

Smartsheet Inc (SMAR) Stock Analysis Report
Smartsheet Inc (SMAR) Stock Analysis ReportSmartsheet Inc (SMAR) Stock Analysis Report
Smartsheet Inc (SMAR) Stock Analysis Report
 
Equity report
Equity reportEquity report
Equity report
 
Sleep country roadshow presentation - updated as at dec 31 2017 (revised fo...
Sleep country   roadshow presentation - updated as at dec 31 2017 (revised fo...Sleep country   roadshow presentation - updated as at dec 31 2017 (revised fo...
Sleep country roadshow presentation - updated as at dec 31 2017 (revised fo...
 
Sleep country draft roadshow presentation - updated as at dec 31 2017 v2
Sleep country   draft roadshow presentation - updated as at dec 31 2017 v2Sleep country   draft roadshow presentation - updated as at dec 31 2017 v2
Sleep country draft roadshow presentation - updated as at dec 31 2017 v2
 
Inheritance, Retirement & Cash Flow
Inheritance, Retirement & Cash FlowInheritance, Retirement & Cash Flow
Inheritance, Retirement & Cash Flow
 
Tesla Inc (TSLA) Stock Analysis
 Tesla Inc (TSLA) Stock Analysis Tesla Inc (TSLA) Stock Analysis
Tesla Inc (TSLA) Stock Analysis
 
Sleep country roadshow presentation - updated as at august 31 2018
Sleep country   roadshow presentation - updated as at august 31 2018Sleep country   roadshow presentation - updated as at august 31 2018
Sleep country roadshow presentation - updated as at august 31 2018
 
Tesla Inc (TSLA) Stock Analysis
Tesla Inc (TSLA) Stock AnalysisTesla Inc (TSLA) Stock Analysis
Tesla Inc (TSLA) Stock Analysis
 
Risk-Adjusted Return: Quarterly Update 2013 Q1
Risk-Adjusted Return: Quarterly Update 2013 Q1Risk-Adjusted Return: Quarterly Update 2013 Q1
Risk-Adjusted Return: Quarterly Update 2013 Q1
 
IVP FinValley 2018
IVP FinValley 2018IVP FinValley 2018
IVP FinValley 2018
 
Tesla Inc.pdf
Tesla Inc.pdfTesla Inc.pdf
Tesla Inc.pdf
 
Greenfield Seitz: Fact Sheet 2015
Greenfield Seitz: Fact Sheet 2015Greenfield Seitz: Fact Sheet 2015
Greenfield Seitz: Fact Sheet 2015
 
Sleep country draft roadshow presentation
Sleep country   draft roadshow presentationSleep country   draft roadshow presentation
Sleep country draft roadshow presentation
 
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014
 
Select Directional 2016 08 31
Select Directional 2016 08 31Select Directional 2016 08 31
Select Directional 2016 08 31
 
Tesla Inc (TSLA) Stock Analysis Report
 Tesla Inc (TSLA) Stock Analysis Report Tesla Inc (TSLA) Stock Analysis Report
Tesla Inc (TSLA) Stock Analysis Report
 
Csod investor deck_first_quarter_2014_final
Csod investor deck_first_quarter_2014_finalCsod investor deck_first_quarter_2014_final
Csod investor deck_first_quarter_2014_final
 
Tesla Inc (TSLA) Stock Analysis
 Tesla Inc (TSLA) Stock Analysis Tesla Inc (TSLA) Stock Analysis
Tesla Inc (TSLA) Stock Analysis
 
Tesla Inc (TSLA) Stock Analysis Report
Tesla Inc (TSLA) Stock Analysis ReportTesla Inc (TSLA) Stock Analysis Report
Tesla Inc (TSLA) Stock Analysis Report
 
Distressed Debt Slides_Melissa Brady
Distressed Debt Slides_Melissa BradyDistressed Debt Slides_Melissa Brady
Distressed Debt Slides_Melissa Brady
 

Recently uploaded

Corporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdfCorporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdfProbe Gold
 
Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024Philip Rabenok
 
The Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results PresentationThe Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results PresentationLeonardo
 
Western Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 PresentationWestern Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 PresentationPaul West-Sells
 
Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024KDDI
 
Teekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings PresentationTeekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings PresentationTeekay Tankers Ltd
 
一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证
一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证
一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证xzxvi5zp
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCAMILRI
 
Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...
Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...
Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...Klinik kandungan
 
Dubai Call Girls/// Hot Afternoon O525547819 Call Girls In Dubai
Dubai Call Girls/// Hot Afternoon O525547819 Call Girls In DubaiDubai Call Girls/// Hot Afternoon O525547819 Call Girls In Dubai
Dubai Call Girls/// Hot Afternoon O525547819 Call Girls In Dubaikojalkojal131
 
一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样
一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样
一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样sovco
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCAMILRI
 
Gorakhpur Call Girls 8250092165 Low Price Escorts Service in Your Area
Gorakhpur Call Girls 8250092165 Low Price Escorts Service in Your AreaGorakhpur Call Girls 8250092165 Low Price Escorts Service in Your Area
Gorakhpur Call Girls 8250092165 Low Price Escorts Service in Your Areameghakumariji156
 
countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024Kweku Zurek
 
AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024gstubel
 
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024Osisko Gold Royalties Ltd
 
Teekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings ResultsTeekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings ResultsTeekay Corporation
 

Recently uploaded (20)

Corporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdfCorporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdf
 
Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024
 
The Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results PresentationThe Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results Presentation
 
Western Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 PresentationWestern Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 Presentation
 
Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024
 
Teekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings PresentationTeekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings Presentation
 
一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证
一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证
一比一原版(Acadia毕业证书)加拿大阿卡迪亚大学毕业证学历认证可查认证
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdf
 
Osisko Gold Royalties Ltd - Q1 2024 Results
Osisko Gold Royalties Ltd - Q1 2024 ResultsOsisko Gold Royalties Ltd - Q1 2024 Results
Osisko Gold Royalties Ltd - Q1 2024 Results
 
Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...
Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...
Jual obat aborsi Tawangmangu ( 085657271886 ) Cytote pil telat bulan penggugu...
 
Dubai Call Girls/// Hot Afternoon O525547819 Call Girls In Dubai
Dubai Call Girls/// Hot Afternoon O525547819 Call Girls In DubaiDubai Call Girls/// Hot Afternoon O525547819 Call Girls In Dubai
Dubai Call Girls/// Hot Afternoon O525547819 Call Girls In Dubai
 
一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样
一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样
一比一原版(EUR毕业证书)鹿特丹伊拉斯姆斯大学毕业证原件一模一样
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdf
 
Gorakhpur Call Girls 8250092165 Low Price Escorts Service in Your Area
Gorakhpur Call Girls 8250092165 Low Price Escorts Service in Your AreaGorakhpur Call Girls 8250092165 Low Price Escorts Service in Your Area
Gorakhpur Call Girls 8250092165 Low Price Escorts Service in Your Area
 
ITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdf
ITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdfITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdf
ITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdf
 
countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024
 
AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024
 
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
 
SME IPO Opportunity and Trends of May 2024
SME IPO Opportunity and Trends of May 2024SME IPO Opportunity and Trends of May 2024
SME IPO Opportunity and Trends of May 2024
 
Teekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings ResultsTeekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings Results
 

Enhanced Dynamic 4 Moderate Russell Indices

  • 1. Enhanced Investment Partners LLC : ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES
  • 2. Enhanced Investment Partners LLC Jan 2007 - Dec 2016 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Analysis Universe Rankings: Annualized Returns ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 YTD 1 Year 3 Year 5 Year 10 Year -10 0 10 20 30 Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved. Quartile Background Universe: eVestment US All Cap Equity Risk Analysis Statistic Enhanced Invest.: ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 YTD 14.86% 12.74% 1 Year Return 14.86% 12.74% 2 Year Return 6.27% 6.43% 3 Year Return 7.60% 8.43% 5 Year Return 14.51% 14.67% 7 Year Return 13.12% 12.92% 10 Year Return 7.08% 7.07% Cumulative Return 98.19% 98.10% Standard Deviation 18.09% 15.82% Gain Deviation MAR (5%) 12.07% 10.62% Loss Deviation MAR (5%) 13.41% 11.67% Sharpe Ratio (Citi 3 Mo. T-Bill ) 0.35 0.40 Historical Peer Share Period Peer Share Universe Rank Q3 2016 - - Q2 2016 - - Q1 2016 - - Q4 2015 - - Performance Statistics - All Market Benchmark Alpha Beta R^2 Tracking Err Excess Rtn Info Ratio Returns Bench Rtn Bat A v g Std Dev Bench Std Dev Russell 3000 -0.57% 1.12 0.96 4.18% 0.00% 0.00 7.08% 7.07% 0.53 18.09% 15.82%
  • 3. Enhanced Investment Partners LLC Jan 2007 - Dec 2016 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Analysis Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved. Historical Performance - Monthly Returns Jan Feb Mar Apr M a y Jun Jul Aug Sep Oct Nov Dec Year 2016 -8.29% -0.27% 7.53% 1.10% 2.22% -0.07% 5.37% 0.98% 0.85% -4.26% 7.93% 1.99% 14.86% 2015 -2.80% 6.26% 0.71% -1.53% 2.41% 0.03% 0.39% -6.63% -4.65% 6.48% 2.38% -3.83% -1.68% 2014 -2.99% 4.86% -0.27% -1.14% 2.05% 3.18% -3.14% 4.55% -3.19% 3.98% 1.90% 0.56% 10.32% 2013 6.10% 1.29% 4.19% 0.93% 3.03% -0.91% 5.97% -3.21% 4.18% 3.79% 3.23% 2.49% 35.38% 2012 5.28% 3.59% 2.85% -1.08% -6.24% 4.65% 0.22% 2.67% 3.02% -1.49% 0.43% 2.24% 16.72% 2011 0.79% 4.63% 1.34% 2.42% -1.57% -2.14% -3.09% -6.95% -8.82% 12.70% -0.40% 1.15% -1.56% 2010 -3.43% 4.13% 7.48% 4.74% -7.98% -7.32% 7.00% -6.43% 10.78% 3.99% 2.08% 7.58% 22.30% 2009 -10.97% -12.01% 8.85% 13.72% 3.58% 0.44% 9.59% 3.71% 4.92% -5.09% 4.13% 5.95% 25.98% 2008 -7.17% -3.46% -0.31% 4.81% 3.86% -7.41% 1.57% 2.46% -9.56% -19.36% -10.27% 4.46% -35.95% 2007 1.80% -0.94% 1.03% 2.91% 4.09% -1.32% -5.03% 2.02% 2.84% 2.93% -6.11% -0.06% 3.64%
  • 4. Enhanced Investment Partners LLC Jan 2007 - Dec 2016 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Charts ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 2008 2010 2012 2014 2016 0 500 1000 1500 2000 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 2008 2010 2012 2014 2016 -75.0% -50.0% -25.0% 0.0% ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 <10% -8to-6 -4to-2 0to2 4to6 8to10 0 10 20 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 2008 2010 2012 2014 2016 0% 10% 20% 30% Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved. Growth of $1,000 Drawdown Distribution of Monthly Returns Standard Deviation - One Year Rolling
  • 5. Enhanced Investment Partners LLC Jan 2007 - Dec 2016 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Peer Analysis ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 Excess Returns Returns Standard Deviation Ann. Alpha Tracking Error -5 0 5 10 15 20 25 Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved. Background Universe: US All Cap Equity
  • 6. Enhanced Investment Partners LLC Jan 2007 - Dec 2016 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Peer Analysis Median Standard Deviation Returns(1/07-12/16) eVestment US All Cap Equity ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 8% 10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 0% 2.5% 5% 7.5% 10% 12.5% 15% 17.5% 20% Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved. Background Universe: US All Cap Equity displaying 268 peers
  • 7. Enhanced Investment Partners LLC Jan 2007 - Dec 2016 ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Peer AnalysisCalendarYearReturns ENHANCED DYNAMIC® 4 MODERATE RUSSELL INDICES Russell 3000 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 -60 -40 -20 0 20 40 60 80 Vehicle Type: USA - SA - Rep Account - ENHANCED DYNAMIC® 4 MODERATE-Russell Indices - Gross of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2017 eVestment Alliance, LLC. All Rights Reserved. Background Universe: US All Cap Equity