Our professional team members include Chartered Financial Analysts (CFA), Certified Financial Planners (CFPcm), etc., who have extensive experiences in market research, economic analysis and portfolio management.
Comprehensive Market Research
Our portfolio management team conducts a quantitative and qualitative analysis of each market and asset class regularly to make the most appropriate investment decisions for customers.
Outstanding Active Management
To bring the highest potential returns for customers, a diversified and consistent investment strategy is adopted by the dynamic allocation of emerging markets and mature markets, long-term and short-term funds, and international and district bonds.
Rapid Reaction to Changing Market
When facing volatile market conditions, the portfolio management team can make prompt investment decisions to avoid risk and capture investment opportunity, thus keeping the profit.
Excellent Risk Management
To diversify risk, the portfolio management team develops diversified portfolios across various asset classes, and controls the portfolio volatility properly with continuous monitoring.
24-Hour Online Monitoring
Clients can monitor their portfolios and investment performance anytime and anywhere, via our online portfolio platform.