Nashville, Tennessee based investment manager Compass Efficient Model Portfolios
just launched its third ETF-based mutual fund, the Compass EMP Alternative Investment Fund
, managing partner and chief investment officer at Compass EMP, will manage the fund. It has expense ratios of 162 basis points for A class shares, 237 bps for C class shares, and 187 for T class shares, according to the filing
Compass launched its first funds, the Compass EMP Conservative to Moderate Fund
and the Compass EMP Long-Term Growth Fund
, about a year ago.
Company Press Release
Compass EMP launches its third ETF-based Mutual Fund
NASHVILLE, Tenn.--(January 5, 2010)--Compass Efficient Model Portfolios (EMP) has launched the
Compass EMP Alternative Investment Fund to trade under the ticker symbols of CAIAX, CAICX, and
CAITX. This Fund will join the Compass EMP Long-Term Growth Fund (LTGAX, LTGCX, LTGTX)
and Compass EMP Conservative-to-Moderate Fund (CTMAX, CTMCX, CTMTX) within the Compass
EMP family of funds.
The Compass EMP Alternative Investment Fund, constructed with exchange traded funds (“ETFs”), is a
global, multi-asset class portfolio with broadly diversified alternative investments including commodities,
managed futures, currencies, real estate, emerging market equities and inflation protected bonds. It is
designed to complement traditional investments in U.S. based equity and fixed income markets. The fund’s
investment objective is long-term capital appreciation with current income as a secondary objective.
“After the successful market adoption of our initial funds launched last year, we chose to act upon demand
in the marketplace for an alternative investment mutual fund based upon the asset allocation models which
we have been utilizing for our institutional clients since 2003,” said Stephen M. Hammers, CIMA,
managing partner and chief investment officer for Compass EMP.
About Compass EMP Funds: The Compass EMP funds are strategic asset allocation portfolios structured
to provide diversification among multiple asset classes, markets and economies in an attempt to manage
risk and improve returns. The global indexing asset allocation strategy is designed to produce high positive
risk-adjusted returns (alpha) versus broad world benchmarks over full market cycles.
About Compass EMP: Brentwood, Tenn.-based Compass EMP is a Registered Investment Advisor with
the SEC and is an ETF manager offering globally diversified, multi-asset class investment portfolios to
financial advisors and their clients. Co-founded in 1996 by David J. Moore, CFP® and Stephen M.
Hammers, CIMA, Compass EMP has since expanded its offering to include separately managed account
services for financial advisors and their clients.
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