IFA Seminars: Winter 2011
The WAY Group Newsletter for Financial Advisers | October 2011
Active vs Passive - new academic findings...
You are invited to an IFA seminar to hear Professor Stephen Thomas from Cass Business School dissect his academic studies on the ongoing Active versus Passive debate and how this body of work, co-authored by his colleague Professor Andrew Clare, led to the development of a new fund model - namely, the WAY Hasley Global Momentum Fund.
The fund was launched just earlier this year but has already received the 2011 Moneyfacts Investment, Life & Pensions Innovation Award and has also been selected for the Investors Chronicle Top 100 funds by an expert panel covering all assets and classes.
To find out more and what it could do for your clients, you are invited to attend one of the following nationwide seminars being held in November and December:
Where & When?
- Newcastle- Upon-Tyne: Thursday 3rd November 2011 (Start time 10:00 a.m)
Jesmond Dene House Hotel, Jesmond Dene Road, Newcastle- Upon-Tyne, NE2 2EY
- Derby*: Wednesday 9th November 2011 (Start time 10:00 a.m.)
Pride Park Stadium, Pride Park, Derby DE24 8XL
- Duxford*: Wednesday 9th November 2011 (Start time 5:00 p.m.)
Imperial War Museum, Duxford, Cambridgeshire, CB22 4QR
- Edinburgh: Monday 14th November 2011 (Start time 3:00 p.m.)
Radisson Blu, 80 High Street, The Royal Mile, Edinburgh EH1 1TH
- Exeter: Thursday 17th November 2011 (Start time 10:00 a.m.)
Sandy Park Conference Centre, Sandy Park Way, Exeter, Devon EX2 7NN
- Brockenhurst: Thursday 17th November 2011 (Start time 5:00 p.m.)
Rhinefield House Hotel, Rhinefield Road, Brockenhurst, Hampshire, SO42 7QB
- London: Thursday 1st December 2011 (Start time 10:00 a.m.)
The East India Club, 16 St James’ Square, London SW1Y 4LH
Note*: Professor Andrew Clare, co-author of the research with Professor Stephen Thomas, will be presenting the academic findings at the Derby and Duxford conferences.
The WAY Hasley Global Momentum Fund offers:
- Low-cost equity market exposure on the upside;
- Much reduced drawdown experience courtesy of the developed trading model - thus dealing with the criticism of passive funds tracking markets down as well as up;
- Global diversification; and
- Disciplined formulaic approach with no human judgemental overlay.
Registration:
Registration will take place half an hour before start times. The presentations will last for 1.5hrs and will be eligible for CPD points.
Book now:
Please R.S.V.P. to Tony Lyons, IFA Support Manager, either:
by telephone: 01202 890895 or
by email: tony@waygroup.co.uk
Or, if you prefer, you can use the website: Contact Form to get in touch.
My colleagues and I would be delighted if you and your professional contacts can make it and look forward to meeting you.
Yours sincerely,
Eddie O'Gorman
Director of Sales & Marketing
WAY Group Limited
11th October 2011.
PS: If you are unable to make it yourself, then why not pass on our invitation to a colleague?
– Ends –
Associated links:
Plan Details: WAY Hasley Global Momentum Fund
Website: Cass Business School (City University London)
Website: Hasley Investment Management LLP
Analysis/Broker Review: Upward Momentum(Reproduced with the kind permission of MoneyMarketing)
How to contact us
If you wish to discuss any matters arising from this article or, indeed, want to talk to us about any of WAY's products, then you are most welcome to call either Tony Lyons, IFA Support Manager, or Mark Benson TEP, Technical Manager , on head office telephone number: 01202 890895. Or, if you prefer, you can use the website: Contact Form to get in touch. We look forward to hearing from you.
The WAY Group Newsletter for Financial Advisers | October 2011
Please Note:
This document has been prepared for Financial Intermediary Clients and Professional Associates of WAY Investment Services Ltd and is not intended for and must not be distributed to Private Investors. This document does not constitute investment advice. Services referred to in this document may not be suitable for every investor and if in doubt independent financial advice should be sought. No representation or warranty is given (express or implied) as to the accuracy, completeness or correctness of the information nor the opinions, interpretations and conclusions contained in this document. No liability is accepted whatsoever for any loss howsoever arising from any information in this document subject to the rules of the Financial Services Authority or the Financial Services and Markets Act 2000. Past performance is not necessarily a guide to future returns and changes in rates of exchange between currencies may cause the value of investments to rise or fall. Share prices, values and income can go down as well as up and investors may get back less than their initial investment. WAY Investment Services Ltd is an Appointed Representative of WAY Fund Managers Ltd which is authorised and regulated by the Financial Services Authority.