The Premier Asset Analyzer seeks to outperform the typical
sector-oriented portfolio by targeting allocations in the
top-performing sectors and managing risk via a quarterly
discipline.
INVESTMENT
APPROACH:
Based on strategic asset allocation, the Premier Asset Analyzer
focuses on an expanded universe of 30 sectors. From these 30, nine
top-performing sectors are selected for investment and quantitatively
weighted from first to ninth. As a true top-down approach should,
this process brings the strongest styles and sectors of the stock
and bond markets into the portfolio without particular regard to overall
market trends. Fund selection is then performed so the best available
funds can be utilized within each of the top nine sector allocations.
This process, including weighting and rotation, fund selection, and
portfolio rebalancing is performed each quarter so that allocations
and fund selections stay current.
PORTFOLIO
OFFERING:
The Premier Asset Analyzer offers investors a diversified portfolio
consisting of nine percentage-weighted allocations. Because the
allocation percentages remain static, sector weighting and rotation
is used to adjust investment exposure and further mitigate risk.
