Three Blueprint Strategies Awarded Q2’24 Top Guns Designations
August 30, 2024
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 Balanced Strategy for their strong performance during the quarter ending June 30, 2024.
“This award speaks to the power of systematic investing,” says Blueprint Investment Partners 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 the strategy – along with two 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.
“Successful investment strategies are the result of enormous effort, research, and hard work,” says PSN Product Manager Nick Williams. “PSN Top Guns shines a light on the very best. The teams and managers behind each product showcase why SMAs continue to grow in today’s economic climate.”*
The complete list of PSN Top Guns and an overview of methodology can be found here, 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 achieved 2 Stars ETF Global Balanced Universe, 3 Stars ETF Global Balanced Universe, 2 Stars Global / Intl Balanced Universe, and 3 Stars Global / Intl Balanced Universe.
The Blueprint Moderate Growth Strategy achieved 1 Stars ETF Global Balanced Universe, 2 Stars ETF Global Balanced Universe, 3 Stars ETF Global Balanced Universe, 1 Stars Global / Intl Balanced Universe, 2 Stars Global / Intl Balanced Universe, and 3 Stars Global / Intl Balanced Universe.
The Blueprint Balanced Strategy achieved 1 Stars ETF Global Balanced Universe, 5 Stars ETF Global Balanced Universe, 1 Stars Global / Intl Balanced Universe, and 5 Stars Global / Intl Balanced Universe.
The 1 Stars category denotes SMAs that had one of the top 10 returns for the quarter in their respective strategy.
The 2 Stars category denotes SMAs that had one of the top 10 returns for the one-year period in their respective strategy.
The 3 Stars category denotes SMAs that had one of the top 10 returns for the three-year period in their respective strategy.
The 5 Stars category denotes SMAs that had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.
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 Investment Partners 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. More than 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.