智能资产配置系统
Proprietary Portfolio Construction and Analytic System
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Market and fund data
● Cover all mutual funds in China market, with comprehensive information of funds and tracked data of fund managers
● Asset database includes +1000 bond yield, liability valuation and risk curves, index constituents etc.
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Asset allocation and backtest
● Construct portfolio using traditional mean-variance, Black-Litterman or Risk Parity models
● Top down or bottom up approach
● Detailed backtest analysis
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Ongoing monitoring and risk management
● Ongoing monitoring of real/paper portfolios and shortlisted funds
● Automatic risk monitoring and alerts
资产负债管理（保险与年金）
ALM Module for Insurance and Pension Clients
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Dashboard
● C-Ross minimum capital requirement
● ALM regulatory report with effective duration, key tenor duration figures
● Market risk ladders
● Internal monitoring parameters and reports
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Insurance/Pension Investment Strategies
● Liability-driven investment
● Life-cycle investment
● Monte Carlo simulations
● Alternative risk assessment including tail risk measures
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Asset models & ESG
● More localized and better calibrated asset models to domestic capital market
● Further adjustment with active market views
客户定制资产解决方案
Tailored Solutions for All Parties
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Asset owners
● Flexible and transparent portfolio analytics, fund selection and investment solutions to banks, insurers, corporate etc.
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Asset Managers
● Cloud-based user friendly tools to help institutional investor construct portfolio and derive effective solutions
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Consultants
● A holistic platform for all market data and portfolio analytics, assisting you to improve pitches, expand client relationships and provide better consulting services
