Gerstein Fisher Named Top Guns Manager by Informa Investment Solutions for Tax-Managed Strategy

NEW YORK--()--Gerstein Fisher has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database for its tax-managed equity strategy, which is available to advisors and high-net-worth investors as a separately managed account. Informa Investment Solutions is North America’s longest-running database of investment managers.

“At Gerstein Fisher, our disciplined process targets investment factors with demonstrated ability to reward long-term investors”

“At Gerstein Fisher, our disciplined process targets investment factors with demonstrated ability to reward long-term investors,” said Gregg S. Fisher, the firm’s Founder, Portfolio Manager & Head of Research. “And the power of our factor investing is supplemented by active tax management. On average, tax management added about one percent annualized to investment returns for taxable clients in core accounts over nearly 20 years ending December 2017. Reducing the tax drag is very significant and typically adds more to returns than low-cost investing strategies do to a tax-agnostic portfolio.”

By combining the two quantitative approaches—sensitivity to both factor and tax effects—Gerstein Fisher targets a significant after-tax premium over passive strategies, which tend to be tax-efficient relative to actively managed funds. Still, Mr. Fisher claims, tax management is under-appreciated by many advisors and investors. “So it’s especially gratifying that Informa has recognized our tax-managed strategy for its long-term track record.”

Through Informa Investment Solutions’ proprietary performance screens, PSN Top Guns ranks products in six categories in more than 50 universes. Informa’s rankings are highly regarded and widely used by both institutional asset managers and individual investors. The parent company, Informa Financial Intelligence, is a leading provider of decision-making solutions and customized services to financial institutions.

Top Guns firms are awarded a rating ranging from one to six stars, depending on the level of their performance over time. Gerstein Fisher was named a Top Gun with a star rating of five. For a firm to earn a five-star ranking, the product or products singled out must have R-Squared scores of 0.80 or greater relative to their style benchmarks for the latest five-year period. Moreover, products must have returns greater than their style benchmarks for the three most recent three-year-rolling periods, and five-year standard deviations equal to or less than the medians for their peer groups.

With those distinctions as prerequisites, the 10 managers whose products have earned the highest returns for the latest three-year period are designated “Top Guns.”

“PSN Top Guns is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Gerstein Fisher on being named a Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, please contact Ruth Calderon at ruth.calderon@informais.com.

About Gerstein Fisher
Gerstein Fisher was founded a quarter-century ago by factor-investing pioneer Gregg S. Fisher, Portfolio Manager for the Gerstein Fisher Funds and the firm’s Head of Research and Investment Strategy. Gerstein Fisher manages assets using a quantitative, Multi-Factor® approach grounded in economic theory and time-tested academic research. Drawing on a deep understanding of both market dynamics and investor behavior, Gerstein Fisher brings empirical evidence and cutting-edge research to its client portfolios. For more information, please visit www.GersteinFisher.com and @GersteinFisher.

About Gerstein Fisher’s Multi-Factor® Investment Approach
Gerstein Fisher’s Multi-Factor® investment approach relies on a quantitative methodology designed to offer core asset-class representation along with the potential for strong, consistent results for investors with long investment horizons. This approach can leverage information about the markets and security characteristics traditionally associated with outperformance in portfolios with high expected returns.

Investment Products & Services
Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit or Guaranteed by a Bank or any Bank Affiliate

Gerstein Fisher is a division of People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A.

A copy of our written disclosure statement discussing the scope of our services, fees and conflicts is available upon request or at www.gersteinfisher.com. Please remember that different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Gerstein Fisher) or any investment-related or financial-planning consulting services will be profitable, or prove successful. Past performance is not an assurance of future results. This is not to be construed as an offer to buy or sell any financial instruments.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Gerstein Fisher is engaged, or continues to be engaged, to provide investment- advisory services, nor should it be construed as a current or past endorsement of Gerstein Fisher by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.

Contacts

Media:
Hewes Communications
Tyler Bradford, 212-207-9454
tyler@hewescomm.com