CHOOSE THE BEST PLAYERS WITH THE POWER OF TEAM BUILDER · BUILDER. The funds in each of the asset...
Transcript of CHOOSE THE BEST PLAYERS WITH THE POWER OF TEAM BUILDER · BUILDER. The funds in each of the asset...
An advisor starts with an inventory of
hundreds of ETFs and mutual funds from
a number of different fund families.
S H E H A S A C L E A R A N D D E F I N E D
P R O C E S S A N D C A N E A S I LY E X P L A I N
T H AT T O H E R C L I E N T A S W E L L .
She then uses Team Builder to categorize all
of those funds into asset class categories.
T E A M
B U I L D E R
The funds in each of the asset class categories are then ranked
according to the Dorsey Wright Fund Score.
Ranging from 0-6, with 6 being the strongest, the Fund
Score measures the market Relative Strength, peer Relative
Strength, and trend of that particular ETF/mutual fund.
0 1 2 3 4 5 6
With that information and
layout, our advisor is ready to
select which of the funds from
that initial broad inventory
will ultimately make it into her
client’s portfolio.
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T E A M BU ILDERCHOOSE THE BEST PLAYERS W ITH THE POWE R O F
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