Our Process » Fund Selection

• Investment Discipline
• Analysis
• Fund Selection
• Benefits

The funds chosen for PageOne Financial’s programs are carefully selected from the universe of funds available. In some cases, fund selection is almost as important as asset allocation itself. Picking funds that are best positioned for the current market environment is key in adding value to a portfolio. The following is a list of some of the more important criteria analyzed when picking a fund or subaccount:

• Long-term Performance
• Expense Ratio
• Manager Tenure
• Alpha
• Beta
• Assets Under Management
• Exchange Restrictions
• Fit – PageOne’s programs often utilize style rotation using proprietary research based on indexes. The funds chosen must fit the category it represents for optimal performance.
• Fund/Manager Investing Approach – There are many instances where two stellar funds in the same category, e.g. Large Growth, will perform very differently during varying market environments. For example, a tech-heavy Large Growth fund may outperform during early-cycle bull markets and exhibit more volatility than a diversified Large Growth fund. Therefore, PageOne may select more than one fund per category and rotate depending on the prevailing market.