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Welcome to the Ocean Park Resource Library, your single destination for collateral, thought leadership, and resources to help you inform and educate your clients with confidence.
Latest Insights From Our Experts
June 18, 2024
In June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting [...]
WATCH NOWIn June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting in relation to the markets.
While the JOLTS report was needed before cutting rates, CPI was essentially “a dream report” and non-farm payroll exceeded expectations, the household survey resulted in skepticism. St. Aubin reveals which hot contributor to inflation was flat, generating favorable stock and bond market reactions. In under 5 minutes, he also reveals rate cuts projected through 2025 and why there’s still room for caution.
2023 Year-End Quarterly Webcast
January 25, 2024
At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that [...]
WATCH NOWAt the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth. Will that outlook materialize and what could happen to asset prices if it doesn’t? Hear thoughts and analysis our Investment Team leaders and see how our investment products responded in Q4 across fixed income and equity asset classes.
Duration and Yield of the Bloomberg U.S. Aggregate Bond Index
July 24, 2024
This flyer shows the duration and yield of the Bloomberg U.S. Aggregate Bond Index from January 1, [...]
VIEW RESOURCEConservative Allocation
Managing Volatility and Investor Emotions During the Distribution Phase
July 24, 2024
The financial dynamics of retirement can include cash flow concerns. Every day more than 10,000 [...]
VIEW RESOURCENavigate Through Our Solutions
July 24, 2024
An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.
VIEW RESOURCEModerate Allocation
Q2 2024 Moderate Allocation Strategy Fact Sheet
July 24, 2024
Ocean Park Moderate Allocation Strategy Fact Sheet as of June 30, 2024.
VIEW RESOURCEBalanced Risk,Diversified Municipal Bond,Tactical Bond | Performance Snapshot
Performance Snapshot: Orion Models Through June 30, 2024
July 15, 2024
Performance analysis for Ocean Park Models on Orion, approved for client use, and updated through [...]
VIEW RESOURCEConservative Allocation,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Bond | Performance Snapshot
Performance Snapshot: TAMP Strategies Through June 30, 2024
July 15, 2024
Performance analysis for all Ocean Park TAMP Strategies, approved for client use, and updated [...]
VIEW RESOURCEConservative Allocation
Conservative Allocation Strategy: Quarterly Returns vs. Annual Returns Through Q2 2024
July 15, 2024
A quarter-by-quarter returns analysis of Ocean Park's Conservative Allocation Strategy, updated [...]
VIEW RESOURCEConservative Allocation,High Yield Corporate Bond,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Bond | Performance Snapshot
Performance Snapshot: SMA Programs Through June 30, 2024
July 15, 2024
Performance analysis for the Ocean Park Separately Managed Accounts Programs, approved for client [...]
VIEW RESOURCEGlobal Balanced Series | Performance Snapshot
Performance Snapshot: Global Balanced Series Through June 30, 2024
July 15, 2024
Performance analysis for all the Ocean Park Global Balanced Portfolio Series, approved for client [...]
VIEW RESOURCEBalanced Risk,Diversified Municipal Bond,Tactical Bond
Rules-Based Investment Process in Motion Synopsis: Orion Models Through June 30, 2024
July 11, 2024
Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean [...]
VIEW RESOURCEConservative Allocation,Moderate Allocation,Municipal Bond,Strategic Income,Tactical Bond
Rules-Based Investment Process in Motion Synopsis: TAMP Strategies Through June 30, 2024
July 11, 2024
Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean [...]
VIEW RESOURCEMunicipal Bond,Tactical Bond
July 10, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCEACTIVE ETF FUNDS
For performance and detailed fund information, please choose the ETF you would like to review:
Ocean Park Domestic ETF Ocean Park International ETF Ocean Park Diversified Income ETF Ocean Park High Income ETFLet's Get Started
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