Direct Systematic Investing

Wholesale Solutions

Stockbrokers • Financial Planners • Accountants • Lawyers

Benefits to the Advisor• Tangible advice and tangible service measures – justification of

costing especially under fee for service

• Direct Share exposure – higher net worth client capture

• Time Management – minimal operating time, delegate to assistant

• Removes emotion from the transaction with the client – focus on strategy

• Point of difference compared to your competitors.

Benefits to the Business• Strong ‘Basis of Advice’

• Scalable boutique advice

• Higher net worth individual practice

• Point of difference in a market where clients are looking for ‘value add’

• Ability to ‘capture’ any outperformance fees

Benefits to the Client• Value add advice – clear fee structure and service level

agreement. Tangible outcomes. Visual and personal.

• Clarity of investment outcomes – one layer of fees (removal of platform fees, Managed Fund fees etc if through SMSF or direct monies)

• Strong ‘differentiation’ approach to peers

• Vanilla offering with 100% transparency

• Minimal transactions – appropriate for SMSFs

Strategy Attributes• No forecasting or predictions

• Adaptive momentum triggers for buy/sell decisions

• Automatically ensures full investment in sustained bullish environments and reverts to cash in sustained bearish environments

• Index filter provides on/off switch (100% cash mandate)• Defends open positions to lock in profit• Disengages from market completely

• Operates on any market universe or sector

Example Graphics for ILU

Example Graphics for RRL

Example System AnalyticsExtensive Statistical DataStrategy Equity Growth

Underwater Equity Monthly Performance

Unlimited Universe

Dashboard

Technical InformationPlatform & DataAmibroker www.amibroker.com (Licensed)PremiumData www.premiumdata.net (Licensed)

Strategy Parameters*Style - Active trend followingTransactions – 35 through 250 (user defined)Data Compression – End of Day or Weekly (user defined)Hold Time – 60 days through 3 years (user defined)Risk Management – equal allocation method (recommended)Pyramiding – None (recommended)Entry/Exit Mechanism – Open Auction (recommended)

* All parameters are negotiable with input from client