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Managed Account - Trading Profiles
Strategic Swing - Trading Profile
This account relies on a trading philosophy derived from a mix of both economic fundamentals and technical analysis.
Trading Strategy
Economic fundamentals encompass news, economic data releases and events that can affect the financial markets. Technical analysis is a security analysis methodology utilised to forecast the direction of prices through the study of past price actions. The account utilises the Ichimoku Cloud and other leading indicators in the trading system.
Trading strategy is a 4-step process, as follows;
- Trend identification – to assess the market trend and then utilise trading indicators to look for trading opportunities.
- Risk management – assess the stop loss levels and ensure the risk value is consistent with the conditions as set out in the Client Authority.
- Position sizing – the trading size will be determined by the risk value for the trade and the optimum stop loss level.
- Trade management – the determination of timely exits to maximise profits and to tighten stop levels to better protect profitable open positions.
Relevant Asset Classes
- FX
- Futures
- Equities
- Commodities
- Options
Fee Structure
Management fee: 25% performance.
Administration fee: $35 per month.
The management fee is payable monthly based on any profits on the account, and measured against a perpetual high water mark over the life of the account. This means that the incentives and rewards of the manager are closely aligned with that of the client. The administrative fee covers dealing/execution, compliance and reporting costs. We don’t charge or receive any other transactional, broking or commission based fees in relation to the account.
Funding
The Minimum Deposit required to open a managed account is NZ$20,000, with a minimum term of only one month. The account will be managed in NZ$ and all administration and management fees will be charged in NZ$.
Principal Manager – Robert Lean
Robert has in excess of 20 years investment and advisory experience in global financial markets. He has attained the relevant NZX and ASX qualifications in this field. Robert aspires to offer Managed Account services and to this end, has devoted significant efforts and time to formulate a relevant trading program incorporating appropriate trading rules and robust risk management strategies to enable clients to invest in financial markets with higher levels of confidence and knowing that capital preservation measures are in place.
If you would like to speak to us about our trading strategy please email us at enquiries@bby.co.nz or call us on +64 4 471 7600.
FX Trend – Trading Profile
This account is managed under a directional strategy seeking to identify and capture trends in the markets. The account will be focused on FX primarily, although other markets will also be traded from time to time.
Trading Strategy
A proprietary model alerts to the possibility of an emerging trend and maintains the exposure until the signal is invalidated. Orders to protect the position are trailed behind the model on a daily basis, with a focus on eliminating the initial risk swiftly.
Over the course of any one year it is assumed that there will be a significant number of small loss trades (equal to, or less than the stipulated ‘cap’ in the original agreement), a similar, but slightly less number of small winning trades and a smaller number of significant profits from currencies which have changed significantly in value. These later trades are where the bulk of the returns accrue.
The account may hold a number of open positions at any one time; those trades will however be largely non-correlated to ensure overall devotion to the quick reduction of risk theme.
Relevant Asset Classes:
- FX
- Futures
- Commodities
Fee Structure
Performance Fee: 25%.
Administration Fee: $35 per month.
The performance fee is payable monthly based on any profits on the account, and measured against a perpetual high water mark over the life of the account. This means that the incentives and rewards of the manager are closely aligned with that of the client. The administrative fee covers dealing/execution, compliance and reporting costs. We don’t charge or receive any other transactional, broking or commission based fees in relation to the account.
Funding
The Minimum Deposit required to open a managed account is NZ$20,000, with a minimum term of only one month. The account will be managed in NZ$ and all administration and management fees will be charged in NZ$.
Principal Manager – Graham Parlane
Graham has been involved in the financial markets since 1988 assuming roles including Interbank Foreign Exchange Dealer for ANZ Banking Group and Private Client Advisor in the Foreign Exchange, CFD’s, Futures and Options markets. He has completed NZX and ASX qualifications in this field.
The decision to bring the managed account product to market has been built around extensive work over the last 2 years in reducing downside risks as one of the primary management objectives is to preserve capital. Reducing that risk will ensure better performance when trends do develop.
If you would like to speak to us about our trading strategy please email us at enquiries@bby.co.nz or call us on +64 4 471 7600.
Equities Momentous Trending – Trading Profile
This account aims to have a mix of investments in the portfolio from the Equities and Indices markets, making the exposure in this account open to a wide range of longer term opportunities.
Trading Strategy
The account will take medium and longer-term positions based on fundamentals and qualified by extensive market research and analysis. Positions will also be taken short term, where prices are perceived to have become overbought or oversold, in order to profit from market corrections. Position entry and exit levels will be determined by technical analysis. Stop loss orders may be placed with reference to technical levels but with absolute priority given to recorded risk parameters. The manager will execute these strategies with care and due diligence aiming to replicate successful strategies enjoyed to date.
Technical indicators very often provide the timing for trades and the course the subsequent risk management takes. Consistent recognition and reference to these indicators form a major part of the trading strategy. Prudent risk management, the third integral component of the system, further strengthens these first two factors.
Relevant Asset Classes:
- Equities
- ETFs
Fee Structure
Management Fee: 1% p.a. plus 10% performance.
Administration Fee: $35 per month.
The management fee is charged monthly, based on a combination of account value and performance. Performance is assessed on profits (if any) on the account, and measured against a perpetual high water mark over the life of the account. This means that the incentives and rewards of the manager are closely aligned with that of the client. The administrative fee covers dealing/execution, compliance and reporting costs. We don’t charge or receive any other transactional, broking or commission based fees in relation to the account.
Funding
The Minimum Deposit required to open a managed account is NZ$50,000, with a minimum term of only one month. The account will be managed in NZ$ and all administration and management fees will be charged in NZ$.
Principal Manager – Michael Wang
Michael has been involved in the financial markets since 1996 specialising in advisory and managed account services. During his career Michael has worked as a private client advisor and sharebroker at several broking and investment firms throughout New Zealand focusing on share market investing, momentum trading, and Portfolio management.
Experience/Qualifications:
- NZSE Diploma
- Ph.D (mathematics)
- B.Sc.
- AFA 2011
If you would like to speak to us about our trading strategy please email us at enquiries@bby.co.nz or call us on +64 4 471 7600.
