Portfolio management投资组合管理
Systematic portfolio management, in an account that stays yours
系统化的组合管理，账户始终属于您
We intend to offer portfolio management through separately managed accounts, using proprietary quantitative methods, with diversification and transparent reporting at the centre of how we work. These services will be available only after the required registrations are effective. 我们拟通过独立管理账户提供投资组合管理服务， 运用自有的量化方法；分散化与透明的报告，是我们工作方式的核心。 该等服务仅在所需注册生效后方可提供。
Our approach我们的方法
What defines our approach
我们方法的特点
Advisory mandates are long-term by nature. We build them around process, documentation and clear communication rather than short-term positioning. 顾问委托本质上是长期的。 我们围绕流程、文档与清晰的沟通来构建，而非围绕短期的仓位调整。
A defined investment universe
明确的投资范围
Portfolios would invest in US equities, ETFs and listed options, with allocation determined by the mandate's objectives and risk tolerance rather than a single house view. The proposed services do not include futures or digital assets. 组合将投资于美国股票、ETF 与场内期权， 配置由委托的目标与风险承受能力决定，而非取决于单一的公司观点。 拟提供的服务不包括期货或数字资产。
Quantitative expertise
量化专业能力
Our team of analysts and data scientists brings statistical modelling and market experience to portfolio construction, monitoring and periodic reassessment. 我们的分析师与数据科学家团队， 将统计建模与市场经验带入组合构建、监控与定期重估之中。
Commitment to transparency
对透明的坚持
Clients would receive clear reporting on how portfolios are constructed, what they hold, and the fees and costs that apply, alongside statements sent directly by the custodian. We would rather over-explain than leave a client guessing. 客户将收到清晰的报告， 说明组合如何构建、持有哪些标的，以及适用的费用与成本， 并由托管机构直接寄送对账单。我们宁可解释得过多，也不愿让客户去猜。
Client-centric approach
以客户为中心
Every relationship would start with a personal consultation covering objectives, time horizon, liquidity needs and tolerance for loss, and would be revisited as circumstances change. 每一段合作关系都将始于一次面对面的沟通， 涵盖目标、投资期限、流动性需求与亏损承受能力，并随情况变化重新审视。
Data-driven decisions
数据驱动的决策
We rely on systematic evidence rather than discretionary forecasting, and we document the reasoning behind portfolio changes so decisions can be reviewed after the fact. 我们依靠系统化的证据，而非主观预测， 并将组合调整背后的理由记录成文，使决策事后可供复核。
Held in your own name
账户登记在您名下
Accounts would be held at Interactive Brokers LLC, an independent qualified custodian, in the client's own name. NEW EIC would have trading authority as specified in the advisory agreement and may be authorized in writing to deduct advisory fees, but would have no authority to withdraw or transfer client funds or securities for any other purpose. 账户将以客户本人名义在独立合格托管机构 Interactive Brokers LLC 开立。NEW EIC 将按顾问协议的约定享有交易权限， 并可获书面授权扣除顾问费，但除此之外无权以任何其他目的提取或转移客户的资金或证券。
Working together合作方式
A conversation before a proposal.
先有沟通，再有方案。
We do not present a portfolio before we understand the mandate. The first step is always a consultation to establish what the assets are for, over what period, and how much variability you are prepared to accept along the way. 在理解委托之前，我们不会提出组合方案。 第一步始终是沟通，以明确这些资产的用途、期限， 以及在此过程中您愿意接受多大的波动。
We coordinate with your existing legal, tax and accounting advisers rather than replacing them, and we will say plainly when a mandate falls outside what we can serve well. 我们与您既有的法律、税务与会计顾问协同工作， 而非取而代之；当某项委托超出我们能够胜任的范围时，我们会直言相告。
- Objectives. What the assets need to achieve, and by when. 目标。 这些资产需要实现什么，以及在何时之前实现。
- Constraints. Liquidity needs, tax position, and any holdings or sectors to avoid. 约束条件。 流动性需求、税务状况，以及需要回避的持仓或行业。
- Risk tolerance. The level of loss you are prepared to tolerate, documented explicitly. 风险承受能力。 您愿意承受的亏损程度，以书面形式明确记录。
- Governance. Reporting cadence, decision rights and review points agreed in writing. 治理安排。 报告频率、决策权限与复核节点，均以书面形式约定。
Important information. This page describes proposed services and methodology only. It is not investment, legal or tax advice, and it is not an offer or solicitation. NEW EIC does not act as a trustee and does not provide trust administration, estate planning, legal or tax advice; you should consult qualified legal and tax advisers regarding your own situation. 重要提示。 本页仅描述拟提供的服务与方法论。它不构成投资、法律或税务建议， 亦不构成要约或要约邀请。NEW EIC 不担任受托人， 不提供信托管理、遗产规划、法律或税务建议， 您应就自身情况咨询具备资质的法律与税务顾问。
No performance figures are presented on this page, and nothing here should be read as a projection, guarantee or assurance of any investment result. Investing involves risk, including possible loss of principal. Past performance is not indicative of, and does not guarantee, future results. NEW EIC has not commenced advisory services for third parties and currently has no advisory clients. Services would be provided only after the required registrations are effective, pursuant to a written advisory agreement, and subject to client eligibility and applicable regulatory requirements. See our full disclosures. 本页未列示任何业绩数字， 其中任何内容均不应被理解为对任何投资结果的预测、保证或承诺。 投资含有风险，可能损失本金。过往表现并不预示、亦不保证未来结果。 NEW EIC 尚未向第三方开展顾问服务，目前亦无顾问客户。 服务仅在所需注册生效后，依据书面顾问协议提供，并受客户资格与适用监管要求的约束。 请参阅我们的完整披露与条款。
Talk to our team.
与我们的团队交流。
Tell us what you are trying to achieve and we will tell you honestly whether we are the right firm to help. 告诉我们您希望实现什么， 我们会坦率地告知，我们是否是合适的那一家。