Clients are able to achieve broad diversification and asset allocation with investments in a variety of fund categories that are aligned with their risk and return profile. As an independent service provider, we do not directly manage our own funds, giving us access to exclusive competencies and avoiding investment decisions which could result in a conflict of interest.
In addition, part of the investment approach involves active collaboration with external fund managers and partners to gain greater oversight in market developments and minimize downside risk.
Our acknowledgment of newer trends in corporate investments, broadly in the field of sustainability investments is an important issue that we take seriously. Sustainable investment issues are important given the rise and quality of environmental, social and governance information. The rise of pressing global challenges along with the increasing number of companies disclosing sustainability information are trends that are worth noting to achieve favorable long-term returns and the stability of customers’ investments.
As we gradually develop a responsible investment framework to complement our existing investment strategy, we remain dedicated in guiding our customers’ investments while engaging with financial instruments(funds) that are committed to taking into account the materiality of environmental, social and governance issues.