Types of Client

The benefits of our global asset allocation system for different types of investors

Maximise Gains Minimise Costs Minimise Time	Bespoke Service: An interactive drop-down menu system lets subscribers tailor RouteMaps to their needs. 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.
Hedge your Risks	Chief Financial Officer Q: To hedge or not to hedge your foreign exchange exposure? Issue long-term debt? 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 cost-effective online RouteMaps, even if you prefer to draw your own conclusions.
Check alternatives to your own strategy	Chief Investment Officer 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 strategies that is both broad and sophisticated yet designed to demand little of your time. It deploys a range of quantitative techniques to analyse investor sentiment, liquidity, momentum, seasonal and valuation strategies for bonds, forex and stock markets on a comparable basis in as many as 51 countries and regions. Importantly these strategies are comparable, enabling you to check out your game plan against alternative ways of executing your investment mandate.
Think Global	Expert Individual Investor Q: How can you get decent advice on top-down investment globally, so as to diversify effectively? 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 exchange traded funds and closed-end funds or investment trusts 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, as our track record shows both in theory and in practice.
Earn Trail Commission	Independent Financial Adviser 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 convert one-off sales into an stream of ongoing revenues, by providing your clients with informed and original investment advice, independently from the biased views of your product providers on their own funds or the hype generated by the media - while minimising the use of your precious time following market developments.
Keep your niche in perspective Back to Top	Investment Analyst 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 bond markets, and the overall stock market conditions round the world, as well as other economic sectors and investing styles.
Play the right game at the right time	Hedge Fund Manager Q: How do you handle the bull or bear bias, implicit in all too many strategies? A: While our recommendations are essentially designed for six-month target holding periods, you may find our comprehensive Seasonal Trading Patterns useful to exploit short term trading swings. Going with the flow may also improve your odds of playing the right games at the right time, as our track record shows,
Know what you are doing outside your home market	Mutual Fund Investor 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 and investing in specialist funds? A: Investors RouteMap analyses 51 countries and regions on a comparable basis, so you can easily see the attractions of diversifying abroad. Here you can get profiles of all these markets, tables summarising their comparative attractions and a library of 10,000 charts showing both the long term performance and our Best Guess which way each market moves next.
A cost-effective way to gain experience Back to Top	Inexperienced Investor 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 chart library more appealing than reading up endless text. You may want to start by participating in the free international investment seminar. When you go live, we can also provide a personalised investment coaching to help you.
Make an active contribution	Pension Fund Trustee Q: In general, do you believe that you should be taking greater control over the asset allocation of your funds, but feel restrained by lack of time and expertise? Specifically, is it time to reduce dependence on a performance actuary relying on a rear-view mirror or a closet index-linking balanced manager? 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. It is possible to beat all the balanced pension funds available to the public - by a large margin and over many years. That has been proved by the track record of an actual pension fund that has relied exclusively on Investors RouteMap over the past decade and done so in a way that is scaleable.
You can do better by managing it yourself	Personal Pension Plan 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. 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 the proven track record of our top-down investing strategies to make the decisions or simply use our analysis to make your own international investment strategy.
See how the big picture affects your speciality	Specialist Fund Manager 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 library of 10,000 charts to provide you with an overview of what is going on elsewhere, that is gives you sophisticated analysis without making excessive demands on your time.
Cost-effective time management Back to Top	Wealth Manager 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 asset allocation, because it the big picture makes the big difference to investment performance, and do so by providing sophisticated analysis that is easily digested and lets you make fair comparisons between alternative markets.