Investment Review
We believe that today's client needs to be assured that when we are providing investment advice we are accessing the very best information available.
Myers Davison Ginger Ltd use Financial Express' Analytics software. Financial express is a data company which specialises in the collection, validation, dissemination and analysis of fund information.
Financial Express collects current and historical fund prices, dividend information and details of Corporate Actions together with asset allocation and sector weighting information and a range of additional static data for approximately 70,000 UK, Offshore and International funds.
Data is collected directly from the source. This is fund management companies and insurers for collective investments and direct feeds from share exchanges. Financial Express is the largest third party supplier of fund data in the UK.
Analytics provides top of the range planning tools that enable us to confidently research and compare funds, analyse and model portfolios, this ensures your portfolio is invested as it should be. The different types of analysis available to us is considerable. Shown below are some examples of the type of information we are able to obtain about your individual portfolio at the touch of a button.
Analysis of existing portfolios
It is very important to x-ray your portfolio to see where exactly your money is invested and with whom.
These provide us with valuable up to date information on individual funds.
Asset Allocations & Regional Allocations
We are able to establish how much of your money is in invested in different areas of the world.
Sector Allocations & Top 10 holdings
The information analysed here tells us which type of industries your money is invested in.
Graphs showing how your current portfolio has performed. We can measure this against benchmarks or possible new portfolios.
Analysis on new portfolios
The information available to us to analyse where and with whom your money should be invested is also incredibly extensive. As an idea of the type of information we can asimiliate.
The key data we are looking at here is how a fund has performed in its sector. We usually look for funds that have outperformed the sector but at the same time taken less risk than the sector average.
To illustrate a comparison of a funds performance relative to its peer group or other criteria.
To illustrate an individual funds performance against its sector.
Displaying the returns achieved over different periods.
All of the above are only a very small selection of the type of information that is available to us when advising on and managing investments and pensions.