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Affordable Cost: We do not provide free advice as bait to sell securities or packaged investments, but we do offer an economical investment process to those who would otherwise incur the time and expense of building their own econometric models, developing investment processes or simply drown in the news-flow. Bespoke Service: For those who want to supplement their subscriptions with personal service, we also provide consultancy on global investment strategy for professional investors and investment coaching for individual investors – including asset allocation, fund selection and account management. Comprehensive Coverage: Separate RouteMaps analyse government bond, foreign exchange and stock markets plus economic sectors & investing styles as well as overall asset allocation. Geographical coverage includes 51 developed countries, emerging markets and regional investment mandates. The fund selection system provides regularly-updated recommendations on a research universe of 650 exchange traded funds, US closed-ended funds and UK investment trusts. Diversified Strategies: No investing
strategy can work everywhere and all the time, otherwise its competitive
edge would be arbitraged away. However in our experience it is possible to
generate exponential improvements in long term performance by
combining many different strategies.
Therefore we combine contrarian, trend and value types of investment
strategy and use several of each in all RouteMaps. Effective Results: While we do not manage other people’s money, our CEO has relied on its recommendations exclusively for his own portfolio management. Over the past five years, his pension fund and ETF portfolio have beaten the vast majority of comparable publicly-available funds in the UK and US respectively, and over the past decade none have beaten the former. NB Actual performance is independently audited and after dealing costs, but recommendations are not.(See charts on left) Fair Advice: We are an advice-only securities firm and member of the Investorside Research Association (US), independent research providers who have no conflicts of interest with investment banking. As an Independent Financial Adviser, we only work on a fee-only basis for individual investors in the UK, so are not biased by product providers. Graphical Interface: A picture is worth a thousand words. Investors RouteMap delivers 10,000 time-series charts together with 100 tables and a monthly emailed newsletter to help subscribers maximise their usefulness. The charts are in both medium-term and long-term versions back to 1972 and can be viewed in local currencies, US$ or relative to a benchmark. Highly-original Research: Investors RouteMap has as many unique selling propositions as it provides investment strategies globally, that are otherwise available only partially or not at all. These include our composite indicators of investment sentiment, measures of fair value, seasonal trading patterns and top-down EPS forecasts - every investment possibility designed to be comparable against every other through our inter-active online delivery system. |