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AutoInvestment is the preferred solutions provider for self-reliant investors throughout the world. By establishing lucrative partnerships with our customers, AutoInvestment provides each client with global strategic solutions to optimize their client relationships, improve efficiencies, and increase profitability.

We provide unique analytical solutions, dedicated to assisting our clients in their quest for excellence in managing and communicating financial investments.

Our goal is to help clients achieve better investment efficiency. The value AutoInvestment delivers incorporates value, innovation, integration, and partnership. The Company takes ownership and pride in every solution provided to every client and will strive to ensure customers are treated professionally and courteously.

Our goal is to provide seamless, integrated, and efficient use of investment information. AutoInvestment incorporates value, innovation, integration, and partnership in every assignment undertaken. AutoInvestment system applications are developed using applied science-based innovation, customized and integrated to client specifications.

Our sophisticated analytic models and global data resources are employed by investment managers, advisors, plan sponsors and trustees. AutoInvestment provides integrated software and consulting solutions to dissect, analyze, and interpret the changing portfolio structure and sensitivities that the investment manager is executing.

Creating complex financial models and screens can be a challenging and time-consuming task for investment managers and portfolio analysts. The strength of Portfolio Modelling comes from a sophisticated process that renders and analyzes the fundamental financial information from Standard & Poor's Compustat® database. Portfolio Modelling creates a group of value-added information items that measure relative valuations and risk assessments of individual securities or portfolios. Portfolio Modelling leverages the value-added company information by combining it with portfolio analysis. The result assists financial analysts in understanding the relative risk and value of your portfolio and investments, and in constructing more efficient investment strategies.

AutoInvestment can assist clients with their fiduciary responsibility through a comprehensive set of compliance reports at the total fund and component levels. Regulatory, policy (eg. combined asset mix across multiple managers), and individual manager (eg. specific manager positions) reports ensure clients meet their investment objectives and guidelines

What makes our analytics unique? Within one report, clients can receive portfolio information on global stocks and bonds. Position-based analysis offers a systematic means of reviewing portfolios from a variety of perspectives, by communicating portfolio information according to recognizable factors and security attributes. We provide our clients with a unique set of measures to assess how a manager's style fits within the structure of their portfolio. Investment managers use the tools to articulate and confirm their style and consistency.

Our analysis begins with measuring the characteristics of each security in the portfolio. A vast selection of valuation, growth, and momentum measures are weighted, aggregated, and combined with sector weights and risk parameters to create equity portfolio profiles. Coupon, yield, maturity, duration, quality, and sector weights are aggregated and combined to create bond portfolio profiles. These profiles are used to measure a particular portfolio style and bias and to ensure the product remains consistent with the style and bias at the time of purchase. The process is also used to assess changes in the risk level of the portfolio and to determine whether any change to risk will provide incremental return. AutoInvestment analytic reports are tailored specifically to each of our clients.

AutoInvestment uses the most sophisticated measures to isolate and evaluate the investment gains by a manager. These are compared to benchmarks tailored to meet client needs and the resulting indicators are reflected as guideposts toward the specific fund goals. Measuring portfolio performance, therefore, helps the client understand whether a portfolio outperforms a particular benchmark which has been set to reflect the needs of the portfolio.

Successful investment management is simply the disciplined application of proven methodology. AutoInvestment provides their clients with sophisticated performance analysis combined with position-based portfolio analytics. We believe that successful investment management is not a measure of portfolio performance. Measuring past performance does not give any indication of style bias or future portfolio potential. It is incumbent on us to provide our clients with tools and measures to evaluate the methodology. Performance is simply a byproduct. Our unique tools help identify and quantify style characteristics and biases, portfolio risk, and the resulting performance characteristics.

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