introduction to sinergi management
Post on 04-Dec-2014
818 Views
Preview:
DESCRIPTION
TRANSCRIPT
Sinergi Management Limited
Heatmap
Sinergi Management
Introductory Webinar April 2012
Six Service StepsKey Features of Our Reports
CQG Market AnalyticsQlikview Data Analysis
Six Service Steps
Six Service Steps
2. Research Solutions
3. Develop Reports
Six Service Steps
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
Six Service Steps1. Fact Finding /
Risk Profiling
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Investment Strategy & Management
1. Report to Client
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund ManagerFund ManagerFund ManagerFund Manager
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
Monitor / Review
Components of Our Methodology
Components of Our Methodology
Components of Our Methodology
Sinergi Processes
Components of Our Methodology
Sinergi Processes
Components of Our Methodology
Sinergi Processes
Back Testing
Components of Our Methodology
Sinergi Processes
Back Testing
Components of Our Methodology
Components of Our Methodology
• Extensive Experience in Development
Components of Our Methodology
• Extensive Experience in Development
• No Change in Methodology
Components of Our Methodology
• Extensive Experience in Development
• No Change in Methodology
• Creating “Baseline” for all periods
Key Features of Manager Reports
• Comparative Trends in Asset Classes
Key Features of Manager Reports
• Comparative Trends in Asset Classes
• Fund Exposure to Markets and Sectors
Key Features of Manager Reports
• Comparative Trends in Asset Classes
• Fund Exposure to Markets and Sectors
• Fund Manager’s Outlook
Subscriber Support
Subscriber Support
Subscriber Support
Subscriber Support
Features of Tactical Asset Allocation
-2.00%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
Fund Manager A Adviser Allocation
Tactical Allocation of 5% of Portfolio
Year1
Year 2
Year 3
Year 4
Year 5
Always invested with each manager.
-5.00%
0.00%
5.00%
10.00%
15.00%
Fund Manager B Adviser Allocation
Tactical Allocation of 5% of Portfolio
Year1
Year 2
Year 3
Year 4
Year 5
Always invested with each manager.
5% of portfolio allocated to positive performance each year.
Features of Tactical Asset Allocation
Always invested with each manager.
5% of portfolio allocated to positive performance each year.
Min Fund Exposure 23.33%, Max 30%.
Features of Tactical Asset Allocation
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
Fund Manager C Adviser Allocation
Tactical Allocation of 5% of Portfolio
Year1
Year 2
Year 3
Year 4
Year 5
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
Fund Manager D Adviser Allocation
Tactical Allocation of 5% of Portfolio
Year1
Year 2
Year 3
Year 4
Year 5
Always invested with each manager.
5% of portfolio allocated to positive performance each year.
Min Fund Exposure 23.33%, Max 30%.
Client risk managed effectively.
Features of Tactical Asset Allocation
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
Fund Manager D Adviser Allocation
Tactical Allocation of 5% of Portfolio
Year1
Year 2
Year 3
Year 4
Year 5
-2.00%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
Fund Manager Average Adviser Performance
Improved Portfolio Performance
Year1
Year 2
Year 3
Year 4
Year 5
Always invested with each manager.
5% of portfolio allocated to positive performance each year.
Min Fund Exposure 23.33%, Max 30%.
Client risk managed effectively.
Less volatile portfolio growth.
Features of Tactical Asset Allocation
80.00
90.00
100.00
110.00
120.00
130.00
Year1 Year 2 Year 3 Year 4 Year 5
Compounded Portfolio Growth
Fund Manager Average
Adviser Performance
Always invested with each manager.
5% of portfolio allocated to positive performance each year.
Min Fund Exposure 23.33%, Max 30%.
Client risk managed effectively.
Less volatile portfolio growth.
Long term Adviser average exceeds Fund Manager average.
Features of Tactical Asset Allocation
Key Features of Our Reports
Pause For Weekly Reports
Key Features of Our Reports
Long Term Trend
Medium Term Trend
Heatmap Score
(Current)
Heatmap Score
(Previous)Change On
Week
. NEGVE (2) 2
. NEGVE (1) (2)
. POSVE 2 0
POSVE POSVE 4 1
NEGVE . (3) (3)
Asset Class Overview
Fixed Interest
Short Term Interest Rate (3m)
Currency (GBP/USD)
Commodities
Equities
Key Features of Our Reports
Asset Classes
Markets
Industry Sectors
Key Features of Our Reports
Asset Classes
Markets
Industry Sectors
Key Features of Our Reports
Asset Classes
Markets
Industry Sectors
Key Features of Our Reports
Asset Classes
Markets
Industry Sectors
Key Features of Our ReportsAsset
Classes
Markets
Industry Sectors
Key Features of Our ReportsAsset
Classes
Markets
Industry Sectors
Key Features of Our ReportsAsset
Classes
Key Features of Our ReportsAsset
Classes
Cash Fix. Int Comms. Currency Equities
Key Features of Our ReportsAsset
Classes
Markets
Cash Fix. Int Comms. Currency Equities
Key Features of Our ReportsAsset
Classes
Markets
Cash Fix. Int Comms. Currency Equities
Fix. Int Comms. Currency Equities
Key Features of Our ReportsAsset
Classes
Markets
Cash Fix. Int Comms. Currency Equities
Industry Sectors
Fix. Int Comms. Currency Equities
Key Features of Our ReportsAsset
Classes
Markets
Cash Fix. Int Comms. Currency Equities
Industry Sectors
Fix. Int Comms. Currency Equities
Key Features of Our Reports
Long Term Cycle
Key Features of Our Reports
Long Term Cycle
Key Features of Our Reports
Long Term Cycle
Medium Term Cycle
Key Features of Our Reports
Long Term Cycle
Medium Term Cycle
Key Features of Our Reports
Long Term Cycle
Medium Term Cycle
Key Features of Our Reports
Long Term Cycle
Medium Term Cycle
Key Features of Our Reports
Long Term Cycle
Medium Term Cycle
Heatmap
Key Features of Our Reports
Asset Class Overview Commentary
Equities
Short Term Interest Rate (3m)Longer trend term strength intact supported by increasing Medium Term strength
Longer Term trend unclear but Medium trend is Negative and weakening
Commodities
Currency (GBP/USD)
Fixed InterestLonger Term negative trend continues to weaken. No discernable medium term trend
No discernable Longer term trend. Medium term remains Positive
Longer Term trend unclear. Medium trend is Negative and weakening further
Heatmap
Key Features of Our Reports
Sector Index
Longer Term Trend
Medium Term Trend
Heatmap Score
(Current)
Heatmap Score
(Previous)Change On
Week
Autos POSVE NEGVE 2 2
Banks . NEGVE (2) 2
Basic Resources . NEGVE (2) 2
Chemicals POSVE NEGVE 2 2
Construction . NEGVE (2) 2
Financial Services POSVE NEGVE 2 2
Food & Beverage POSVE . 2 4
Household Goods POSVE NEGVE 2 2
Insurance POSVE NEGVE 2 2
Media . NEGVE (2) (2)
Oil & G . NEGVE (2) 2
Retail POSVE NEGVE 2 2
Technology POSVE . 2 4
Telecoms NEGVE NEGVE (6) (6)
Travel Leisure POSVE . 4 2
Utilities . NEGVE (2) (2)
Heatmap
Key Features of Our Reports
Sector Index
Longer Term Trend
Medium Term Trend
Heatmap Score
(Current)
Heatmap Score
(Previous)Change On
Week
Autos POSVE NEGVE 2 2
Banks . NEGVE (2) 2
Basic Resources . NEGVE (2) 2
Chemicals POSVE NEGVE 2 2
Construction . NEGVE (2) 2
Financial Services POSVE NEGVE 2 2
Food & Beverage POSVE . 2 4
Household Goods POSVE NEGVE 2 2
Insurance POSVE NEGVE 2 2
Media . NEGVE (2) (2)
Oil & G . NEGVE (2) 2
Retail POSVE NEGVE 2 2
Technology POSVE . 2 4
Telecoms NEGVE NEGVE (6) (6)
Travel Leisure POSVE . 4 2
Utilities . NEGVE (2) (2)
Heatmap
Key Features of Our ReportsMarkets
Long Term Trend
Medium Term Trend
Heatmap Score
(Current)
Heatmap Score
(Previous)Change On
Week
CRB Index . NEGVE (1) (2)
Gold Comex . NEGVE (1) (2)
Oil Nymex POSVE NEGVE 2 2
Dax 30 POSVE . 2 2
Dow Jones 100 POSVE . 3 2
Estoxx 50 . NEGVE (2) 2
Ftse-Large Cap POSVE . 2 4
Ftse-Small Cap POSVE . 2 4
Ftse 100 . NEGVE (2) 2
Hang Seng (China) POSVE NEGVE 2 2
Nasdaq 250 POSVE POSVE 4 5
Nikkei 250 (Japan) POSVE POSVE 6 4
S&P 100 POSVE POSVE 4 4
SMI (Sw iss) . NEGVE (2) 2
Eur 2 yr Schatz POSVE . 2 2
Eur 5 yr Bobl . NEGVE (1) (1)
Eur 10 Yr (Bund) . . 1 (1)
Eur 30 yr Bond . . 1 (1)
Uk 3m T Bill POSVE POSVE 4 1
UK 10 Yr (Gilt) NEGVE . (3) (3)
USA 2 Yr T Note . . 1 (1)
USA 5 Yr T Note . NEGVE (1) (1)
USA 10 Yr (T Note) . NEGVE (1) (2)
USA 20 Yr Long Bond . NEGVE (1) (2)
EurGbp NEGVE . (2) (3)
EurUsd . POSVE 2 (1)
GbpUsd . POSVE 2 0
UsdJpy POSVE POSVE 4 5
Heatmap
Key Features of Our ReportsSinergi TACT
Weighting
HeatMap Current TRS
Score
HeatMap Previous TRS
Score
Benchmark 2 2
Benchmark (2) 2
Benchmark (2) 2
Benchmark 2 2
Benchmark (2) 2
Benchmark 2 2
Benchmark 2 4
Benchmark 2 2
Benchmark 2 2
Benchmark (2) (2)
Benchmark (2) 2
Benchmark 2 2
Benchmark 2 4
Underw eight (6) (6)
Overw eight 4 2
Benchmark (2) (2)
Banks Index
Construction Index
Sector Weights
Travel Leisure Index
Utilities Index
Autos Index
Basic Resources Index
Chemicals Index
Retail Index
Technology Index
Telecoms Index
Financial Services Index
Food & Beverage Index
Household Goods Index
Insurance Index
Media Index
Oil & Gas Index
Heatmap
Key Features of Our Reports
34%
6%
2%
5%
5%
8%
12%
8%
12%
8%
25%
6%
2%
5%
4%
8%
6%
12%
20%
12%
0% 5% 10% 15% 20% 25% 30% 35% 40%
Cash (Risk Free)
Commodities
Equities (China)
Equities (EUR)
Equities (Japan)
Equities (UK)
Equities (USA)
Fixed Interest (EUR)
Fixed Interest (UK)
Fixed Interest (USA)
Asset Class - IMA/ABI Harmonised Equity Fund (0%-35%)
Mixed Investment (0-35%)
Sinergi (0-35%)
A History of CQGReal Time AnalysisRed, Black & BlueEvidence & Back
Testing
CQG Market Analytics
Qlikview Data Analysis
Filtering DataConnecting the DotsCreating Information
Delivering Our Reports
Sinergi Management
Thank You
top related