Welcome to Crossing Point
where money meets intelligence
Crossing Point is a discretionary investment management company that brings together academic analysis of market trends and sentiment with established investment principles to create innovative, unique, and beneficial investment solutions at very competitive prices.
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Our range of managed portfolio service (MPS) portfolios has a universal asset allocation approach driven by fundamental investment principles and academic analysis of market trends and investor sentiment.
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Our distinctive investment strategies are designed with investors’ needs in mind and meet a range of varying investor requirements. We offer portfolios that aim for capital growth by investing in low-cost passive tracker funds, active investment funds, ethical funds or investment trusts.
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Each range of portfolios are risk-rated and can be used either exclusively or as part of a wider blended solution.
Our outcome focused investment strategies
Guardian Portfolios
Guardian Portfolios hold low-cost equity and bond assets with the aim of capturing upside growth and use trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk and costs, they can be used within a drawdown portfolio.
Fusion Portfolios
Fusion portfolios bring together low-cost index tracking funds and funds leading from active fund managers with the aim of capturing upside growth and use trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk, they can be used within a drawdown portfolio.
"We analyse the movement of stock market prices over differing time periods in order to decide if a market has rising momentum and should be bought or falling momentum and should be sold."
Dr Tomiko Evans
Chief Investment Officer
"Crossing Point’s MPS portfolios change the direction and expectation of investment management. We hold equity assets to capture upside growth but use tactical trading and market sentiment measures to protect portfolio values from downside losses."
Prof Mike Buckle
Investment Manager
6 reasons to trust Crossing Point with your MPS investment mandate
1. Unique Investment Strategies
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Our distinctive strategies offer a diverse set of outcome focused solutions to suit your investment needs.
2. Attractive Returns
At the heart of all our portfolios is the desire to provide you with attractive long-term capital growth. Our portfolios perform very well when compared to their relevant recognised national benchmarks and technical ratios.
3. Risk Control
Our MPS portfolios benefit from asset allocation based upon traditional diversification principles but refined by technical trend analysis and investor sentiment.
4. Drawdown
Our Guardian and Fusion MPS portfolios benefit from traditional diversification principles and have a double layer of risk control through tactical trading based on trend-information and economic indicators that seek to smooth returns and reduce sequence of returns risk.
5. Diversified Global Asset Allocation
Our portfolios are well-diversified, based on accredited asset allocation models, to spread your investment across different assets.
6. Solution-based Investing
Our portfolios are designed with investor objectives in mind. We provide strategies to meet your investment objectives whether that is risk-controlled decumulation, capital growth, or ethical ESG investing.
Our investment portfolios are available on the following leading platforms
2019 © Crossing Point Investment Management.
Registered in England and Wales. Reg. No. 0​8776208.
Authorised and regulated by the Financial Conduct Authority (FCA No 813549).