SGA Simond Global Advisors

An Ariadne Thread Into the Investment Maze

SGA is an independent provider of global investment research. It offers institutional and private investors advisory services on global tactical asset allocation.

SGA has two strong convictions about asset management:

- investment decisions need to be made in a highly disciplined framework

- you should only take risk if you are paid to do so

SGA has developed an investment approach that fulfils these stringent conditions:

‘The Three Pillars Approach to Global Investment Management’,

a structured, data driven investment process.

It seeks to answer three crucial issues in selecting financial assets:

Is price action supportive? Sentiment & Momentum (positive, neutral, negative)

Is the monetary environment favourable? Economic Liquidity (abundant, neutral, scarce)

Is the price attractive? Value (cheap, fair, expensive)

To answer these three fundamental queries, SGA uses a set of indicators common to all markets. These indicators allow us to compare objectively the different asset classes in our investment universe.

Data are collected and compiled in a database and scored in a matrix through a rigorous and long tested process of analysing monetary and valuation figures in all major markets. The matrix allows us to measure the relative attractiveness of the various financial assets under review and formulate a clear, logical and transparent investment policy.

Our investment universe comprises all equity markets included in the MSCI AC World Index (50) and all fixed income markets included in the JPMorgan World Bond Index (19) and JPMorgan World Emerging Markets (19)

We monitor on a daily basis 12 currencies

Our indicators are ‘scored’ on a daily basis and the output is published in a ‘scoring matrix’