fgr sa company presentation
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FGR SA Asset Management
Working for your financial success!
The Company Holding the na-onal quality standard! • FGR SA is an independent asset management company based in
Lugano, Switzerland. We have an official license to operate as a financial intermediary and we are affiliated with Polyreg, an associaDon of self-‐discipline recognized by the Swiss AssociaDon of Asset Managers (ASG).
• The FGR Invest SA counterpart bank for trading on Forex and Futures is MIG BANK.
• MIG BANK is the largest Swiss bank specialized in online Forex (FX) and CFDs trading services for private and insDtuDonal clients with ISO 9001 cerDficaDon in recogniDon of its standardized Quality Management best-‐pracDces, and the ISO 27001 cerDficaDon for standardized InformaDon Security techniques.
Our services Trading solu-ons tailored to your needs!
• We are specialized in quanDtaDve asset management. To our clients we offer fiduciary (tradiDonal administraDve and organizaDonal consulDng services, accounDng management, corporate management, consulDng in corporate finance transacDons and personal services) and asset management.
• The two cardinal principles of the philosophy of our asset management are: – The achievement of an absolute performance within the calendar year,
avoiding any reference to market benchmark that could penalize the investment targets of our Customers.
– The balanced management of risk: we promote a steady growth of the por]olio with a modest volaDlity. At the basis of our risk management there are strict rules of Money Management, which allow to overcome the negaDve moments with minimal impact on the Por]olio.
Our Investments Products A world-‐wide approach for your investments
• All our products are based on proprietary algorithms.
• All FGR por]olios are not based on standard technical analysis, but on innovaDve approaches that exploit the most recent achievements in the computer and in the staDsDcal analysis fields.
• We developed two lines with different risk profiles: 1. Moderately aggressive (dal 2002-‐2012)
2. Aggressive (2010-‐2012)
Risk Profile Investment Style
ConservaCve Your primary goal is capital protecDon. You require stable growth and/or a high level of income, and access to your investment within 3 years.
CauCous
Your primary goal is capital protecDon. Investors in this risk profile require fairly stable growth and/or a moderate level of income. Your investment term is 3 years or more.
Moderate
Your primary goal is capital growth. You can tolerate some fluctuaDons in the value of your investment in anDcipaDon of a higher return. You don’t require an income and you are prepared to invest for 5 years or more.
Moderatly aggressive
Your primary goal is capital growth. Investors in this risk profile can tolerate a fair level of fluctuaDons in the value of the investment in anDcipaDon of possible higher return. You don’t require an income and you are prepared to invest for 5 to 10 years.
Aggressive
Your primary goal is long-‐term capital growth. You can tolerate substanDal fluctuaDons in the value of your investment in the short-‐term in anDcipaDon of the highest possible return over a period of 10 years or more.
Moderate Risk Profile Year Performance 2002* 2,10%
2003 20,40%
2004 14,90%
2005 16,60%
2006 9,00%
2007 10,30%
2008 33,70%
2009 24,40%
2010 44,90%
2011 30,40%
2012** 2,60% * Since 25 October 2002 **Current Year, last update 12th October 2012
• All years have a posiDve return
• Average yearly performance 20,9%
• Max drawdown -‐3,1%
• The returns are net of trading commissions and performance fees
Aggressive Risk Profile Year Performance Drawdwon 2010 21,9% -‐9,8% 2011 114,2% -‐12,4% 2012* 70,7% -‐4,4%
* Current Year, last update 2nd November 2012 • All years have a posiDve return
• Average yearly performance 68,6%
• The returns are net of trading commissions and performance fees
Our relaConship with the Investors
In the jungle of the markets we focus on individual needs
The relaDonship of FGR ASSET MANAGEMENT SA with the Investors is based on the following cornerstones
Win-‐to-‐win The are no iniDal, deferred,
redempDon sale fees
FGR SA management fees are proporDonal to our performance
No performance no gain for FGR!
Confidence
The money is on a bank account in the name of the Investor:
it can only be transferred by the Owner
Only trading operaDons are allowed to FGR SA
At any Dme the Investor may connect to its bank account and check
the status
the performance of the investments
Openess
