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Ranking Information
& Disclosures

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Lipper Quartz Spectrum Ranking - 2022 Q1

Lipper Quartz Yield Plus Ranking - 2022 Q4

Informa PSN Top Guns 2021 Q4

Morningstar Rating for Quartz Equity - as of 4/30/22

Morningstar Rating for Quartz Spectrum - as of 4/30/22


Important Information Regarding Rankings


Quartz Partners Investment Management (“Quartz”) has been nominated for and won several awards. Quartz did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. 


Past performance is not a guarantee of future results. Quartz cannot assure that its strategies will outperform any other investment strategy in the future. Quartz cannot guarantee the accuracy or completeness of any statements or numerical data provided by the award sponsor. 

Please see documents for full disclosures on ranking methodology.

Lipper Marketplace is an investment manager database that serves as an objective, third-party supplier of information. Lipper Marketplace’s Best Money Manager ranking is a survey of institutional money manager performance.

PSN Top Guns ranks products in six proprietary star categories in over 50 universes. Universes are created using the information collected by PSN, a division of Informa Investment Solutions, Inc., through an investment manager questionnaire. PSN only uses gross of fee returns to calculate its rankings. PSN Top Guns investment managers must claim that they are GIPS compliant.

The Morningstar Rating is calculated on a quarterly basis for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk- Adjusted Return measure that accounts for variation in a separate account's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of separate accounts 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. The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics. Morningstar will not calculate ratings for categories or time periods that contain fewer than five separate accounts.

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