Blueprint U.S. ESG Select Strategy Awarded Top Guns Designation
August 17, 2022
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 Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. The Top Guns ranking recognizes the Blueprint U.S. ESG Strategy for its strong performance during the quarter ending June 30, 2022.
“This award speaks to the power of systematic investing,” says Blueprint CEO and Co-Founder Jon Robinson. “The U.S. ESG Strategy is our solution for financial advisors who seek a risk-managed, socially responsible portfolio that can dynamically adjust its holdings in response to market changes. It’s gratifying to have the strategy’s performance recognized by Informa, 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 Informa Financial Intelligence’s 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 institutional asset managers and advisors.
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.
1 Stars Mega Cap Universe and 1 Stars US Equity Socially Responsible Universe: had one of the top ten returns for the quarter in their respective strategy. 2 Stars US Equity Socially Responsible Universe: had one of the top ten 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 Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provided unparalleled insight into market opportunity, competitive performance, and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about Zephyr’s PSN Separately Managed Account data, click here.