Boston Common Named to PSN Top Guns List of Best Performing Strategies for Q4 2022

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

Boston, Massachusetts—March 8, 2023— Boston Common Asset Management announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Boston Common Asset Management has done remarkable work and we are pleased to include them as a top performer.”

“We are thrilled to be recognized on PSN Top Guns List and are especially proud of our fossil fuel free strategy’s exceptional returns during a period when Energy was the top performing sector.” Geeta Aiyer, Lead Portfolio Manager of the US Value Strategy and President & Founder of Boston Common.

Boston Common’s US Large-Cap Value strategy invests in misvalued companies with catalysts for rerating. These firms have sound governance and a history of responsible financial management that we feel are capable of consistent, visible profitability over a long-time horizon and are trading at a discount to intrinsic value. The ESG team conducts bottom-up research on companies, analyzing material issues in each sector. Financial analysts use this data to identify companies with strong ESG characteristics and build a portfolio focus list. Through an ESG-enriched investing framework, active management, and engaged ownership, the strategy has delivered consistently strong risk-adjusted financial returns and positive social change.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.

Boston Common’s US Value Strategy received two Top Gun ratings this quarter.

Top Guns 4Q
Guns 4Q 2022
  • Top Gun 1-Star Category rating: The US Value Strategy had one of the top ten returns for the quarter in its respective strategy.
  • Top Gun Bull & Bear Masters: The US Value Strategy had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. The strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.

The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.

About Boston Common Asset Management

Boston Common Asset Management is a diverse, women-led, sustainable investor and innovator dedicated to the pursuit of financial return AND social change. An active, global equity ESG investment manager and a leader in impactful shareowner engagement since its founding in 2003, BCAM is majority women- and employee-owned. BCAM is headquartered in Boston, with offices in San Francisco. The company’s investment strategies totaled $4.7 billion in assets as of December 31, 2022. For more information, please visit www.bostoncommonasset.com.

About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. 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. Visit PSN online to learn more.

Published On: March 8, 2023Categories: In the News