Press Release: February 24, 2021 – Chevy Chase Trust has been honored with the Manager of the Decade designation and 5 and 6 star Top Gun ratings for its Global Thematic Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

“We are pleased that our Global Thematic Equity strategy has been recognized as a performance leader among its global equity peers” said Jeff Whitaker, President and CEO. “It’s a testament to the disciplined approach, high-quality work and dedication of our investment team over the past decade.”

At Chevy Chase Trust, thematic investing involves capitalizing on powerful secular trends, disruptive ideas, innovations and economic forces that are constantly reshaping the world and building portfolios of companies positioned to exploit these transformational changes.

“Congratulations to Chevy Chase Trust for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

 

PSN Top Gun Selection Methodology

Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. The parameters of the star ratings and Manager of the Decade award are outlined below:

• Manager of the Decade: had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-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 Manager of the Decade.
• 5 and 6 Star Ratings: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns and top ten information ratios for the latest five-year period then become 6 Star Top Guns.

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/.

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at [email protected].

 

About Chevy Chase Trust

Chevy Chase Trust is an independently owned investment management firm and think tank specializing in global thematic research, portfolio management, conflict-free advice and financial planning for high-net-worth individuals, families, endowments, and institutions. Headquartered just outside of Washington, D.C., the firm has more than 100 professionals averaging 17 years of experience, and a client retention rate of more than 97%. The firm is a thought leader and performance leader in global thematic investing.

 

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

 

Important Disclosures