Our investment process is focused on the active management of tracker funds. We transform the passive into the active.

Risk Control

We control risk and volatility through a dynamic combination of asset allocation, market monitoring and tactical trading.

Our first layer of risk management, similar to other investment managers, is provided by diversification through asset allocation. A global balance of investments across differing asset classes and through uncorrelated assets is a primary driver of portfolio returns and diversified security. Diversification is also well known to reduce volatility.

A trend-following overlay for our equity assets in our Guardian and Green Path portfolios provides our second layer of risk management. Trend-following strategies have been shown to reduce volatility and maximum drawdowns. Through market monitoring and tactical trading, our portfolios are designed to make the most of global equity rallies and seek to avoid the worst of any subsequent falls. The aim of our proactive management is to provide consistent long-term returns with reduced downside risk.

Our Guardian portfolios are designed to hold equity assets to capture upside growth but use tactical trading to protect portfolio values from downside losses. This unique combination of accredited asset allocation, diversity and pro-active tactical trading provides Crossing Point investors with a double layer of capital risk control.

Discover today how Crossing Point's range of portfolios can provide your clients with strong, consistent risk-controlled returns.

Backtesting

Crossing Point’s trend-following strategy for portfolio management is a relatively new process. Therefore, it has to be retrospectively backtested. Our investment process follows a strict rules-based system.

We show what would have happened back to 1996 using Crossing Point’s strategy on market indexes trading into both cash and a UK All Stock gilt index when not invested into equities. We have managed live money from October 2017 further allowing us to refine our processes.

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