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    3. Product Management

    Product Management

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    There is no shortage of product options available to advisors in today’s market.  In the U.S. alone there are more than 9,000 mutual funds, 1,400 ETFs, and 7,000 separate account strategies.  The trick, of course, is to separate the wheat from the chaff.

    Logia relies on a comprehensive research process that distills the universe of manager options down to a select set of strategies that are used to populate the programs we manage.

    Step 1: an objective review of key criteria that reduces the overall universe to qualified alternatives.  Preliminary screening is done on managers that appear to have a consistent style and value-added performance.  From there, a review of information regarding fees, operational issues, legal problems, turnover of staff, assets under management, and asset flows is conducted to reduce the universe further.

    Managers that meet the requirements in the first step complete a detailed questionnaire, provide GIPS compliant performance, and furnish actual portfolio holdings for a more in-depth analysis.  The analysis seeks to answer two key questions: (1) Does the manager do what they claim to do? and (2) Does the manager deliver on what they profess?

    Step 2: an analysis of performance relative to benchmark, market cycles, risk, peers, and style.  Peer analysis is conducted using a process called Portfolio Opportunity Distributions (PODs), that correct for peer group biases such as survivorship, composition, and classification.  PODs rely instead on a comparison to all realistic portfolios that can be constructed from the constituents of a specific index.

    A variety of data sources and analytical tools are used for further quantitative analysis. One of the key objectives is to identify managers that demonstrate security selection skill, as opposed to those who have outperformed based on factor or style bets.  This gives us a higher degree of confidence in persistency in future performance.

    Step 3: a qualitative assessment on the philosophy, people, and process of candidate managers to build confidence in a manager’s organization and sustainability.

    Benefit to advisor: access to a roster of investment managers that are vetted through a sophisticated investment process administered by a specialized institutional consulting team.

    What We Do

    • Model Management
    • Product Management
    • Program Management
    • Portfolio Construction
    • Portfolio Rebalancing

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    15100 Rosewood Street
    Leawood, KS 66224
    •  Tel: 844-882-0193
    •  jeanne.lipson@sunflowerbank.com
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    Investment advisory services are offered through Logia Portfolio Management LLC (“Logia”), an SEC-registered investment adviser. Logia is affiliated with Sunflower Bank, N.A. (“Sunflower Bank”). Both Logia and Sunflower Bank are wholly owned by FirstSun Capital Bancorp (“FirstSun”).

    Sunflower Bank offers various banking, fiduciary and custody products and services, including discretionary portfolio management. In such cases, Sunflower Bank is responsible for the day-to-day management of these accounts.

    Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Investment advice can only be rendered after the engagement of Logia, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Logia and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #: 269963.

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