All fact Sheets
Get All The Latest Fact Sheets In One Location
VIEW ALLLog in to see exclusive content:
Available at Orion Portfolio Solutions
The Ocean Park Balanced Risk Model has two investment objectives: to provide long-term total return and to limit volatility and downside risk.
The Strategy’s multi-asset diversification strategy employs unusually broad diversification across asset classes, markets, industries and issuers. A passive “buy and hold” strategy is not employed. As part of an integrated risk-management discipline, the Strategy monitors underlying holdings daily and applies a trailing stop discipline to each holding, based on a proprietary approach, to limit the impact of any sustained decline in a given asset class or holding. The overall asset allocation of the Strategy is not fixed. It can and does change significantly over time, re-allocating the portfolio in response to trend changes in the U.S. and global economy and in various investment markets.
Ocean Park | Literature
Historic Asset Positions: Balanced Risk Model
January 23, 2023
A look at how the Ocean Park Balanced Risk Model, available at Orion Portfolio Solutions, has tactically adjusted over the last 15 months as of December 31, 2022.
VIEW RESOURCEOcean Park Asset Management | Fact Sheets
Q4 2022 Balanced Risk Model Fact Sheet
January 23, 2023
Ocean Park Balanced Risk Model Fact Sheet as of December 31, 2022.
VIEW RESOURCEOcean Park Asset Management | Process in Motion
Rules-Based Process in Motion: Balanced Risk Model Ending February 28, 2023
March 14, 2023
Reflects how our truly tactical rules-based investment process reacted due to market movement through February 28, 2023.
VIEW RESOURCEThe foundation of our investment process begins with two very simple goals:
Whether it be a diversified or single asset strategy, all Ocean Park programs are managed with the same goal-based approach.
† The benchmark for the Ocean Park Balanced Risk Model is the Morningstar Allocation — 15% to 30% Equity Category, which is comprised of portfolios which seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 30%. One cannot invest directly in an index or category, and unmanaged index or category returns do not reflect any fees, expenses, or sales charges.
Let's Get Started
There are many ways of integrating Ocean Park’s investment disciplines into your client’s portfolios. Let’s begin with a quick discussion to review how we can best enhance your client’s experience with our solutions.