The document describes investment research and advisory services provided by JMGC Finance & Analytics. They offer equity, industry, company and financial analysis to both individual and institutional investors. Their services also include portfolio analysis, risk analysis, and fund structuring advice. They have analysts conducting independent research across markets, sectors and asset classes.

1. Investment Research Services

2. «Investment and Financial Research Services»
Our investment research and analysis services are determined to provide
you independent, professional and up-to-date analysis in the areas of equi-
ty research, credit analysis, industry analysis, company analysis, valuation
and financial modeling. Our services are tailored to the needs of our custo-
mers whether they are small investors, family offices, independent & private
wealth managers or advisory & fiduciary companies.
Research and analysis conducted by our analysts are presented and delivered
to you in formal report form and are cost-effective and professional.
All of our services in the area of investment research & analysis are marked by:
• High Quality
• Unbiased & independent research
• Professionalism
• Guaranteed Privacy
Investment research and analysis service provided by us includes:
• Equity Research Analysis
• Financial Analysis
• Industry / Sector Research
• Comparative Analysis
• Portfolio Analysis
• Feasibility Analysis
• Ratio Analysis
Here are some of the reasons why you should outsource investment
research services to us:
• No need to invest in people and train them
• Ready access to a pool of specialized people
• Right expertise brings excellent quality
• Focus on core competencies rather than spending time & energy
in harnessing human and technological resources
• Customization: Our services are flexible enough to accommodate
your specific needs & requirements

3. «Financial Markets Research and Analysis Services»
Financial markets research is needed by all investors whether small or large to make infor-
med and rational investment decisions in the light of facts and realities. We provide high
quality and customized financial market research services which can be utilized by small
and large firms or individuals on long or short-term basis. Our services are determined to
fulfill your needs and requirements in the manner that is the most convenient for you. We
cover all major areas of financial market research, analysis and professional report writing.
Our financial markets research and analysis services are cost-effective and professional.
Research and analysis conducted by our analysts are presented and delivered to you in
formal report form.
Our financial market research and analysis service covers the following:
• Capital markets (IPO and Secondary Markets)
• Stock market
• Bond markets
• Commodity markets (for example, oil )
• Money markets
• Derivatives markets (forwards, futures etc)
• Foreign exchange markets
• Bullion market (Gold, Silver etc)

4. «Fund Structuring & Advisory Management»
Fund Structuring Services
Our Fund Structuring Services offer assistance in the following range of activities:
• Product structuring in accordance with the investment strategy
• The adaptation of products to the distribution environment
• Processing of contract documents
• Liaison with the market authorities and external stakeholders
• Coordination with the operational teams
• The establishment of procedures for processing and monitoring
• Providing information on other environmental constraints (e.g. tax)

5. «Fund Structuring & Advisory Management»
Assets & Fund Management Advisory
JMGC Asset & Fund Management Advisory comprises seasoned professionals
who bring lots of experience and knowledge in term of Asset & Fund Manage-
ment Advisory. Our investment professionals act as talented and committed
asset management advisors and analysts and furnish services such as:
• Investment Advisory
• Asset Management
• Finance Research
• Constant Lines Monitoring
• Risk Management for tailor made Mutual Funds.
Our strategy is to maximize benefits to our clientele through research, consis-
tency, trade engineering and a constant pursuit of commitment, excellence,
expertise and a high level of quality in everything we do in order to always take
into account the clients’ preferences, willingness to bear risk and his need for
current cash flow.
The key aspect of JMGC Analytics is that we are truly independent which gives
us the liberty to find the best and most suitable solutions for our clients.

6. «Fund Structuring & Advisory Management»
Risk Analysis & Monitoring Services
Our Fund Structuring Services offer assistance in the following range of activities: The diversifi-
cation of investment strategies and the increasing complexity of financial instruments introduce
new challenges to the calculation of the risk/return equation. JMGC Analytics’ qualitative &
quantitative analysis offering is geared to satisfying the growing client’s information needs. In
addition to multi-focus analysis, fundamentals and best execution reports, we provide:
• Analyzing the fund’s performance relative to its benchmark index
• Production of ex-post risk indicators: volatility, Sharpe and Treynor ratios, tracking error,
beta, correlation, R², etc.
• Analyzing the contribution to performance line-by-line
• All risk factors: interest-rate, equity, currency, volatility, credit and commodity
• All types of financial instruments, conventional or sophisticated
• A full set of VaR calculation methodologies: Parametric, Historic, Monte-Carlo, Marginal
• VaR, Incremental VaR and CVaR or expected shortfall
• Stress-testing calculation: all typical crisis scenarios simulation and bespoke scenarios
simulation
• Calculating performance attribution according to standard methods (Brinson, Manchero,
etc.) for equity, fixed income and diversified portfolio and mutual funds.

7. JMGC Finance & Analytics
17 Herrengasse CH-8853 Lachen
Tel: +41 55 442 75 60 Fax: +41 55 442 75 61
info@jmgc-analytics.ch www.jmgc-analytics.ch