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MEDIA
 


Audio Broadcast - All audio broadcasts are in mp3 format.  To listen, click on the icon link to stream via your default mp3 software.  To save the file and/or to place on your iPod or other mp3-compatible audio hardware, "right click" on the icon link and select "Save As".
 
DAAT Dynamic Assets AudioCast: This audiocast is an interview with Louis Robin, President of DAAT Asset Management and portfolio manager for the DAAT Dynamic Assets program.  Learn the program basics along with how Robin has dialed in a winning strategy for this actively managed investment program.

Posted: 11/6/2008
Program length:  15 minutes
File Size: 3.5 MB
Click here to hear the audiocast
 
Market Comments AudioCast: Q4 of 2008 Edition: This audiocast is an interview with Louis Robin, President of DAAT Asset Management.  Robin gives us his analysis of the fourth quarter of 2008 as well as an outlook for Q1 of 2009.  To listen to the audiocast in its entirety, you must register for the DAAT MediaCast program - which is free.

Abridged (unregistered) Version
Posted: 11/10/2008
Program length: 3.5 minutes
File size: 796KB
Click here to hear the audiocast

Full AudioCast
Posted: 11/10/2008
Program length:  18 minutes
File Size: 4.3 MB
Click here to register
 

Market Comments Newsletters
 
Q3-2008 issue raises the awareness of the inflexion point of world economics.  Learn how fuel prices, inflation, food supply and more are all influencing US investors.  Click here to read the issue.
 
Q1-2008 issue reads like a map to many of the realities the US economy is currently facing.  Still, there's much more to play out in 2008.  Click here to read the issue.
 
Q3-2007 issue breaks down US monetary policy as well as looks at the emerging markets of Brazil, Russia, India and China.  Click here to read the issue.

 
 
... ... FORMS & DOCUMENTS
 
Account Documentation
Uniform Application for Investment Adviser Registration, also known as Form ADV Part II.  The Form ADV Part II Schedule F is also included.  This document is required as part of the process in establishing a new account with DAAT Asset Management.  Click here to view documenation.
 
Client Account Information (FORM A - Schwab/Rydex): This form is to be completed by clients or prospective clients of DAAT Asset Management when opening an account with the firm.  Click here to view documenation.
 
Client Account Information (FORM B - Wells Fargo): This form is to be completed by clients or prospective clients of DAAT Asset Management when opening an account with the firm.  Click here to view documenation.
 
Link to view DAAT Asset Management's privacy policy.  Click here to view that page.
 
Link to view DAAT Asset Management's Terms and Disclaimers regarding use of this website and information.  Click here to view that page.
 

DAAT Dynamic Assets Resources
 
Link to view DDA's GIPs Report.  Click here to view that report.
 
Link to view DDA's Performance Charts.  Click here to view those charts.
 
Ashland Partners & Company LLP provides GIPs verification services. Click here to view the independent verifier's report letter from June 23, 2009.
 
Ashland Partners & Company LLP provides GIPs verification services. Click here to view the independent verifier's report letter from December 16, 2008.
 
Ashland Partners & Company LLP provides GIPs verification services. Click here to view the independent verifier's report letter from June 30,2008.
 
Ashland Partners & Company LLP provides GIPs verification services. View the independent verifier's report letter from February 4, 2008. 
 
DAAT Dynamic Assets AudioCast: This audiocast is an interview with Louis Robin, President of DAAT Asset Management and portfolio manager for the DAAT Dynamic Assets program.  Learn the program basics along with how Robin has dialed in a winning strategy for this actively managed investment program.

Posted: 11/6/2008
Program length:  15 minutes
File Size: 3.5 MB
Click here to hear the audiocast
 
   
 
... ... THIRD PARTY RESOURCES
 
Link to Ashland Partners & Company LLP website.  Ashland Partners & Company LLP provides GIPs verification services for DAAT Asset Management.  Click here to go to the Ashland Partners website.
 
Link to Theta Investment Research website.  Theta provides independent analysis of DAAT Asset Mangement's DDA program.  Click here to go to the Theta Research website.
 
Link to Theta Investment Research website where research on DAAT Asset Management's DDA Program can be viewed and compared to that of other managers.  Click here to log in and/or register to view Theta Investment Research documents.
 


 

    
   
   
   


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