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Home | Resources

Resources

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

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CIO Insights

CIO Insights

CIO Insights: February 28, 2023

February 28, 2023

CIO James St. Aubin reflects on recent market activity.

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CIO Insights: February 28, 2023

Date Created: February 28, 2023
 
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Investment Commentary

Disciplined Risk Management

March 13, 2023

Learn about our investment process that is based on two goals. The first goal is to keep clients [...]

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Disciplined 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?

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It 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

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 [...]

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Literature

Brochure: Our Investment Process

October 8, 2021

Rooted in math and decades of analysis, our truly tactical rules-based investment disciplines are [...]

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White Papers

Expand 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 [...]

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Markets 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.

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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 [...]

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The Challenges of Fundamental Management

Date Created: July 29, 2021
 

Literature

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 [...]

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The Good, the Bad, the Ugly of the COVID-19 Recovery

Date Created: July 6, 2021
 
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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 [...]

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Munis In Investors' Sweet Spot

Date Created: June 21, 2021
 

Commentary

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 [...]

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Commentary

Commentary: 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, [...]

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Literature

Risk 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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