Blueprint Growth Strategy Awarded Top Guns Designation for Q4’23
February 28, 2024
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, has been awarded a PSN Top Guns distinction by Zephyr, a top resource for investment professionals for nearly four decades. The Top Guns ranking recognizes the Blueprint Growth Strategy for its strong performance during the quarter ending December 31, 2023.
“This award speaks to the power of systematic investing,” says Blueprint CEO and Co-Founder Jon Robinson. “The Growth Strategy is our flagship solution for financial advisors who seek a risk-managed, global asset allocation portfolio that can dynamically adjust asset class exposures in response to market changes. It’s gratifying to have the strategy’s performance recognized by Zephyr, in addition to the feedback we receive from advisors about how our transparent, straightforward investing rules are instrumental in reducing emotional decision-making and keeping clients anchored to their financial plans.”
Through a combination of proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in more than 75 universes. This is a well-respected quarterly ranking and is widely used by financial advisors and institutional asset managers.
“As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals. SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to Identify quality SMA strategies. Zephyr PSN has been helping advisors find quality products for 40 years, and achieving Top Gun status confirms that Blueprint Investment Partners has outperformed their peers in a meaningful way,” says Nick Williams, Product Manager of PSN at Zephyr.*
The complete list of PSN Top Guns and an overview of methodology can be found here (free registration is available to view Top Guns), or you can contact Blueprint Investment Partners.
*The quoted individual was not compensated for their endorsement. There are no known conflicts of interest.
The Blueprint Growth Strategy achieved 2 Stars ETF Global Balanced Universe and 2 Stars Global / Intl Balanced Universe. The 2 Stars category denotes SMAs that had one of the top 10 returns for the one-year period in their respective strategy.
About Blueprint Investment Partners
Blueprint Investment Partners is an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors and institutions. The firm was founded on a management philosophy honed by its Co-Founders during the 2008 Financial Crisis. Blueprint applies a rules-based approach to both asset class and time diversification, instilling discipline and removing human bias during emotionally charged market environments. The firm offers and sub-advises a suite of distinct global investment portfolios that are distinguished by their risk tolerance or ESG objectives, with the models delivered as separately managed account strategies and funds.
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges, and full holdings. Unique to PSN is its robust historical database of nearly 40 years of data, including net- and gross-of-fee returns. For more details about the methodology behind the PSN Top Guns Rankings, click here.