Jeffery and Sons Investments

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  • Jeffery and Sons Investments

    1. 1. JEFFERY & SONS INVESTMENTS
    2. 2. OUR CORE CRAFTTRANSACTION ADVICEINDIVIDUAL PORTFOLIODEVELOPMENTIN-DEPTH INVESTMENTOBJECTIVE REVIEWCOMPREHENSIVE FINANCIALPLANEXTENSIVE ANALYTICAL TOOLSPERSONALIZED ASSETALLOCATION ADVICEONGOING EVALUATION
    3. 3. NEW SERVICE LINESLIFEVIEWLIFEVIEW MONITORDISCRETIONARYPORTFOLIO
    4. 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. 5. VIGILANT MONITORLIFEVIEW MONITORMEASURE PROGRESSTOWARD YOUR GOALSCASH FLOW MONITORPROBABILITY OFSUCCESS UPDATEFINANCIALDASHBOARD FOR YOURPERFORMANCE
    6. 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. 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. 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. 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. 10. TOOLS WE USE IN OUR PROCESSIDEA GENERATION THROUGH OURNETWORK, RESEARCH, AND FIRMS300 ANALYSTSMODERN PORTFOLIO CONSTRUCTIONVOLATILITY GUIDELINESCONSISTENT STYLE
    11. 11. TEAM DECISION PROCESSASSET ALLOCATIONRISK MANAGEMENTSECURITY SELECTIONPORTFOLIOCONSTRUCTION
    12. 12. ASSET ALLOCATIONVALUE TWO EXAMPLES:INVESTORS BONDTOP-DOWN MARKETANALYTICALAPPROACH EMERGING MARKETSVALUEDETERMINESOUR STRATEGICALLOCATION
    13. 13. ASSET ALLOCATION PROCESS
    14. 14. IMPORTANCE OF ASSET ALLOCATION 2% 2% 5%Asset Allocation StrategySecurity SelectionMarket TimingOther Factors 91%
    15. 15. HISTORICAL SECTOR PERFORMANCE
    16. 16. EMERGING MARKETS ARE TOO LARGE TO IGNORE Population Land Mass Energy Consumption GDP Exports Market Cap 0 25 50 75 100
    17. 17. WORLD GDP GROWTH
    18. 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. 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. 20. SECURITY SELECTIONASSET ALLOCATION AND RISKMANAGEMENT ARE THECORNERSTONES, ANDSECURITY SELECTION IS THECAPSTONEINCREASING USE OF ETFPOSITIONS IN PORTFOLIOENERGY, YES;ENRON, NOTECHNOLOGY, YES;APPLE, YES
    21. 21. SECURITY SELECTION
    22. 22. PORTFOLIO CONSTRUCTIONDEVELOP AND IMPLEMENTPORTFOLIO SOLUTIONSTHAT REFLECT CLIENT’SOBJECTIVESLARGE ENOUGH NUMBEROF POSITIONS TO BEDIVERSE, BUT ALSO CRAFTPORTFOLIO TO BE ASLIQUID AS MARKETALLOWS
    23. 23. WORLD STOCK PORTFOLIO
    24. 24. CONSERVATIVE ETF PORTFOLIO

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