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Jeffery and Sons Investments
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Jeffery and Sons Investments

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Published in: Economy & Finance, Business
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  • Transcript

    • 1. JEFFERY & SONS INVESTMENTS
    • 2. OUR CORE CRAFTTRANSACTION ADVICEINDIVIDUAL PORTFOLIODEVELOPMENTIN-DEPTH INVESTMENTOBJECTIVE REVIEWCOMPREHENSIVE FINANCIALPLANEXTENSIVE ANALYTICAL TOOLSPERSONALIZED ASSETALLOCATION ADVICEONGOING EVALUATION
    • 3. NEW SERVICE LINESLIFEVIEWLIFEVIEW MONITORDISCRETIONARYPORTFOLIO
    • 4. FINANCIAL BLUEPRINTLIFEVIEW COMBINESBILL’S CERTIFIEDFINANCIAL PLANNINGAND MBA WITHINDUSTRY’S TOPFINANCIAL PLANNINGTOOLSWE RUN 10,000SCENARIOS TO FIND BESTWAY FOR YOU TO REACHYOUR GOALSYOU WILL "MAKE" IT
    • 5. VIGILANT MONITORLIFEVIEW MONITORMEASURE PROGRESSTOWARD YOUR GOALSCASH FLOW MONITORPROBABILITY OFSUCCESS UPDATEFINANCIALDASHBOARD FOR YOURPERFORMANCE
    • 6. NEW TOOLS OF OUR TRADEAFTER EXTENSIVE VETTING,OUR GROUP WAS SELECTEDBY MORGAN STANLEY TOMANAGE CLIENTS FUNDSWITH DISCRETIONDISCRETION ALLOWSIMPROVED PERFORMANCEAND EQUITABLE OUTCOMESFOR ALL CLIENTS
    • 7. CASE STUDY OF DISCRETIONAFTER TSUNAMI WE DECIDED TO SELLNUCLEAR UTILITIES, URANIUM MINERS,AND SELECT JAPANESE SECURITIESSTEP 1: CREATE LIST OF HOLDERS OFTHOSE SECURITIESSTEP 2: PRIORITIZE CALL LISTSTEP 3: MAKE CALLS FOR TRADEAUTHORIZATIONSTEP 4: INITIATE TRADESNIKKEI DROPPED 22.8% IN 4 DAYSSOME CATASTROPHES DO NOT PROVIDETHAT MUCH TIME TO REACT
    • 8. PURPOSE BEHIND NEW TOOLS Generate Implement Ideas Ideas OUR DIRECTION Communicate Ideas Communicate Ideas Implement Generate Ideas IdeasMANY OF OUR BEST IDEAS WERE NEVER IMPLEMENTED BECAUSE THE BUY/SELL CYCLE WAS SO CUMBERSOME
    • 9. INVESTMENT ASSUMPTIONSMARKET IS NOT EFFICIENT-EMOTIONS CREATEINEFFICIENCYGOOD DECISIONS MATTERTODAY’S FINANCIAL MARKETSARE COMPLEX AND FAST-PACED.UNCERTAINTY AND CONFUSIONARE RAMPANTSOMEONE HAS DISCRETIONOVER YOU INVESTMENTSSPEED IS INOUR NETWORK IS ANUNPARALLELED SOURCE OFBUSINESS INTELLIGENCE
    • 10. TOOLS WE USE IN OUR PROCESSIDEA GENERATION THROUGH OURNETWORK, RESEARCH, AND FIRMS300 ANALYSTSMODERN PORTFOLIO CONSTRUCTIONVOLATILITY GUIDELINESCONSISTENT STYLE
    • 11. TEAM DECISION PROCESSASSET ALLOCATIONRISK MANAGEMENTSECURITY SELECTIONPORTFOLIOCONSTRUCTION
    • 12. ASSET ALLOCATIONVALUE TWO EXAMPLES:INVESTORS BONDTOP-DOWN MARKETANALYTICALAPPROACH EMERGING MARKETSVALUEDETERMINESOUR STRATEGICALLOCATION
    • 13. ASSET ALLOCATION PROCESS
    • 14. IMPORTANCE OF ASSET ALLOCATION 2% 2% 5%Asset Allocation StrategySecurity SelectionMarket TimingOther Factors 91%
    • 15. HISTORICAL SECTOR PERFORMANCE
    • 16. EMERGING MARKETS ARE TOO LARGE TO IGNORE Population Land Mass Energy Consumption GDP Exports Market Cap 0 25 50 75 100
    • 17. WORLD GDP GROWTH
    • 18. RISK MANAGEMENTMOST ADVISORS UTILIZE ONLY DIVERSIFICATION FOR RISK MANAGEMENT WITHUNFORTUNATE RESULTS- ESPECIALLY IN 2007/2008RISKS EVOLVE SO A STATIC DEFENSE CANNOT PROTECT YOUR ASSETSIT IS OUR HIGHEST RESPONSIBILITY TO PROTECT YOUR PRECIOUS ASSETS WITH EVERYTOOL AT OUR DISPOSAL
    • 19. RISK MANAGEMENT PROCESS Bull case scenario + 20% Base case scenario + 10% P Bear case scenario - 5% T T+12m WE DEVELOP SCENARIOS FOR EACH POSITION IN THE PORTFOLIO AND IMPLEMENT RISK MANAGEMENT PROCEDURES IN CASE THE BEAR CASE PREVAILS -
    • 20. SECURITY SELECTIONASSET ALLOCATION AND RISKMANAGEMENT ARE THECORNERSTONES, ANDSECURITY SELECTION IS THECAPSTONEINCREASING USE OF ETFPOSITIONS IN PORTFOLIOENERGY, YES;ENRON, NOTECHNOLOGY, YES;APPLE, YES
    • 21. SECURITY SELECTION
    • 22. PORTFOLIO CONSTRUCTIONDEVELOP AND IMPLEMENTPORTFOLIO SOLUTIONSTHAT REFLECT CLIENT’SOBJECTIVESLARGE ENOUGH NUMBEROF POSITIONS TO BEDIVERSE, BUT ALSO CRAFTPORTFOLIO TO BE ASLIQUID AS MARKETALLOWS
    • 23. WORLD STOCK PORTFOLIO
    • 24. CONSERVATIVE ETF PORTFOLIO

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