Performance takes center stage this week. Working with Orion, we’ve moved from internal reporting to independent third party reporting with validated data and methodology. All numbers reported in 2017 are the product of Orion and anything prior was produced internally. All reported performance numbers are calculated based on time-weighted returns that time-weight all cash flows.
Today we’re showing monthly data, but quarterly and cumulative reports are available to advisors working with SCI. We’re also close to having a risk adjusted measure as a part of this communication and should have that available to the SCI advisors within a week or so. Below I’ve taken the results as reported by Orion for the first two months of this year:
Model Jan – 17 Feb – 17
Conservative 1.78% 1.44%
Moderate Conservative 1.50% 1.77%
Moderate 1.75% 2.00%
Moderate Growth 2.12% 2.46%
Aggressive Growth 2.43% 2.65%
Let us know if you have any questions. We plan to discuss performance attribution in the quarterly report and during the quarterly call. As always, thank you for your support of our efforts and your confidence in what we are doing.