AthenaInvest Recognition

Company Recognition

wf alt investment award 300

 

In 2014, Wealth & Finance International awarded AthenaInvest Advisors LLC an Alternative Investment Award for Innovation in Behavioural Portfolio Management.

 

To be named a Wealth and Finance Alternative Investment Award winner isn’t easy. Within these awards you’ll find some of the biggest and most influential names on the financial landscape standing shoulder to shoulder with smaller - albeit no less influential or ground breaking – organisations.

- Wealth & Finance INTL

Portfolio Performance Recognition

Barron’s SMA Winner1

Athena Pure Valuation | Profitability

  • Quarter 1, 2013
  • Quarter 2, 2013

PSN Top Guns2

Quarter 4, 2016 (As of 12/31/2016)

Athena Dividend Income Equity

  • 2 Stars All Cap Universe

Athena Global Tactical ETFs

  • 1 Star ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe

Quarter 3, 2016 (As of 9/30/2016)

Athena Global Tactical ETFs

  • 1 Star ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe

Quarter 2, 2016 (As of 6/30/2016)

Athena Dividend Income Equity

  • 1 Star All Cap Universe

Athena Global Tactical ETFs

  • 3 Stars ETF Global Equity Universe

Quarter 1, 2016 (As of 3/31/2016)

Athena Pure Valuation | Profitability

  • 1 Star All Cap Universe
  • 1 Star All Cap Value Universe

Athena Dividend Income Equity

  • 1 Star All Cap Universe
  • 1 Star US Equity Universe

Athena Global Tactical ETFs

  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 4, 2015 (As of 12/31/2015)

Athena Global Tactical ETFs

  • 1 Star ETF Global Equity Universe
  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 3, 2015 (As of 9/30/2015)

Athena Global Tactical ETFs

  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 2, 2015 (As of 6/30/2015)

Athena Global Tactical ETFs

  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 1, 2015 (As of 3/31/2015)

Athena Global Tactical ETFs

  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 2 Stars Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 4, 2014 (As of 12/31/2014)

Athena Global Tactical ETFs

  • 1 Star ETF Global Equity Universe
  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 1 Star Global Equity Universe
  • 2 Stars Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 3, 2014 (As of 9/30/2014)

Athena Global Tactical ETFs

  • 1 Star ETF Global Equity Universe
  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 1 Star Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 2, 2014 (As of 6/30/2014)

Athena Pure Valuation | Profitability

  • 2 Stars All Cap Value Universe

Athena Dividend Income Equity

  • 1 Star All Cap Universe

Athena Global Tactical ETFs

  • 1 Star ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 1, 2014 (As of 3/31/2014)

Athena Pure Valuation | Profitability

  • 2 Stars All Cap Universe
  • 2 Stars All Cap Value Universe
  • 3 Stars All Cap Value Universe
  • 2 Stars US Value Universe

Athena Global Tactical ETFs

  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 4, 2013 (As of 12/31/2013)

Athena Pure Valuation | Profitability

  • 1 Star All Cap Universe
  • 2 Stars All Cap Universe
  • 1 Star All Cap Value Universe
  • 2 Stars All Cap Value Universe
  • 2 Stars US Equity Universe
  • 2 Stars US Value Universe

Athena Global Tactical ETFs

  • 2 Stars ETF Global Equity Universe
  • 3 Stars ETF Global Equity Universe
  • 2 Stars Global Equity Universe
  • 3 Stars Global Equity Universe

Quarter 3, 2013 (As of 9/30/2013)

Athena Pure Valuation | Profitability

  • 2 Stars All Cap Universe
  • 1 Star All Cap Value Universe
  • 2 Stars All Cap Value Universe
  • 3 Stars All Cap Value Universe
  • 2 Stars US Value Universe

Quarter 2, 2013 (As of 6/30/2013)

Athena Pure Valuation | Profitability

  • 1 Star All Cap Universe
  • 1 Star All Cap Value Universe
  • 2 Stars All Cap Value Universe
  • 3 Stars All Cap Value Universe
  • 1 Star US Value Universe

Quarter 1, 2013 (As of 3/31/2013)

Athena Pure Valuation | Profitability

  • 1 Star All Cap Universe
  • 1 Star All Cap Value Universe
  • 1 Star US Equity Universe
  • 1 Star US Value Universe

Quarter 2, 2012 (As of 6/30/2012)

Athena Pure Valuation | Profitability

  • 3 Stars All Cap Value Universe

Quarter 1, 2012 (As of 3/31/2012)

Athena Pure Valuation | Profitability

  • 3 Stars All Cap Universe
  • 3 Stars All Cap Value Universe
  • 3 Stars US Value Universe

Quarter 1, 2011 (As of 3/31/2011)

Athena Pure Valuation | Profitability

  • 1 Star All Cap Value Universe
  • 2 Stars All Cap Value Universe
  • 3 Stars All Cap Value Universe

Quarter 4, 2010 (As of 12/31/2010)

Athena Pure Valuation | Profitability

  • 1 Star All Cap Universe
  • 2 Stars All Cap Universe
  • 1 Star All Cap Value Universe
  • 2 Stars All Cap Value Universe

Quarter 3, 2010 (As of 9/30/2010)

Athena Pure Valuation | Profitability

  • 2 Stars All Cap Value Universe

Performance Recognition Criteria

  1. Barron’s SMA Winner Definition: All Separate Accounts reported in Morningstar are ranked by 3 month performance and the top ten retail and institutional SMAs become Quarterly Winners.
  2. PSN Ratings Definition:
    • 1 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.
    • 2 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for one year period.
    • 3 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.
    • 4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
    • 5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that we select only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.
    • 6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that we select only the products which standard deviation for the five year period is 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 TOP GUNS.

Contact

AthenaInvest Advisors LLC

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com