Jon Robinson Interview Considerers Why There Are No Old, Bold Investors
February 22, 2021
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, was featured on the Strategic Investor Radio podcast with Charley Wright. The interview with CEO and Co-Founder Jon Robinson, addresses a variety of topics, including:
How longevity is the key to survival in investing.
Perhaps you’ve heard this saying: “There are old pilots; and there are bold pilots; but there are no old, bold pilots.” The same applies to investing because at the end of the day – for both pilots and investors – it’s about their respect and tolerance for risk. At Blueprint Investment Partners, we think the main risk faced by a financial advisor’s clients is preserving compounding – and that the way to reduce this threat is by avoiding catastrophic loss.
Behavioral finance.
This is an important consideration in how Blueprint Investment Partners has constructed our strategies.
Why we believe price is the most important variable for making buy and sell decisions.
Price is the chief input in our systematic investing process.
How we partner with financial advisors to offer assistance with practice management.
In addition to online resources, Blueprint Investment Partners white labels sales and marketing materials to support advisors with their client service and business development efforts.
Managing market uncertainty.
Uncertainty seems as high as ever right now. The guidance we have been offering financial advisors is to use this as an opportunity to check in on their clients’ goals and portfolios. As Robinson explains in the interview, advisors need to be honest with themselves when you answer the question, “Am I employing the most optimal, comprehensive strategy to help my clients meet their goals?” Set aside anything that will bias your response so you can get serious about considering future market risk and how to preserve compounding for your clients. Remember, trying to manage risk in hindsight is like trying to purchase car insurance after being rear-ended. Unfortunately, it doesn’t work that way.
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 a mutual fund.