HUEMO - Human Emotion Trend Index For Institutional Investors

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Portfolio Managers
Control the assets of a mutual fund or a hedge fund, choosing and monitoring appropriate investments and allocating funds accordingly

The Problem

A difficult market environment often reduces cash inflow and assets under management. When a fund under-performs the market, the fund's profit margins are squeezed. In a down market, investors are more likely to pay attention to fees, since they are no longer buried in positive numbers in an up market.

How can you consistently beat the market benchmarks year after year?

How can you avoid market downturn and avoid holding laggards?

Solutions

	Step One Identify any historical poor performing years and portfolio laggards.

	Step Two Perform Huemo Diagnostics to understand how the downturn could be avoided and why the laggards were bought at the beginning.

	Step Three Develop a process to applying Huemo to guide investment decision making for future improvement of portfolio management.

Huemo offers the following system-generated trend indicators:

Bull Trend Early Up - Strong Buy

Bull Trend Early Down - Hold

Bull Trend Middle Up - Buy

Bull Trend Middle Down - Hold

Bull Trend Late Up - Buy

Bull Trend Late Down - Weak Sell (reduce)

Bear Trend Early Up - Hold

Bear Trend Early Down - Strong Sell

Bear Trend Middle Up - Hold

Bear Trend Middle Down - Sell

Bear Trend Late Up - Weak Buy (accumulate)

Bear Trend Late Down - Sell

Trend Unclear - Wait (sideline)

For any widely followed stock, Huemo is perhaps the easiest yet most powerful tool in predicting primary trend that typically lasts more than one year. Please contact info@isir.org for further information.

A stock's daily price movement is primarily driven by human emotion. After all market information is known, the fundamental of a company does not change even when its stock price is fluctuating. However, over a longer time period, a company's fundamental does change. Again, human emotion is driving the stock price trend up or down. By properly capturing and measuring variations in crowd emotion, primary trend reversals can often be identified in its initial stage.

Since 1996, projects at the Institute for Systematic Investing Research (ISIR) have been focused on statistical data processing of human emotion, leading to the discovery of Huemo.

You can do much better by understanding why there are a few stocks hurting your portfolio performance.

Please send your most troublesome stock to info@isir.org. We will analyze it and send you a Huemo Diagnostics Report.