WHY GLOBAL
New global realities mean that a trend somewhere is now a trend everywhere.
For over two decades, our macro strategies have safely stewarded client assets through an increasingly globalized and interconnected world that continually challenges investors. Our global ETF strategies rely on multiple layers of risk protection to deliver results that are distinct from the common benchmark-centric approaches.
Distinctly Global Portfolios
Current strategies represent actual investment policies implemented in the portfolio as of the quarter ending in June 30, 2023. Strategies are subject to change.
Performance: More Than Just Returns
Low volatility • Low Drawdown • Low correlation
INVESTMENT PROCESS
That Delivers More Predictable Returns
We live in an increasingly discontinuous world where economic and geopolitical uncertainties challenge investors. For over twenty years, Forstrong’s top-down active macro investment process has been continuously updated to meet the challenges of today’s new realities. When you have a process that has repeatedly demonstrated its ability to deliver safer returns for investors you have the confidence to respect that process.
2008 GLOBAL FINANCIAL CRISIS
2011 EURO DEBT DISASTER
2015 OIL MELTDOWN
2018 TRADE WARS
2020 COVID CRISIS
1 This document is not to be reproduced or redistributed (in part or in full) without written permission from Forstrong Global.
Copyright © 2021 S&P Dow Jones Indices LLC. All rights reserved. © 2020 FTSE Russell. The Forstrong Global Strategies is/are not in any way connected to or sponsored, endorsed, sold or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). The LSE Group does not accept any liability whatsoever to any person arising out of the use of Forstrong Global Strategies or the underlying data. Performance statistics for ETF Managed Portfolios are calculated from documented actual investment strategies as set by Forstrong’s Investment Committee and applied to its portfolio mandates, and are intended to provide an approximation of composite results for separately managed accounts. Actual performance of individual separate accounts may vary with average gross “composite” performance statistics presented here due to client-specific portfolio differences with respect to size, inflow/outflow history, and inception dates, as well as intra-day market volatilities versus daily closing prices. Performance numbers are net of total ETF expense ratios and custody fees, but before withholding taxes, transaction costs and other investment management and advisor fees. Past investment results provide no indication of future performance. Future returns are dependent on the general investment environment, the nature of the investment mandate and specific portfolio risks. A rate of return for one year or less is not annualized.
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