WAY Group Newsletter for Financial Advisers | December 2010
IFA invitation to innovative fund preview:
London, 21st January 2011
As a professional adviser you are most welcome to come and join selected IFAs and journalists to a preview of an innovative fund construction...
Academic Research from Cass Business School underpins new fund structures developed by WAY Fund Managers and Hasley Investment Management LLP.
This is an invitation to join selected IFAs and journalists to a preview of an innovative fund construction that offers exposure to equity markets in a risk controlled and inexpensive fashion, ideal as a core portfolio holding.
- Venue: Cass Business School, 106 Bunhill Row, London EC1Y 8TZ
- Time: 9.15am for 10.00am
- Date: Friday, 21st January 2011
This new fund concept draws on the academic research carried out by the team from Cass Business School (City University London) in order to launch a series of Trend-Following momentum funds, which initially will be based on combinations of Exchange Traded Funds ("ETFs") and cash, and be notable for their low management fees.
The funds are subject to FSA approval, but we hope to launch the first of them, "Global Momentum" in February 2011.
The portfolio will be based on an equal weighting to fifteen developed equity markets with exposure via Exchange Traded Funds ("ETFs") when the model indicates positive upward momentum and cash when momentum for a particular market is downwards. The approach is purely based on the formulae devised by the Cass team and has no judgemental overlay.
Professors Stephen Thomas and Andrew Clare are hosting a seminar on Friday 21st January, 2011 at the internationally renowned Cass Business School to present their academic research, which forms the basis of this new fund offering. We will also preview this innovative fund which should prove to be particularly useful for investors looking for risk discipline and control at the heart of their equity portfolio core.
It promises to be an enlightening experience, so please put the date in your diary and register now. The aim is for a 10.00am start and to be finished by 1130am.
Please R.S.V.P. to Tony Lyons, IFA Support Manager, either:
by telephone: 01202 890895 or
by email: firstname.lastname@example.org
PS: If you are unable to make it yourself, then why not pass on our invitation to a colleague?
– Ends –
Website: Cass Business School (City University London)
Website: Hasley Investment Management LLP
How to contact us
If you wish to discuss any matters arising from this seminar invitation 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 | December 2010
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.