Systematic Investing Separately Managed Account Strategies

Built with Intentionality For Financial Advisors

Current asset allocations

Our SMAs are built with intentionality, seeking to:

Be highly accessible for financial advisors to use in their practices

Use transparent, repeatable, and straightforward rules advisors can actually explain to clients in plain English

Optimize for behavioral finance by removing human bias during emotionally charged market environments

Diversify across global asset classes

Manage risk through trend following, which dynamically adjusts allocations by moving away from asset classes or individual securities in downtrends and into those showing strength

Protect against substantial downside losses

Provide tax-friendly outcomes through ongoing tax-loss harvesting

Systematic Investing SMAs

Baseline Allocation Tactical Strategy Dynamic Strategy Strategic Strategy
Primarily tactical

Aggressively shifts allocations in response to changing market conditions 		Places equal emphasis on tactical & traditional asset allocation

Makes moderate tactical shifts in response to changing market conditions 		Primarily strategic

Maintains high correlation to traditional asset allocation portfolios by making small tactical shifts in response to changing market conditions
Equities and fixed income/alts legend More Info: Tactical Strategies More Info: Dynamic Strategies More Info: Strategic Strategies
Aggressive Growth Pie chart depicting Blueprint Aggressive Growth Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Aggressive Growth Strategy minimum and maximum asset allocations Tactical Factsheet Bar charts depicting Blueprint Dynamic Aggressive Growth Strategy minimum and maximum asset allocations Dynamic Factsheet Bar charts depicting Blueprint Strategic Aggressive Growth Strategy minimum and maximum asset allocations Strategic Factsheet
Growth Pie chart depicting Blueprint Growth Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Growth Strategy minimum and maximum asset allocations Tactical Factsheet Bar charts depicting Blueprint Dynamic Growth Strategy minimum and maximum asset allocations Dynamic Factsheet Bar charts depicting Blueprint Strategic Growth Strategy minimum and maximum asset allocations Strategic Factsheet
Moderate Growth Pie chart depicating Blueprint Moderate Growth Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Moderate Growth Strategy minimum and maximum asset allocations Tactical Factsheet Bar charts depicting Blueprint Dynamic Moderate Growth Strategy minimum and maximum asset allocations Dynamic Factsheet Bar charts depicting Blueprint Strategic Moderate Growth Strategy minimum and maximum asset allocations Strategic Factsheet
Balanced Pie chart depiting Blueprint Balanced Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Balanced Strategy minimum and maximum asset allocations Tactical Factsheet Bar charts depicting Blueprint Dynamic Balanced Strategy minimum and maximum asset allocations Dynamic Factsheet Bar charts depicting Blueprint Strategic Balanced Strategy minimum and maximum asset allocations Strategic Factsheet
Conservative Pie chart depicting Blueprint Conservative Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Conservative Strategy minimum and maximum asset allocations Tactical Factsheet Bar charts depicting Blueprint Dynamic Conservative Strategy minimum and maximum asset allocations Dynamic Factsheet Bar charts depicting Blueprint Strategic Conservative Strategy minimum and maximum asset allocations Strategic Factsheet
ESG U.S. large- and mid-cap stocks that exhibit positive environment, social, and governance standards
More Info: ESG Strategy

ESG Factsheet

For informational purposes only. Not a recommendation of any particular security or strategy. This is a proposed target allocation and investment strategy. Final allocation of the portfolio may differ from the targets listed above.

How Most Financial Advisors Use Blueprint Separately Managed Accounts

Core Strategy 

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Satellite Holding or Tactical Allocation

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GIPS® Compliance & Independent Verification

An extension of our commitment to transparency is a belief that independent verification is crucial to establishing and maintaining trust with financial advisors, as well as ensuring accurate and reliable information. Blueprint Investment Partners:

  • Claims compliance with Global Investment Performance Standards (GIPS®) and has been independently verified for the period of January 1 2013, through December 31, 2021
  • Uses two separate, independent firms to prepare and verify our composites
  • Hires an independent consultant to work with our Compliance Team to ensure Blueprint procedures and practices are consistent with GIPS® standards
  • Works with an independent firm to perform an annual verification of the performance for Blueprint strategies

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