为机构投资者提供投资解决方案和OCIO服务
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. 投资者需要能够做出有效的决策. 因此，他们需要获得适当的专门知识和资源. That’s why many investors are looking externally for strategic portfolio management advice, 获得经理的研究并支持资产配置和日常运营.
Investors are using outsourced investment solutions to address a range of common challenges. 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, 社会和治理(ESG)问题纳入投资组合, 影响力投资.
More and more investors are recognising the benefits of collaborating with external and unbiased financial service providers. 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
优化投资流程的三个步骤
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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. 如果您需要改进您的治理操作模型, 我们的投资解决方案可以为您提供所需的支持, 无论是现在还是将来.
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根据你的未来目标评估你的投资组合了解投资的表现需要保持警惕. Investors must also search for new opportunities in order to future-proof their portfolios. 我们可以帮助您确信您的投资策略反映了您的风险, 回报和声誉要求.
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测试你对市场变化的适应和反应能力You need to be in a position to rebalance your portfolio quickly and effectively if you are faced with market volatility. 我们可以帮助您安装优化的决策流程. 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.
艾莉森·博斯托克分享了她的经历
许多投资者通过投资策略设计寻求指导和支持, 经理研究和战略性资产配置. They also look for assistance with the day-to-day operations of their investment programmes. 我们称这些服务为投资解决方案. Investment solutions can also be referred to as outsourced chief investment officer (OCIO) , 授权解决方案, 或者信托管理解决方案.
Our investment solutions offer a range of tools to help you solve your investment challenges. 他们提供投资专业人士的支持, 同时还能让你控制自己的投资. 他们会给你增加信心，还能帮你减轻工作量.
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治理和尽职调查Leverage our expertise to expand your governance capabilities and improve your due diligence processes. 这将帮助你找到最佳的投资机会.
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风险管理做好风险管理框架的准备. 这将帮助你应对当前最紧迫的风险和未来潜在的障碍.
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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, 我们的目标是帮助您做出有助于实现真正社会效益的选择, 此外还有良好的回报潜力.
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经理研究和采购We can help you optimise your investment strategy by engaging our global research network and accessing some of the world’s best investment managers and ideas.
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实现服务我们将了解您的目标，然后作为您团队的延伸. 我们将帮助您改善您的投资治理、管理和实施. 98858威尼斯70570以了解更多信息.
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另类投资Gaining exposure to private assets or hedge funds can diversify a portfolio’s risk and return profile, 同时旨在提高其应对市场波动的能力. 利用我们在该领域的专业知识，促进您获得新的机会.
应对复杂的投资挑战
我们以结果为导向的解决方案带来了整体视角. 它们会让你专注于对你最重要的事情. Our breadth and depth of experience can help you build confidence in your strategic decisions as we act as your trusted adviser, 旨在帮助你成功.
投资和退休总裁
利用我们的广度和深度
US $16.管理着45万亿美元的全球资产1
管理着3790亿美元的全球资产2
超过12400种投资策略获得了评级3
超过7000家资产管理公司进行了评级4
介绍一下我们团队的一些成员
我们将帮助您实现您的投资目标
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Information about 美世 strategies and solutions is provided for informational purposes only and does not constitute, 不应该被理解为, 出售要约, 或者是要约购买, 任何证券, 或者一个提议, invitation or solicitation of any specific products or the investment management services of 美世, 或向美世发出任何投资组合管理委托的要约或邀请. 美世网站上没有任何内容.Com应被视为建议. No actions should be taken based on this content without first obtaining professional advice. 美世不作任何陈述, 它不应该被假设, 过去的投资表现预示着未来的结果. Moreover, wherever there is the potential for profit there is also the possibility of loss. 过去的表现不能保证未来的结果. The value of investments can go down as well as up, so you could get back less than you invest.
美世 reserves the right to suspend or withdraw access to any page(s) included on this Website without notice at any time and accepts no liability if, 出于某种原因, 这些页面在任何时间或任何时期都不可用. The solutions, products and services described in these pages are not available in all jurisdictions.