A plan to perform.
Equity Management Process
- Core Holding Establishment
S&P - 500 Index Fund
- % Allocation is Market Sensitive
- Low Cost/Expense Ratio (4 bps)
- Positive Tracking Error
- Industry Leader
Index Enhancements
- Internal/External Research Sources
- Sector Allocation
- Economic/Market Trends
- Segment Weighting
- Global Assessment/Opportunities
- Proprietary Screening/Scoring/Ranking Model
- AmeriServ Premier Equity Discipline Model® – Proprietary Model
- Due Diligence Screening/Scoring/Ranking and Evaluation
- Proprietary 25 Factor Scoring System
- Relative and Absolute Returns
- Reasonable Expense Ratio
- Manager Tenure
- Stewardship
- Evaluation Among Investment Team
- Open Forum Tests Individual Assumptions/Conclusions
- Input from Every Investment Professional
- Purchase Holdings
- Maintain Full Equity Exposure Unless Tactical Shift is Warranted
- Realign Portfolio on an As-Needed Basis
- Assess Holdings Daily
- Investment Management Team Monitors and Discusses Impact of Fund, Market and/or Sector Specific Developments
- Daily Ranking of Recommended List
- Sell Discipline
- Deterioration in Relative or Absolute Return
- Identification of Better Performing Opportunity
- Management or Ownership Change
- Change in Sector or Segment Allocation
Past performance is no guarantee of future results.