IFA SEMINAR INVITATION
The WAY Group Newsletter for Financial Advisers | April 2011
IFA invitation to trend setting fund preview: choose from six locations in May and June 2011
Academic research from Cass Business School underpins new fund structures developed by WAY Fund Managers and Hasley Investment Management.
You are invited to join selected IFAs to the unveiling of an innovative fund construction that offers exposure to equity markets in a risk controlled and inexpensive fashion. The WAY Hasley Momentum Fund is ideal as a core portfolio holding.
Main Speaker:
Professor Stephen Thomas, Professor of Finance, Cass Business School, City University London
Background:
The foundation for this new fund draws on the academic research carried out by Professors Stephen Thomas and Andrew Clare of the highly regarded team at Cass Business School, London. The WAY Hasley Global Momentum Fund will be a plausible alternative for investors dissatisfied with the search for consistent alpha amongst traditional active managers and who want to avoid tracking the market down with their passive holdings. Professor Stephen Thomas* will be hosting the seminar and will present the academic research which forms the basis of this new fund offering.
The fund will give exposure to twenty four developed equity markets via a series of ETFs and, in simple terms, will be in the markets when prices are trading above their respective moving twelve month averages and in cash when the markets are sliding below.
It will be suitable to many long-term investors seeking a core global equity exposure and will be run on the formulae devised by Professors Thomas and Clare from Cass. It will have no judgemental overlay.
To hear more about the fund structure and workings plus a presentation from Professor Thomas* on the academic research and the back testing results, then please register for what promises to be an enlightening morning
Dates & Locations:
- 5th May - Leigh Court, Abbots Leigh, Bristol
- 11th May - Haydock Park Racecourse
- 24th May - Bridge Inn, Wetherby
- 25th May - Dunston Hall, Norwich
- 26th May* - National Motorcycle Museum, Birmingham
- 9th June 2011 - Hilton Hotel, Cobham, Surrey
*Note: for 26th May, Professor Thomas will be replaced by his co-author of the research, Professor Andrew Clare.
Registration:
Registration will take place at 9: 30 a.m. ahead of a 10: 00 a.m. start and the presentation will last for 1.5hrs. CPD points will be awarded.
Book now:
Please R.S.V.P. to Tony Lyons, IFA Support Manager, giving details of the seminar of your choice, 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.
I look forward to seeing you on the day
Yours sincerely,
Eddie O'Gorman
Director of Sales & Marketing
4th April 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
Website: Paul Wilcox's Blog - The Last Crusade
Analysis/Broker Review: Upward Momentum
(Reproduced with the kind permission of Money Marketing)
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.
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.
The WAY Group Newsletter for Financial Advisers | April 2011