Press Release Headlines

Advisor Partners Launches Global High Quality Dividend Yield Strategy

Portfolios Diversified Across Developed Markets and GICS Sectors

WALNUT CREEK, Calif., Sept. 27, 2016 /PRNewswire/ — Advisor Partners, announced the launch of a new investment strategy, Global High Quality Dividend Yield (GHQDY). The broadly diversified, risk controlled strategy will target a yield premium of 75-100 basis points relative to yields on diversified global equity indices.

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"In a world awash with negative yields, many advisors asked us to develop a global equity strategy designed to deliver solid current income that also has a high probability of retaining purchasing power over time," said Vikas Oswal, CFA®, CEO and Chief Investment Officer of Advisor Partners. "GHQDY is our solution for a risk controlled global dividend strategy."

TAX ALPHA AND GLOBAL YIELD PREMIUM

Consistent with the firm's extensive tax alpha expertise, the GHQDY strategy will be offered with optional (opportunistic) tax loss harvesting. Beyond the broader country and currency diversification, the strategy will result in portfolios that are diversified across developed markets and across GICS sectors. Currently, yields on global equity indices are approximately 50 basis points higher than on corresponding US indices. The criteria for a company to be included in the new global portfolio are that it be large, liquid, highly and consistently profitable, financially strong, and trade at an attractive valuation.

"This is yet another example of AP designing customized solutions that address advisors' requests for portfolios that will enable them to achieve the best possible outcomes for their investor clients," added Oswald.

ABOUT ADVISOR PARTNERS
Founded in 2001, Advisor Partners is an investment management firm providing a broad range of sophisticated investment solutions to financial advisors, family offices and financial institutions. Vikas Oswal, CFA®, joined the firm as CEO and Chief Investment Officer in 2016. Andrew Rudd, Ph.D., co-founder and former CEO of Barra, Inc., serves as chairman of Advisor Partners. For more information, visit www.AdvisorPartners.com.

Contact:        Leslie Swid
Impact Communications
Email
913-649-5009