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Final Intern Presentation

Final Intern Presentation. Cynitresse S. Carter Investment Advisory Business Support August 3, 2011. Agenda. Program List Investments/Model Change Communication Plan Performance Reports: SMA Model/Composite. Key Terms. Project 1: Program List Investments/Model Change Communication Plan.

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Final Intern Presentation

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  1. Final Intern Presentation Cynitresse S. Carter Investment Advisory Business Support August 3, 2011

  2. Agenda • Program List Investments/Model Change Communication Plan • Performance Reports: SMA Model/Composite

  3. Key Terms

  4. Project 1: Program List Investments/Model Change Communication Plan

  5. Program List Additions, Changes, and Removals Initial Communication and Trade Impact Fund/SMA Removal Planning Fund/SMA Addition Planning Research Model Change Planning Final Communication, Testing, Publishing & Production

  6. Stakeholders

  7. Results • Order of steps in the timeline • Communication Plan to inform stakeholders • Consolidated Communication Plan and Timeline

  8. Project 2:SMA Performance Reports

  9. Overview Issue • No performance tracking for SMAs Assignment • Develop reports to track performance for 61 SMA strategies on the Program List • Develop report to compare SMA strategy received by Edward Jones against performance reported by SMA Manager to the industry

  10. Process Vestmark Stakeholders • Investment Advisory Business Support • Mutual Fund Research • Investment Advisory Advice

  11. Composite of SMA Client Accounts

  12. SMA Master Model

  13. Results • Investment Advice has a tool for analysis and identification of outliers • Investment Advice can compare composite performance against the SMA Master model • Mutual Fund Research has a tool to compare the SMA performance received by Edward Jones against the performance reported to the industry by the SMA Manager

  14. Conclusion • Experience • Benefit • What I Gained

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