The introduction of Dynamic Investment Theory (DIT) and Dynamic Investments (DIs) will generate significant new revenues and open new markets for organizations that develop Exchange Traded Funds (ETFs) and those that sell them. This Slide shows how.
Expanding Product Lines - Virtually Overnight
Dynamic Investments are created by simply combining existing ETFs into the DI structure as discussed on Slide 04. As a result, ETF developers can significantly expand their product lines with high-performance Dynamic Investments virtually overnight without the time, expense and effort of creating a single new ETF.
Monetizing ETF Combinations
DIs enable ETF developers to monetize combinations of existing ETFs by placing them in new, powerful Dynamic Investments. DIs can uncover massive value that is currently hidden in ETF product lines.
Opening New Markets
ETF developers rarely sell their products directly to the public. Typically ETF customers are advisors and portfolio designers who place ETFs into portfolios for their clients. Dynamic Investments created by ETF developers are standalone investments / portfolios that can be sold directly to the public, opening up a vast new market for direct sales by ETF developers.
The chart below shows existing entities and information flows is black. New activities / entities and information flows made possible through the use of Dynamic Investments are shown in red. Note at the far right of the diagram that DIs can be marketed and sold directly to investors who can easily implement, manage and profit from them immediately using an online broker.
Of course the opening of new markets translates directly into more customers and increased revenues. An NAOI Consulting Agreement can show ETF developers how. Refer to Slide 12 for more information.
Opening a Massive New Field of ETF Research and Development
Creating new ETFs is a costly and time-consuming process. Dynamic Investment creation consists of simply combining existing ETFs into the Dynamic Investment Structure as discussed on Slide 04. Thus, DIs open a vast new world of research and development opportunities.
DIs can be created for virtually any investing goal and they can target any area of the market with ease. And with NAOI training the DIs developed will produce produce performance that exceeds standalone ETFs and MPT portfolios that have the same goals or targets; with less risk.
Dynamic Investment design classes are offered by the NAOI to give ETF developers a head-start on any competitors who may arise in this area. See Slide 12 for more information.
Taking ETFs Mainstream
The NAOI sees a future of investing in which ETFs, because of their use in NAOI Dynamic Investments, will become the most popular investment type in the market, surpassing the use of mutual funds. DIs are the vehicle that finally take full advantage of the unique benefits of Exchange Traded Funds.