Asset management is what we do — and this is How We Think.

Radical Transparency is Good for Business

Radical Transparency is Good for Business

Celebrating Blueprint Investment Partners’ 10-year milestone late last year gave me an opportunity to reflect on two conflicting realities:

  1. In 10 years, so much has changed for asset managers like Blueprint Investment Partners and the financial advisors we serve.
  2. Yet, in other ways, there has been so little progress.

One of the areas I reflected on was the topic of radical transparency, something that 10 years ago was uncommon in financial services but today seems to be accepted as good for business – regardless of whether you’re an asset manager or a financial advisor.

Radical Transparency is Good for Business

By: Jon Robinson
Category: Systematic Investing
Transparent marble showing river and rock scenic view

Radical Transparency is Good for Business

Headstones in a graveyard

Inflation Autopsy Report

Back in 2021, as inflation rates broke out from their long-term range, we discussed a study by the Man Institute about strategies for inflationary times. Now that prices appear to be stabilizing, we can look back and as, “How did these assets do?”
Roulette wheel and table

But The Market Always Comes Back…Right?

We believe an asset management philosophy that assumes the market will always come back is like putting it all the chips on black in a game of roulette.
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How to Improve the Odds You Are Hired by New Clients

A study released last year by Morningstar Behavioral Research sheds light on the role behavioral finance plays when investors select a financial advisor.

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