Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, was highlighted in a case study about how financial advisors can effectively analyze and communicate risk and return to their clients. The case study discusses the firm’s Tactical Conservative model, which is available on…

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, announced today that Blueprint Adaptive Growth Allocation Fund (BLUIX) has reached its 5-year milestone, following its inception March 31, 2020. BLUIX seeks to manage risk by dynamically adjusting global asset class exposures in response to market changes…

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, was a featured asset manager on Swan Global Investments’ Investment Masterminds series. The episode includes an interview with CEO and Co-Founder Jon Robinson. During the interview, Robinson discussed a variety of topics, including: The interview…

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, is now offering many of its tactical systematic investing models on the Nitrogen (formerly Riskalyze) Partner Store via Swan Global Investments. Swan Global Investments is a leader in hedged equity and options-based strategies, shares Blueprint…

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 four 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…

Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF, was featured in a new episode of the Excess Returns podcast with Jack Forehand and Matthew Zeigler. The trio discussed the original Turtle Trading program, Parker’s portfolio goals, the return profile of trend-following strategies as compared to traditional portfolios, position…

VettaFi highlighted the Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN) and interviewed Portfolio Manager Jon Robinson in a September 20, 2024, article title, “Opportunity Clues in Trend-Following ETFs.”  TFPN is sub-advised by two partners: Blueprint Fund Management (an asset management firm that designs, distributes, and manages systematic, process-driven, and transparent investment strategies for financial advisors)…

Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF, appeared on the Orion “The Weighing Machine” podcast with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management. The pair discussed trend following, the iconic Turtle Trading experiment, and lessons from Parker’s 40+ years of systematic investing.

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…

To honor the occasion of the 1-year anniversary of the Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN), the New York Stock Exchange invited Portfolio Managers Jerry Parker and Jon Robinson to ring The Closing Bell® August 9. TFPN is sub-advised by two partners: Blueprint Fund Management (an asset management firm that designs, distributes and manages…