The Applied Finance Group International and LPL Financial Launch Innovative Low-Cost SMA Products

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The Applied Finance Group International (AFGi) announces four new strategies available on the LPL Financial Manager Select and Manager Access Select platforms. The goal behind these products is to redefine how model providers interact with advisors and raise the bar in separately managed accounts (SMA) transparency.

LPL is pleased to partner with AFGi and bring their robust background in quantitative stock analysis to our advisors through separately managed accounts

The Applied Finance Group International (AFGi) announces new strategies available on the LPL Financial Manager Select and Manager Access Select platforms. The goal behind these products is to redefine how model providers interact with advisors and raise the bar in separately managed accounts (SMA) transparency.

“We seek to provide advisors with the opportunity for deep engagement with clients, enhancing the value proposition they provide relative to the growing army of ‘robo advisors.’ The beauty of these products is that advisors can use the models passively or inspect individual holdings in detail through the Transparent Portfolios suite of tools we provide our advisor partners,” says Chris Austin, Marketing Director of AFGi. “Furthermore, we are excited to work with LPL to make our research insights, products and education available to the firm’s more than 14,000 advisors so they can more effectively work with their clients and grow their businesses.”

Steve Snyder, LPL Financial vice president, said, “LPL is pleased to partner with AFGi and bring their robust background in quantitative stock analysis to our advisors through separately managed accounts. We anticipate the new low-cost strategies will be a welcomed addition to our platform for advisors seeking SMAs with a multi-factor investment approach. Investors are increasingly recognizing the benefits of owning individual securities, and we are proud to expand upon the specialized and unique solutions we can offer advisors to serve their clients’ needs through this partnership with AFGi.”

AFGi will begin by offering two strategies through the LPL platform:

  • AFGi/LPL US Core Quality Value – Invests in U.S. Large Cap stocks exhibiting superior valuation and corporate quality characteristics with sector neutral and equal weight constraints as risk management controls.
  • AFGi/LPL ADR Quality Value – Invests in ADR stocks with a market cap greater than $500M exhibiting superior valuation and corporate quality characteristics with sector neutral and equal weight constraints as risk management controls.

There are plans to potentially add two additional strategies in the future:

  • AFGi SMID Quality Value – Invests in U.S. Small and Mid-Cap stocks exhibiting superior valuation and corporate quality characteristics with sector neutral and equal weight constraints as risk management controls.
  • AFGi 50 – A low turnover, 50 stock, large-cap portfolio focused on valuation. The AFGi 50 provides a comprehensive suite of ongoing research support for each holding, ranging from conference call discussions, significant event reporting, initiation reports, exit reports and ongoing commentary and analysis.

All the above portfolios are supported by AFGi’s Transparent Portfolios research approach to ensure advisors are fully informed on specific stocks in each portfolio.

If you are interested in learning more, you are encouraged to contact the AFGi representative dedicated to LPL Financial advisors, Mike Ghioldi, either by email (mghioldi(at)afgltd(dot)com) or by phone (559.892.0402).

ABOUT THE APPLIED FINANCE GROUP INTERNATIONAL (AFGi):
AFGi leverages the long history of The Applied Finance Group’s equity research that has been used by some of the most respected firms globally since 1996. Our proprietary Economic Margin framework and analytical platform enables us to systematically analyze over 20,000 companies around the globe on a daily basis. This ability to quickly and efficiently assimilate a broad range of information, provides us with a great degree of unique and leverageable insights to build fact-based strategies and mitigate behavioral biases.

Media Contact:
John Holt
312.362.9904
jholt(at)AFGIntllc(dot)com

ABOUT LPL FINANCIAL:
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $575 billion in brokerage and advisory assets as of Nov. 30, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, as of Sept. 30, 2017, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of Sept. 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 41,000 retirement plans with an estimated $137 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,500 employees with primary offices in Boston, Charlotte, and San Diego.

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

Media Contact:
Lauren Hoyt-Williams
980-321-1232
Lauren.Hoyt-Williams(at)lpl(dot)com

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