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JEFFERY & SONS INVESTMENTS
OUR CORE CRAFT

TRANSACTION ADVICE

INDIVIDUAL PORTFOLIO
DEVELOPMENT

IN-DEPTH INVESTMENT
OBJECTIVE REVIEW

COMPREHENSIVE FINANCIAL
PLAN

EXTENSIVE ANALYTICAL TOOLS

PERSONALIZED ASSET
ALLOCATION ADVICE

ONGOING EVALUATION
NEW SERVICE LINES



LIFEVIEW

LIFEVIEW MONITOR

DISCRETIONARY
PORTFOLIO
FINANCIAL BLUEPRINT

LIFEVIEW COMBINES
BILL’S CERTIFIED
FINANCIAL PLANNING
AND MBA WITH
INDUSTRY’S TOP
FINANCIAL PLANNING
TOOLS

WE RUN 10,000
SCENARIOS TO FIND BEST
WAY FOR YOU TO REACH
YOUR GOALS

YOU WILL "MAKE" IT
VIGILANT MONITOR

LIFEVIEW MONITOR
MEASURE PROGRESS
TOWARD YOUR GOALS

CASH FLOW MONITOR

PROBABILITY OF
SUCCESS UPDATE

FINANCIAL
DASHBOARD FOR YOUR
PERFORMANCE
NEW TOOLS OF OUR TRADE


AFTER EXTENSIVE VETTING,
OUR GROUP WAS SELECTED
BY MORGAN STANLEY TO
MANAGE CLIENTS FUNDS
WITH DISCRETION

DISCRETION ALLOWS
IMPROVED PERFORMANCE
AND EQUITABLE OUTCOMES
FOR ALL CLIENTS
CASE STUDY OF DISCRETION

AFTER TSUNAMI WE DECIDED TO SELL
NUCLEAR UTILITIES, URANIUM MINERS,
AND SELECT JAPANESE SECURITIES


STEP 1: CREATE LIST OF HOLDERS OF
THOSE SECURITIES


STEP 2: PRIORITIZE CALL LIST


STEP 3: MAKE CALLS FOR TRADE
AUTHORIZATION


STEP 4: INITIATE TRADES


NIKKEI DROPPED 22.8% IN 4 DAYS


SOME CATASTROPHES DO NOT PROVIDE
THAT MUCH TIME TO REACT
PURPOSE BEHIND NEW TOOLS


           Generate
                                               Implement
            Ideas
                                                 Ideas



                           OUR DIRECTION
       Communicate Ideas                   Communicate Ideas




        Implement                            Generate
          Ideas                               Ideas


MANY OF OUR BEST IDEAS WERE NEVER IMPLEMENTED BECAUSE THE
           BUY/SELL CYCLE WAS SO CUMBERSOME
INVESTMENT ASSUMPTIONS
MARKET IS NOT EFFICIENT-
EMOTIONS CREATE
INEFFICIENCY

GOOD DECISIONS MATTER

TODAY’S FINANCIAL MARKETS
ARE COMPLEX AND FAST-PACED.
UNCERTAINTY AND CONFUSION
ARE RAMPANT

SOMEONE HAS DISCRETION
OVER YOU INVESTMENTS

SPEED IS IN

OUR NETWORK IS AN
UNPARALLELED SOURCE OF
BUSINESS INTELLIGENCE
TOOLS WE USE IN OUR PROCESS


IDEA GENERATION THROUGH OUR
NETWORK, RESEARCH, AND FIRM'S
300 ANALYSTS

MODERN PORTFOLIO CONSTRUCTION

VOLATILITY GUIDELINES

CONSISTENT STYLE
TEAM DECISION PROCESS



ASSET ALLOCATION

RISK MANAGEMENT

SECURITY SELECTION

PORTFOLIO
CONSTRUCTION
ASSET ALLOCATION


VALUE           TWO EXAMPLES:
INVESTORS
                    BOND
TOP-DOWN            MARKET
ANALYTICAL
APPROACH            EMERGING
                    MARKETS
VALUE
DETERMINES
OUR STRATEGIC
ALLOCATION
ASSET ALLOCATION PROCESS
IMPORTANCE OF ASSET
         ALLOCATION

                            2%
                              2%
                            5%

Asset Allocation Strategy
Security Selection
Market Timing
Other Factors

                                 91%
HISTORICAL SECTOR
   PERFORMANCE
EMERGING MARKETS ARE TOO
    LARGE TO IGNORE
          Population

          Land Mass

  Energy Consumption

               GDP

             Exports

         Market Cap

                       0   25   50   75   100
WORLD GDP GROWTH
RISK MANAGEMENT




MOST ADVISORS UTILIZE ONLY DIVERSIFICATION FOR RISK MANAGEMENT WITH
UNFORTUNATE RESULTS- ESPECIALLY IN 2007/2008


RISKS EVOLVE SO A STATIC DEFENSE CANNOT PROTECT YOUR ASSETS


IT IS OUR HIGHEST RESPONSIBILITY TO PROTECT YOUR PRECIOUS ASSETS WITH EVERY
TOOL AT OUR DISPOSAL
RISK MANAGEMENT PROCESS

                             Bull case
                             scenario + 20%
                             Base case
                             scenario + 10%

             P               Bear case
                             scenario - 5%




             T            T+12m




             WE DEVELOP SCENARIOS FOR EACH
             POSITION IN THE PORTFOLIO AND
             IMPLEMENT RISK MANAGEMENT
             PROCEDURES IN CASE THE BEAR CASE
             PREVAILS

                                                -
SECURITY SELECTION
ASSET ALLOCATION AND RISK
MANAGEMENT ARE THE
CORNERSTONES, AND
SECURITY SELECTION IS THE
CAPSTONE

INCREASING USE OF ETF
POSITIONS IN PORTFOLIO

ENERGY, YES;
ENRON, NO

TECHNOLOGY, YES;
APPLE, YES
SECURITY SELECTION
PORTFOLIO CONSTRUCTION


DEVELOP AND IMPLEMENT
PORTFOLIO SOLUTIONS
THAT REFLECT CLIENT’S
OBJECTIVES

LARGE ENOUGH NUMBER
OF POSITIONS TO BE
DIVERSE, BUT ALSO CRAFT
PORTFOLIO TO BE AS
LIQUID AS MARKET
ALLOWS
WORLD STOCK PORTFOLIO
CONSERVATIVE ETF PORTFOLIO

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Jeffery and Sons Investments

  • 1. JEFFERY & SONS INVESTMENTS
  • 2. OUR CORE CRAFT TRANSACTION ADVICE INDIVIDUAL PORTFOLIO DEVELOPMENT IN-DEPTH INVESTMENT OBJECTIVE REVIEW COMPREHENSIVE FINANCIAL PLAN EXTENSIVE ANALYTICAL TOOLS PERSONALIZED ASSET ALLOCATION ADVICE ONGOING EVALUATION
  • 3. NEW SERVICE LINES LIFEVIEW LIFEVIEW MONITOR DISCRETIONARY PORTFOLIO
  • 4. FINANCIAL BLUEPRINT LIFEVIEW COMBINES BILL’S CERTIFIED FINANCIAL PLANNING AND MBA WITH INDUSTRY’S TOP FINANCIAL PLANNING TOOLS WE RUN 10,000 SCENARIOS TO FIND BEST WAY FOR YOU TO REACH YOUR GOALS YOU WILL "MAKE" IT
  • 5. VIGILANT MONITOR LIFEVIEW MONITOR MEASURE PROGRESS TOWARD YOUR GOALS CASH FLOW MONITOR PROBABILITY OF SUCCESS UPDATE FINANCIAL DASHBOARD FOR YOUR PERFORMANCE
  • 6. NEW TOOLS OF OUR TRADE AFTER EXTENSIVE VETTING, OUR GROUP WAS SELECTED BY MORGAN STANLEY TO MANAGE CLIENTS FUNDS WITH DISCRETION DISCRETION ALLOWS IMPROVED PERFORMANCE AND EQUITABLE OUTCOMES FOR ALL CLIENTS
  • 7. CASE STUDY OF DISCRETION AFTER TSUNAMI WE DECIDED TO SELL NUCLEAR UTILITIES, URANIUM MINERS, AND SELECT JAPANESE SECURITIES STEP 1: CREATE LIST OF HOLDERS OF THOSE SECURITIES STEP 2: PRIORITIZE CALL LIST STEP 3: MAKE CALLS FOR TRADE AUTHORIZATION STEP 4: INITIATE TRADES NIKKEI DROPPED 22.8% IN 4 DAYS SOME CATASTROPHES DO NOT PROVIDE THAT MUCH TIME TO REACT
  • 8. PURPOSE BEHIND NEW TOOLS Generate Implement Ideas Ideas OUR DIRECTION Communicate Ideas Communicate Ideas Implement Generate Ideas Ideas MANY OF OUR BEST IDEAS WERE NEVER IMPLEMENTED BECAUSE THE BUY/SELL CYCLE WAS SO CUMBERSOME
  • 9. INVESTMENT ASSUMPTIONS MARKET IS NOT EFFICIENT- EMOTIONS CREATE INEFFICIENCY GOOD DECISIONS MATTER TODAY’S FINANCIAL MARKETS ARE COMPLEX AND FAST-PACED. UNCERTAINTY AND CONFUSION ARE RAMPANT SOMEONE HAS DISCRETION OVER YOU INVESTMENTS SPEED IS IN OUR NETWORK IS AN UNPARALLELED SOURCE OF BUSINESS INTELLIGENCE
  • 10. TOOLS WE USE IN OUR PROCESS IDEA GENERATION THROUGH OUR NETWORK, RESEARCH, AND FIRM'S 300 ANALYSTS MODERN PORTFOLIO CONSTRUCTION VOLATILITY GUIDELINES CONSISTENT STYLE
  • 11. TEAM DECISION PROCESS ASSET ALLOCATION RISK MANAGEMENT SECURITY SELECTION PORTFOLIO CONSTRUCTION
  • 12. ASSET ALLOCATION VALUE TWO EXAMPLES: INVESTORS BOND TOP-DOWN MARKET ANALYTICAL APPROACH EMERGING MARKETS VALUE DETERMINES OUR STRATEGIC ALLOCATION
  • 14. IMPORTANCE OF ASSET ALLOCATION 2% 2% 5% Asset Allocation Strategy Security Selection Market Timing Other Factors 91%
  • 15. HISTORICAL SECTOR PERFORMANCE
  • 16. EMERGING MARKETS ARE TOO LARGE TO IGNORE Population Land Mass Energy Consumption GDP Exports Market Cap 0 25 50 75 100
  • 18. RISK MANAGEMENT MOST ADVISORS UTILIZE ONLY DIVERSIFICATION FOR RISK MANAGEMENT WITH UNFORTUNATE RESULTS- ESPECIALLY IN 2007/2008 RISKS EVOLVE SO A STATIC DEFENSE CANNOT PROTECT YOUR ASSETS IT IS OUR HIGHEST RESPONSIBILITY TO PROTECT YOUR PRECIOUS ASSETS WITH EVERY TOOL AT OUR DISPOSAL
  • 19. RISK MANAGEMENT PROCESS Bull case scenario + 20% Base case scenario + 10% P Bear case scenario - 5% T T+12m WE DEVELOP SCENARIOS FOR EACH POSITION IN THE PORTFOLIO AND IMPLEMENT RISK MANAGEMENT PROCEDURES IN CASE THE BEAR CASE PREVAILS -
  • 20. SECURITY SELECTION ASSET ALLOCATION AND RISK MANAGEMENT ARE THE CORNERSTONES, AND SECURITY SELECTION IS THE CAPSTONE INCREASING USE OF ETF POSITIONS IN PORTFOLIO ENERGY, YES; ENRON, NO TECHNOLOGY, YES; APPLE, YES
  • 22. PORTFOLIO CONSTRUCTION DEVELOP AND IMPLEMENT PORTFOLIO SOLUTIONS THAT REFLECT CLIENT’S OBJECTIVES LARGE ENOUGH NUMBER OF POSITIONS TO BE DIVERSE, BUT ALSO CRAFT PORTFOLIO TO BE AS LIQUID AS MARKET ALLOWS

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