{"id":1909,"date":"2020-03-19T03:29:14","date_gmt":"2020-03-19T03:29:14","guid":{"rendered":"https:\/\/straussresearch.com\/?page_id=1909"},"modified":"2020-04-02T15:11:44","modified_gmt":"2020-04-02T15:11:44","slug":"for-investment-managers","status":"publish","type":"page","link":"https:\/\/straussresearch.com\/index.php\/for-investment-managers\/","title":{"rendered":"For Investment Managers"},"content":{"rendered":"\t\t
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For Investment Managers<\/strong><\/span><\/p>

I can save you time, and help you bring in more clients, by providing written material and analysis, including the following:<\/p>

Monthly investment review letters<\/u>:\u00a0 <\/strong>I can provide concise, well-written summaries and analysis covering major political, economic and stock market developments.\u00a0 These monthly letters can be sent to your clients or used on your website and social media channels, thereby demonstrating your investment expertise to clients and potential clients.<\/p>

Examples of recent monthly letters can be found in the blog posts on this website (or by clicking on these links:\u00a0 January 2020 Monthly Letter<\/a>\u00a0 \u00a0or\u00a0 \u00a0February 2020 Monthly Letter<\/a>\u00a0 \u00a0 or\u00a0 \u00a0 First Quarter 2020 Letter<\/a> ).<\/p>

In addition to providing general market analysis, these reports can be customized to discuss specific actions that your firm is taking in client portfolios.<\/p>


Weekly market commentary<\/u>:<\/strong>\u00a0 Similar to a monthly review letter, but summarizing all key investment news and events of the past week.\u00a0 Again, can be sent to your clients, used on your website, etc.\u00a0<\/p>

Please see recent blog posts for examples, such as \u201cMarket Comments:\u00a0 Week Ending 3-13-20<\/a>.\u201d<\/p>


Market analysis and insights \u2013 you can outsource your investment research process<\/strong><\/u>:\u00a0\u00a0<\/strong>In addition to following global macro developments, every week I perform a comprehensive review of key charts and market indicators.\u00a0 Then I use state-of-the-art software and databases to analyze sectors, industry groups and individual stocks, using both fundamental and technical criteria.\u00a0<\/p>

This analysis is based on proven, time-tested principles, and is designed to cut through the information overload.\u00a0 It can lead to valuable investment conclusions regarding asset allocation, sector weights and stock selection, in an integrated way, thereby providing profitable ideas for your team of portfolio managers.\u00a0<\/p>

For a discussion of how this process leads to valuable investment conclusions, please see some of the articles on this website such as \u201cInvestment Strategy Case Study<\/span><\/a>.\u201d\u00a0<\/p>

Additional examples of this analysis are contained in blog posts such as “Review of Stock Mar<\/a>ket a<\/a>nd<\/a> S<\/a>ector<\/a>s<\/a><\/span>” from late January 2020, and “Model Portfolio:\u00a0 Mid-February 2020<\/a>.<\/span>”\u00a0<\/p>

Please contact Jonathan Strauss, CFA to get started today: <\/u><\/strong><\/p>

Email:\u00a0 \u00a0 \u00a0 \u00a0jon@straussresearch.com<\/p>

Mobile \/ text:\u00a0 \u00a0 \u00a0 \u00a0513 \u2013 379 \u2013 2792<\/p>

Note:\u00a0 additional previous monthly investment letters can be found under the “Categories” heading on the right sidebar of this website, in the “Monthly Letters” section.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

For Investment Managers I can save you time, and help you bring in more clients, by providing written material and analysis, including the following: Monthly investment review letters:\u00a0 I can provide concise, well-written summaries and analysis covering major political, economic and stock market developments.\u00a0 These monthly letters can be sent to your clients or used […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-1909","page","type-page","status-publish","hentry"],"yoast_head":"\nFor Investment Managers - 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