written by Natalie Holt
Wednesday, 26 October 2022
Crossing Point has now joined Analyser, making it one of 25 MPS providers you can research via our due diligence software.
Crossing Point was set up in 2018 by a group of advisers, investment professionals and academics, and it launched its MPS ranges in February 2020. It had a total of £64.1m in assets under management as at 30 June 2022.
The company’s investment philosophy is based around what it calls ‘trend following’ strategies and tactical trading. The investment team analyses how stockmarket prices are moving over different time periods, which informs their decisions about which markets present a buying opportunity or could be a signal to sell.
There are three ranges available to assess and compare in Analyser:
- Guardian
- Heritage (using investment trusts)
- Green Path
Crossing Point also has another range, Fusion, which offers five blended passive and active portfolios for different risk levels.
Crossing Point chief investment officer Dr Tomiko Evans says: “Trend following has been shown to significantly reduce volatility, maximum drawdowns and sequence of returns risk while also providing consistent capital returns. It was proven to be especially effective through the 2020 Coronavirus crisis and throughout 2022 with Russia’s invasion of Ukraine, supply side energy shocks, high inflation and interest rate hikes.
“As a business started by IFAs, we understand the important role advisers play for their clients. This is why we offer discretionary, platform-only model portfolio services which are available to retail clients through advisers.”
She adds: “We are working to be available on all leading financial information providers with the aim of assisting the due diligence process. We are excited to have been approached by the lang cat to join Analyser due to its reputation and excellent research.”
You can find out more about Crossing Point on Analyser’s MPS directory