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Model Strategy and Manager Profile Form

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This document should be filled out by a manager regarding their model strategy and will be used as a basis for the model’s fact sheet. This template questionnaire asks basic questions, such as a description of the manager’s model strategy, investment approach, research methodology, and allocation discipline. The form also requires a manager profile for individual managers or for models that are to be managed in the name of a firm. This document can be customized to fit the needs of a company seeking information about model managers.

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									This document should be filled out by a manager regarding their model strategy and will
be used as a basis for the model’s fact sheet. This template questionnaire asks basic
questions, such as a description of the manager’s model strategy, investment approach,
research methodology, and allocation discipline. The form also requires a manager
profile for individual managers or for models that are to be managed in the name of a
firm. This document can be customized to fit the needs of a company seeking
information about model managers.
                                 MODEL STRATEGY AND MANAGER PROFILE FORM
                    Please when form is completed click on email text in page 7 or by fax to 000 000 000.
                           If you plan to manage multiple models, complete section 1 for each model.
     Once received our Manager Relations team will then schedule time to discuss with you in more detail enabling us to create your model on
                     www.yourdomain.com. Company reserves the right to amend all marketing copy at its sole discretion.


                                                    SECTION 1 - MODEL STRATEGY
     The questions below allow us to learn about the strategy of your model. We will use this information to form the
           basis of your model’s Fact Sheet. We may follow up directly with you to ask a few more questions.




(A) STRATEGY OVERVIEW

Describe the strategy of your model in no more than 100 words.




(B) INVESTMENT APPROACH

Describe your investment approach in no more than 100 words.




(C) RESEARCH METHODOLOGY

Explain your research methodology in no more than 100 words.
Describe your screening approach and data sources.
                                            SECTION 1 - MODEL STRATEGY (continued)


(D) ALLOCATION DISCIPLINE

Describe your allocation discipline in no more than 100 words.
Explain your approach to diversification and allocation of securities within your portfolio (e.g. typical number of holdings, weightings, rebalancing
techniques).




(E) SELL DISCIPLINE

Describe your process for closing positions in no more than 100 words.
Explain how you determine when to close a position whether based on rules or other factors.




(F) EXCEPTIONS

Describe any exceptions to the strategy you have outlined in no more than 100 words.




(G) MISCELLANEOUS INFORMATION

Use this space to tell us anything else relevant not covered above. Include your general views on the markets, and include a ny distinguishing factors
which helps tell your unique story.
                                SECTION 2 - MANAGER PROFILE FOR INDIVIDUAL MANAGERS
                                       Complete this section if your model is to be individually managed
                 MODELS TO BE MANAGED IN THE NAME OF A FIRM GO TO SECTION 3 ON PAGE 5
                           Only required when adding your first model - subsequent models will link to the same profile.


    (A) PERSONAL INFORMATION

                                                                                         Short Display Name
    First Name *                             Last Name *                                                                              Date of Birth
                                                                                         (max 20 chars when site space limited)



    City                                                 State                                                  Country


    Job Title                                            Industry                                               Qualifications


    Education


*
    Your Covestor.com profile’s URL (if not already taken) will be http://company.com/firstname-lastname (all names will be split by hyphens)


    (B) PROFILE SUMMARY

    Provide a little information about yourself and your qualifications for managing a model. No more than 100 words.
    State your full-time job and any relevant qualities or accomplishments.




    (C) INVESTMENT STYLE

    Describe your investment style in no more than 100 words.
    Categorize your approach (e.g. top-down, bottom-up, technical, fundamental), any investment focus (e.g. region, industry, market cap) and other important
    factors.




    (D) HOW I GOT STARTED

    Tell us how you started investing in no more than 100 words.
                    SECTION 2 - MANAGER PROFILE FOR INDIVIDUAL MANAGERS (continued)


(E) PERSONAL INTERESTS

Personalize your profile by providing a little insight your non-professional interests. No more than 100 words.




(F) LINKS FOR SHOWCASING YOUR PROMOTIONAL MEDIA

Provide URLs to your websites, blogs, newsletters, books, etc. along with a short description to appear in the main body of your Profile.
Site                         Description. No more than 100 words                                           URL
Website


Blog




Please email high-res images or screenshots for each site you wish to showcase to managerrelations@covestor.com.


(G) OTHER RELEVANT EXTERNAL LINKS

Provide URLs to your profiles on social networks or articles in the media to appear in your Profile’s sidebar.
Facebook

LinkedIn

Twitter




(H) HEADSHOT PHOTOGRAPH

Please email a high-res headshot photo of at least 600 * 600 pixels to company@yourdomaincom
                                                SECTION 3 - MANAGER PROFILE FOR FIRMS
                                   Complete this section if your model is to be managed in the name of a firm
                            Only required when adding your first model - subsequent models will link to the same profile.


    (A) COMPANY INFORMATION

                                                                                   Short Display Name
    Company Name *
                                                                                   (max 20 chars when site space limited)


    Address Line 1                                                                 Address Line 2


    City                                        State                              Country                             Zip


    Year Founded                                No of Employees


*
    Your Covestor.com profile’s URL (if not already taken) will be http://company.com/company-name (all words will be split by hyphens)


    (B) PROFILE SUMMARY

    Provide a little information about the firm and its qualifications for managing a model. No more than 100 words.
    State any relevant qualities, accomplishments or awards.




    (C) INVESTMENT PROCESS

    Describe the firm’s investment process in no more than 100 words.
    Categorize your approach (e.g. top-down, bottom-up, technical, fundamental), any investment focus (e.g. region, industry, market cap) and other important
    factors.




    (D) FIRM HISTORY

    Tell us a little about your firm’s history in no more than 100 words.
                                   SECTION 3 - MANAGER PROFILE FOR FIRMS (continued)

(E) INVESTMENT TEAM

Investment Team Member                                Qualifications                                             Short Biography




(F) LINKS FOR SHOWCASING YOUR PROMOTIONAL MEDIA

Provide URLs to your websites, blogs, newsletters, books, etc. along with a short description to appear in the main body of your Profile.

Site                         Description. No more than 100 words                                          URL
Website


Blog




Please email high-res images or screenshots for each site you wish to showcase to managerrelations@covestor.com.


(G) OTHER RELEVANT EXTERNAL LINKS

Provide URLs to your profiles on social networks or articles in the media to appear in your Profile’s sidebar.

Facebook

LinkedIn

Twitter




                                   SECTION 3 - MANAGER PROFILE FOR FIRMS (continued)
(I) MISCELLANEOUS INFORMATION

Use this space to tell us anything else relevant not covered above. Include your general views on the mar kets, and include any distinguishing factors
which helps tell your unique story.




(J) COMPANY LOGO AND HEADSHOT PHOTOGRAPHS

Please email a high-res company logo and headshot photo of all investment team members to company@yourdomain.com Each
image should be at least 600 * 600 pixels.




                                                                                                             FOR OFFICE USE ONLY


                                                                    Company Reference __________________________________




                                                                                                                                     email

								
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