High Quality Dividend Appreciation and Global Asset Allocation Strategies Awarded Manager of the Decade; High Quality Mid Cap Awarded 2-Stars

Boston Financial Management (“BFM”) has been awarded PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers.

The firm’s High Quality Dividend Appreciation and Global Asset Allocation strategies were awarded the “Manager of the Decade” distinction, indicating top-tier performance and risk metrics relative to peers and style benchmarks over the past ten years. BFM’s High Quality Mid Cap strategy received a 2-Star distinction for having one of the top-ten returns over the previous year in PSN’s Mid Cap Universe, its third Top Gun award in as many quarters.

These most recent awards are in addition to the over 20 accolades BFM has received from the institutional investment consultant Zephyr PSN over the past five years, honoring the firm’s strategies over a variety of time periods.

“We are proud to be recognized once again by PSN. We strive to deliver strong results for our clients, and winning these awards not only validates our approach but serves as a testament to the hard work and expertise of our team”, says Brad Weafer, CFA, Chief Investment Officer.

Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time. This quarterly ranking is widely used by institutional asset managers and investors.

For additional information on these awards or to learn more about Boston Financial Management, please contact your wealth manager or call 617-338-8108.

Notes and Disclosures

“Manager of the Decade” strategies must have an r-squared of 0.80 or greater relative to the style benchmark for the latest 10 year period. Strategies must have returns greater than the style benchmark for the latest 10 year period and standard deviation less than the style benchmark for the latest 10 year period. At this point, the top 10 performers for the latest 10 year period become Top Gun Managers of the Decade. 

The peer groups were created using the information collected through the PSN investment manager questionnaire, using only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Rates of return referenced above may not be representative for any one client’s experience because they reflect the averages for all clients in the BFM High Quality Dividend Appreciation, BFM Global Asset Allocation, and BFM High Quality Mid Cap strategy, respectively. Past performance is not indicative of future results. It should not be assumed that future performance of any investment strategy in this presentation will be profitable or correspond to any index or past performance. BFM did not pay a fee to be considered for the Top Guns award. Informa Financial Intelligence (IFI), 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. 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, or, https://psn.fi.informais.com/ Registration is free to view Top Guns. CFA® – Chartered Financial Analyst. Minimum requirements for the CFA® designation include an undergraduate degree and four years of professional experience involving investment decision-making, in addition to successful completion of each of the three CFA level examinations.