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Investment Committee Meeting 12/10/2013
Transcript of Investment Committee Meeting 12/10/2013
Asset Allocation Model
Current Asset Classes
Tactical (Contrarian vs Prevailing Trends)
Index Weighting/Growth vs Value
U.S. Swap Rates
Morningstar Selling Points
A lot of advisors use Morningstar. What are we doing differently? What can we bring to the table?
End Of Year Market Review
2014 Market Preview
Mutual Fund Review
Current-Funds Held In Accounts
New-Entire Fund Universe (New Search With Discussed Criteria)
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Asset Class Matrix
Asset Class Correlation
The Morningstar products and reports are just tools. Unless you know how to use the tools, you cannot create meaningful information and cannot analyze the results correctly.
Mutual Fund Selection: We use our proprietary criteria to screen funds using the Morningstar product and continuously review our selected mutual funds and the entire mutual fund universe.
Portfolio Analysis: The Morningstar product calculates and provides the information. We analyze the information, make appropriate recommendations and take necessary action.
Portfolio Construction: We use the Morningstar reports to clearly and concisely present our proprietary asset allocation model.