How Have SS&A’s Discretionary Managed Portfolios Performed?

Performance for client accounts is measured in a number of ways. The most important from a long-term perspective is whether the portfolio performance is in accord with the demands of the IPS and the returns the client requires to meet their investment objectives. Performance is also measured versus various broad market indices and minimum return bogeys. Although we cannot publicly report performance on this site for compliance reasons, we will happily share our past returns with interested parties. Our investment professionals have a demonstrated track record of performance that clients have found very satisfactory.