FORSTRONG GLOBAL PRIVATE CLIENT
WHO WE ARE
We’re global investment managers working with your financial advisor to control risk.
Forstrong Global Asset Management was founded in 2001 with the express purpose of providing institutional quality global strategies. Since our inception we have demonstrated our ability to manage clients’ assets through challenging markets and economic environments. Our distinguished asset management team has the longest track record in the world for managing ETF focused portfolios for all types of investors and investment needs.
WHAT WE DO
We ask the questions that nobody else is asking to see what nobody else is seeing.
Forstrong’s forward-looking investment process goes beyond the obvious to consider the second and third order effects of significant economic and geopolitical trends. Portfolios are then actively managed to deliver returns in accordance with each client’s unique risk profile. Experience has taught us that this approach is the tested, proven and reliable way to manage investments in a rapidly changing world. For more than two decades, Forstrong has striven to deliver safer, more predictable returns for advisors and their clients.
WHY IT MATTERS
New global realities mean that a problem somewhere is now a problem everywhere.
We live in an increasingly globalized and interconnected world that continually challenges investment managers to find new opportunities for diversifying portfolios. Compounding this is the fact that the pace of change is also rapidly accelerating, making it more important and difficult than ever to manage risk. Our team of investment professionals has over 200 years of combined global investing experience that allows us to stay in front of investment trends.
CONTACT YOUR ADVISOR
I aim to bring a unique understanding to the financial industry. My education in psychology, architecture/design, computer technology are all instrumental in finding both a deeper understanding of finance but also a critical mind to challenge outdated views.
CONTACT YOUR PORTFOLIO MANAGER
Prior to joining Forstrong Francis owned Financial Outcomes, an investment services consultancy that specialized in financial distribution models. Previously, Francis was responsible for many industry innovations during his 15 years as Managing Director, Sales, Marketing and Distribution for a large mutual fund company. He holds a B.A. from York University and is a published author.
HOW WE WORK WITH YOU
- A clear overarching macro investment philosophy
- Validated by some of the largest financial providers
- Demonstrated discipline through market cycles
- First ETF only
assetmanager in the world.
- Institutional pedigree among investment team.
- Sought after active macro thought leadership.
- GIPS compliant performance track record
- Consistent and relevant hybrid benchmarks
- Documented success in challenging environments
- Dedicated research, analysis, management resources
- Investment support functions
- Resources structured around client needs
- 25+ years average industry experience
- 150+ years of combined investment experience
- Global asset allocation expertise
- Access to key managers and support professionals
- Regular investment updates and outlooks
- Timely reports tell the story behind the performance
- Full texture performance reporting
- Accurate attribution analysis
- Clear process for benchmark selection
This is a collection of frequently asked questions, made available for your convenience. If you have any further questions or would like to contact a member of Forstrong Globals’ team, click the following button to be re-directed.
There are many global managers – what is distinct about Forstrong’s approach?
Although many global strategies are geographically diverse, Forstrong’s active macro thematic approach is additionally informed by the second and third order effects of significant economic and geopolitical events and trends.
Why should I use Forstrong?
By focusing on investment themes and sectors rather than individual companies and stocks, we endeavor to deliver global exposures that minimize idiosyncratic risk. Often, this allows Forstrong to avoid the big mistakes.
How many different types of portfolio strategies does Forstrong offer?
Forstrong offers 3 core global strategies that allow financial professionals to build robust, globally diversified portfolios for their clients. See strategies or click here for more details.
How can I access Forstrong strategies?
Why do all Forstong strategies hold global content?
Data shows that each country’s investors suffer from a home bias to some extent. This often introduces unnecessary risks and the prospect of lower returns. Forstrong was founded with the express purpose of delivering global macro strategies that complement traditional bottom-up.
What is Forstrong’s policy on currency hedging?
The global FX market is the largest most liquid market in the world, and just like many other investments, it can experience periods of under and overvaluation. Although many global managers are currency inert; choosing to hedge or unhedge local market currency exposure, active currency management is an important risk mitigation tool for Forstrong. This is especially important when managing global fixed-income exposures where currency fluctuations can have an outsized effect on returns.
Why does Forstrong use ETFs exclusively instead of direct stock and bond securities?
Forstrong’s investment approach is predicated on creating and curating investment themes that reflect our unique macro perspectives. ETFs provide targeted exposure to unique asset types (without single corporate or security risk) from around the world.This allows Forstrong the opportunity to rapidly change the complexion of strategies based on new information.
How often are Forstrong strategies rebalanced?
Forstrong completely rebalances it’s investment thesis at least once a quarter. On a monthly basis, we rebalance positions if they fall out of our tolerance zone. Occasionally, if market moves are excessive, Forstrong may rebalance as an extension of active policy.