the courage to innovate presented by: kelly haughton chief executive officer global index group, llc...

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The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: [email protected] Phone: 253-514-6524 Building and Using Building and Using a White Swan Index a White Swan Index

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Page 1: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

The Courage to Innovate

Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC

Email: [email protected]: 253-514-6524

Building and UsingBuilding and Usinga White Swan Indexa White Swan Index

Page 2: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

Global Index Group

Page 3: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

Lies, Damned Lies and Financial Statements

Page 4: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

Forensic Accounting

. . . .

Page 5: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

AGR Risk Estimates

Financial

Statements+

Corporate

Structure

Profiles of

Fraud

Stock Exchange

Page 6: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

AGR Decile

Page 7: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

Fundamental Analysis vs.Forensic Accounting

Page 8: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

White Swans, Black Swans, and Fat Tails

Page 9: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

GIG White Swan Index

Financial Statements

+ Corporate Structure

Risk of Fraud

Index Membership

+ Weights

and/orLitigation

Page 10: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

GIG White Swan Index

  1 Year 3 Year 5 Year Inception

White Swan 11.33% 10.11% 1.49% 3.89%

S&P500 13.41% 8.55% -0.58% 2.05%

Data date: 12/30/2012

Page 11: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

White Swan Index Uses

Page 12: The Courage to Innovate Presented by: Kelly Haughton Chief Executive Officer Global Index Group, LLC Email: kelly.haughton@globalindexgroup.com Phone:

QuestionsFor more information, contact: