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.

PERFORMANCE

More than just returns.

Low volatility • Low Drawdown • Low correlation

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.

INVESTMENT STABILITY IN TIMES OF CRISIS

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

Why Forstrong?

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Performance

  • GIPS compliant performance track record
  • Consistent and relevant hybrid benchmarks
  • Documented success in challenging environments
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Reputation

  • First ETF-only asset manager offering global balanced portfolios
  • Institutional pedigree among investment team
  • Sought after active macro thought leadership
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Process

  • A clear overarching macro investment philosophy
  • Validated by some of the largest financial providers
  • Demonstrated discipline through market cycles
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Resources

  • Dedicated research, analysis, management resources
  • Investment support functions
  • Resources structured around client needs
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Talent

  • 25+ years average industry experience
  • 200+ years of combined investment experience
  • Global asset allocation expertise
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COMMUNICATION

  • Access to key managers and support professionals
  • Regular investment updates and outlooks
  • Timely reports tell the story behind the performance
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Transparency

  • Full texture performance reporting
  • Accurate attribution analysis
  • Clear process for benchmark selection

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