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SMAs

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Free Cash Flow Based Strategies

What is a Separately Managed Account?
Separately managed accounts (SMAs) are professionally managed portfolios generally made up of individual securities that can be personalized around your client’s needs while focusing on a targeted investment objective. Connect with a Pacer Wholesaler to learn more about SMAs.

Free Cash Flow Based Strategies
Strategy driven separately managed accounts that aim to provide capital appreciation over time by screening a benchmark index for the top 100 companies based on free cash flow yield. Using Free Cash Flow Yield creates a portfolio that is much different from a broad based index for returns, diversification, and portfolio characteristics.


Platforms available on:
ORION | Envestnet


Material Preview Description
Free Cash Flow as a Proven Measurement of Quality
as of 12/31/23
Category: SMA