WHAT
WE DO

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.

“Successful investing is about holding the right assets, in the right allocation at the right time.”

Tyler Mordy

CEO & CIO

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

Studies Show
Asset Allocation is most important

Global Balanced

June 30, 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 June 30, 2022. Strategies are subject to change.

CONTACT US

 

Toll Free: 888-419-6715  |  Email: info@forstrong.com

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: (438) 308-6412