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The Ocean Park Moderate Allocation Strategy offers a diversified multi-asset portfolio suitable for investors with a moderate risk profile.
The Strategy is unconstrained, tactically managed, and invests across global equity and fixed income markets. The Strategy aims to provide long-term total return while attempting to reduce losses during market downturns. The Strategy seeks to participate in upside performance by utilizing time-tested models and data-driven analysis. The Strategy attempts to reduce the impact of significant market declines using disciplined risk management and dynamically adjusting allocations. The overall asset allocation of the Strategy is tactical and changes significantly over time in response to changing trends in U.S. and global investment markets. A passive buy and hold strategy is not employed. The Strategy utilizes a proprietary trailing stop discipline to help limit the impact of any sustained declines of any underlying holding. With a focus on limiting drawdowns, the Strategy prioritizes risk management and capital preservation.
Disciplined Risk Management Across Our Strategies
See the range of strategies we offer to fit various risk profiles and the features that span them, including a global equity opportunity set, opportunistic and diversified fixed income, trailing stops, and the ability to shift to 100% cash.
VIEW RESOURCEModerate Allocation Strategy Brochure
The Moderate Allocation Strategy seeks to enhance return with increased global stock exposure while providing investors integrated risk management disciplines.
VIEW RESOURCERules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending March 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2024.
VIEW RESOURCEQ4 2023 Moderate Allocation Strategy Fact Sheet
Ocean Park Moderate Allocation Strategy Fact Sheet as of December 31, 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.
† Moderate allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash. One cannot invest directly in an index or category and unmanaged index or category returns do not reflect any fees, expenses, or sales charges.
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