Press Releases / Crossmark Global Investments Awarded Top Guns Designation by Informa Financial Intelligence

Crossmark Global Investments Awarded Top Guns Designation by Informa Financial Intelligence

Houston, Texas—April 22, 2021— Crossmark Global Investments is pleased to announce that the Crossmark Large Cap Core Growth Strategy, Balanced Core Strategy, and Income Opportunities Strategy have each been awarded a PSN Top Guns distinction by the Informa Financial Intelligence PSN manager database, North America’s longest running database of investment managers. Crossmark was awarded a 6-star Top Gun rating for its Large Cap Growth Strategy, a 3-star Top Gun rating for its Balanced Core Strategy, and a 1-star Top Gun rating for its Income Opportunities Strategy.

“We are honored to be recognized by Informa Financial Intelligence for our investment solutions,” said Melville Cody, Senior Portfolio Manager. “We strive to create best-in-class, risk-controlled products for our clients and earning three PSN Top Guns distinctions speaks to our dedication to that goal.”

Through a combination of the Informa Financial Intelligence proprietary performance screens, *PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.

Crossmark’s Large Cap Core Growth Strategy was awarded a Top Gun 6-star rating, meaning our Large Cap Growth 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. Additionally, our Balanced Core Strategy was awarded the Top Gun 3-star rating and our Investment Opportunities Strategy was awarded the Top Gun 1-star rating, meaning these strategies had one of the top ten returns for the three-year and one-year periods in their respective universes.

“Congratulations to Crossmark Global Investments for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize the success, excellence and performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

April 22, 2021

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