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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 | Fact Sheets
Orion Portfolio Solutions: Balanced Risk Model Fact Sheet
May 3, 2022
Balanced Risk Model Fact Sheet available at Orion Portfolio Solutions as of March 31, 2022.
VIEW RESOURCEOcean Park | Literature
Balanced Risk Model: Managing the Sequence of Returns in the Distribution Phase
February 1, 2022
This hypothetical portfolio illustration displays how the Ocean Park Balanced Risk Model compares to traditional portfolio blending strategies to create consistent increasing cash flow as of December 31, 2021.
VIEW RESOURCEOcean Park Asset Management | Literature
Investment Returns During Episodes of Rising Interest Rates (Balanced Risk Model)
May 16, 2022
Changes in interest rate levels are the primary driver of returns for U.S. Treasury bonds and high-quality corporate bonds. A sharp rise in long-term rates often leads to losses for investors in these “conservative” asset classes.
VIEW RESOURCEOcean Park | Literature
Historic Asset Positions: Balanced Risk Model
May 2, 2022
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 March 31, 2022.
VIEW RESOURCEMay 2022 Rules-Based Process in Motion: Balanced Risk Model | Process in Motion
May 2022 Rules-Based Process in Motion: Balanced Risk Model
May 11, 2022
Reflects how our truly tactical rules-based investment process reacted due to market movement through April 30, 2022.
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.
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