Invest With Us
Forstrong Global provides investment management services for individual investors, financial professionals and institutions. If you wish to speak to a representative about investing with us, please give us a call at 1-888-419-6715.
Balanced Strategies
Balanced strategies designed as a complete solution for the core assets of Canadian investors.
Global Income
Inception Date: June 30, 2008
Distributions: Quarterly
Category: Balanced
Global Balanced
Inception Date: June 30, 2003
Distributions: Quarterly
Category: Balanced
Global Growth
Inception Date: June 30, 2003
Distributions: Quarterly
Category: Balanced
Canadian Income
Inception Date: June 30, 2008
Distributions: Quarterly
Category: Balanced
Canadian Balanced
Inception Date: June 30, 2003
Distributions: Quarterly
Category: Balanced
Canadian Growth
Inception Date: June 30, 2003
Distributions: Quarterly
Category: Balanced
Foundational Income
Inception Date: January 31, 2019
Distributions: Quarterly
Category: Balanced
Foundational Balanced
Inception Date: January 31, 2019
Distributions: Quarterly
Category: Balanced
Foundational Growth
Inception Date: January 31, 2019
Distributions: Quarterly
Category: Balanced
First Nations
Inception Date: June 30, 2008
Distributions: Quarterly
Category: Balanced
Equity Strategies
Global equity strategies designed to complement traditionally balanced strategies (benchmark-centric or domestically oriented).
Emerging Markets Equity
Inception Date: January 31, 2019
Category: Equity
Global Ex-North America Equity
Inception Date: December 31, 2019
Category: Equity
Income Strategies
Alternative income strategies designed to enhance traditional income (i.e. domestic bonds).
High Income Opportunities
Inception Date: June 30, 2022
Distributions: Quarterly
Category: Income
3 Ways to Invest
As a Total Global Solution
Global balanced strategies are used by investors seeking long-term income and growth. Forstrong’s all-in-one strategies offer an easy way to access institutional quality global asset management with an emphasis on risk management.
As a Diversified Global Complement
Investors looking to diversify North American-focused portfolios can use Forstrong’s wide-angle global strategies to supplement their portfolios. This is an efficient way to reduce volatility through a comprehensive global offset.
As a Top-Down Macro Offset
Strategic allocations to macro strategies can improve the risk-adjusted returns of traditional approaches focused on securities evaluation. Forstrong’s active macro thematic strategies are typically less sensitive to major market events like the 2008 Global Financial Crisis or the 2020 COVID Crisis.
Contact US
Send us and email at info@forstrong.com. We’d be happy to show you how Forstrong’s global macro portfolios can help you secure safer, more predictable returns.
Why Forstrong ?
Performance
- GIPS compliant performance track record
- Consistent and relevant hybrid benchmarks
- Documented success in challenging environments
Reputation
- First ETF-only asset manager offering global balanced portfolios
- Institutional pedigree among investment team
- Sought after active macro thought leadership
Process
- A clear overarching macro investment philosophy
- Validated by some of the largest financial providers
- Demonstrated discipline through market cycles
Resources
- Dedicated research, analysis, management resources
- Investment support functions
- Resources structured around client needs
Knowledge
- 25+ years average industry experience
- 200+ years of combined investment experience
- Global asset allocation expertise
COMMUNICATION
- Access to key managers and support professionals
- Regular investment updates and outlooks
- Timely reports tell the story behind the performance
Transparency
- Full texture performance reporting
- Accurate attribution analysis
- Clear process for benchmark selection
CONTACT US
Kelowna
1180 Sunset Drive, Ste. 203
Kelowna BC, V1Y 9W6
Phone: (250) 448-4531
Toronto
56 Temperance Street, Ste. 400
Toronto ON, M5H 3V5
Phone: (416) 848-3347
Calgary
615 15 Ave SW, Ste. 102
Calgary AB, T2R 0R4
Phone: (403) 802-3108
Montréal
1218 Greene Avenue, Ste. 203
Westmount QC, H3Z 2A3
Phone: (514) 289-2382