We work with financial advisors and investment consultants worldwide to provide insight, innovation and investment solutions to our clients.
Selecting the Appropriate Managers
StateTrust supports a large database of the world's most qualified managers across more than 20 asset classes. Managers from a pool of over 500 are categorized according to their investment style and performance is measured against 100 specialized benchmarks.
Historical performance is analyzed under different market conditions with emphasis on risk adjusted returns. Once this quantitative analysis is conducted, as a client, you will have direct contact with the prospected manager.
Professional Money Managers Evaluation
Money Managers are evaluated using the following criteria:
What do we Look for in Money Managers
When selecting Money Managers we pay special attention to the following:
Series Exams and Licenses
The following Table lists the most important professional licenses:
|Series 3||National Commodity Futures||Can deal in futures, commodities and/or introducing broker.|
|Series 6||Investment Company and Variable Contracts Products Representative||Can offer investment company products such as mutual funds and closed-end funds and/or sell variable annuity contracts and variable life insurance.|
|Series 7||General Security Representative||Can request, buy and/or sell securities.|
|Series 24||General Securities Principal||Can manage or supervise representatives in investment banking, training or solicitation.|
|Series 27||Financial & Operations Principal||For any manager involved in the financial and operational management of a FINRA (NASD) member firm (including the chief financial officer).|
|Series 53||Municipal Security Principal||Can manage representatives who handle municipal securities.|
|Series 63||Uniform Security Agent||Individual states sometimes require the Series 63 exam as a condition of registration as a registered representative.|
Highly Trained Managers
StateTrust believes that knowledge is power and understands that technology creates continual change. Thus, we require continuing education for our staff. Our consultants take part in StateTrust dynamic training seminars and internal reviews to ensure that we are always up to date. They are also sent to financial industry and economic seminars in order to stay up to date with the latest industry information.
Our Managers, Investment Advisors and officers are engaged in continuous Employee Education and Technology Training. Among the areas of interest are:
The following are qualitative factors used by StateTrust in selecting Money Managers:
The following are quantitative factors used by StateTrust in selecting Money Managers:
Active Style Management
The benefits of Active Style-Management are:
The disadvantages of Active Style-Management are:
There are two fundamental uses for style benchmarks in the context of performance measurement. Style benchmarks are intended to reveal the manager's ability to add value as defined by excess returns (positive alpha) or risk measurement, and provide a more appropriate tool for calculating performance-based fees.
* Diversification does not guarantee a profit or ensure against loss.
Investors should carefully review the objectives, risks, charges and expenses of any investment company before investing. Prospectus and, if available, the summary prospectus, contains important information about the investment company. You can contact us to request our prospectus, which we encourage you to read carefully. The value of your investment may fluctuate, and when redeemed, shares may be worth more or less than their original cost. Investments in a fund (Investment Company) are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
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