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Investment Committee Meeting 12/10/2013

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weird Tradin

on 9 January 2014

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Transcript of Investment Committee Meeting 12/10/2013

Investment Committee Meeting 12/10/2013
Asset Allocation
Asset Allocation Model
Current Asset Classes
Allocation Percentages
Strategic
Tactical (Contrarian vs Prevailing Trends)
Market Indicators
Index Weighting/Growth vs Value
Yield Spread
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?
Next Meeting
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)
Image by goodtextures: http://fav.me/d2he3r8
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.
Full transcript