FINANCIAL ENGINES Overview

Financial Engines Advisors L.l.c. is an investment advisor that manages 104.4 BN dollars in regulatory AUM and has 520 employees, of which 34 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 0% of the manager's regulatory AUM.

FINANCIAL ENGINES StockAlpha

+1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FINANCIAL ENGINES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
D 13.73% Utilities 1.28% 0.45% 0 10%
ABBV 10.24% Health -1.53% 0.35% 0 20%
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FEATURED IN
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FINANCIAL ENGINES Founders and Key Employees

Name Title In Position Since
Joseph A. Grundfest Manager December-1997
Raymond J. Sims Executive Vice President & Cfo & Cro November-1999
Christopher L. Jones Chief Investment Officer January-2006
Anne T. Cappel Executive Vice President, General Counsel March-2006
Lawrence M. Raffone Manager, Ceo & President January-2015
Dexter S. Buck Chief Compliance Officer June-2013

FINANCIAL ENGINES Brokers, Custodians, Auditors and Administrators

Type Company

FINANCIAL ENGINES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Methodology Overview
FEA employs its own proprietary advice methodology to provide its investment advisory and related management services. The analyses and recommendations generated by FEA’s advice methodology are based on an assessment of risk, correlations and expected returns for more than 38,000 securities (e.g., stocks, mutual funds, commingled funds and separate accounts). Such assessment for certain private or non-public securities may be based on the use of a reasonable proxy. The methodology is designed to provide personalized and diversified investment recommendations that take into consideration time to retirement, risk tolerance, outside assets and other personal circumstances. FEA’s methodology employs market


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consensus expectations on key economic and market indicators, and does not engage in market timing.

Forecasting

FEA employs its a...
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FINANCIAL ENGINES Portfolio Concentration

FINANCIAL ENGINES Location

1050 ENTERPRISE WAY
3RD FLOOR
SUNNYVALE, California
UNITED STATES, 94089

FINANCIAL ENGINES Contact Information

Phone Number: 408-498-6000
Fax Number: 408-498-6010
Website:

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