Marketing by Waves

The customer is looking for a reason to consume and needs to be inspired. No longer can added value be achieved by simple direct marketing, as traditional advertising is felt as intrusive an obnoxious. Marketing a product or service should relate to the social and political ambitions of the consumer. The direct segments of society have changed significantly in the new age, as global e-citizens are more diverse and independent as ever before. Not only to choose for but also the choice to dispose of a product of service by a consumer can have severe consequences.

Shield Industries provides a in-depth analysis of these aspects, works discrete and focussed, and helps your company to manage these marketing waves.

Please contact us via

e-mail : info@e-mission.net

tel : 0031-638454248

De consument zoekt een reden om te consumeren en moeten worden geïnspireerd. Toegevoegde waarde wordt niet meer gecreëerd door simpele directe marketing, die als een inbreuk op de vrije keuze en vervelend wordt gevoeld. Het vermarkten van een product of een dienst , zou je moeten richten op de sociale en politieke ambities van de consument. De verschillende segmenten in de maatschappij zijn significant veranderd in onze nieuwe wereld, de global e-citizens zijn verschillender en onafhankelijker dan ooit te voren. Niet alleen de keuze voor maar ook de keuze om afscheid te nemen van een product of dienst door een consument kan zeer schadelijk zijn.

Shield Industries levert diepte analyses van deze aspecten, werkt discreet en gefocussed, en het helpt u bedrijf deze golfbewegingen te beheren.

Neem gerust contact op via

e-mail : info@e-mission.net

tel : 0031-638454248

SYIF Performance Nov 2012 – Jan 2013

01-11-12 01-12-12 01-01-13 01-02-13
SYIF Price 76,59 66,13 74,94 74,7
Since Start Performance -23,41% -18,87% -10,06% -10,30%
MOM Performance -11,15% -13,66% 13,33% -0,32%
YTD Performance 33,09% 14,92% 30,23% -0,32%

Fund Manager comment SYIF Pricing

New investment in SYIF

In the last quarter of 2012 a large new investment was made in the Sustainable Yield Investment Fund. This investment quadrupled the net fund position. The decision was made to average the purchase price over the period 1 november 2012 to the 1 februari 2013. The average price over this period proved to be 15 % below the nominal introduction price of 100 Eur, fixing the new investment price on 85,00 eur. The board decided to increase the number of SYIF shares accordingly, allocating 75 % to the new investor and 25 % to the original investors to achieve a reasonable burden sharing agreement. New investments from outside investors will be priced accordingly, if the marginal investment exceeds 25 % of the funds net position. We welcome the deal made and are looking forward to working together to achieve a great result in coming years.

SYIF pricing statements

SYIF performance will be restated from the first of March based on the new nominal SYIF price of 85 eur. Historical performance for the stated period (1 nov 2012 – 1 feb 2013) will be published in the coming days.

Fund manager comment

The Sustainable Yield Investment Fund has postponed it’s monthly performance report, because of a large new inflow in the fund in the last and current month. The total investment has increased three fold, which the fund manager has used to diversify the fund and to increase its current positions.

Investments have been chosen, to hedge the increased uncertainty regarding the European sovereign crisis. Investments were made to mitigate the existential risk regarding the Euro. The ECB’s breakthrough decision regarding the monetary financing backstop for the Euro area, has hit the fund hard. SYIF has taken a significant loss, because of inability to market time and to fundamental research.

Losses could have been higher as no solution or development had been effected, but SYIF will have to unwind the positions and return to it’s primary investment strategy, investing in Sustainable Energy Technology investment opportunities.

Dutch Election 2013-2017

Commiserations for my international readers, I will have to present a short-list of opinions about the Dutch election, which is my country, for interest of Dutch readers and negotiators looking for an economic angle.

Election results has given the traditional left and right parties an overwhelming majority, that large, that no “labour” or “fiscal conservative” government can be formed. The amalgamation of these parties has succeeded before in Dutch history, during the Bill Clinton Boom Years in the nineties, only back then a centrist party took most of the political blows. In those years a great many initiatives were implemented, mostly because of the rigorously dividing of the different policies and refraining of watery compromises.

As a stalemate election result , most of the times, no reforms have succeeded. In our current day, some adjustment of imperfections within the Dutch social contract, will become necessary. Not because of Dutch voters but of the big man with the stick from Brussels. The European paradox is that you don’t like them because they tell you what to do, but my good friend, your blue yellow starred conscience is telling yourself.

If Greece would not allow for people to be fired, would not we want to change that law ? If Italy would work until their 60th year, would we accept that ? If Spain would subsidise it’s private owned house, using our money would we condone it ? If Portugal would use our money to drive to work, or pay for childcare ? All we do is subsidise markets, and wake up, those markets have blown up right in our collective face.

The Dutch domestic economic problem is a problem of logistics, something I would think we are much capable of. Why not uses differential pricing for our collective assets and manage these to optimize capacity. Variable taxations which are easy adjusted to economic fluctuations.

Example (just the one)

If the working day for a couple, both employed, would alternate between 07-14 hour and 11-18 hour, it would reduce the use of the infrastructure and childcare.

Euro Result 1

The European project has delivered, many algorithmic traders will be having to change their algorithms a new variable has to be added. Unconditional support for he Euro via the ECB, a chance not only for devaluation against the two economic superpowers, but also more importantly to our direct neighbours. Success of ECB policy is measured by the moves off the Swiss national bank, printing Franks like there is no tomorrow. Ask yourself who are you devaluing. Dear markets our bonds here in Europe do not carry the same interest, too cheap my friends, what about our currency.

Euroka

Dear readers, we have stayed silent all summer long, but I want to thank, you for all your reactions and comments I have received. My silence was because of the excellent choices made by…..politicians and central bankers. Please note which comes first.

“After the rate of interest has fallen to a certain level , liquidity-preference may become almost virtually absolute in the sense that everyone prefers cash to holding a debt which yield so low a rate of interest. In this event the monetary authority would have lost control over the rate of interest .” (J M Keynes, the general theory, isbn 0-15-634711-3, pag. 207)

THERE IS THE POSSIBILITY

SYIF relative performance August 2012

SYIF v.s. iShares S&P Global Clean Energy Index Fund

Period August 2012
Benchmark………………………… +/+ 6.50 %
SYIF……………………..…………. -/- 0.10 %
Underperform …………………….… +/+ 6.50 %

Since Start
Benchmark………………..………… -/- 63.00 %
SYIF……………………..…………… -/- 33.83 %
Outperform ……………………..…. +/+ 29.16 %

Year To Date
Benchmark………………..………… -/- 23.29 %
SYIF……………………..…………… +/+ 14.97 %
Outperform ……………………..…. +/+ 38.26 %

Currency Effect SYIF………..+/+ 8.49 %

SYIF Quote

01-09-2012
SYIF EUR 66.17
SYIF nominal Eur 100
Performance Mom -/- 0.10 %
Performance Since start -/- 33.83 %
Performance Year to Date +/+ 14,97 %

SYIF relative performance July 2012

SYIF v.s. iShares S&P Global Clean Energy Index Fund

Period July 2012
Benchmark………………………… -/- 12.85 %
SYIF……………………..…………. -/- 10.15 %
Outperform …………………….… +/+ 2.70 %

Since Start
Benchmark………………..………… -/- 65.25 %
SYIF……………………..…………… -/- 33.77 %
Outperform ……………………..…. +/+ 31.49 %

Year To Date
Benchmark………………..………… -/- 27.97 %
SYIF……………………..…………… +/+ 15.09 %
Outperform ……………………..…. +/+ 43.05 %

Currency Effect SYIF………..+/+ 10.21 %

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