Tag: systematic-investing

Podcast: Like a Fitness Trainer Who Can Do the Exercise for You

Posted by Jon Robinson on 7/10/20 5:05 PM

Let’s say you want to drop a few pounds or improve your physical strength. You might hire a trainer to help create a plan and provide guidance.

Now imagine your trainer wasn’t just there for encouragement, but could actually do the exercise for you? That’d be a gamer changer!

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

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Topics: Behavioral Finance, Systematic Investing

The Elite Advisor Playbook

Posted by The Blueprint Team on 6/4/20 2:58 PM

Blueprint’s core client is the independent financial advisor. They tend to be planning-focused, tech-savvy, and very entrepreneurial, as many either started as an independent or broke away from a wirehouse. Over the years, we have developed institutional knowledge about the behaviors, tactics, and strategies employed by the most effective advisors – advisors worthy of being called "ELITE."  

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Topics: Advisor Practice Management, Systematic Investing

FA Magazine Interview: Redefining Prudent Investing

Posted by Jon Robinson on 5/14/20 12:37 PM

We are excited to share with our readers and friends a fantastic interview with Jon Robinson by Financial Advisor magazine featured columnist, Bill Hortz. In it, Jon and Bill discuss managing risk in a post-pandemic world, key questions advisors should be asking of their asset managers, and what represents prudent investing today. Blueprint's philosophy and story are also explored, providing valuable insight into how and why we do what we do. We are immensely grateful for the opportunity to have this discussion with Bill and hope that you enjoy reading it.

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Topics: Systematic Investing

Risk Management In Motion (May Update)

Posted by The Blueprint Team on 5/5/20 1:42 PM

Clients and partners of Blueprint know how much we value communication and transparency. We are not shy about being transparent (some would say to a fault), from putting our exact investment rules on our website to explaining in detail how these rules work. One thing that we (and the world) are learning in 2020 is that despite how we miss interacting with our clients, friends, and partners in person, we can still add value and communicate effectively through a variety of other, tech-driven mediums. Case in point: as of December 2019, the number of free and paid Zoom meeting participants was 10 million; today, it's 300 million!

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Topics: Transparency, Systematic Investing

Predicting the Future

Posted by Tommy Mayes on 4/23/20 12:54 PM

Approximate reading time: less than 3 minutes

When something happens that has never happened before, do we assert it was unpredictable? On Monday the front month contract for WTI crude oil went negative in price and traded there, as holders were attempting to get rid of the obligation to take delivery. How much can I pay you to take my oil? Amazing. Times like this challenge everything we think we know about the financial world and beg the question, ‘can anyone really predict the future value of any asset?’  What is the truth? I think the answer is up to the reader, but we believe that no one really can. 

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Topics: Transparency, Systematic Investing

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