Top Performance of AthenaInvest’s Behavioral Strategy Drives Tactical Portfolio to Major Asset Milestone

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AthenaInvest Global Tactical ETFs Portfolio Consistently Ranks in Top 10

"We are pleased to see the consistent outperformance of the portfolio but more important, how it has helped advisors and clients increase their confidence using a disciplined investment approach,” said C. Thomas Howard, PhD, CEO and Director of Research at AthenaInvest.

AthenaInvest, ( the leader in Behavioral Portfolio Management, announced today that the Athena Global Tactical ETFs portfolio reached a major milestone with assets in the strategy now exceeding $100 million. The consistent high performance of the strategy continues to draw interest from Financial Advisors who recognize the value of a tactical strategy driven by behavioral factors.

Based on Morningstar’s mid-year ETF Managed Portfolios Landscape Report, the Athena Global Tactical ETFs portfolio is ranked as the #1 ETF Equity Managed Portfolio for five-year performance as of 6/30/17. (1) Additionally, Morningstar’s performance data as of 9/30/17 showed the portfolio’s performance for 1, 3 and 5-year returns, all in the top ten, and rated 5-star overall. (2)

The Athena Global Tactical ETFs portfolio aims to deliver long-term growth and manage risk through a market rotation strategy. The patented investment process analyzes deep behavioral currents to estimate expected returns and determine the best markets for improved performance. The portfolio invests in broad-market ETFs and manages exposure to major global equity markets.

C. Thomas Howard, PhD, who manages the portfolio, is the CEO and Director of Research at AthenaInvest. Building upon the Nobel Prize winning research of Daniel Kahneman and Richard Thaler, Dr. Howard is a pioneer in the application of behavioral finance for investment management, a proponent of active management and the author of the book, Behavioral Portfolio Management.

"We are pleased to see the consistent outperformance of the portfolio but more important, how it has helped advisors and clients increase their confidence using a disciplined investment approach,” said Dr. Howard. “We believe these results underscore the growing importance of behavioral finance in the industry.”

The Athena Global Tactical ETFs portfolio is one of several behavioral strategies managed by Athena. For more information, please visit or call (877) 430-5675.

About AthenaInvest Advisors, LLC
AthenaInvest Advisors, LLC is the industry leader in Behavioral Portfolio Management applying a patented research process built on a deep academic foundation, developed over 35 years of interaction with leading academics and institutional managers by C. Thomas Howard, PhD, CEO and Director of Research. AthenaInvest, Inc. analyzes persistent and predictive behavioral factors to build innovative investment strategies including concentrated equity, high-dividend equity and global tactical equity. AthenaInvest Advisors, LLC is a subsidiary of AthenaInvest, Inc., and a sub-advisor to ICON Advisers, Inc. and Princeton Fund Advisors, LLC. Headquartered in Greenwood Village, Colorado, AthenaInvest Advisors, LLC is a SEC Registered Investment Advisor.

Media inquiries: contact Pamela Saunders at or 415- 254-7169.

© 2017 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patents 150371 and 184692 and Taiwan (R.O.C.) Patent 200829170.


1) Ranking for 5-Year performance is based upon the Q2 2017 Morningstar ETF Managed Portfolio Landscape Report. At the time of publication, Morningstar was tracking 1,023 strategies from 178 firms with total assets of $107 billion. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking may not be considered indicative of future performance and AthenaInvest did not pay to participate in the Morningstar ranking.
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2) Morningstar Ratings™ are based on risk-adjusted performance as of 09/30/2017. The Morningstar Rating™ for a strategy is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. For each strategy with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a strategy’s monthly performance (including the effects of applicable fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of strategies in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

© 2017 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

It should not be assumed that recommendations of AthenaInvest made herein or in the future will be profitable or will equal the past performance records of any AthenaInvest investment strategy or product. There can be no assurance that future recommendations will achieve comparable results.

You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives and financial circumstances. You should consult with a qualified financial adviser, legal or tax professional regarding your specific situation. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

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Lambert Bunker
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Pamela Saunders