hiddenlevers at a glance
TRANSCRIPT
Global Conflicts. Housing Crisis. An Oil Spike. Are your clients prepared for the next big macro event? Do you have tools to analyze economic trends, so clients can profit from them? We help answer their big concerns:
• What happens to my portfolio if gold goes below $1,000?
• How do I protect my investments from a Euro Zone collapse?
• How do I best position myself for an economic recovery?
Now, you can respond with portfolio-specific guidance.
Tools for Macro-economic Analysis and Scenario Planningfor Investment Advisors www.hiddenlevers.com
Products
Economic Modeling + Scenario AnalysisMeasure the impact on a portfolio as an economic indicator (lever) changes. See a portfolio’s exposure to over 25 macro scenarios, and get hedging strategies.
Macro Trend Screener + Macro ProfilesDiscover which hidden economic levers push on a security. Generate trading ideas based directly on your economic viewpoint, or your client’s.
Econ Data Center + ChartingAnalyze trends for 95 economic indicators, and chart them against investments. Asset classes: US stocks, ETFs, ADRs, US mutual funds, and 15 major currencies.
Key Benefits for Advisors:Improve sector allocation by finding investments that
truly benefit from an economic trend.
Share portfolio-specific PDF reports on client economic concerns to prevent loss of AUM and attract new business.
Track how well ETFs and mutual funds are keeping up with their stated economic purpose.
Use macro hedging strategies from scenario analysis when rebalancing a portfolio.
Take an economic forecast in the headlines and see its effect on a portfolio.
FundamentalAnalysis
TechnicalAnalysis
EconomicAnalysis
Three Pillars of Investment Research
© 2010 HiddenLevers · 160 Varick Street, 12th Floor · New York NY 10013
HiddenLevers completes the picture with Advisor tools focused on economic analysis.
Contact: Raj Udeshi 212 292 3147 [email protected]
HiddenLevers gives Advisors a quantitative approach for dealing with economics and big picture events.
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