Portfolio Solutions

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OVERVIEW

Objective


Crow Point Portfolio Solutions seek superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

Strategy


  • Repeatable global asset allocation framework
  • A true, global portfolio solution that aims to achieve attractive returns at acceptable levels of risk
  • Integrated process of asset allocation, risk management and portfolio construction ensures consistency of portfolio returns relative to client objectives
  • Simple and transparent investment framework implemented with ETFs and Mutual Funds

Portfolio Management


Contact


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185
patrick@cppinvest.com

PORTFOLIO

Portfolio Guidlines


Core Allocation
  • Beta oriented
  • Major market asset classes
  • Actively managed based on outlook
Tactical Allocation
  • Alpha oriented
  • Unconstrained
  • Actively managed based on outlook
Alternatives Allocation
  • Opportunistic investments
  • Diversifiers
  • Long/Short/Other


Allocation Framework


PERFORMANCE

Performance

As of
 5
/31/2019

Growth of $10,000 Since Inception

As of
 5
/31/2019

Standardized Returns (%)

As of
 5
/31/2019

DOCUMENTS

Documents


Presentation

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Portfolio Solutions – Moderate Composite: The Portfolio Solutions – Moderate composite includes all institutional portfolios that invest in the firm’s Moderate Asset Allocation strategy. The strategy seeks superior risk-adjusted total returns by allocating capital across a wide variety of global asset classes. The strategy is implemented utilizing a process that seeks to balance risks within a moderate risk tolerance asset allocation framework. The strategy primarily invests in Exchange Traded Funds, Closed-end Funds and Open-end Funds, but may also utilize individual stocks and bonds. The Portfolio Solutions – Moderate composite is compared against the US Fund Allocation–50% to 70% Equity. Moderate-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash.The Portfolio Solutions – Moderate composite has a minimum of $250,000.  The Portfolio Solutions – Moderate composite was created February 2018.

Crow Point Partners, LLC (“CPP”) is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. CPP claims compliance with the Global Investment Performance Standards (GIPS®).

Results are based on fully discretionary accounts under management, including those accounts no longer with the firm.  Performance presented prior to October 1, 2017 was achieved by the same portfolio manager while affiliated with a prior firm. The performance from the prior firm has been linked to the current composite performance in accordance with the portability requirements of the GIPS standards. Past performance is not indicative of future results.

The currency used to express performance is USD. Returns are presented net of management fees and include the reinvestment of all income.  Net-of-fee returns are reduced by trading costs and each portfolio’s actual investment management fee.

To receive a GIPS® compliant presentation, the firm’s full list of composite descriptions, or the firm’s verification report, please visit https://info.cppinvest.com/gips

About Morningstar, Inc and the Star Rating System

The Morningstar Rating TM for separate account composites, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

©2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.