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The portfolio review service offered by PIMS, Inc.
is based on two powerful theories, the Efficient Frontier theory developed
by Markowitz and the Arbitrage Pricing Theory developed by Ross.
Both of these individuals are Nobel Peace Prize winners for their
contributions to investment theory and analysis.
Four services are offered:
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Portfolio Review: Complete analysis with recommended changes relative to your investment objective and risk tolerance.
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Portfolio Creation: A new portfolio is prepared using the information provided to us on our
portfolio information request form.
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Portfolio Maintenance: At the end of each calendar year quarter or as requested by Client, a complete review with recommended BUYS and SELLS will be e-mailed to Client.
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Client Chooses Portfolio: Client chooses from a list of 21 standard
portfolios developed, maintained, and backtested by PIMS analysts. Choosing this option saves Client 10 basis points as the PIMS fee for this service is 10 basis points instead of our normal 20 basis points
fee.
List of 21 standard
Portfolios & Backtesting Results
Features of our Portfolio
Service include:
- Use of PC&M, proprietary databases, and financial library information.
- Use of proprietary backtested portfolio creation and
maintenance procedures.
- Each Portfolio Creation/Review will be reflective of
its objective and risk tolerance - as such each portfolio presented to us
must be accompanied by a fully filled out Portfolio Service Request Form.
- Response time for service: Fax or e-mail response in less than three days.
Key Benefits
- PIMS, Inc. has developed and backtested a
Composite Value Rank Portfolio Management system within Investor's Edge
(IE) using a step-by-step portfolio creation & maintenance
procedure.
- The CVRPM system is based on periodic printouts
of the Top 6 Stocks per category ranked four different ways combined
with a proprietary step-by-step procedure. Performance of CVRPM Portfolio Model
vs Market Indexes End of 1st Quarter 2010
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A second global asset allocation program GLOBAA with three security
type options has also been developed using step-by-step portfolio creation & maintenance
procedures.
- Recently PIMS, Inc. has created, maintained and backtested 17
additional standard portfolios from our historical library of selected
printouts. Clients may choose one that meets his or her investment objective and at the same time reduce his or her service cost by 50%.
List of all 21 Standard Portfolios with 3 months, 1 and 3 year Backtesting Results
- PIMS, Inc. maintains a library of historical
printouts that date as far back as March 1991.
Our Portfolio Review Service is designed to
improve performance without increasing risk.
Cost of portfolio
services:
For both fax or email reports:
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Portfolio Review
with
Recommendations: |
20 basis points or |
$200 whichever is greater |
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| Portfolio Service: |
10 basis points or |
$100 whichever is greater |
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| Portfolio Creation: |
10 basis points or |
$100 whichever is greater |
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| Portfolio Maintenance: |
5 basis points or |
$50 whichever is greater |
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Example:
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$500,000 Portfolio Fee =$500,000 x 0.0010 = $500
$500,000 Portfolio Quarterly Maintenance Fee = $500,000 x 0.0005 = $250
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Proceed
to Portfolio Request Form
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