Podcast Interview: Like a Fitness Trainer Who Does the Exercise for You

July 2, 2020

Graphic highlighting Jon Robinson appearance on BIF Bites

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 Boston Institute of Finance’s BIF Bites Podcast. The interview with CEO and Co-Founder Jon Robinson, addresses a variety of topics, including:

How Systematic Investing is Like a Fitness Trainer Who Provides Encouragement & Can Even Do the Exercise for You

skip to 13:00 in the video below

Robinson: “That’s how an outsourced systematic investment manager helps financial advisors and their clients eliminate behavioral bias and stick to the financial plan: by doing “the exercise” for them.”

How an Unexpected FedEx Delivery is Part of Blueprint’s Origin Story

skip to 15:15 in the video below

Robinson: “The role data played in determining to who to send the package foreshadows the indispensable role data would later play in all of the firm’s operations. “

How a Systematic Investing Process Can Eliminate Behavioral Biases

skip to 29:55 in the video below

Robinson: “Because trend following strategies can be codified, financial advisors are able to explain to their clients the specific rules that drive portfolio changes. This helps manage emotions by providing certainty of process amidst uncertainty in markets, and advisors and their clients know how the portfolio will react to various environments.”

How a Behavioral Finance Discipline Applies to ESG Investing

skip to 45:15 in the video below

Robinson: “In our view, it’s possible to allow investors to align their passions with their investments without sacrificing risk management to get there.”

How Blueprint Believes Asset Managers Should Serve Their Advisor Clients

skip to 45:15 in the video below

Robinson: “Financial advisors are required to act in the best interests of their clients, and we believe asset managers like ourselves should apply the same standard to working with advisors. We seek to serve our advisor clients by building deep relationships at scale and supporting their practice management.”

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.

Subscribe to Email Alerts

Blueprint Investment Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit adviserinfo.sec.gov and search for our firm name.

Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

Information contained on third party websites that Blueprint may link to are not reviewed in their entirety for accuracy and Blueprint assumes no liability for the information contained on these websites.

Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. The above commentary is for informational purposes only. Not intended as legal or investment advice or a recommendation of any particular security or strategy.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Blueprint.

An index is an unmanaged portfolio of specific securities, the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Investors cannot invest directly in an index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown.

S&P 500 Index: A widely used U.S. equity benchmark. It contains 500 U.S. stocks chosen for market size, liquidity, and industry group representation.