Even with an average pillar rating, ClearShares has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A negative contributor to ClearShares's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. An average tenure of only four years among the longest-tenured managers at ClearShares is concerning. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
ClearShares is an industry-standard asset manager, leading to an Average Parent Pillar rating.
United States