Proprietary Model Data

Defined: "Information Used to establish a specialized plan, method and Data embodying trade secrets developed at private expense or financial information that is privileged or confidential, that can be traced back to the advisor and that includes a restrictive notice.”
Proprietary Models are knowledge, ideas, concepts, techniques, formulas, processes, specifications and the works of authorship based upon or derived from multi-factor methodologies in research to estimate asset allocations, future trading ranges as well as critical entry points.
The analysis and research process incorporates the following measures: Beta, Alpha, Volatility, Geographic Concentration, Duration, Spreads, Liquidity, Quant ratings, Forecasting, Monetary policies, Country risk analysis, as well as readily available fundamental and analytical research.
Proprietary Model data is financial information that is not customarily shared outside the company. The probability and risk analysis model developed by WAMG which can be updated and/or updated from time to time.
As a client you agree to take all reasonable precautions to prevent any unauthorized disclosure of any Confidential and Proprietary information, and in any event, shall use your best efforts to protect the confidentiality of the portfolio models.
Clients are free to use information which is generally known in the trade which is not gained as a result of a breach of this Agreement.

Reviews