Summary

Summary Report

¨ The Enhanced Dynamic® methodology applies to domestic equity portfolios only;

¨ Flexibility:  The Enhanced Dynamic® methodology has proven to be effective with most style adherent active investment managers, ETFs, and index fund strategies;

¨ The Enhanced Dynamic®methodology has been thoroughly vetted through academic studies, audits and by   industry professionals;

¨ Enhanced Dynamic® Cost Versus Value received is extremely attractive over a full market cycle are as proven through independent audit, academic studies and empirical studies over full market cycles;

¨ Enhanced Dynamic® is not a tactical asset allocation (TAA) methodology,  market timing or sector rotation strategy.

This analysis consists of these 3 segments:

Summary Discussion

eVestment Alliance Investment Manager Analysis
Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance Report 8P Gross

Enhanced Dynamic 1 Moderate Active Strategy 20170630 on 20170801 Performance Report 8P Net vs HFN
Enhanced Dynamic 3 Moderate Passive S&P Strategy 20170630 on 20170801 Performance Report 8P Gross

Enhanced Dynamic 5 Maximum Passive S&P Strategy 20170630 on 20170801Performance Report 8P Gross

AAP PERFORMANCE ANALYSIS EIP EIR EAIP EAIF EVESTMENT UPDATES 19960101 – 20170630 on 20170801 P2

Equity Investment Rotation Introduction 

Investment Performance & Fit  Summary of Value Added 

Investment Performance Analysis Appendix