NEEDS & BENEFITS

Page Summary: Select your role to see how we offer convenience, productivity and simplicity for your investments

A quick tour of what is on offer

Benefits for All

• Concentrate on what matters most - top down global asset allocation
• Ease of Use - Prepackaged charts and tables designed for varying needs
• Automated decision-making - 15,000 calculations each month
• Unambiguous opinions - Every market is rated either Buy, Add, Hold, Reduce or Sell
• Proven investing strategies - 25 year back-testing in varied conditions worldwide
• User friendly analysis - colour-coded and standardised charts for easy interpretation
• Comprehensive coverage - 50 countries and regions including emerging markets

Q: To hedge or not to hedge? Borrow long or short? Global asset allocation for the pension fund?

A: These are just three of the questions about global markets that your company may be relying on you for answers. Treat Investors RouteMap as a professional adviser at your fingertips. We don't just provide advice - We show you the reasoning behind it as well. It should be worth your while to equip yourself with the unique analysis of Investors RouteMap, even if you prefer to draw your own conclusions.

Our Research Universe
Active quant investment tools for Bonds, Forex or Shares

Q: No doubt you are well armed with analytical tools important to your game plan, but how well are you prepared for opportunities or threats from alternative investing strategies?

A: Investors RouteMap is well suited to complement your core activity as it provides a portfolio of investment tools that is both broad and sophisticated yet designed to demand little of your time. It deploys a range of quantative techniques to analyse momentum, liquidity, technical, seasonal and valuation strategies for bonds, forex and stock markets on a comparable basis in as many as 50 countries and regions. Importantly these tools are comparable, enabling you to check out your game plan against alternative ways of carrying out your investment mandate.

Q: How can you get decent advice on international investing so as to diversify?

A: No doubt you are well informed and comfortable picking stocks in your home market, but what will you do to diversify your risks or invest elsewhere if you find local shares unattractive? Buying closed-end country funds traded in your home market may make more sense that the risk and expense of individual foreign shares. The rewards can be big if you use Investors RouteMap as your stock guide for global markets.

Read Nick Dewhirst's monthly columns in your trade press: -
Financial Adviser
International Investment

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Q: You sold them the package initially, now how about offering a follow-up service advising on the the investment content?

A: Investors RouteMap provides a low-cost way to cut through the swamp of expert commentary, talk like an expert, show your clients you still care and create opportunities for further sales, or indeed possibly start a new revenue stream for you.

Q: How can you best keep abreast of the world trends that affect your companies, without taking your eye off the ball for long?

A: Investors RouteMap contains quick and in-depth analysis on macro-economic factors of specific relevance to your work - devaluation threats, trends in real interest rates, and the overall stock market climate round the world, to mention but a few.

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Q: How do you handle the bull or bear bias, implicit in all too many hedges?

A: While Investors RouteMap is essentially designed for long term investors, our strategies may nevertheless increase your odds of playing the right games at the right time. In particular you may also find the comprehensive Seasonal Trader useful to exploit short term trading swings and for arbitrage between markets through the year.

Q: We don't need to sell you on the benefits of top-down analysis in your home market, but how confident are you about investing further afield?

A: Investors RouteMap analyses 50 countries and regions on a comparable basis, so you can easily see if it is worth diversifying abroad. Here you can get a year's supply of 5000 investment charts, updated monthly and for every country to compare the attractions of global markets from different points of view - economic, liquidity, momentum, seasonal and valuation. They don't just show the past. They also include our Best Guess which way each market moves next. To see what pays, you can check out past performance of our international investing strategies.

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Q: How do you decide what content to put in your investment packaging?

A: We all start somewhere - buying funds is less risky that buying individual stocks and shares, so our top-down approach should suit you. If you share our view that a picture is worth a thousand words, you should find our graphical style more appealing than reading up pages and pages of text. You may want to start by participating in the free international investment seminar. When you go live, we can also provide a personalised service to help you.

Q: In general, do you want to make a greater active contribution in guiding your fund but feel restrained by lack of expertise? Specifically, is it time to stop delegating international investment strategy to a balanced manager who does little more than closet index-linking?

A: We hope that once equipped with Investors RouteMap you will feel confident in switching to a portfolio of specialist managers, where the flow of funds is determined by you. That is where Investors RouteMap can help by putting at your disposal tools that even many investment strategists don't have, so enabling you to compare the risks and rewards of different global markets for yourself.

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Q: If you have a money purchase plan, you know that a comfortable retirement is down to the performance of your investments, but what do you do to make it as comfortable as possible?

A: Probably nothing, like the majority of plan holders - Probably you put all your contributions in the Managed Fund and simply leave them there, even though there is often an extremely low cost switching facility. Probably you do this simply because you feel you lack the necessary expertise, even if you suspect that the investment managers engage in closet index-linking (i.e. their investment strategies are about as differentiated as bars of soap). However to diversify portfolio risk, you don't have to have a stake in everything - the good, the bad and the ugly. Investors RouteMap can help you make your fund grow faster, by empowering you to make your own global asset allocation decisions, using low cost switching facilities between funds within your plan. You can follow our tested top-down investing strategies to make the decisions or simply use our analysis to make your own international investment strategy.

Q: There simply aren't enough hours in the day to study everything important, are there?

A:  Investors RouteMap is designed to help you make the most effective use of your time by concentrating on the Big Picture, which makes the big difference, and do so by providing sophisticated analysis that is easily digested and lets you make fair comparisons between alternative markets. We filter 20,000 thousand calculations every month for you according to tested investing strategies.

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Q: One ignores developments elsewhere in the global village at one's peril. No doubt you are well supplied and serviced in your area of expertise, but is that true as well for global trends?

A:. A high performance, low maintenance top-down product like Investors RouteMap can provide you with an overview of what is going on elsewhere, that is sophisticated without making excessive demands on your time.