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Investment Intelligence

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UniverseRatings ChangesRatings ReportsFactor ReturnsDaily Earnings ReportBenchmark ReturnsSector AnalysisERS ChangesTrend AnalysisUniverse Valuation Analysis

ListsSelect Companies/Create ListEdit/View Existing Trade ListsExisting DCF Templates

Individual Security Analysis Individual AnalysisValuation AnalysisShort Term Trend AnalysisERS AnalysisProForma Financials

Portfolio AnalysisConstruct/Analyze a PortfolioTrack Portfolio PerformanceHoldings Based Style Analysis

BacktestingBuild a TestEdit/Run a TestTest Results

ScreeningDefine New Screening Data ItemCreate New ScreenEdit/View Report Format

AlphasDefine New Alpha Data ItemConstruct Alpha StrategyEdit/View Alpha Strategies

Individual Analysis

owerful Analysis on Individual Securities:• Peer into the factors driving stock price

performance through Individual Analysis• Compare your company views to ELROI with regards to

stock ratings, risk and expected return








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Comparative Analysis

• View stocks side-by-side, and against industry statistics along select financial metrics

Individual Security Analysis

Balance Sheet

Quickly value companies and compare results with the most comprehensive commercial financial proforma and company valuation model in the industry

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Income Statement Growth Blend (4/26/2011)

Valuation Report

Customize assumptions on growth rates, comps, projections to generate forward prices and valuations.








Individual Security Analysis

Presenter

Presentation Notes

FINAL PORTFOLIO





BacktestingBuild a TestEdit/Run a TestView Test Results



Large Cap Value Strategy vs. Russell 1000 ValueGIC(1/31/11-4/26/11)

Construct portfolios to test or implement against current strategies:

• Using ELROI’s powerful single index optimizer, create testable strategies to follow ideas over time, or against specific portfolios


Large Cap Value Strategy vs. Russell 1000 (1/31/2011-4/26/2011)

Present performance instantly:

or backtested portfolios daily, including charting and attribution analysis.

Portfolio Analysis

• Track current

Presenter

Presentation Notes

FINAL PORTFOLIO









Portfolio Analysis

Inspect Style Characteristics over time:• with ELROI’s Holdings Based Style Analyzer watch

for drift of portfolios or benchmarks with respect to fundamental criteria and more.

HOLDINGS BASED STYLE

Presenter

Presentation Notes

FINAL PORTFOLIO








Decile & Alpha ValuesGrowth Blend (4/26/2011)

Screen on ideas and construct ranking strategies:• Use ELROI’s powerful database screening engine to sift

through our daily 4500-stock database• Construct multi-variable ranking strategies to order stocks by

fundamental attractiveness


Stock Characteristics Analysis4/26/2011

market efficiencies in pricing stocks, benchmarks and portfolios

• Easily view outliers to a particular investment strategy

• Model financial data concepts to inspect

Screening

Alphas

Presenter

Presentation Notes

FINAL PORTFOLIO

Putting it all together:• Combine, screening, alpha generation and optimal portfolio

construction seamlessly into backtesting to inspect consistency in performance over time


Cumulative Returns

Cumulative Returns








Backtesting



Individual Security AnalysisIndividual AnalysisValuation AnalysisShort Term Trend AnalysisERS AnalysisProForma Financials






For more information, please contact:

STEVE SINGLETONExecutive Vice President

Director of Research(510) 268-4850

[email protected]

GAIL SCHAEFFERSenior Vice PresidentInstitutional Trading

(972) [email protected]

or visit website at www.brv-llc.com

mailto:[email protected]�

investment intelligence …. behind every click · investment intelligence …. behind every click...

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