Actual Client Case Studies
The performance of each was from their inception to December 31, 2019. At that time, Midwest updated its research capabilities and marketing platform.
High Net Worth
A bond investor had suffered during the 2008 financial crises, and his bank was looking for conservative, consistent returns. Midwest restructured the portfolio using its proprietary QuantCredit® process, and from November 01, 2009 it meaningfully outperformed an investable U.S. investment grade bond index on a risk-adjusted basis.
A conservative foundation was having mixed results in their balanced portfolio, and did not have a clear direction. Midwest performed an expense analysis and determined that they were paying 2.0% to 3.0% annually. Midwest reduced the expenses to less than 0.5% and reallocated the portfolio. From July 1, 2011 it outperformed the NACUBO® (National Association of College and University Business Officers) Index with slightly less risk.
A corporation was seeking above average returns, and Midwest built equity and fixed portfolios using its QuantVal® and QuantCredit® portfolio processes. Both performed quite well in relation to their investable benchmarks without increasing risk from their January 01, 2005 and January 01, 2006 inceptions.
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Important Notes: Please contact Midwest for details regarding the above accounts (names to be withheld) and the following performance calculations:
- Gross of fee and net of fee returns, and total and risk-adjusted returns.
- Midwest claims compliance with the Global Investment Performance Standards (GIPS®), and independent verification statements are available. In accordance with those standards, the results stated in these studies were based on all portfolios in the composite membership. The non-profit results do not claim GIPS compliance as Midwest does not charge that foundation for its services.
Midwest Asset Management, Inc.
8383 Greenway Blvd., Suite 600
Middleton, WI 53562 USA
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