Four Blueprint Strategies Awarded Top Guns Designations
December 6, 2023
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 eight PSN Top Guns distinctions by Zephyr, a top resource for investment professionals for nearly four decades. The Top Guns rankings recognize the Blueprint Growth Strategy, Blueprint Moderate Growth Strategy, Blueprint Conservative Strategy, and Blueprint U.S. ESG Strategy for their strong performance during the quarter ending September 30, 2022.
“This award speaks to the power of systematic investing,” says Blueprint CEO and Co-Founder Jon Robinson. “The Blueprint 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 this Strategy – along with three other Blueprint solutions – recognized by Zephyr, in addition to the feedback we receive from advisors about how our transparent, straightforward, and repeatable 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.
“Investing in SMAs has grown substantially over the past decade,” says Chris Volpe, Director of Wealth Management Solutions for Zephyr. “Zephyr’s PSN SMA database pioneered the curation of SMA data and is the leader in providing important due diligence on strategies. Blueprint Investment Partners is worthy of this influential recognition.”*
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, Blueprint Moderate Growth Strategy, and Blueprint Conservative Strategy achieved: 1 Stars ETF Global Balanced Universe (had one of the top ten returns for the quarter in their respective strategy) and 1 Stars Global / Intl Balanced Universe (had one of the top ten returns for the quarter in their respective strategy).
The Blueprint U.S. ESG Strategy achieved: 1 Stars Mega Cap Universe (had one of the top ten returns for the quarter in their respective strategy) and 1 Stars US Equity Socially Responsible Universe (had one of the top ten returns for the quarter 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.