Crossmark Global Investments Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Crossmark Global Investments
advisorsolutions@crossmarkglobal.com
888-845-6910
Houston, Texas—March 28, 2023— Crossmark Global Investments is pleased to announce it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. Crossmark was awarded a 6-Star Top Gun rating for its Large Cap Core Unscreened SMA strategy.
“We are honored to have one of our strategies awarded with Top Gun ratings this year,” said Bob Doll, Chief Investment Officer at Crossmark Global Investments. “This award distinguishes our strategies from those in their peer groups reporting to PSN, furthering the notion that we can provide investors with top-tier strategies that align with their values.”
Through a combination 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.
Crossmark Global Investment’s Large Cap Core Unscreened strategy was named Top Gun 6 rating, meaning our Large Cap Core Unscreened strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Crossmark Global Investments has done remarkable work and we are pleased to include them as a top performer.”
To learn more about Crossmark’s Large Cap Core Unscreened strategy, view the fact sheet here: https://www.crossmarkglobal.com/wp-content/uploads/Large-Cap-Core-Unscreened-FACT-SHEET-4Q22_011823_FINAL.pdf
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
About Crossmark Global Investments
Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to go further by aligning their wealth with their passions and convictions. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process. Founded in 1987, the firm is headquartered in Houston, Texas. For more information visit: www.crossmarkglobal.com.
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.
