FGR SA Company Presentation
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FGR SA Company Presentation Presentation Transcript

  • 1. FGR  SA  Asset  Management   Working  for  your  financial  success!  
  • 2. The  Company   Holding  the  na-onal  quality  standard!  •  FGR  SA  is  an  independent  asset  management  company  based  in   Lugano,  Switzerland.  We  have  an  official  license  to  operate  as  a   financial  intermediary  and  we  are  affiliated  with  Polyreg,  an   associaDon  of  self-­‐discipline  recognized  by  the  Swiss  AssociaDon   of  Asset  Managers  (ASG).  •  The  FGR  Invest  SA  counterpart  bank  for  trading  on  Forex  and   Futures  is  MIG  BANK.  •  MIG  BANK  is  the  largest  Swiss  bank  specialized  in  online  Forex   (FX)  and  CFDs  trading  services  for  private  and  insDtuDonal  clients   with  ISO  9001  cerDficaDon  in  recogniDon  of  its  standardized   Quality  Management  best-­‐pracDces,  and  the  ISO  27001   cerDficaDon  for  standardized  InformaDon  Security  techniques.  
  • 3. Our  services   Trading  solu-ons  tailored  to  your  needs!  •  We  are  specialized  in  quanDtaDve  asset  management.  To  our   clients  we  offer  fiduciary  (tradiDonal  administraDve  and   organizaDonal  consulDng  services,  accounDng  management,   corporate  management,  consulDng  in  corporate  finance   transacDons  and  personal  services)  and  asset  management.  •  The  two  cardinal  principles  of  the  philosophy  of  our  asset   management  are:   –  The  achievement  of  an  absolute  performance  within  the  calendar  year,   avoiding  any  reference  to  market  benchmark  that  could  penalize  the   investment  targets  of  our  Customers.   –  The  balanced  management  of  risk:  we  promote  a  steady  growth  of  the   por]olio  with  a  modest  volaDlity.  At  the  basis  of  our  risk  management   there  are  strict  rules  of  Money  Management,  which  allow  to  overcome  the   negaDve  moments  with  minimal  impact  on  the  Por]olio.  
  • 4. Our  Investments  Products  A  world-­‐wide  approach  for  your  investments  •  All  our  products  are  based  on  proprietary  algorithms.    •  All  FGR  por]olios  are  not  based  on  standard   technical  analysis,  but  on  innovaDve  approaches  that   exploit  the    most  recent  achievements  in  the   computer  and  in  the  staDsDcal  analysis  fields.  •  We  developed  two  lines  with  different  risk  profiles:   1.  Moderately  aggressive  (dal  2002-­‐2012)   2.  Aggressive  (2010-­‐2012)  
  • 5. Risk  Profile   Investment  Style   Your  primary  goal  is  capital  protecDon.  You  require   ConservaCve   stable  growth  and/or  a  high  level  of  income,  and   access  to  your  investment  within  3  years.   Your  primary  goal  is  capital  protecDon.  Investors  in   this  risk  profile  require  fairly  stable  growth  and/or  a   CauCous   moderate  level  of  income.  Your  investment  term  is  3   years  or  more.   Your  primary  goal  is  capital  growth.  You  can  tolerate   some  fluctuaDons  in  the  value  of  your  investment  in   Moderate   anDcipaDon  of  a  higher  return.  You  don’t  require  an   income  and  you  are  prepared  to  invest  for  5  years  or   more.   Your  primary  goal  is  capital  growth.  Investors  in  this   risk  profile  can  tolerate  a  fair  level  of  fluctuaDons  in  Moderatly  aggressive   the  value  of  the  investment  in  anDcipaDon  of  possible   higher  return.  You  don’t  require  an  income  and  you   are  prepared  to  invest  for  5  to  10  years.   Your  primary  goal  is  long-­‐term  capital  growth.  You   can  tolerate  substanDal  fluctuaDons  in  the  value  of   Aggressive   your  investment  in  the  short-­‐term  in  anDcipaDon  of   the  highest  possible  return  over  a  period  of  10  years   or  more.  
  • 6. Moderate  Risk  Profile   Year   Performance   •  All  years  have  a  posiDve   2002*   2,10%   return   2003   20,40%   •  Average  yearly   2004   14,90%   performance  20,9%   2005   16,60%   2006   9,00%   •  Max  drawdown  -­‐3,1%   2007   10,30%   2008   33,70%   •  The  returns  are  net  of   2009   24,40%   trading  commissions  and   performance  fees   2010   44,90%   2011   30,40%   2012**   2,60%  *  Since  25  October  2002  **Current  Year,  last  update  12th  October  2012  
  • 7. Aggressive  Risk  Profile   Year   Performance   Drawdwon   2010   21,9%   -­‐9,8%   2011   114,2%   -­‐12,4%   2012*   70,7%   -­‐4,4%  *  Current  Year,  last  update  2nd  November  2012   •  All  years  have  a  posiDve   return   •  Average  yearly   performance  68,6%   •  The  returns  are  net  of   trading  commissions  and   performance  fees  
  • 8. Our  relaConship  with  the  Investors   In  the  jungle  of  the  markets  we  focus  on   individual  needs   The  relaDonship  of  FGR  ASSET   MANAGEMENT  SA  with  the  Investors  is   based  on  the  following  cornerstones  
  • 9. Win-­‐to-­‐win   The  are  no  iniDal,  deferred,   redempDon  sale  fees     FGR  SA  management  fees  are  proporDonal  to  our  performance  No  performance  no  gain  for  FGR!  
  • 10. Confidence  The  money  is  on  a  bank  account    in  the   name  of  the  Investor:    it  can  only  be  transferred  by  the  Owner    Only  trading  operaDons  are   allowed  to  FGR  SA  
  • 11. Openess  At  any  Dme  the  Investor  may  connect  to     its  bank  account  and  check   the  status   the  performance  of  the   investments  
  • 12. Contacts  Via  dei  Gorini  2  6901  Lugano-­‐Svizzera  Web  www.fgrinvest.ch  Mail  info@fgrinvest.ch