• Calendar

    November 2017

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    • Getting Serious - Making Markets work for you
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    • Markets vs Markets
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  • Investor Unity Pty Ltd



    Level 36, Governor Phillip Tower.
    1 Farrer Place, Sydney, NSW 2000

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LIVE: Getting Started in the Right Way – Markets, Strategies and the Tailored Approach

As we’ve covered in previous presentations, IU’s Crossroads services cover a selection of markets – with risk-levels tailorable to the preferences of the client.

During this presentation, we’ll take a recap of the markets covered (and why), the strategies employed, and illustrate how a client can get started in a manner and setup most preferable to them.

Topics covered:

  • The downfalls of an overly ‘traditional’ (run-of-the-mill) approach
  • ASX vs Global markets; risk, opportunity and more
  • Profit & protection; methods of analysis & capital preservation
  • Understanding tailorable and flexible risk models, along with Fully vs Semi-managed service options
  • Getting started in the right way

Our long-held belief is that investors shouldn’t have to sacrifice profit and flexibility, just to be able to invest with confidence – nor vice versa.

We, therefore, set out to create a service which combines the peace-of-mind and stability of a major institutional fund, with the flexibility and performance of a modern, adaptive market methodology and investment vehicle.

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