Investing Green

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Investing Green

  1. 1. World Class <br />Target Allocationsm Program<br />
  2. 2. Lighthouse Investments<br />What is Target Allocationsm?<br />Being in the right place at the right time.<br /><ul><li>Different than Asset Allocation
  3. 3. Evaluated and Reallocated on a regular basis
  4. 4. Not Market Timing
  5. 5. 100% Mutual Funds</li></ul>Socially Responsible<br />
  6. 6. Lighthouse Investments<br />Regular Reallocation<br /><ul><li>Based on performance-weighted market and economic indicators
  7. 7. Based on current economic conditions
  8. 8. Quarterly reallocation </li></ul> Socially Responsible<br />
  9. 9. Lighthouse Investments<br />Some of the Weighted Market Indicators Used for Reallocation<br /><ul><li>Institute for Supply Management monthly report
  10. 10. Goldman Sachs Commodity Index (GSCI)
  11. 11. 2 to 10 Year Treasury Note Spread
  12. 12. University of Michigan Consumer Sentiment
  13. 13. Long Term Interest Rates
  14. 14. Dollar Exchange Rate
  15. 15. Federal Funds Rate
  16. 16. Copper
  17. 17. Gold</li></ul> Socially Responsible<br />
  18. 18. Lighthouse Investments<br />Portfolio Composition<br /><ul><li>Only mutual funds
  19. 19. Market Sectors from fixed income to equity
  20. 20. Allocated into the sectors that we feel will outperform during the next quarter
  21. 21. Has varied from 100% equity to 100% fixed income
  22. 22. Most quarters are predominantly comprised of equity sector investments</li></ul> Socially Responsible<br />
  23. 23. Lighthouse Investments<br />Portfolio Decision Making<br />Weighted economic and market indicators<br />Screen total available funds using Morningstar<br />Various performance and risk measures are used to determine funds(annual performance, Morningstar rating, Sharpe ratio, and average annual performance)<br />Screen each fund if Socially Responsible or Values Based portfolio<br />Evaluate prospectuses to determine minimum holding period and possible redemption fees<br /> Socially Responsible<br />
  24. 24. Lighthouse Investments<br />Available Portfolios<br /><ul><li>Aggressive Growth
  25. 25. Moderate Growth
  26. 26. Conservative Growth
  27. 27. Balanced</li></ul> Socially Responsible<br />
  28. 28. Lighthouse Investments<br />Target Allocation Models<br /><ul><li>Socially Responsible (Green) Target Allocation
  29. 29. Values Target Allocation
  30. 30. Fundamental Target Allocation</li></ul> Socially Responsible<br />
  31. 31. Lighthouse Investments<br />Socially Responsible<br />(Green) <br />Target Allocation<br />Socially Responsible Portfolios commonly referred to as Green or Environmentally Friendly <br /> Socially Responsible<br />
  32. 32. Lighthouse Investments<br />Potential Screening Criteria<br />Portfolios composed of mutual funds identified by Morningstar as Socially Responsible verified by investigation of company website and prospectus.<br /> Socially Responsible<br />
  33. 33. Lighthouse Investments<br />A Systematic Approach<br />To all<br />Aspects of Portfolio Management<br /> Socially Responsible<br />
  34. 34. Lighthouse Investments<br />Focus on Continuous Improvement <br />in <br />Portfolio Returns and Risk Control<br /> Socially Responsible<br />
  35. 35. Lighthouse Investments<br />Questions?<br />Money Concepts International, Inc.<br />11440 N. Jog Road<br />Palm Beach Gardens, FL 33418<br />Tel: 561.472.2000 <br />www.moneyconcepts.com<br />All Securities through Money Concepts Capital Corp. Member FINRA/SIPC<br />Money Concepts Advisory Service is a Registered Investment Advisor with the SEC<br />All Non Securities and Non Advisory Products through Money Concepts International, Inc.<br />Providers of Financial Services Since 1979<br /> Socially Responsible<br />

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