slide share six step cycle
DESCRIPTION
How Sinergi reports fit in to the adviser six step advice cycleTRANSCRIPT
![Page 1: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/1.jpg)
Sinergi Management Limited
![Page 2: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/2.jpg)
Six Service Steps
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Six Service Steps
2. Research Solutions
3. Develop Reports
![Page 4: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/4.jpg)
Six Service Steps
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
![Page 5: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/5.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
4. Personal Recommendations
![Page 6: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/6.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
![Page 7: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/7.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
![Page 8: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/8.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
![Page 9: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/9.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
![Page 10: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/10.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
![Page 11: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/11.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
4. Personal Recommendations
![Page 12: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/12.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
![Page 13: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/13.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
![Page 14: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/14.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
![Page 15: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/15.jpg)
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
![Page 16: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/16.jpg)
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
![Page 17: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/17.jpg)
Investment Strategy & Management
Report to Client
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 18: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/18.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 19: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/19.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 20: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/20.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 21: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/21.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 22: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/22.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund ManagerFund ManagerFund ManagerFund Manager
Adviser
![Page 23: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/23.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 24: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/24.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 25: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/25.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 26: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/26.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 27: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/27.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
![Page 28: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/28.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
![Page 29: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/29.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
![Page 30: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/30.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
![Page 31: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/31.jpg)
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
![Page 32: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/32.jpg)
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
![Page 33: Slide share six step cycle](https://reader034.vdocuments.site/reader034/viewer/2022051412/54c494ec4a795904788b4633/html5/thumbnails/33.jpg)
Sinergi Management
Thank You