powerful | understandable
Actionable macro insights and portfolio solutions
| our method
The problem and the solution
Investors are bombarded with a never ending stream of financial data. The quest for more and more information has the unintended consequence overload. Don’t agree, check your inbox this morning and count how many irrelevant emails you have. The constant deluge of unfiltered data leads to confusion about the relevance and interaction of market forces. Focus Point’s goal is to see through this problem by objectively analyzing data to determine what’s relevant and when, and then transforming the data into knowledge for our clients in a format that allows them to make timely decisions.
Transforming data to knowledge
Our process begins with analyzing thousands of data sets to look for diamonds in the rough that provide clues to market direction. We utilize proprietary algorithms to uncover patterns based on the velocity and acceleration of the data we are analyzing. Each data set and algorithm becomes a factor in a broader model that’s used to provide an aggregate outlook on the financial markets. Together, dozens of factors work together, similarly to complex biological systems, such as an army of ants, traveling from one location to the next. Individually, each single piece of information provides only a clue, just as one ant provides only limited information about a colony’s direction, but collectively a large group of ants, and an understanding of their interactions, provides direction for the overall colony.
| portfolio solutions
The cornerstone of our research process is the Focus Point Leading Market Indicator (LMI), a single solution that captures all the data we analyze and packages it as a simple, easy to understand signal that helps our clients understand if it’s a good or bad time to take risk. The Focus Point LMI incorporates factors that include market liquidity, valuation, economic momentum, market technicals and volatility. We combine these factors into one model that stratifies market conditions into understandable segments that provide a basis for building portfolios.
In addition to providing a view of the investment landscape, we also provide illustrative portfolios that capture ways to implement the signal into portfolio management. This provides clients with a total portfolio solution that continually measures market conditions and proactively adapts as the environment changes, much the same way living biological systems change and react to life conditions.
We have partnership with Focus Point Capital (www.focuspointcap.com) for clients looking for a turn-key solution that includes having an actively managed portfolio.
Each month clients receive Focus Point’s Macro Outlook, which provides the output of our models as well as access to our monthly research call, where we review the output and analysis in light of current market conditions.
| macro research
Our goal is to provide investors with usable information. Because we analyze thousands of data sets each month and have created proprietary signals for each piece of data, we make our analysis available to investors as part of our offering. In addition to the data we analyze, we also provide forecasts of a variety of economic measurements that are also provided to investors for forward looking guidance about our expectations of economic conditions.
| equity analytics
Focus Point provides research on single stock portfolios designed to capitalize on market inefficiencies exposed by macro economic events.
“Focus Point’s macro dashboard is insightful and actionable. Our team uses the data to help identify what parts of the market to avoid and embrace.”
— Eric Clark, Portfolio Manager, Accuvest Global Advisors globalbrandsmatter.com
Contact
Feel free to contact us with any questions.
Email
info@focuspointlmi.com
Phone
(303) 381-2264