Our team of experts build highly integrated, strategic solutions designed to enhance the portfolios of institutional investors. Utilizing cutting edge analytics we develop customized multi-asset/factor funds that optimize specific objectives and risk exposure.

Why Objective-Driven Investing?
目標導向投資方案的優勢

 

  • Addressing a client’s strategic objectives requires a long-term partnership.
    唯有建立長期的合作關係,方能協助客戶實現策略性投資目標。

     

  • Economic policy and political turmoil leading to short term market movements that contribute to long term portfolio ramifications; Clients expect a dynamic and holistic solution to adapt to the volatility.
    經濟政策與政治動盪引發的短期市場變化將對投資組合造成長期影響。客戶期盼擁有動態、全方位的投資方案,以因應市場波動性。

     

  • Growing investment needs and a wider range of investment options requires a more sophisticated decision making process and innovative investment solutions.
    經濟政策與政治動盪引發的短期市場變化將對投資組合造成長期影響。客戶期盼擁有動態、全方位的投資方案,以因應市場波動性。

     

 

Our Philosophy
投資哲學

 

  • We believe that investment solutions should be optimized to support the clients’ overall financial objectives.
    我們認為投資方案應依據客戶整體財務目標進行最佳化規劃。

     

  • We believe in understanding our clients’ unique objectives and constraints through a consultative approach, utilizing cutting-edge analytics and models.
    我們運用先進的分析工具與模型為客戶進行顧問諮詢,以充分瞭解客戶獨特的投資目標與限制。

     

  • We believe that the solution should be strategically focused while managing downside risk at the tactical level.
    我們認為投資方案應採取策略性規劃,並戰術性管理下檔風險。

     

 

Our Approach
投資流程

 

  • The key first step in our process is to understand the investment drivers and sensitivities to meeting the financial objectives of our clients in a risk-oriented framework. This starts with understanding the market risks prevalent currently, followed by understanding how the risks transfer to the portfolio and finally how these risks affect the clients' ability to meet their financial objectives.
    以風險導向架構剖析左右客戶實現財務目標之關鍵因素,乃是康利投資流程的關鍵第一步。我們深入剖析當前市場風險,瞭解投資組合涵蓋哪些風險,並評估此類風險將如何影響客戶實現財務目標。

     

  • Our investment solutions dynamically adjust in order to capture the structural changes in the investment market so that they continue to achieve maximum effectiveness as part of the integrated portfolio.
    我們動態調整投資方案,藉此掌握投資環境的結構性變化,以期持續在投資組合之中發揮最大成效。

     

  • Flexible implementation of solutions utilizing various investment tools, different levels of leveraging, derivatives and investment vehicles that is best suited for the client.
    我們為客戶挑選最合適之各類投資工具,運用不同程度之槓桿操作、不同類型之衍生性商品及投資商品,靈活落實投資方案。

     

 

To learn more about our Objective-Driven Investing services, please contact us to start a conversation.
進一步瞭解康利的目標導向投資服務,歡迎您隨時與我們聯絡。

 

聯絡康利。

 

 


 

Our Objective-Driven Investing Expert
康利目標導向投資方案專家

Paul Sandhu
史寶龍

Head of Investment Solutions, Asia Pacific
亞太區投資方案團隊主管