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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
CIO Insights
CIO Insights
CIO Insights: February 28, 2023
February 28, 2023
CIO James St. Aubin reflects on recent market activity.
WATCH NOWCIO Insights: February 28, 2023
Date Created: February 28, 2023
Investment Commentary
March 13, 2023
Learn about our investment process that is based on two goals. The first goal is to keep clients [...]
WATCH NOWDisciplined Risk Management
Date Created: March 13, 2023
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CIO Insights
It Was the Best of Times, It Was the Worst of Times
January 5, 2022
2021 was both good and bad. What lies ahead in 2022?
WATCH NOWIt Was the Best of Times, It Was the Worst of Times
Date Created: January 5, 2022
Ask him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.
Commentary: The Fed Makes a Move, but Is It Too Late?
November 16, 2021
Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the [...]
VIEW RESOURCEBrochure: Our Investment Process
October 8, 2021
Rooted in math and decades of analysis, our truly tactical rules-based investment disciplines are [...]
VIEW RESOURCEExpand Your Core: Constructing a Bond Portfolio to Prosper in Changing Environments
October 8, 2021
Bond portfolio construction can be more effective in a dynamic environment by assembling the [...]
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CIO Insights
Markets Have Been Generous to Investors So Far in 2021
August 23, 2021
In this week's Market Minute EVP of Investment Management, Doug Loeffler, shares his thoughts on [...]
WATCH NOWMarkets Have Been Generous to Investors So Far in 2021
Date Created: August 23, 2021
In this week's Market Minute EVP of Investment Management, Doug Loeffler, shares his thoughts on the pandemic economic recovery, current risks in the markets investors should be aware of, including continued supply chain disruptions, rising COVID cases, and inflation concerns, and why we believe having a repeatable investment process is so important.
CIO Insights
The Challenges of Fundamental Management
July 29, 2021
Fundamental managers are often renowned for making predictions. We've found that while a manager [...]
WATCH NOWThe Challenges of Fundamental Management
Date Created: July 29, 2021
Orion Portfolio Solutions: Dynamic Portfolio Recipes
July 7, 2021
After years of passive investment approaches leading the way, the markets recently shifted in favor [...]
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CIO Insights
The Good, the Bad, the Ugly of the COVID-19 Recovery
July 6, 2021
Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and [...]
WATCH NOWThe Good, the Bad, the Ugly of the COVID-19 Recovery
Date Created: July 6, 2021
CIO Insights
Munis In Investors' Sweet Spot
June 21, 2021
Often overlooked by investors, Municipal Bonds are an important element of a balanced fixed income [...]
WATCH NOWMunis In Investors' Sweet Spot
Date Created: June 21, 2021
Commentary: The Good, the Bad, and the Ugly of the COVID-19 Recovery
June 9, 2021
Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and [...]
VIEW RESOURCECommentary: Municipal Bonds Are In Investors' Sweet Spot
May 13, 2021
Municipal Bonds had a sell off in March of 2020, but since then have come roaring back, [...]
VIEW RESOURCERisk Matters
RISK MATTERS: THE IMPORTANCE OF KEEPING LOSSES SMALL (FLYER)
May 5, 2021
This flyer shows why it's important to keep losses small, and the gains needed to break even after [...]
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