We ask the questions that matter, to see what nobody else is seeing.
Forstrong’s active macro approach is designed to look beyond the obvious indicators to anticipate the second and third order effects of significant economic and geopolitical trends. Investment scenarios are then developed to reflect these views. Our time-tested top down process then guides us to a mix of asset classes from around the world.
ACTIVE MACRO PROCESS
Investments are evaluated from the perspective of three time frames across multiple market drivers.
We do not take individual country or company stock risk, preferring to enhance diversification through ETFs.
GLOBAL INVESTING SIMPLIFIED
WHY WE USE ETFs
Forstrong Global has the longest track record in the world for constructing and managing global balanced, exchange traded funds (ETF) portfolios. Essentially, ETFs are mutual funds that trade on an exchange but they have several benefits:
- Asset Diversification – Ability to replicate specific index, market, sector, country, currency or region
- Cost Effectiveness –ETFs have significantly lower management expense ratios than retail mutual funds
- Portfolio Transparency – Daily accounting of fund holdings vs. monthly or quarterly for mutual funds
- Trading Liquidity – Ability to trade whenever markets are open
Asset Allocation is most important
December 31, 2022
1 This document is not to be reproduced or redistributed (in part or in full) without written permission from Forstrong Global. 2 Current strategies represent actual investment policies implemented in the portfolio as of the quarter ending in December 31, 2022. Strategies are subject to change.
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