Strategies for positive returns in volatile marketsnetwealthInvest
Part of Netwealth's portfolio construction webinar series - ST Wong from Prime Value presented to an audience on 14th June 2016 on the topic of absolute investing.
Strategies for positive returns in volatile marketsnetwealthInvest
Part of Netwealth's portfolio construction webinar series - ST Wong from Prime Value presented to an audience on 14th June 2016 on the topic of absolute investing.
Prime Financial Group has a comprehensive investment process. How we evaluate and choose where investments are made is an extensive, collective process. It incorporates a structured in depth research and analysis process.
www.primefinancial.com.au
netwealth educational webinar - The evolution of asset allocationnetwealthInvest
On April 14, 2016 Tracey McNaughton, Head of Investment Strategy at UBS presented to financial advisers on the evolution of asset allocation during a netwealth educational webinar.
Netwealth portfolio construction series - Why you should consider investing o...netwealthInvest
Julian Beaumont from Bennelong Australian Equity Partners presented a webinar session on how to invest outside of the top 20 ASX stocks, for Netwealth on May 26, 2016.
Managing startup equity (Equity For Startups)Kesava Reddy
Among the more important decisions that an entrepreneur makes is that of raising capital. Many choices have to be made in this context: Debt versus Equity. Own funds versus Funding from outside investors and so on. These choices have long term implications for the entrepreneur as well as the start-up. Equity funding is essential for the growth of a startup. Apart from providing critical funding equity investors also often bring added value by way of connections and strategic advice.
At the same time raising equity capital means sharing control and sharing wealth with the investors in the firm. Allowing investors to engage with the management of the startup calls for a certain degree of compatibility between the investor and the management of the enterprise. Absence of such compatibility can lead to unhappy relationships between the investor and the management team.
All things considered, managing the equity of a start-up is among the most critical decisions that an entrepreneur needs to make. It involves many trade-offs on the entrepreneurial journey. Which makes Managing the Equity of A Start Up a challenge. What does dilution of equity mean? How does the arithmetic of dilution work? How does an entrepreneur decide on when to raise equity? And how much of equity to raise?
Cyclical Investing.
1. Identifying the Cycle
• Determine the market cycle using Coincide CMV
• Market Cycles are Key to Investment Strategy Success
2. Asset Class Selection
• Identification of the asset classes that will perform the best at a point in the cycle.
3. Determine Investment strategy
• Formulate and enable the investment strategy based on the cycle indicators
• Current investment universe is large cap Australian equities, considered leverage and risk management techniques.
4. Manage the strategy to create returns:
• Considered leverage particularly for new investors then leverage up on capital gains.
• Manage investment risk using futures and options
• De-risk client portfolios by paying back part of the initial capital along the way (4-5 years). This frees up the original capital to allocate to other asset classes whilst maintaining original invested capital in Australian equities.
This is to compare the Returns of Fixed Deposits and Debt Oriented Hybrid Funds [Capital Protection Oriented Fund / Scheme (CPOF), Mutual Fund Monthly Income Plan / Scheme (MIP), Equity Savings Funds], to demonstrate how the latter is better.
This is the third presentation in the Endowment Management series. After discussing distribution basics and unitization in the first two, this presentation tackles spending policy, including what it is, the pros and cons of having one, and various methods to determine the optimal spend policy.
As investors grow fearful, they sell riskier assets, like stocks, and buy safe haven assets such as U.S. Treasuries and gold. As they grow more confident, they seek higher returns by re-investing in stocks. We designed the Select Directional ETF Model (SD Model) with a simple premise, buy the best performing assets and sell the laggards.
The SD Model begins with eleven strategically selected ETFs, each representing a distinct asset class. The SD Model’s objective ranking system and rebalancing rules ensure the portfolio stays invested in only the three highest ranked ETFs. A white paper containing more information regarding the SD Model is available at http://successfulportfolios.com.
Stanford CS 007-10 (2021): Personal Finance for Engineers / Additional Topics...Adam Nash
These are the slides from the 10th session of the Stanford University class, CS 007 "Personal Finance for Engineers" offered on December 7, 2021. This seminar covers student requested additional topics for the course, including bitcoin / cryptocurrency, derivatives, futures, options, private equity & venture capital.
Stanford CS 007-10 (2019): Personal Finance for Engineers / Additional TopicsAdam Nash
These are the slides from the 10th session of the Stanford University class, CS 007 "Personal Finance for Engineers" offered in December 2019. This seminar covers student requested additional topics for the course, including bitcoin / cryptocurrency, derivatives, futures, options, private equity & venture capital.
If your company needs to submit a Investment Advisory PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2UCGDB8
If your company needs to submit a Wealth Advisory Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2SeQewq
Prime Financial Group has a comprehensive investment process. How we evaluate and choose where investments are made is an extensive, collective process. It incorporates a structured in depth research and analysis process.
www.primefinancial.com.au
netwealth educational webinar - The evolution of asset allocationnetwealthInvest
On April 14, 2016 Tracey McNaughton, Head of Investment Strategy at UBS presented to financial advisers on the evolution of asset allocation during a netwealth educational webinar.
Netwealth portfolio construction series - Why you should consider investing o...netwealthInvest
Julian Beaumont from Bennelong Australian Equity Partners presented a webinar session on how to invest outside of the top 20 ASX stocks, for Netwealth on May 26, 2016.
Managing startup equity (Equity For Startups)Kesava Reddy
Among the more important decisions that an entrepreneur makes is that of raising capital. Many choices have to be made in this context: Debt versus Equity. Own funds versus Funding from outside investors and so on. These choices have long term implications for the entrepreneur as well as the start-up. Equity funding is essential for the growth of a startup. Apart from providing critical funding equity investors also often bring added value by way of connections and strategic advice.
At the same time raising equity capital means sharing control and sharing wealth with the investors in the firm. Allowing investors to engage with the management of the startup calls for a certain degree of compatibility between the investor and the management of the enterprise. Absence of such compatibility can lead to unhappy relationships between the investor and the management team.
All things considered, managing the equity of a start-up is among the most critical decisions that an entrepreneur needs to make. It involves many trade-offs on the entrepreneurial journey. Which makes Managing the Equity of A Start Up a challenge. What does dilution of equity mean? How does the arithmetic of dilution work? How does an entrepreneur decide on when to raise equity? And how much of equity to raise?
Cyclical Investing.
1. Identifying the Cycle
• Determine the market cycle using Coincide CMV
• Market Cycles are Key to Investment Strategy Success
2. Asset Class Selection
• Identification of the asset classes that will perform the best at a point in the cycle.
3. Determine Investment strategy
• Formulate and enable the investment strategy based on the cycle indicators
• Current investment universe is large cap Australian equities, considered leverage and risk management techniques.
4. Manage the strategy to create returns:
• Considered leverage particularly for new investors then leverage up on capital gains.
• Manage investment risk using futures and options
• De-risk client portfolios by paying back part of the initial capital along the way (4-5 years). This frees up the original capital to allocate to other asset classes whilst maintaining original invested capital in Australian equities.
This is to compare the Returns of Fixed Deposits and Debt Oriented Hybrid Funds [Capital Protection Oriented Fund / Scheme (CPOF), Mutual Fund Monthly Income Plan / Scheme (MIP), Equity Savings Funds], to demonstrate how the latter is better.
This is the third presentation in the Endowment Management series. After discussing distribution basics and unitization in the first two, this presentation tackles spending policy, including what it is, the pros and cons of having one, and various methods to determine the optimal spend policy.
As investors grow fearful, they sell riskier assets, like stocks, and buy safe haven assets such as U.S. Treasuries and gold. As they grow more confident, they seek higher returns by re-investing in stocks. We designed the Select Directional ETF Model (SD Model) with a simple premise, buy the best performing assets and sell the laggards.
The SD Model begins with eleven strategically selected ETFs, each representing a distinct asset class. The SD Model’s objective ranking system and rebalancing rules ensure the portfolio stays invested in only the three highest ranked ETFs. A white paper containing more information regarding the SD Model is available at http://successfulportfolios.com.
Stanford CS 007-10 (2021): Personal Finance for Engineers / Additional Topics...Adam Nash
These are the slides from the 10th session of the Stanford University class, CS 007 "Personal Finance for Engineers" offered on December 7, 2021. This seminar covers student requested additional topics for the course, including bitcoin / cryptocurrency, derivatives, futures, options, private equity & venture capital.
Stanford CS 007-10 (2019): Personal Finance for Engineers / Additional TopicsAdam Nash
These are the slides from the 10th session of the Stanford University class, CS 007 "Personal Finance for Engineers" offered in December 2019. This seminar covers student requested additional topics for the course, including bitcoin / cryptocurrency, derivatives, futures, options, private equity & venture capital.
If your company needs to submit a Investment Advisory PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2UCGDB8
If your company needs to submit a Wealth Advisory Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2SeQewq
If your company needs to submit a Wealth Management Advisory Services Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/37gnhEr
Before you can do some investment planning, you need to know some basic fundamentals about investing. Why do you invest? What should you invest in? Who should do the investing? How do you invest?
Explore The Basics of Mutual Funds Online at Mirae AssetShreya Paliwal
Understand the basics, benefits, and investment strategies to make informed decisions & grow your wealth. Know complete details about mutual funds at Mirae Asset.
https://www.miraeassetmf.co.in/
Clueless about investments? They are not as hard as you think. This workshop was created to help participants understand the basics of the financial instruments that they can use to achieve their goals.
If your company needs to submit a Financial Advisory Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2HwkAEs
Interest rates remain low and equity index valuations are historically high. What approach should a prudent financial steward take to evaluate the financial market risks while seeking a positive return on capital? This session will explore the asset management philosophies and approaches used by several large institutional money managers to assist corporations and individuals address this issue. The discussion will be led by Mr. Birnie, Managing Partner of Piedmont Wealth Advisory and a representative from Blackrock Investments. Mr. Birnie has been a trusted advisor to SC&RA for over 15 years and has developed an expertise in risk-managed investing. Blackrock Investments is the largest money manager in the world, advising the world’s largest institutions, endowments, pensions and governments.
Speaker: Douglas Birnie, Managing Partner, Piedmont Wealth Advisory
In this web conference we will learn about mutual funds as a tool for long-term savings for families.
We will discuss the elements of a fund and costs associated with funds. We will discuss ways in which mutual funds fit into a military families’ financial plan. We will also learn about performance measures and important characteristics of mutual funds highlighted in the prospectus. Finally we will learn about ways in which we can make decisions using fund screeners. We will use several case studies to illustrate.
If your company needs to submit a Investment Advice Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/39mhbnB
This presentation is to communicate ideas and information that will help you build financial security. We define financial security as a feeling of confidence that you will achieve your financial goals through the actions you are taking today.
In the Current Scenario of COVID Crisis, this newsletter issue is quite important for our readers.
In this issue, we have covered their key concern related to market's reaction on rising number of COVID cases. We have also added a featured article on 'Volatility Management'
Index has almost doubled from its bottom during the COVID 19 . Street is further happy on the budget announcements and speech on 1st February. Read our experts view on all this and more
Volatility is the key ingredient for Wealth Creationaditya72
Watch this special educative session on Volatility - the speaker will talk all about Volatility , and try to present the best ways to manage volatility
Year Book by Infinity Finserv Pvt Ltd ( Yr 2020)aditya72
The year 2020 has brought in a major health crisis in terms of COVID-19. This crisis has taught us many lessons - lessons to manage our emotions, lessons to think positive and lessons to manage our investments. Our E book will teach you many tips and tricks to help you manage your finances properly
Three months after COVID crisis | What to do now ?aditya72
When we are approaching towards the end of Quarter 1 of FY 20-21, we need to revisit the events of last three months. Watch this presentation to learn about the suggested rebalancing to be done in our MF portfolios
When it was down, u said that it will fall more; when it's up, u are saying that it is very high now ! There is a big dilemma among the investors on this front- they are not being very sure about their stand and committments towards equity investing. Hope this presentation helps
This presentation is the reference point for the Webinar conducted by Infinity Finserv Pvt Ltd , to suggest the best investment strategy to be followed by Mutual Fund or Stock investors, during this Unlock series
Learn all about SIP ( Systematic Investment Plan)aditya72
Systematic investment Plan, which is commonly know as SIP , is a fantastic method of investing in any volatile and high beta investment schemes. Let us learn all about doing a good SIP for better Goal achievement in life
This is the presentation slides of all our three modules delivered during our special series - DIGITAL MARKETING for MF Distribution business.
These slides were used during the Webinar by presenter and these are just the pointers. You must refer to the presenters overall audio and explanation to get connected with this slide. Do visit our youtube channel in the name of armfintech.com
This is a related PPT of a webinar conducted by FinnSys Academy. This webinar is the first module of overall Series on Digital Marketing for MF Advisors
This presentation covers the quick snapshot of the Union Budget 2020 and have also got a video link with voice supported analysis by our Director and investment Coach Mr Abhinesh Kumar
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
The European Unemployment Puzzle: implications from population agingGRAPE
We study the link between the evolving age structure of the working population and unemployment. We build a large new Keynesian OLG model with a realistic age structure, labor market frictions, sticky prices, and aggregate shocks. Once calibrated to the European economy, we quantify the extent to which demographic changes over the last three decades have contributed to the decline of the unemployment rate. Our findings yield important implications for the future evolution of unemployment given the anticipated further aging of the working population in Europe. We also quantify the implications for optimal monetary policy: lowering inflation volatility becomes less costly in terms of GDP and unemployment volatility, which hints that optimal monetary policy may be more hawkish in an aging society. Finally, our results also propose a partial reversal of the European-US unemployment puzzle due to the fact that the share of young workers is expected to remain robust in the US.
How to get verified on Coinbase Account?_.docxBuy bitget
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
Seminar: Gender Board Diversity through Ownership NetworksGRAPE
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
Yes of course, you can easily start mining pi network coin today and sell to legit pi vendors in the United States.
Here the telegram contact of my personal vendor.
@Pi_vendor_247
#pi network #pi coins #legit #passive income
#US
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Vighnesh Shashtri
Under the leadership of Abhay Bhutada, Poonawalla Fincorp has achieved record-low Non-Performing Assets (NPA) and witnessed unprecedented growth. Bhutada's strategic vision and effective management have significantly enhanced the company's financial health, showcasing a robust performance in the financial sector. This achievement underscores the company's resilience and ability to thrive in a competitive market, setting a new benchmark for operational excellence in the industry.
where can I find a legit pi merchant onlineDOT TECH
Yes. This is very easy what you need is a recommendation from someone who has successfully traded pi coins before with a merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi network coins and resell them to Investors looking forward to hold thousands of pi coins before the open mainnet.
I will leave the telegram contact of my personal pi merchant to trade with
@Pi_vendor_247
2. Definition of
“Asset
Allocation”
• Asset allocation is an investment strategy that aims to
balance risk and reward by apportioning a
portfolio's assets according to an individual's goals, risk
tolerance, and investment horizon
5. Concept of Asset Allocation
(example of Rs 100)
Asset Amt ROI% Factor
Equity 65 15% 9.75
Debt 25 8% 2
Gold 10 5% 0.5
Annual Total Return 12.25%
Smart Allocation
6. Concept of Asset Allocation
(example of Rs 100)
Allocation error
Asset Amt ROI% Factor
Equity 10 15% 1.5
Debt 25 8% 2
Gold 65 5% 3.25
Annual Total Return 6.75%
7. Concept of Asset Allocation
(example of Rs 100)
Equal ratio allocation
Asset Amt ROI% Factor
Equity 33 15% 4.95
Debt 33 8% 2.64
Gold 33 5% 1.65
Annual Total Return 9.24%
8. Concept of Asset Allocation
(example of Rs 100)
Equal ratio allocation
Asset Amt ROI% Factor
Equity 33 0% 0
Debt 33 8% 2.64
Gold 33 5% 1.65
Annual Total Return 4.29%
9. What is the basic human behavior which stops us
from Asset Allocation ?
• People love it during the falling market but hate it during rising market
• We have a very basic nature of shifting to faster queue
11. What is the right
way to go for
Asset Allocation ?
12. Advantage of
going through
Mutual Funds
!
• No switching charges
• No taxation on short term sale or switch
• Can have tax efficient returns
13. Type of Asset
Allocation
funds
• Based upon Style
• Dynamic Asset Allocation
• Fixed Asset Allocation
• Based Upon Taxation
• More than 65% Equity plus Arbitrage
plus Equity Derivatives
• Less than 65% Equity plus Arbitrage plus
Equity Derivatives
14. Customer
vs fund
• Those who are confident about Asset
Classification and is looking for a positive
return scenario with few good years
• Will choose Fixed Asset Allocation or
Equity Savings Fund or Debt Hybrid
Funds
• Those who believes in Asset Allocation but
wish to adopt some formula and strategy to
be with the asset Class always
• Will choose Dynamic Asset Allocation or
Balanced Advantage Fund or Equity
Hybrid Fund
16. What’s the trick of A(sset) Allocation ?
In school Exams
Focus on top 3 subject to
have higher average score
In Real Estate
Invest in different location
according to weather,
seismic scale and population
Invest in Residential, raw,
agri etc
In Stocks
Diversify and try to remain
in top 3 to 5 focused sector
– year after year
In Business
Do different type of
business which are not
going to go up or rise
together
18. Asset Allocation fund should have an
unique proposition as a Multi Asset Fund :
• Gold
• Equity
• Fixed Income
19. Asset Allocation fund should have an
unique proposition as a Multi Asset Fund :
• Gold ( ETF, FOF)
• Equity
• Fixed Income
20. Asset Allocation fund should have an
unique proposition as a Multi Asset Fund :
• Gold ( ETF, FOF)
• Equity
• Domestic ( Large, Midcap , Multicap etc)
• International ( NASDAQ, S&P etc)
• Fixed Income
21. Asset Allocation fund should have an
unique proposition as a Multi Asset Fund :
• Gold ( ETF, FOF)
• Equity
• Domestic ( Large, Midcap , Multicap etc)
• International ( NASDAQ, S&P etc)
• Fixed Income
• Bonds
• Debetures
• Debt Funds
• Gilt
• Income
22. Motilal Oswal
is coming out
with this NFO :
“Multi Asset
Fund"
Gold (ETF)
International Equity (S&P500 Index)
Domestic Equity (Large Cap)
Fixed Income (Gsec or quasi Gsec)
27. How to invest Online in this Scheme ?
1
Option 1 : Ask for our Online
investment link
2
Option 2 : Invest through our
Website
3
Option 3 : Invest through our
Mobile App
28.
29.
30.
31. Investment Starts on 15th July ‘20
• Call us at : 9307218766 for any help
• E Mail us at : help@infirupee.com