Press Release

May 8, 2018

Janney Capital Management Earns High Rankings in Morningstar ETF Managed Portfolios Landscape Report



PITTSBURGH, PA – May 8, 2018– Janney Capital Management, a professional investment manager that offers discretionary, fee-based, separately managed account solutions and a subsidiary of Janney Montgomery Scott LLC (“Janney”), is pleased to announce that its Exchange Traded Funds (ETF) strategies earned high rankings in Morningstar’s ETF Managed Portfolios Landscape Report for the fourth quarter of 2017.

The following Janney Capital Management portfolios were ranked as top decile or quartile performers over a five-year timeframe:

  • Active Index Strategy – ETF Equity Growth Top Decile Performer – Three out of 50
  • ETF Diversified Growth – 80/20 Top Quartile Performer – 11 out of 50
  • ETF Balanced – 60/40 Top Quartile Performer – Three out of 12

“We are very pleased to have our portfolios consistently ranked so high,” said Mark Luschini, President and Chief Investment Officer of Janney Capital Management. “The results underscore the strength of our process and are a testament to our continued success in identifying compelling investment opportunities and strategies.”

Janney Capital Management possesses one of the oldest managed ETF track records in the country, having managed ETF portfolios since 2001. Janney Capital Management is Global Investment Performance Standards (GIPS®) certified. The GIPS® standards are a rigorous set of investment performance measurement standards recognized around the world.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Their quarterly ETF Managed Portfolios Landscape Report categorizes portfolios so advisors and investors can better understand and evaluate managed ETF portfolios. The fourth quarter of 2017 report is based on 182 firms and 1,180 strategies for a total of $123 billion in assets. Rankings are based on Morningstar’s proprietary classification system for ETF managed portfolios, which includes Universe, Asset Breadth, Portfolio Implementation, and Primary ETF Exposure Type.


About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.

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