Blueprint Model Highlighted In Nitrogen Case Study

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, was highlighted in a case study about how financial advisors can effectively analyze and communicate risk and return to their clients. The case study discusses the firm’s Tactical Conservative model, which is available on the Nitrogen Partners Store via Swan Global Investments.

“Risk management has always been critically important to the Blueprint Investment Partners approach to asset management. But, having our models available on the Nitrogen platform has made it easier for financial advisors to visualize the impact of adding our models to their client portfolios,” says Jon Robinson, CEO and Co-Founder of Blueprint Investment Partners. “Nitrogen’s Risk Numbers and GPA Scores generally show that our models, including Tactical Conservative, improve risk-adjusted return for the advisor.”

Blueprint Investment Partners models are characterized by their:

• Use of transparent, straightforward, and repeatable rules financial advisors can explain to their clients in plain English
• Optimization for behavioral finance by removing human bias during emotionally charged market environments
• Diversification across global asset classes
• Management of risk through trend following, which dynamically adjusts allocations by moving away from asset classes or individual securities in downtrends and into those showing strength
• Protection against substantial downside losses
• Providing of tax-friendly outcomes through ongoing tax-loss harvesting

Swan Global Investments is a longstanding partner with Nitrogen, both as an asset manager and as a model marketplace partner. The Nitrogen Partner Store offers a collection of free and subscription-based models for financial advisors.