投资解决方案和OCIO服务 for institutional investors
应对共同的投资挑战
平衡投资者风险, 回报和声誉要求, 已经成为一个越来越复杂的挑战. Investors need to be in a position to make efficient decisions. They therefore need access to the right expertise and resources. 这就是为什么许多投资者从外部寻求战略投资组合管理建议的原因, 获得经理的研究并支持资产配置和日常运营.
投资者正在使用外包投资解决方案来应对一系列共同挑战. 其中包括成本压力, 运营效率低下, 资源约束, 监管改革, 采购经理, 获取私人市场机会, 集成环境, social and governance (环境、社会和治理) issues into portfolios, 影响力投资.
越来越多的投资者认识到与外部公正的金融服务提供商合作的好处. 然而,一些保留意见和误解仍然存在. 这些问题如下所述.
关于投资解决方案和OCIO的常见误解
机构投资者的主要考虑因素
- 1 管理风险
- 2 嵌入可持续性
- 3 发现新的机会
Three steps for optimizing your investment process
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检查并调整您的治理框架保持你的投资组合在正轨上是至关重要的. If you need to improve your governance operating model, our investment solutions can provide the support you require, 无论是现在还是将来.
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Assess your portfolio against your future objectivesUnderstanding how investments are performing takes vigilance. 投资者还必须寻找新的机会,以确保他们的投资组合经得起未来的考验. We can help you have confidence that your investment strategy reflects your risk, 回报和声誉要求.
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Test your ability to adapt and respond to market movements如果你面临市场波动,你需要快速有效地重新平衡你的投资组合. We can help you install optimized decision-making processes. 这些将确保你的投资组合是响应性的,并与你的结果要求保持一致.
一切都在这里:美世Insight®社区
美世 CIOs' views on investment 趋势 and challenges
解决方案 to help you achieve your investment goals
Many investors seek guidance and support with investment strategy design, 经理研究和战略性资产配置. 他们也会在投资项目的日常运作中寻求帮助. 我们称这些服务为投资解决方案. 投资解决方案也可以称为外包首席投资官(OCIO)。 , 授权解决方案, 或者信托管理解决方案.
我们的投资解决方案提供一系列工具,帮助您解决投资挑战. They provide the support of investment professionals, while still allowing you to maintain control over your investments. They will give you added confidence and can help reduce your workload.
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治理和尽职调查
利用我们的专业知识来扩展您的治理能力并改进您的尽职调查流程. This will help you to identify optimum investment opportunities. -
风险管理
Be better prepared with our risk-management framework. 这将帮助你应对当前最紧迫的风险和未来潜在的障碍. -
投资可持续
如果你想从符合可持续发展目标的长期投资中获益, we aim to help you make choices that will help to deliver true societal gains, 此外还有良好的回报潜力. -
经理研究和采购
通过参与我们的全球研究网络,并获得一些世界上最好的投资经理和想法,我们可以帮助您优化您的投资策略. -
实现服务
我们将了解您的目标,然后作为您团队的延伸. We’ll help you improve your investment governance, management and implementation. 98858威尼斯70570以了解更多信息. -
另类投资
投资私人资产或对冲基金可以分散投资组合的风险和回报, while aiming to increase its capacity to deal with market volatility. Leverage our expertise in the field to boost your access to new opportunities.
应对复杂的投资挑战
时间、专业知识和信心
介绍一下我们团队的一些成员
We're here to help you achieve your investment goals
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