LET ME TELL YOU ABOUT US:
We would like to have a small presentation built for how the stock selection process works for our propriety Money Management Investment Strategy called Portformulas. Portformulas is the name of the company and is also the product which uses a combination of various specific stock selection criteria (coined as a Formulaic Investment Strategy) to select stocks to buy and sell for our clients each and every month. This methodology takes the human emotion and all that is associated with that to have a formula (computer generated) select what stocks should be purchased and sold each and every month. We currently have 8 different strategies or Portformulas in which a very specific group of criteria associated with each strategy to start with the complete universe of stocks on the NYSE, NASDAQ and AMEX (excluding all Over The Counter stocks or OTC stocks) and start to apply a series of criteria to get a group of stocks ranging in numbers from 0 - 120 stocks. We also have an add on feature called RAM which is an acronym for (Resession and Market Allocation Management) which can be applied to any strategy to see if certain economic factors (such as the Moodys Risk of Recession) in the economy to say if you should even be in the market or if you should be in a more sable or less risky investment such as a money market account or a Bond ETF. When you look at the submitted sample you will get a better idea of what I am looking for. This is the basic process of selection - but now I just want to take it to the next level and have a really nice presentation build with animations for a potential client to view how this selection process works. The unique thing about this strategy is because it is a specific group of formulas it can be back tested many years to simulate what the hypothetical returns would have been. So even though this company is only 2.5 years old we can go back as far as 2001 in some strategies to see what the results would have been - big advantage to see what might have been.
HERE IS WHAT WE NEED:
A power point presentation that will show a step by step series of animations to show how the basic process works. There is a basic one submitted with this request to give an idea of what is needed - but I want a much better quality of work with cool graphics and animations.
OUR TARGET AUDIENCE IS:
Clients looking to invest anywhere from the min of $35,000 to any limit of money into this Investment Strategy with our Money Management Company of Portformulas. We have a core group of about 40 financial professionals that are licensed to sell this very unique and proprietary product.
WE LIKE THESE DESIGNS:
Look at our website for basic colors and look. www.portformulas.com - colors are also attached as other artwork used with this company.
WE ABSOLUTELY MUST HAVE (or we don't want to see) THIS IN OUR DESIGN:
Our Logo, look and overall theme with our existing colors and look. There is power point slide included in this file that has two needed disclaimers (legalese if you will) for this presentation. We typically put them at the bottom page of the slide for financial compliance. The Important Note disclaimer will only have to be used when we start or introduce RAM into the presentation. So please keep this in mind. I have also include an entire presentation about Portformulas and how it works if a better understanding is needed on clarity of how it works (also an audio version if you prefer to listen to instead of read it)
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