Why Common Sense and Why Now?

Making money today is not easy, and managing money successfully is even harder. With the global financial and economic crisis in full swing chief investment officers of mutal fund families, mutual fund managers, and their analysts must navigate an incredibly stormy sea. It is global and it is pervasive and is affecting every asset class.

New regulations, reporting requirements, ethics, moral hazard and other non-core activities weigh on the ultimate time and focus available for optimizing mutual fund portfolios. Everyone is concerned with risk, volatility, diversification and the performance of their money relative to other potential investment choices.

Mutual fund managers must retain existing clients, attract new clients, and avoid the "run-on" issues of mass redemptions that severely cripple the NAV of their fund(s). How to rebalance? What equities to buy? Which ones to sell? When? Which add to returns while also reducing risk?

These questions and other problems can be ameliorated using common senes and any portfolio optimization platform. This can make a huge difference in true diversification and overall performance.
  • Overall Diversification
    Intra-portfolio correlation should be between 50% and 60%, most are less than 45%
  • Volatiliy (Risk)
    What is the Beta of your fund(s)? Are you risk averse? What's right for you?
  • Performance
    Gaining let's say 300+ basis points better performance annually, with lower volatility, means you get to earn significantly higher returns for taking on less risk -- no one should endure lower returns while taking on unnecessary or higher risks than they need to.
Please contact us to learn more, to participate in a webinar, or to setup a custom presentation. Our experienced staff of professionals is ready to offer consulting, training, integration, process tuning and portfolio analysis and testing.

Contact USA Phone: 407.761.9000
Email: info@mutualfundoptimizer.com

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