Are you tired of the stock market whiplash? Are you looking for a lower risk investment, but bonds can't beat inflation, and high dividend stocks are too volatile? It is time to think outside the box for wealth creation.
Bateman Financial offers a legal financing fund that many of our investors have found very attractive. This fund provides capital security and consistent principle growth, which is uncorrelated to the financial markets, property prices or interests rates. The fund achieves capital appreciation by providing short term fixed rate loans to UK law firms, working on a no-win, no-fee basis. Loans are repaid when the case settles or in installments. To provide a high level of security to investors all loans are fully insured against non-repayment by third party insurance agencies. The fund has no entry fee, no exit fee, and no lock-in period. The fund is available in GBP, EUR, USD, AUD, CAD, & CHF and is a great tool for clients in seek of currency diversification. The fund targets an 11% return and the minimum investment of $40k USD.
The performance remains consistent and is summarized below:
Returns shown are using the fund's base currency of GBP. Due to hedging cost the returns in EUR, USD, AUD, CAD, & CHF are about 1% lower per annum than GBP.
So if you are tired of the whiplash of the stock market, or frustrated with the minimal returns on bonds, get the peace of mind, and capital appreciation you have been looking for. Please contact me for a prospectus including investment including risks, fees and objectives.
Malaysia-based offshore services company Hans Advisory & Trust guides individual investors and companies to make judicious investments in offshore funds and offshore trusts.
Labuan, Malaysia (PRWEB) January 13, 2012
Now any individual or company can get assistance from Hans Advisory & Trust to invest in offshore funds. One can contact this Malaysian company anytime for advice and assistance regarding offshore investments. Companies and individual investors who want to keep their investments safe will find that investing in offshore funds has a number of benefits.
So if anyone who want to invest on mutual funds in Labuan, one can check out the website of Hans Advisory & Trust for detailed guidelines. For investment in mutual funds through Hans, it is needed to send them an application. A trustee, an administrator, a fund manager, and a custodian approved by The Authority must be appointed by all public funds.
There are some limitations on borrowing and investing on public funds that are authorized in Labuan. Recognized jurisdictions schemes do not follow such provisions. For instance, a fund cannot borrow more that 25% of its total asset value. It must go through the website of Hans Advisory & Trust for details of these restrictions on investment.
Hans can also can assist to get the ship registered at the Malaysia International Ship Registry (MISR). This body is responsible for registering and keeping track of international ships. Foreign and individual shipping companies can register ships in Malaysia directly at MISR. They don't need to meet the requirements of Malaysian shareholders. As a foreigner, it is allow to hold 100% equity.
For more information on ship registry and offshore fund in Malaysia, visit www.hansworldwide.com.
If anyone need any kind of assistance for ship registry or investment in offshore funds and offshore trusts, then kindly contact Hands Advisory & Trust for professional guidance. This Malaysia based company provides offshore banking services and helps investors to make the right choices and keep their investments safe.
About Hans Advisory & Trust Co. Ltd
Licensed under the Labuan Trust Companies Act of 1990, Hans Advisory & Trust Co Ltd provides offshore investment services, which include setting up of offshore trusts and helping to invest in offshore funds. With a corporate membership of Institut Bank-Bank Malaysia (IBBM), Hans is a licensed provider of escrow services.
Contact
Company Name: Hans Advisory & Trust Co Ltd
Telephone Number: 603 5637 7745
Fax: 603 5637 8845
Email Address: voon(at)hansworldwide(dot)com
Web site address: www.hansworldwide.com
Are you nervous about the value of your domestic currency depreciating during these volatile times?
At Bateman Financial, we offer investments in top rated international hedge funds, mutual funds and fund of funds, which are denominated in strong currencies, with little exposure to toxic debt. We believe using managed funds can be a profitable strategy for clients with any risk tolerance; it is not limited to aggressive investors.
It is challenging to find reputable funds that are denominated in currencies outside of the Big Three (USD, EUR, and GBP). However, we feel that the reflective economies of the Big Three have lost some luster and that clients can profit from additional currency exposure in their portfolio.
Bateman Financial has access to managed funds that are denominated in several strong currencies: Norwegian Krone, Canadian Dollar, Swedish Krona, Australian Dollar, Danish Krone, Swiss Franc, and many others. As national debt increases in much of the world, these currencies have the potential to gain strength against the USD, EUR and GBP over the next few years.
To give an example, a client invests in a hedge fund that is denominated in a currency with the potential to strengthen over the domestic currency. If the hedge fund achieves a return of 10% that year, and the currency appreciates 10%, as well; the client doubles their profit relative to an investment in their domestic currency. This is a more lucrative way for clients to achieve currency diversification in their portfolio, than traditional cash diversification.
We know that our international reach and creative investment strategies are a formula for success. We also know that what separates good investors and great investors is the ability to clearly see out of the box, or in this case, out of the borders.
If you are interested in this concept, have further questions, or would like information on the funds we offer contact Josh at Bateman Financial: josh.vandyk@batemanfiancial.com +1.345.943.4766
40% Jump in Indexes Licensed, Burst of Dividend Index Launches Also Contribute to Impressive Year
Innovative Additions to DJ-UBS Commodity Indexes Family, Growth in Europe, More Awards for Islamic Market Indexes Series
NEW YORK, Dec. 29, 2011 (GLOBE NEWSWIRE) -- In an extraordinary year marked by innovation and growth, leave it to the venerable Dow Jones Industrial Average to provide the signature moments for Dow Jones Indexes in 2011.
On May 26, 2011, the iconic index celebrated its 115th anniversary, an "historic milestone" according to Mayor Michael Bloomberg, who officially proclaimed the date as "Dow Jones Industrial Average Day" in New York City. Nearly five months later, on October 18, two regional versions of The Dow were launched -- The Asia Dow and The Europe Dow, both of which operate according to the same guiding principles as the DJIA.
"We've taken 115 years' worth of experience from the Dow Jones Industrial Average and applied it to The Europe Dow and The Asia Dow," said John Prestbo, Editor and Executive Director of Dow Jones Indexes.
Among the other 2011 highlights for the global index provider:
a surge of new dividend indexes, including those for Europe, the Eurozone and emerging markets; critical additions to the Dow Jones-UBS Commodity Indexes series, with innovative launches for Roll Select, forward blend and currency hedged offerings; a significant expansion of its European suite of market measures, underscoring Dow Jones Indexes' revitalized commitment to the region; and the winning of four more awards for its highly decorated Dow Jones Islamic Market Indexes series:
"Best Islamic Index Provider" by Islamic Finance News;
"Best Islamic Index Provider" by Islamic Business & Finance;
"Islamic Index Provider of the Year in Asia" by Asia Asset Management; and
"Best Shari'ah Compliant Index Provider of the Year" by Global Finance.
"Two-thousand eleven was a memorable year for Dow Jones Indexes," said Michael A. Petronella, President, Dow Jones Indexes. "Among our accomplishments this year, we launched regional versions of our flagship Dow Jones Industrial Average in Asia and Europe, made a host of impressive additions to two of our most popular index families -- commodities and dividends - and successfully expanded our suite of offerings in Europe.
"More than anything," he continued, "2011 proved that my Dow Jones Indexes colleagues not only possess the vision to improve our business in a challenging environment, but are resolute in their determination to set goals and see them through to completion. This commitment - both to clients and fellow colleagues - stands as a fitting tribute to their dedication and professionalism."
The year also featured a 40% jump in the number of indexes licensed to underlie ETFs in 2011 compared to 2010 (28 vs. 20); licensed indexes included: eight indexes from the Dow Jones Emerging Markets Sector Titans Indexes series; seven gauges from Dow Jones U.S. Thematic Market Neutral Indexes series; published with SAM, the Dow Jones Sustainability World Enlarged ex All/AE Index and the Dow Jones Sustainability Europe ex All/AE Index; The Global Dow, which measures the stock performance of 150 of the world's leading companies; published with Brookfield Asset Management, the Dow Jones Brookfield Emerging Markets Infrastructure Index and the Dow Jones Brookfield Global Infrastructure Index; the Dow Jones Israel Select Consumer Index and the Dow Jones Israel Select Oil & Gas Index; and the Dow Jones Global Shipping Index, which measures the performance of 25 leading dividend-paying companies in the shipping industry.
The Axiom Legal Financing Fund ("Axiom") provides case finance to a select panel of UK regulated law firms. Axiom only provides loans in respect of cases which can be insured by FSA regulated insurance companies against non-recovery in the event of a law firm bankruptcy. All finance for litigation cases also carries insurance against possible loss at court. Investments can be made directly into Axiom or via most international life assurance companies, UK SIPP providers, investment platforms, QROPS and major private banks.
The Fund provides investors with the opportunity to diversify their portfolio into a fund targeting security of capital and consistent returns that are uncorrelated to any other market. The objective is to provide security of capital and achieve consistent capital growth.
Target minimum net annual growth rates:
11% (Sterling)
10% (US Dollar)
10% (Euro)
No entry or exit charge to investors. No management charge to the fund, performance fee only (the Investment Manager's fees and marketing costs are paid by the law firms) Monthly dealing. The Axiom Legal Financing Fund is a Segregated Portfolio based in the Cayman Islands. It is a "professional and experienced investor" fund and can only be purchased through a regulated financial intermediary.
Please contact us for more information about the Axiom Legal Financing Fund.
Due Diligence
The Axiom Legal Financing Fund is one of 435 Funds administered in the Cayman Islands. The administrator, JP Fund Administration won as "Best Fund Administrator for 2011" by Hedgeweek and was recently voted "runner-up" by the publication "Hedge Funds Review".
The auditor of Axiom is BDO. The custodian Bank of record is Deutsche Bank (Cayman) Limited, Grand Cayman.
CIMA - The Cayman Islands Monetary Authority (CIMA), amongst its other duties , is responsible for the regulation and supervision of the Cayman financial services industry. Within their brief they have oversight of the monitoring of compliance with money laundering regulations, issuance of a regulatory handbook and issuance of rules and statements of principle and guidance.
Fund administration in the Cayman Islands is an activity governed under the Mutual Funds Law (2009 Revision) and other relevant laws.
JP Fund Administration is the holder of an Unrestricted Mutual Fund Administrators Licence, number 15991. This can be ascertained by going to the Cayman Islands Monetary Authority website and typing jp fund administration in the search box.
Professional bodies / memberships
The company is also a member of the Alternative Investment Management Association (AIMA), the Cayman Islands Fund Administrators Association (CIFAA) and the Cayman Islands Compliance Association (CICA).
Financial advisers and investment bankers are rife with information on the latest investment ventures, market trends and financial analysis. With so many advisers and bankers dipping their hand into the proverbial pot, the right investment choice for your assets can often be unclear.
Suddenly, these questions pop into your head.
Do I invest in the stock market? The market has been so volatile lately, is it wise?
Do I just put my money in CDs or place them in special accounts with my local bank?
Do I just save money through my 401k and hope I don't lose my job and the 401k plan that goes with it?
Do I put my money in some Swiss bank account? Do people really do that?
Your thought process may not follow that specific pattern, but these are common questions asked by individuals, just like you, who are looking to maximize their investment efforts and capitalize on their hard earned money.
For years, offshore banking has been the go to option for many individuals. By securing funds off of United States soil, investments are no longer taxed by the IRS--essentially earning you more money than if it were invested in America. However, with recent developments and changes in the offshore banking structure with the addition of the Foreign Account Tax Compliance Act (FATCA), United States tax payers are now required to claim even their offshore funds. What's more, the FATCA requires foreign financial institutions to report any U.S. taxpayers with accounts or assets within their facility--eliminating any chance for tax evasion.
So, can tax avoidance be legal? Depends on how you approach your investments. By securing your money through Private Placement Life Insurance, you're essentially hiding your investment under the guise of life insurance--completely legal, completely secure and completely effective. By purchasing a hedge fund or mutual fund within your designated insurance policy, you're investing your money through an institution you can trust--and the bonus is that it's completely tax free. Because insurance policies are never taxed, you're essentially getting a two for one deal on your insurance and investment strategy. Talk about a bonus!
If you're in the process of planning your will or estate, consider Private Placement Life Insurance as part of your plan. Private Placement Life Insurance allows you the opportunity to accrue tax free interest during your life time and, upon your death, the cash value will be passed along to your heir or beneficiary completely tax free as well.
This 100 percent legal means of investing your well earned assets is a great way of securing your future through an investment you can trust. Why not start today? Contact us and we'll introduce you to a financial adviser to explain how Private Placement Life Insurance is the best option for offshore investing and protecting your assets--and your future.
NEW YORK, Nov. 15, 2011 /PRNewswire via COMTEX/ -- The Dow Jones Credit Suisse Hedge Fund Index (the "Broad Index") rebounded from September losses to start the fourth quarter up 1.73%.
Oliver Schupp, President of Credit Suisse Index Co., LLC, said, "The Dow Jones Credit Suisse Hedge Fund Index was up 1.73% in October, marking its largest monthly gain since April. Long/Short Equity was the best performing sector, finishing up 4.45% for the month, while Emerging Markets gained 3.70%. Conversely, the Dedicated Short Bias sector was the worst performer, declining -9.59% in October; the strategy, however, remains up 2.34% year-to-date."
Performance for the Broad Index and its ten sub-strategies is calculated monthly. October, September and YTD performance numbers are listed below and are available at www.hedgeindex.com.
The following funds are no longer reporting to the Dow Jones Credit Suisse Hedge Fund Index: Jupiter Europa Hedge Fund Ltd., Tiedemann European Opportunities L.P./Ltd., Quantum Endowment Fund, N.V., and Ashmore Emerging Markets Liquid Investment Portfolio (EMLIP).
The Dow Jones Credit Suisse family of hedge fund indexes includes:
The Dow Jones Credit Suisse Hedge Fund Index, an asset-weighted benchmark that seeks to measure hedge fund performance and provide the most accurate representation of the hedge fund universe.
The Dow Jones Credit Suisse Core Hedge Fund Index, an investable, asset-weighted hedge fund index that seeks to provide broad representation of the liquid, investable hedge fund universe with limited platform bias. The index reflects the performance of managed accounts and other regulated fund structures sourced from across a range of platforms.
The Dow Jones Credit Suisse AllHedge Index, an investable index comprised of all 10 Dow Jones Credit Suisse AllHedge Strategy Indexes weighted according to the sector weights of the Broad Index.
The Dow Jones Credit Suisse Blue Chip Hedge Fund Index, an investable index comprised of 60 of the largest funds across the ten style-based sectors in the Broad Index.
The Dow Jones Credit Suisse LEA Hedge Fund Index, an asset-weighted, composite index which provides insight in to three specific regions of the emerging markets hedge fund universe (Latin America, EEMEA (Emerging Europe, Middle East and Africa) and Asia).
When it come to a selection of stocks for investments, in many cases the best choice for retail traders could be to trading Exchange Traded Funds (ETFs). At least it helps to avoid complex and time confusing elements of fundamental analysis.
All traders, when they first come to the market are facing a simple question what to trade and what trading vehicle to choose for investments. While there could be different ambitions and some investors are coming to the market for gambling with a purpose of becoming rich in short period of time I would like to focus on simple investors who have came to the market with confusion and would prefer some not extremely big but stable increase in investments.
Majority of people are coming to the stock market without knowing anything how the market works. All they usually know is that you may invest into stock. They start to look for good stocks and very soon they become frustrated - they start to understand that in order to select a few good stocks they are required to go through hundred of stocks, compare their performance, their reports, study fundamentals, etc.
When I ask some of my friends-traders about ETFs (Exchange Traded Funds) I hear the standard answer that they became familiar with stocks and they prefer to trade stocks. My second question usually is about how he/she does analysis to see what to trade and where to trade (long or short). Now comes interesting part. I would spread their stock analysis in several steps.
Step 1: Spend 1-2 month going through hundreds of stocks from different industries. As a rule, this stage of analysis includes going through earnings and other reports, comparing stock's performance, analyzing the market sector the stocks belongs to, etc. All this ends with selection of 2-10 stocks that a trader became familiar with and considers that they are good for investments.
Step2: Subscribe to the reports, charts, quotes that cover selected stocks and could be used for further analysis on regular basis.
Step 3: Start to trade by analyzing the selected stocks on the regular basis (doing fundamental and technical analysis). In addition a stock trader continues to analyze selected industry and the whole market - you need to know where the industry and market are going do not to lose the stocks.
Doesn't it look complicated? Especially when it comes to the fundamental analysis of all the reports... People are learning in the universities how to correctly analyze and evaluate a public company. Do you think an "average Joe" has time and is able to learn all the aspects of the fundamentals and apply it on practice? I am sorry for being sarcastic, yet, I am a little bit skeptical about retail traders (including me) and their abilities to perform liable fundamental analysis of stock. Maybe you can skip fundamentals if you are day trader and trade stocks in short-term, however if you are investing your pension for longer-term you have to do fundamentals - otherwise it is not an investment but a gambling.
So, what is the solution? For me, I trade Exchange Traded Funds. There are plenty of very active ETFs: QQQQ, SPY, DIA, XLF, IWM, etc. The biggest advantage of ETF is that I do not have to do fundamental analysis - no complicated and time consuming job - all fundamentals are done by professionals who manage indexes that are tracked by ETFs. All I do is the technical analysis of indexes I trade. Index analysis is a stock, industry and market analysis at the same time. For instance when I analyze S&P 500 index, the result of the analysis could be applied to trade SPY stock (S&P 500 index tracking stock). At the same time S&P 500 is considered as a barometer of the US stock market and S&P 500 index analysis reflects sentiment on US stock market. So, tell my why should I not to trade SPYScience Articles, QQQQ and other ETFs and why should I go into complicated stock analysis.
About the Author
Index based technical analysis (analysis of Nasdaq, S&P 500, NYSE, DJI, etc) is recommended when it comes to trading index derivatives (QQQQ, SPY, DIA, etc), trading their options (QQQQ and SPY options trading), index emini futures trading, etc.
Addressing New Regulatory Requirements Remains a Significant Challenge
Despite ongoing regulatory challenges and political uncertainty, investment managers are optimistic about their business outlooks. They plan to continue to invest to increase efficiency, reduce risk, and enhance the client experience, according to a poll released today by SEI (NASDAQ: SEIC). The poll, conducted at a recent event for the company's investment manager clients, shows that nearly all participants (88 percent) are optimistic about their firms' business prospects over the next three years. There are a number of reasons behind the optimism, but positive market expectations (29 percent) and firm-specific strengths, such as superior performance (22 percent) and well-respected brands (19 percent), were cited most frequently. For the minority of managers (12 percent) expressing concern about their prospects, weak distribution strategies and insufficient distribution resources were the biggest concerns.
The poll revealed that while many managers are optimistic, they are not complacent, with many firms making investments in the areas of operations, marketing and distribution, and client service. In fact, the vast majority of managers polled have already taken steps, or have plans to take steps, to improve their growth potential, with 84 percent making material personnel or technology investments to enhance client service. The top areas for investment in 2011 cited in the poll include: hiring of additional marketing and distribution personnel (34 percent), back office operations and technology (28 percent), and compliance and regulatory functions (17 percent).
"It's refreshing to hear that optimism is the prevailing sentiment among managers, but it's even better to know that firms continue to invest to position themselves for the future," said Phil Masterson, Managing Director for SEI's Investment Manager Services division. "We know achieving operational efficiencies is a key area of focus for many firms. SEI continues to invest in new technologies and processes to help our outsourcing clients achieve those efficiencies and help them thrive in the changing regulatory environment. We will continue to focus on providing the most scalable and transparent operational platform so our investment manager clients can focus on better serving their investors."
The poll also revealed that meeting new regulatory requirements remains the top challenge among managers, with one in three respondents (33 percent) identifying this as the most significant challenge to the industry over the next 12-18 months. Participants were split on the effect of new financial regulation, however; half of those polled believe new regulations will have a significant effect on the profitability of their firms while 41 percent of participants expect insignificant impact.
Managers were not split, however, on the top channels for growth for the next 12-18 months, as nearly half of respondents (46 percent) ranked the institutional channel as the greatest opportunity for asset growth among client segments and distribution channels. Other respondents named RIAs/IFAs (20 percent), retirement plans (18 percent), and sovereign wealth funds (11 percent) as top growth opportunities.
Dreikoenigstrasse, Zurich -- (SBWIRE) -- 04/18/2011 -- By investing funds offshore of one's home country, there is an immediate benefit of protection against the troubles of the country's market or currency. Offshore investing can take many forms. Alternative investment vehicles often include a component of offshore investments, such as offshore real estate, or offshore farm land and agricultural production, or even offshore gold and silver storage.
Advantages of Offshore Investments as Alternative Investment Vehicles
Offshore investing once was for the ultra-wealthy, those sporting net worth's well North of $10 million. Now almost anyone can move funds into the more exciting and potentially profitable world of offshore investments. Knowledge of how to enjoy the advantages of offshore investing is much more expensive and rare than with standard home country investing however.
As an alternative investment, moving funds out of your country of origin has largely been a winning trade for the past decade when calculated with currency fluctuations. China, Brazil, and India have all offered higher returns during bulls markets then the U.S. stock indexes over the past decade for instance. While these markets can be played with ETF's, there are several key shares that must be purchased using offshore investing houses.
Some of the key advantages of offshore investing within an alternative investment framework include: higher potential returns than the domestic market, much broader range of stocks to choose from, often better pricing than domestic ETF's, early availability of smaller capitalized issues, protection against single market dependence in real estate, stocks, weather effects, political effects, and currency devaluations.
Much like domestic investing, offshore money management can steer towards main line investing in big projects or companies, or more towards alternatives to the main companies. While the risk can be greater with alternative investments, the rewards can be significantly higher and come much faster with a systematic approach to evaluating alternative investing ideas within an offshore portfolio.
Here are 6 ideas for moving funds offshore and potentially enjoying high alternative investment returns: offshore direct company investment, offshore private placements, offshore currency investment (FOREX), offshore fund investment, offshore gold and silver storage, offshore investment account denominated in a local currency, such as USA Dollar, Australian Dollar, Singapore Dollar, or GBP Pound.
These 6 offshore options for investing, can broaden a portfolio. Instead of only being dependent on major stock indexes, the above investments offer security against single market dynamics. Not only is there potential for higher returns, but potential for avoiding massive loses if all of your investments are based on one market and are susceptible to political, economic or natural disasters.
Dynamic Wealth Management Zurich, Switzerland is an independent investment advisory firm which focuses on global equities and options markets. Our analytical tools, screening techniques, rigorous research methods and committed staff provide solid information to help our clients make the best possible investment decisions. All views, comments, statements and opinions are of the authors.
The LAPIS WAY vs The Traditional Method by: Andreas Wueger, CEO, LAPIS Asset Management Ltd.
There is an old adage that says "simplicity is the epitome of effectiveness". At Lapis we are committed to incorporating this expression in the way we both manage our investment portfolios and arrange our investment strategies. We have eliminated the hype and mystique that often surrounds investment portfolios, are committed to plain English for clarity and understanding by our clients and finally allow the portfolio results to speak for themselves. It must be remembered that there is no harsher judgment of performance than that from the client.
To us a simple but effective investment strategy is key and Lapis' formula is therefore based on a disciplined five pronged approach:
1. Four main asset classes globally. Our own research has established that ALL international companies listed on the world's major stock exchanges fall more or less into one of the following four categories: Equities, Bonds, Real Estate and Commodities. At Lapis the funds available for investment is invested equally in each of these asset classes i.e. 25% in each asset class. This represents LAPIS CORE portfolio which is in essence a growth strategy where 75% of the funds are allocated to 'equities' (three of the four asset classes) and 25% to bonds. Our conservative and balance investment strategies includes the LAPIS CORE portfolio except there is a larger bond content and thus the LAPIS CORE portfolio is reduced proportionately. Thus the balance and conservative portfolios will show the LAPIS CORE allocation reduced to 15% and 12.5% respectively.
2. Quarterly rebalancing. All our portfolios are monitored quarterly and, irrespective of performance during the period, rebalanced to reflect the original LAPIS CORE allocation for each strategy. The reason for this is to ensure profits are taken from any performing asset class(es)and reinvested in those asset classes that have underperformed. This is termed the cost average approach. In this way the client benefits in two ways over the longer term, the first by averaging down the price of the shares bought and secondly the advantage of receiving additional shares.
3. Cash flows. It is our view that cash will always flow where the opportunity for better returns are seen to be greatest or seek a safer haven in times of market turbulence. Thus our simple but effective strategy is to ensure our clients are in a position to benefit from this flow of funds AUTOMATICALLY and IMMEDIATELY without the need to reposition the portfolio. As an example; in todays economic climate where cash returns in the major currencies are negative and the quantitative easing (printing money) by governments has created a wall of cash seeking placement, it is unlikely that cash will remain on deposit with banks with interest rates at near enough zero %. Cash will therefore seek better returns consistent with acceptance of risk i.e. volatility.
4. Minimum costs. At Lapis we believe in providing added value for our clients. Costs can represent a drag on performance and therefore we aim to keep these to a minimum. The LAPIS WAY ensures there is no need to buy and sell individual stocks/shares based on an army of researches dictating geographic areas/asset classes of potential benefit all of which add to costs. See the cost comparison below.
5. Consistent returns. There is nothing more debilitating to our or any client when they witness their portfolio values gyrating wildly. Our aim is to reduce this volatility and thereby provide our clients with consistent returns over the medium to long term. The LAPIS WAY has successfully proved this by delivering results exceeding our clients' expectations even during the global stock market crises. For our clients and potential clients Lapis offers portfolios in the following major reference currencies: USD, EUR, CHF, GBP, SGD, AUD & YEN.
What makes the LAPIS WAY so different from the other fund managers? First let us look at it from an historic point and then explain our raison d'être. Anthony Hilton, a respected City Commentator for the Evening Standard newspaper published daily in London in his recent article put it succinctly;
"Pension consultants have been saying for many years that investment managers add little to no value to funds under management in mature well regulated markets at a high cost. This was proved 10 years ago whether the asset manager was a generalist or a specialist. The main difference being that the specialist charged more for their underperformance in view of their skills. A recent report reconfirmed this same message that the pension funds failed to beat the market and remain costly. No one can beat themselves in a race and it also arithmetically impossible for all fund managers to beat the market because they represent the market."
Many Chileans Show Growing Interest in Global Investing, as Well as Strong Expectations for Domestic Stock Market Performance According to Franklin Templeton Global Investor Sentiment Survey
SANTIAGO, CHILE--(Marketwire - March 29, 2011) - Enthusiasm for global markets is on the rise. The Franklin Templeton Global Investor Sentiment Survey found that half of respondents globally plan to invest outside their home country in 2011. Those numbers increase over the long term, with 62 percent of respondents globally planning to invest in global markets over the next 10 years.
In the first of its kind global survey of 13,076 people in 12 countries, 60 percent of global respondents think their own country's stock market will increase in 2011. Yet, only 33 percent of those respondents believe it will perform better compared with the rest of the world, illustrating a willingness to consider opportunities in the global marketplace.
"With an improved global economic outlook, investors are increasingly looking worldwide for investment opportunities," said Greg Johnson, president and chief executive officer of Franklin Templeton Investments. "A diversified portfolio today is no longer just a mix of asset classes but also a mix of geographies."
Chile vs. the World
Chilean respondents echo the global sentiment surrounding an improved global economy and opportunities outside of their domestic market. Nearly half (49 percent) of respondents in Chile said they believe the global economy has improved. Thirty percent (30 percent) of Chilean survey respondents currently have investments outside their home country, a number that jumps to 71 percent for planned investments in global markets over the next 10 years.
Chilean survey respondents' expectations for how their domestic market performed in 2010 versus their planned investment in the Chilean stock market are right in line. Nearly two-thirds (63 percent) of Chilean respondents indicated that the Chilean stock market gained in 2010. In fact, the Chilean stock market (as represented by the Indice General De Precios de Acciones or IGPA) was one of the world's top performing stock markets in 2010, posting a 38.17 percent gain last year. Seventy-nine percent of Chilean respondents believe that their domestic stock market will also rise again in 2011.
Respondents from Chile also believe the performance of their own stock market will outperform other countries over time. More than half (53 percent) said they believe that Chile's stock market will do better than the rest of the world over the next decade.
Respondents from Chile analyze the success of their investments over a short time period (two years on average) and expect a higher rate of return on their investments when compared to investors globally (13.3 percent expected rate of return in Chile versus 11.5 percent globally).
"Many Chilean investors are clearly beginning to embrace the idea of a global portfolio and are confident that the domestic market will also perform well in the years to come," said Sergio Guerrien, Country Manager - South America for Franklin Templeton Investments. "But this survey also demonstrates the need for ongoing investor education about the importance of having a longer term investment horizon and the benefits of professional guidance. As a global investment manager, with more than 30 offices around the world and clients in 150 countries, Franklin Templeton is uniquely positioned to serve the growing need for diversification and global exposure."
Respondents in Chile also said that they expect real estate to be the best-performing asset class over the next 10 years (31%), followed by non-metal commodities (22%) and stocks (17 percent).
Methodology
The Franklin Templeton Global Investor Sentiment Survey, conducted by ORC International, an Infogroup company, included responses from 13,076 individuals in 12 countries: Brazil, Chile and Mexico in Latin America; Hong Kong, India, South Korea and Singapore in Asia; Germany, Italy and the UK in Europe, and the U.S. and Canada in North America. Survey respondents were between the ages of 18 and 64 in all countries, except in the UK and U.S. where survey respondents were 18 years of age and older. Surveys were completed from January 6 to 17 in all countries except the U.S. where the survey was completed from January 6 to 7. Data were weighted to make the results representative in each country.
Franklin Templeton in Chile and Latin America
Franklin Templeton Investments currently has eight publicly registered funds in Chile, representing the company's first local SICAV (offshore) fund offerings in South America. The eight funds, which cover equity and fixed income as well as US, global and emerging markets include FTIF Franklin European Growth Fund, FTIF Franklin Mutual Beacon Fund, FTIF Franklin Strategic Income Fund, FTIF Franklin U.S. Opportunities Fund, FTIF Templeton Asian Growth Fund, FTIF Templeton BRIC Fund, FTIF Templeton Frontier Markets Fund, and FTIF Templeton Global Total Return Fund.(1)
The Franklin Templeton Investment Funds (FTIF) are Luxembourg-registered SICAV open-ended mutual funds available to offshore investors. The eight funds listed above are distributed in Chile through LarrainVial, a Chilean financial services company providing an extensive range of services including brokerage, research, asset management, corporate finance and institutional distribution.
Franklin Templeton has been present in Latin America for nearly 20 years. The company opened its first regional office in 1995. Today, we have offices in Rio de Janeiro, Mexico City, Sao Paulo and Buenos Aires. Franklin Templeton mutual funds have been investing in the region since the early 1980s
(1) These eight funds are sub-funds of Franklin Templeton Investment Funds, a Luxembourg-domiciled SICAV. The funds are registered in the Foreign Securities Registry of the Superintendence of Securities and Insurance, under the "Norma de Carácter General" No. 241. For further information, please refer to the latest Full or Simplified Prospectus. Past performance is no guarantee of future performance. This document does not constitute or form part of any offer for shares or an invitation to apply for shares. Subscriptions for shares can only be made on the basis of the latest available audited annual report accompanied by the current prospectus or Simplified Prospectus (available from the address below). The price of the shares of the Funds and the income received from them can go down as well as up, and investors may not get back the full amount invested. Currency fluctuations may affect the value of overseas investment. An investment in the Franklin Templeton Investment Funds SICAV entails risks, which are described in the Full or Simplified Prospectus. No shares of the SICAV may be directly or indirectly offered or sold to nationals or residents of the United States of America.
A‐CAPITAL signs a landmark agreement with Beijing to establish the First China‐Outbound Private Equity Fund denominated in RMB. A‐CAPITAL is the first European investment vehicle to sign an agreement with Beijing to establish a RMB Private Equity Fund. The Fund will jointly invest with Chinese enterprises into Europe for Technology, Market Access and Major Brands.
Beijing, China Private equity firm A‐CAPITAL signed on 11 March 2011, a memorandum of understanding (MoU) with the Beijing Municipal Bureau of Financial Work on the formation of a RMB‐denominated fund.
A‐CAPITAL, which already launched a Euro fund dedicated to China‐Europe cross‐border investments, will now benefit from the unique opportunity to raise capital in RMB from Chinese institutional and private investors. The Fund will be registered in Beijing and jointly invest with Chinese groups to pursue strategic equity investment opportunities in Europe.
A‐CAPITAL China Outbound RMB Fund will be entitled to preferential treatment from the Beijing Municipal Government, in accordance with its financial development strategies and policies. The Beijing Municipal Government will provide full support to A‐CAPITAL, in particular in the access to leading private and stateowned companies in Beijing, as well as to major institutional investors in the Capital City.
Huo Xuewen, Head of the Beijing Municipal Bureau of Financial Work, said, We welcome and support the establishment of A‐CAPITAL China Outbound RMB Fund in Beijing. We believe this sets the momentum to welcome more European private equity expertise in the Capital City, with Beijing playing a unique role in supporting Chinese companies going global.
André Loesekrug‐Pietri, Chairman and Managing Partner of A‐CAPITAL, said, We are delighted to have the strong support from the Beijing Municipal Government for this pioneering RMB‐denominated fund. Our objective is to establish an effective channel for Chinese equity investments into Europe and foster win‐win strategic and equity partnerships between leading European and Chinese groups. Through this, we will boost the development of Chinese and Beijing leading companies, and secure strong development in China of European groups.
The Fund will play an active role in the Chinese Go Global strategy and support the structural transformation strategy defined in the 12th 5 year plan. In signing this MoU with the Beijing Government, A‐CAPITAL will contribute to further strengthen Beijing as a major financial center and a leading city for the Private Equity industry in China.
Do you have exposure in your portfolio to one of the hottest sectors right now? The Natural Resources sector has been seen significant growth and will continue to have strong demand in the years to come.
The Natural Resource fund at Bateman Financial offers investors access to global opportunities in this sector. The fund is domiciled in the tax neutral jurisdiction of the Cayman Islands. The investment strategy is based on the belief that investments in natural resource companies will benefit from a rise in activity which consumes these types of resources.
They use their links to the natural resource world and deal flow information to pick commodities and stock of natural resources firms to build the portfolio. The fund gives investors exposure to investment opportunities they typically can't access on their own. The fund generates considerable returns by investing in resource companies on a Pre-IPO basis. Their experience in the natural resources industry and a history of assisting natural resource companies go public enables them to identify new financing opportunities that generate significant returns. Since its inception in 2009 the fund has an annualized return in the triple digits.
The fund invests in the following:
International Oil & Gas
Canadian Precious Metals
US minerals
Australian Base Metals
South American Oil & Coal
European Precious Metals & Base Metals
They have a constant focus on risk management; and only invest in companies where they know the management team. They limit the size of individual transactions based on the overall investment capital with a goal of managing the total portfolio risk, liquidity and levels of diversification. Profit realization options are indentified prior to the investment being made. As a result, the natural resources account has provided investors with outstanding returns.
For complete prospectus containing risks, objects, and returns contact invest offshore, visit www.batemanfinancial.com or contact Josh VanDyk +1-345-943-4766
*All investments involve different degrees of risk. You should be aware of your risk tolerance level and financial situations at all times. Past results are not indicitive of future results. Read any and all prospectuses carefully before making any investment decisions. As you know, a recommendation, which you are free to accept or reject, is not a guarantee for the successful performance of an investment and we are expressly prohibited from guaranteeing accounts against losses arising from market conditions.
Bateman Financial is an integrated financial services company with offices in the Cayman Islands and Panama. Through their group of companies they provide asset management, brokerage, and investment banking services
to both corporations and individuals.
Bateman Financial is a private firm that is registered with the Cayman Islands Monetary Authority (CIMA). They've had operations in the Cayman Islands for over six years, and they are strategically located in jurisdictions with strict
confidentiality laws, which creates asset protection and anonymity for their clients. The following are some of the products and services they provide:
Private Asset management: Identify the client's short & long-term goals, address concerns and provide clients with a tailored plan.
Brokerage: Trade over 80 international markets including: Stocks, Options, Futures, Forex, Commodities, Bonds & Precious metals.
Precious Metals: Purchase physical precious metals, which are professionally vaulted in Switzerland.
Are you tired of the stock market whiplash? Are you looking for a lower risk investment, but bonds can't beat inflation, and high dividend stocks are too volatile? It is time to think outside the box for wealth creation.
Are you nervous about the value of your domestic currency depreciating during these volatile times?
The Axiom Legal Financing Fund ("Axiom") provides case finance to a select panel of UK regulated law firms. Axiom only provides loans in respect of cases which can be insured by FSA regulated insurance companies against non-recovery in the event of a law firm bankruptcy. All finance for litigation cases also carries insurance against possible loss at court. Investments can be made directly into Axiom or via most international life assurance companies, UK SIPP providers, investment platforms, QROPS and major private banks.
Suddenly, these questions pop into your head.
NEW YORK, Nov. 15, 2011 /PRNewswire via COMTEX/ -- The Dow Jones 
Addressing New Regulatory Requirements Remains a Significant Challenge
A‐CAPITAL signs a landmark agreement with Beijing to establish the First China‐Outbound Private Equity Fund denominated in RMB. A‐CAPITAL is the first European investment vehicle to sign an agreement with Beijing to establish a RMB Private Equity Fund. The Fund will jointly invest with Chinese enterprises into Europe for Technology, Market Access and Major Brands.
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