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Trend following and market sentiment refined asset allocation aim to capture up-market gains but reduce down-market losses.

Investment Management

Crossing Point offer six unique MPS investment portfolio strategies.  They are all based upon a traditional diversified asset allocation.  Our MPS portfolios are aimed at long term capital return where the asset allocation is refined and regularly reviewed using our trend analysis and market sentiment indicators.  The Passive, Growth, Green Path and Heritage portfolios are managed on a traditional buy and hold basis. Our Guardian and Fusion portfolios additionally are more sensitive to trend following and market sentiment data as they have a greater emphasis upon managing downside risk for those in decumulation strategies. 

Asset Allocation

Fund Selection

Our range of managed portfolio service (MPS) portfolios offer the benefits of global stock market growth using a traditional diversified asset allocation model that is enhanced by the market intelligence we gather from our unique trend data analysis and market sentiment indicators to inform and influence the asset allocation.


Market movement in a range of indicators such as interest rates, inflation, currency movements, GDP growth, PMI indicators, VIX, trading volumes, employment levels and bond yields provide a current health check on the global economy and are a useful barometer to manage equity and bond exposure.


Our Guardian and Fusion portfolios aim to further manage downside risk using a trend-following overlay. A combination of varying average fund price movements can, when rising, signal a buy opportunity or, when falling, can be a signal to sell. Trend-following strategies have been shown to reduce volatility and maximum drawdowns.

Each asset selected constitutes an important building block in our portfolio.  We rigorously screen every asset selected into our portfolios using both Morningstar and FE Analytics research data.  All index tracking funds, ESG funds and investment trusts are filtered and ranked using fund management ratings agencies, technical data, risk measures and relative performance criteria as well as management and transactional fees and charges.

All Green Path investment funds are also screened for their environmental, social and governance (ESG) principles. Green Path portfolio fund providers must be signatories to the Principles for Responsible Investing and use either positive or negative screening or a combination of both.  We also use Morningstar and MSCI ratings to ensure that funds have 4 or 5 Morningstar Sustainability Globes or an MSCI ESG rating of BBB or above wherever possible.

Guardian and Fusion Volatility Management


A combination of varying average fund price movements can, when rising, signal a buying opportunity or when falling, can signal a sell.  Our algorithms inform us of when to hold equity and fixed income assets and when not to.

Following market movement signals allow us to adjust our asset allocation either by increasing or decreasing our exposure.

Trend following is calculated using past-based fund and index price data but we also use other past, current and forward-looking macroeconomic indicators such as interest rates, GDP growth, inflation, currency movements, gilt yield, employment rates, VIX index and PMI index to provide a useful barometer of global market sentiment and confidence.  These two sources of academic data offer a unique and helpful addition to our asset allocation intelligence.

"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

Dr Tomiko Evans

Chief Investment Officer

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

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