INVESTMENT TOOLSChapter Summary: The services available through Investors RouteMap ® - free, subscription and bespoke |
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| Free Investment Tools | ||
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International Investment Seminar: This is a free "how to invest" manual for foreign markets that takes you on a guided tour of the free public pages of this website, designed so that you can join or leave at whatever level of expertise is appropriate to you. The course starts with our investment philosophy, covers basic items such as investors jargon and financial alphabet soup, and before graduation shows you how to use sophisticated investment tools to invest. When you have reached the bottom of the page and come to the end of any class, simply follow the Next Class signs to the beginning of the Next Class. Join or leave at whatever level of expertise suits you. | |
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Free Research Reports: Our CEO is a regular contributor to the investment press. Check this archive of topical issues in investment strategy and portfolio management. These feature articles analyse turning points in key markets, discuss quantitative methods of investment research and provide do-it-yourself advice on magaging portfolios for individual investors. Electronic versions of each article can be obtained as email attachments. The articles are written for professional investment advisers and sophisticated individual investors. Investment opinions expressed at the time of writing are regularly updated for subscribers. | |
| Subscription Investment Tools | ||
 £300 annually |
Asset RouteMap : Charts and Tables for those wishing to decide among 6 asset classes - Proprietary overall asset class indexes for 6 regions - Circa 1500 charts offering two timescales - Global asset class indexes shown in local currency, relative to global and regional averages - Six types of equity investment tools - Key Factors based on Econometric Forecasts derived from proprietary models - Technical analysis based on moving averages and rate of change indicator for stock market timing - Valuation strategies based on actual and real yields after inflation - short-term Seasonal trading patterns - Chronology of Events by asset class - Summary Ranking Tables. | |
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Bonds RouteMap : Charts and tables for those wishing to invest in 12 bond markets, taking the legacy currencies of the Euro-Zone as one - Proprietary ten year government bonds indexes for 7 regions - Over 900 charts offering two timescales - Bond market indexes shown in local currency, US$ and relative to global average - Eight types of investment tools for investing in government bonds - Liquidity strategy based on interest rates - Technical analysis based on moving averages and rate of change indicator for market timing - Valuation strategy based on real yield after inflation - Econometric forecasts derived from proprietary models, together with explanatory analysis on Inflation - Seasonal trading patterns - Market Chronology of Events - Summary Ranking Tables. | |
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Shares RouteMap : Charts and Tables for those wishing to invest in 38 foreign stock markets - Proprietary stock market indexes for 12 regions - Circa 2700 charts offering two timescales - Global stock market indexes shown in local currency, US$ and relative to global average - Eight types of equity investment tools - Liquidity strategy based on interest rates and real effective exchange rates - Technical analysis based on moving averages and rate of change indicator for stock market timing - Valuation strategy based on real yield after inflation - Econometric Forecasts derived from proprietary models, together with explanatory analysis on Inflation - Seasonal trading patterns - Stock Market Chronology of Events - Summary Ranking Tables. | |
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Styles RouteMap : Charts and Tables for those wishing to invest in three investment styles and six crucial sectors in different regions round the world - Circa 1700 charts offering two timescales - Style investing indexes shown in local currency, US$ and relative both to global averages for each style and to all shares within each region - Four investment tools for selection of investing styles - Technical analysis based on moving averages and rate of change indicator for stock market timing - Key Factors based on Econometric Forecasts derived from proprietary models - short-term seasonal trading patterns - Stock Market Chronology of Events- Summary Ranking Tables. | |
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E-mail Newsletter : This service provides readers with a monthly report summarising our most important investment positions and key changes in investment opinions, as well as providing details of any product upgrades or changes to our investment system. It is only available to subscribers of the relevant RouteMap. Individuals who are not expert investors, should use an Independent Financial Adviser, if unsure about applying the recommendations to their personal financial circumstances. Email us for a free sample. | |
| Bespoke Investment Tools | ||
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Site Licence & Consultancy: This is a bespoke service for institutional investors that provides a
site licence for multiple users of Investors RouteMap within the same organisation.
Consultancy arrangements are available to assist with technical training and offer
periodic updates on investment strategy by conference calls.  Deutsch |
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Independent Investment Advise ( IFA): This is
a personal service for private investors, intended to offer assistance in interpreting
Investors RouteMap and applying it to individual circumstances. Clients have the option of
selecting a service based on usage or on a fixed annual retainer and contact by telephone
or by e-mail. Deutsch  Français |
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Portfolio Review: This is a monthly e-mail service, where subscribers can receive personally tailored recommendations, based on "Best Guesses" generated by Investors RouteMap. This service works on the basis that the investment content is selected within the packaging constraints applicable to your portfolio. There are three options - UK investment trusts, US closed end funds or that selection of funds which is available through the vendor of your personal savings plan. | |
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