Harnessing Asia Pacific’s full income opportunities with an all-weather portfolio A diversified multi-asset approach to income investing in Asia Pacific The fund adopts a flexible and dynamic asset allocation process to harness attractive income and long-term growth opportunities across stocks...
securities to properly evaluate the impact of contributions, distributions, and interim net asset values in private investing. The Macaulay duration (the “weighted average time” of a financial transaction) applied to PE f...
We've seen limited loan growth for a few years now, market-related also. Limited flows into fixed-income funds, yet plenty of growth in private credit in general. And you're one of the best asset managers on the planet, but in my view, less dominant in all things private credit. So ...
This study provides evidence on whether predictive information can help to profitably allocate a cross-asset factor portfolio, covering well-known factors over the asset classes of equity, commodities, fixed income, and foreign exchange. The authors...
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過往業績並不代表將來表現。投資者應注意基金單位或股份之價格及收益可升可跌,可能不能取回所投資之全數。兌換率亦可能導致有關海外投資之價值上升或下跌。有意投資者應就其投資、持有、出售在此所載之投資,及從基金所賺取之分派之稅務事項而諮詢其專業顧問。
financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and ...
Further, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and inv...
[5] Risk Parity: The Democratization of Risk in Asset Allocation 风险平价:资产配置中风险的民主化 [6] Factor Allocation Model: Integrating Factor Models and Strategies into the Asset Allocation Process 要素配置模型:将要素模型和策略整合到资产配置过程中 ...
Then to complete our lines of business, AWM on page seven. Asset & Wealth Management reported net income of $1.4 billion, pretax margin of 35%. Revenue of $4.8 billion was up 11% year-on-year, driven by higher deposit margins on lower balances and a valuation gain on our initial inves...