 |
Pinnacle Research and Investment Services |
__________________________________________________________________________________________________________
_______________________________________
_______________________________________
|
How Are We Different? PRiS Investment Research generates superior returns for Investors by giving due importance to philosophy of Behavioral Finance and Risk Management, in addition to the fundamental and technical principles of investment management. While the FIGURE methodology provides a way for the fundamental appraisal of a stock for inclusion in your portfolio, the technical analysis required for optimal execution is aided by an indigenous and sophisticated computerized expert system termed 'Alpha Generator'. And that's not all. PRiS provides a custom-reporting mechanism (i-Report) for regularly and effortlessly monitoring the real performance of your portfolio in proportion to the underlying risks. . 
.
|
PRiS' i-Reports i-Reports is a proprietary transaction and performance reporting system developed by PRiS, which works in tandem with (and is essentially a front-end for) our other Investment Management processes (Alpha Generator, FIGURE Research). The objective of i-Reports is to periodically present the relevant performance / research parameters to its subscriber in an investor-friendly manner. This is not a generic reporting service. i-Reports are customized to suit the specific investment objectives of their subscriber. i-Reports also acts as an Investor Education service as it goes a long way in enhancing the subscriber’s knowledge on multiple investment management issues encountered under different market scenarios. The best part is that it makes the entire experience of investing pretty exciting, essentially because the investor is not sitting in a generic classroom (or online) education program. Instead, they learn about the issues that pertain to their current investment needs and our hence more receptive to the knowledge shared since it concerns their own finances. This in fact increases the retention of their learning (market experience) and may even act as a silent recipe for diluting the intensity of their behavioural biases over a period of time. Several websites provide free information on absolute returns from their chosen investment product over a fixed time horizon. This, in fact, has very little relevance for an active investor holding a dynamic portfolio, especially one with multiple positions within a single asset class or multiple asset classes all-together. Hence, all analysis within i-Reports is based on the Time Value of Money and customized for client’s real cash flows in and out of their portfolio at different times. Some of the salient features of i-Reports that benefit an Investor looking to manage their portfolio are:
|
__
.
._
.
._
This site is best viewed in Firefox browser (ver. 8.0.1 or later)
Disclaimer: PRiS does not guarantee any specific financial returns, business outcome or market performance based on its research and advisory services.
Disclaimer: PRiS does not guarantee any specific financial returns, business outcome or market performance based on its research and advisory services.
