Naples, FL (PRWEB) September 10, 2005
There has been increased approval of the absolute return approach to portfolio management in the international investment community. UBS Global Equity Research stated in a recent report that ÂWe perceive the move from relative returns to absolute returns as a form of enlightenment that risk-adjusted returns now matter to the long-term investor.Â
Their underlying theme is that traditional portfolio management uses a diversified long only approach and is considered passive portfolio management to generate a relative return to the stock market indexes. Active portfolio Management is the alternative investment industry's approach for absolute returns that have no correlation to global stock market indexes and are designed to generate profits in any global market environment.
Private International Wealth Management services available through http://www.hedgefundaction.com understand that, with the ever-changing nature of the world's financial markets, it is important to be nimble and decisive to take advantage of opportunities that present themselves.
The core objective of the PIWM advisory service is creating DNA-structured & custom-tailored absolute return portfolios, unique and specific to meet each client's objectives. PIWM portfolios are designed based on proprietary methodologies and focus on three key goals: relationships, preservation of capital and long-term absolute returns.
The investment objective of PIWM is to achieve ÂabsoluteÂ capital appreciation of portfolio assets by diversifying into several underlying hedge funds and other alternative investments strategies, with low portfolio volatility (standard deviation of return), and high Sharpe ratios and with little or no correlation to global stock markets. This is a holistic, client-centric approach to strategic investment management that is customized to meet each client's unique investment needs. Historically such personalized services have been reserved for ultra wealthy families and foundations however in today's economic climate all clients deserve this high level of service.
The PIWM portfolio design process is driven by an in-depth discovery and investment strategy mandate. This mandate addresses client-specific details such as current and future financial requirements, risk tolerance, return expectations, income needs and time horizons to provide a roadmap to meet each client's goals. The mandate is also structured to be dynamic in nature, continually revised and updated as client needs dictate.
PIWM portfolios have averaged 6% to 8% per annum for conservative strategies to over 20% per annum for more aggressive strategies over the last 5+ years. All PIWM portfolio demonstrate very low portfolio volatility, tremendous risk adjusted returns high Sharpe ratios and transparency.
PIWM is offered exclusively to foreign (NON-US) persons (IBCs, Trusts, Insurance Policies, etc) that understand the risks as well as the tremendous opportunity of alternative investments. Past performance is not a guarantee of future profits.
This information is neither advice nor a recommendation to enter into any investment advisory service. This presentation is not an offer to sell, nor a solicitation of an offer to buy, any investment or investment advisory service.
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