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Hedgeable: The Next Generation Vanguard

Hedgeable- A Next Generation Vanguard is disrupting and democratizing the asset management industry
by

Michael Kane

on 16 November 2014

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Transcript of Hedgeable: The Next Generation Vanguard

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Next Generation Vanguard
Mike Kane
CEO, Co-Founder
institutional.hedgeable.com
mike@hedgeable.com
800-785-7914 x104
About Us
Hedgeable is a national, independent Asset Management firm based in New York City. We have revolutionized the asset management industry with our next generation risk managed investing products and disruptive investment technology.
Our Background
Bridgewater Associates
OppenheimerFunds
Cambridge Associates
Deutsche Asset & Wealth Management
McKinsey & Company
S&P Capital IQ
Spruce Private Investors
Investment Philosophy
Hedgeable’s investment philosophy is built for a post financial crisis world. We believe investors must be able to capture most of a market’s upside, while eliminating most of the downside.
Our Mission
Our mission is to become the most innovative and respected investing company of the 21st Century. Hedgeable is completely independent and 100% transparent.
Investing Systems
Dynamic Advisor
Core strategies leverage our proprietary technology system called the Dynamic Advisor. This system was produced in response to the negative effects that a "Buy and Hold" philosophy had on portfolios during the Financial Crisis.
Alpha Allocator
Satellite strategies leverage our proprietary technology system called the Alpha Allocator. This system was produced in response to the thousands of mutual fund & separate account managers that racked up huge profits while delivering market beta to their clients.
Dynamic Advisor Sample Trade Part 1
Dynamic Advisor Sample Trade Part 2
Dynamic Advisor Sample Trade Part 3
Dynamic Advisor Sample Trade Part 4
In 2008, U.S. Equity market volatility and risks spike. The Dynamic Advisor would begin to dynamically move money away from U.S. Equities and into Cash.
By mid-2009, the markets begin to recover and risks subside. The Dynamic Advisor reacts to this by slowly re-investing back into U.S. Equities. By the start of summer in 2009, the portfolio is well positioned to take advantage of the market's upside.
Because of these moves, the portfolio experiences only 1/4th the drawdown of the strategic holdings if following a "Buy and Hold" Modern Portfolio Theory based approach.
As we start in 2007, the markets are still stable and the financial crisis has yet to hit. Thus, the portfolio will contain weightings near the strategic allocation- 100% U.S. Equity.
Performance
Hedgeable's Dynamic U.S. Equity ETF
Six of Hedgeable's strategies rate in the top 1% in risk/return versus SMA peers in the Morningstar database!
Past performance is not indicative of future performance.
Solutions
ETFs & stocks

Limited trading

Easy to market to clients
Simple
Technology
Dozens of proprietary investment systems

Full online platform
Low Fees
Hedge Funds
Mutual Fund Average
Hedgeable Account Average


6.00%*
1.25%**
0.50%
Lower cost for a superior service
*Hedge Fund fees based on 2% management and 20% performance fee
**
Mutual Fund Expense Ratio Trends,
June 2014, Morningstar
Risk Management
Actively risk managed

Markets go down, move into something less risky
*Indicates backtested results +Indicates partial year backtested results
The Next Generation Vanguard
1975: Vanguard revolutionizes asset management with low cost, index funds.
2014: Hedgeable revolutionizes asset management with low cost and
sophisticated
products.
Next Generation Vanguard
sales@hedgeable.com
800-785-7914 x104
Mike Kane
CEO, Co-Founder
Visit Us!
October 20 at NAFPA in Chartlotte, NC
November 2 at Money 20/20 in Las Vegas, NV
Contact Us
Agenda
About Us

Investment Philosophy

Methodology

Performance

Solutions
About Us

Investment Philosophy

Methodology

Performance

Solutions
Agenda
Agenda
About Us

Investment Philosophy

Methodology

Performance

Solutions
Agenda
About Us

Investment Philosophy

Methodology

Performance

Solutions
About Us

Investment Philosophy

Methodology

Performance

Solutions
About Us

Investment Philosophy

Methodology

Performance

Solutions
Agenda
Agenda
Full transcript