Wholesale Presentation
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Transcript of Wholesale Presentation
Direct Systematic Investing
Wholesale Solutions
Stockbrokers • Financial Planners • Accountants • Lawyers
Benefits to the Advisor• Tangible advice and tangible service measures – justification of
costing especially under fee for service
• Direct Share exposure – higher net worth client capture
• Time Management – minimal operating time, delegate to assistant
• Removes emotion from the transaction with the client – focus on strategy
• Point of difference compared to your competitors.
Benefits to the Business• Strong ‘Basis of Advice’
• Scalable boutique advice
• Higher net worth individual practice
• Point of difference in a market where clients are looking for ‘value add’
• Ability to ‘capture’ any outperformance fees
Benefits to the Client• Value add advice – clear fee structure and service level
agreement. Tangible outcomes. Visual and personal.
• Clarity of investment outcomes – one layer of fees (removal of platform fees, Managed Fund fees etc if through SMSF or direct monies)
• Strong ‘differentiation’ approach to peers
• Vanilla offering with 100% transparency
• Minimal transactions – appropriate for SMSFs
Strategy Attributes• No forecasting or predictions
• Adaptive momentum triggers for buy/sell decisions
• Automatically ensures full investment in sustained bullish environments and reverts to cash in sustained bearish environments
• Index filter provides on/off switch (100% cash mandate)• Defends open positions to lock in profit• Disengages from market completely
• Operates on any market universe or sector
Example System AnalyticsExtensive Statistical DataStrategy Equity Growth
Underwater Equity Monthly Performance
Technical InformationPlatform & DataAmibroker www.amibroker.com (Licensed)PremiumData www.premiumdata.net (Licensed)
Strategy Parameters*Style - Active trend followingTransactions – 35 through 250 (user defined)Data Compression – End of Day or Weekly (user defined)Hold Time – 60 days through 3 years (user defined)Risk Management – equal allocation method (recommended)Pyramiding – None (recommended)Entry/Exit Mechanism – Open Auction (recommended)
* All parameters are negotiable with input from client