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At the age of 24 , I began setting clear, written goals for each area of my life. I accomplished more in the following year than I had in the previous 24 . (Brian Tracey). AGENDA InvestProfit. OBJECTIVES ORGANIZATION CURRENCY MARKETS STRATEGY AND METHODOLOGY
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At the age of 24, I began setting clear, written goals for each area of my life. I accomplished more in the following year than I had in the previous 24. (Brian Tracey)
AGENDA InvestProfit • OBJECTIVES • ORGANIZATION • CURRENCY MARKETS • STRATEGY AND METHODOLOGY • PROGRAM SCREENSHOTS • PERFORMANCE • ADVANTAGES • SUM-UP • TERMS AND CONDITIONS
OBJECTIVES InvestProfit • Headquartered in Moscow, InvestProfit is an independent investment management firm established in September 2002 and regulated by the Federal Financial Markets Service (FFMS) of Russia. • Asset Management licence • Brokerage licence • Dealer operation license • Provide our clients with an investment strategy that provides diversification, is efficient and scalable • Management outsourcing – provide direct access to expertise • Reduce costs on operations and increased traded volume • Increased transparency throughout the whole investment process • Clients keep full overview and control over their assets: • full access and control to their account • easy to adjust the size invested under our strategy • Flexible and accessible setup accommodating to each client’s needs
ORGANIZATION InvestProfit Legal & Compliance Reporting Partnerships Operations Marketing INVESTPROFIT RESEARCH & ADVISORY Trading Strategy Risk Management Stock Company InvestProfit Russia Stock Company InvestProfit Ltd. Investment Management Investment Management Intitutional Managed Accounts Managed Accounts Sub- Manager Accounts Off-shore Fund
PEOPLE InvestProfit • .Konstantin Kambulov • Founder of InvestProfit • 5+ years of independent trading experience • Portfolio Manager for Global 40, G7 Bond Fund investment programs • Educational background in Finance, BFin from Plehanov Academy of Economics • FFMR qualifications Series 1, Series 4, Series 5 • .Roman Protopopov • Senior Partner of InvestProfit • 6 years of trading experience from REFCO, Curvalue Financial (now Van DerMoolen) • Portfolio Manager for Currency Alpha investment program • Educational background in Electronic Commerce, BCom from RISEBA • FFMR qualifications Series 1 • .Dmitry Alexeev • Managing Director of InvestProfit • 13 years of independent trading experience • BBA in electronic commerce from MIET • FFMR qualifications Series 1, Series 4, Series 5
CURRENCY MARKETS InvestProfit • Liquidity / Accessibility • Opened 24hrs 6 days a week and with a daily volume of more than $ 4 trillion • Transparency • Decentralized world wide market. Pricing is transparent while costs are low • Flexibility • Market positioning is very flexible as there is the ability to have a duplicity market long/ short • Risk Management • Ability to monitor and control the risk taken in each trade and overall for the portfolio • Diversification • Low correlation with other asset classes • Source of Alpha • The FX market provides excess return opportunity since market participants have different motives • for their investment - 70% of total currency market flows is represented by non-profit seeking • participants
ADVANTAGES InvestProfit • Setup Benefits • Client has real time access and overview on the investment • No fees are directly deducted from the account (clients are invoiced on a quarterly basis) • Easy to enter and exit the strategy • Easy to increase and reduce the amount invested • Low and transparent cost • Setup Benefits • The client benefits from all the advantages of the InvestProfit FX strategy • Plus limit downside risk • Setup Benefits • Client has real time access and overview on the investment • Easy to enter and exit the strategy • Low and transparent cost • Ideal for volume of accounts
SUM UP InvestProfit • Access to expertise in the FX Market through a solid strategy with a proven track record • Participation in an investment that offers: • Liquidity • Transparency • Flexibility • Disciplined Risk Management Approach • Diversification • Absolute Returns • Setup that suits your company’s and your clients’ needs • Work with InvestProfit which focuses on: • Long term relationship with clients • Transparency throughout the whole process • Improving all processes and compliance measures on a proactive basis
TERMS AND CONDITIONS InvestProfit TERMS FEES InvestProfit 1st Tverskaya – Yamskaya 26 T +7 (495) 252 60 20 investprofit@investprofit.net 125047 Moscow F +7 (495) 251 37 83 www.investprofit.net Russia • The Account’s denomination has to be any of the G10 Currencies • InvestProfit must accept the execution - and account holding bank as a counterpart • Clients retain full control over the funds, while InvestProfit mandate is limited to managing investments of behalf of the client