Superior Returns using the IAS Method

Why Choose the IAS ?

Why Choose the IAS ?
300
IAS Method CAGR : + 9.9% p.a
p
Traditional Method CAGR : + 3.8% p.a
250

200

150

100

50
Jun‐99

Jun‐00

Jun‐01

Jun‐02

Jun‐03

Jun‐04

Jun‐05

Jun‐06

Jun‐07

Jun‐08

Jun‐09
Dec‐98

Dec‐99

Dec‐00

Dec‐01

Dec‐02

Dec‐03

Dec‐04

Dec‐05

Dec‐06

Dec‐07

Dec‐08

The Infiniti Analytics Suite ( IAS ) can also be used 
y
to build long‐only portfolios that perform up to 
two times better than those built using traditional 
methods*

*‘Traditional method’ is standard mean variance efficient portfolio as denoted by the maximum Sharpe Ratio portfolio

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 Greater upside potential using IAS Method

IAS Method Best Fit Distribution 
( Modified Normal  )

Traditional Method ‐ Best Fit 
Distribution ( Modified Normal )

‐15% ‐10% ‐5% 0% 5% 10% 15%

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 Higher Expected Horizon Wealth with IAS

Expected Horizon Wealth From an Equal Base
180
IAS Method
160
Traditional Method

140

120

100

80

60

40

20

Expected Horizon Wealth From the current Base
500
IAS Method
450
Traditional Method
400

350

300

250

200

150

100

50

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 Based on iShares ETF selection universe

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 Results Achieved using actual ETF’s*

* After generating optimal weights using either the IAS or traditional methods, based on the time series of the
underlying benchmark indices, we substitute the performance of the respective iShares ETF’s. This overcomes
the issue of short-time series for some of the newer ETF’s

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