Tag: systematic-investing

At Blueprint, we like to think that our trend-following proclivities have many applications. Some (like our ability to systematically manage assets for our advisor clients) are certainly more useful than others (like the fresh 2020 pop culture reference that will come when you read on).

You may have seen or heard about the, “how it started...how it’s going,” trend that’s been going around the internet lately.

The concept is to show the passage of time in two images, often to highlight accomplishments and sometimes purely for comedic value — you’ll find examples of each in this post.

In this blog, which is the last of a three-part series on ESG investing, we’re looking at the, “how it's going,” particularly as it relates to adoption and implementation.

It took some painful contortions in the markets this year for many advisors to realize robo-advisors may not be as diversified and risk-managed as they claim.

At Blueprint, we believe there is a “sweet spot” between the rudimentary machinations of a robo-advisor and a more traditional asset allocation method. In fact, we’ve bet our business on it. But, this briefing isn’t meant to say, “I told you so,” rather to articulate a solution to a problem that many well-intentioned advisors are contemplating.

There’s been a paradigm shift in our recent conversations with advisors about ESG investing.

Whereas ESG investors previously were thought by some to be anti-capitalist tree huggers, this silly trope has run its course. Instead, there is a realization that optimal management of resources, social equity, and ethical corporate administration can significantly benefit human productivity and profits across the board.

This realization has helped portfolio managers recalibrate the idea of risk that is embedded within a portfolio. Just the same, the groundswell that is ESG has made it increasingly self-evident to investors that they no longer have to choose between their ideals and returns.

Haters who know I bleed “Carolina Blue” will accuse me of taking a cheap shot with the story I’m about to retell. But when the world of sports rivalries intersects with managing risk in an investment portfolio, it seems unreasonable to ask me to not make the following comparison!