Strategic Municipal Crossover Named “Top Gun” Municipal Strategy

 

Appleton Partners, Inc. Awarded Top Guns Designation by Informa Financial Intelligence

Boston, MA (August 27, 2020) — Appleton Partners, Inc. has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.  Appleton Strategic Municipal Crossover separate account strategy earned this prestigious designation based on top ten returns amongst all municipal strategies tracked by PSN over the one year ended 6/30/20.

According to Anson Clough, Managing Director of Fixed Income, “We are pleased to see PSN recognize Strategic Municipal Crossover and feel the strategy may have appeal for clients seeking enhanced diversification and after-tax yield.  Appleton has managed this strategy since 1989 combining high quality, intermediate to longer maturity municipals with high grade corporates and other taxable fixed income securities.”

Through a combination of Informa Financial Intelligence’s 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.

“Congratulations to Appleton Partners 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 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/.  For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com

 

About Appleton Partners, Inc.

Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA.  Entrusted with over $11.7 billion of investor assets (as of 8/1/20), Appleton Partners manages customized separate accounts for individual and institutional investors, while also serving the financial planning and wealth management needs of private clients.

 

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

Industry recognitions or award should not be construed as an endorsement or a recommendation to retain Appleton Partners by the ranking entity or any regulatory authority.  Any rankings, awards or distinctions cited were provided by independent third-parties based on their predetermined evaluation criteria. Appleton Partners neither provided any financial remuneration to these third-parties nor exercised any influence or control over the criteria used or the results generated, other than providing or making available, directly or indirectly, objective numerical data that could have been used by third-party as input variables.
Past performance is not a guarantee of future returns. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

View More News & Announcements