Services服务

Our proposed services

我们拟提供的服务

NEW EIC is preparing to offer investment advisory services, centred on systematic strategy and portfolio management, following the effectiveness of the required registrations. We have not commenced advisory services for third parties and currently have no advisory clients. NEW EIC 正在筹备提供投资顾问服务, 以系统化策略与投资组合管理为核心,并以所需注册生效为前提。 我们尚未向第三方开展顾问服务,目前亦无顾问客户。

Strategy

投资策略

Systematic strategies in US equities, ETFs and listed options, aimed at steady growth and risk management. Our approach is based on thorough research, strategic diversification and a long-term outlook. 覆盖美国股票、ETF 与场内期权的系统化策略, 以稳健增长与风险管理为目标。我们的方法建立在充分的研究、 有意识的分散化与长期视角之上。

  • Thorough research充分的研究
  • Strategic diversification有意识的分散化
  • Long-term outlook长期视角

View our strategies →查看我们的策略 →

Portfolio management

投资组合管理

We intend to offer portfolio management through separately managed accounts, held in the client's own name at an independent qualified custodian and invested in US equities, ETFs and listed options using the firm's systematic strategies. 我们拟通过独立管理账户提供投资组合管理服务: 账户以客户本人名义在独立合格托管机构开立, 运用本公司的系统化策略投资于美国股票、ETF 与场内期权。

  • Data-led method以数据为先导
  • Account held in your own name账户登记在您名下
  • Written agreement first先签书面协议

About portfolio management →了解投资组合管理 →

How we work工作方式

A consistent process, applied case by case.

一致的流程,
逐案适用。

Any engagement would begin with understanding your objectives, time horizon, liquidity needs and tolerance for risk. Only then would we discuss which of our research approaches, if any, are appropriate. 任何合作都将始于了解您的目标、投资期限、流动性需求 与风险承受能力。在此之后,我们才会讨论我们的哪些研究方法 (如果有的话)是合适的。

We would rather tell a prospective client that we are not the right fit than take on a mandate we cannot serve well. 与其承接一项我们无法做好的委托, 我们宁愿坦率告知潜在客户:我们并不合适。

  • Discovery. Objectives, constraints and risk tolerance documented before any recommendation. 了解需求。 在提出任何建议之前,先以书面记录目标、约束条件与风险承受能力。
  • Research. Approaches evaluated against historical data and stress scenarios. 研究。 以历史数据与压力情景对各类方法进行评估。
  • Construction. Diversification and position sizing set according to the mandate. 组合构建。 依据委托要求确定分散化程度与仓位规模。
  • Review. Ongoing reporting and periodic reassessment as circumstances change. 持续复核。 提供持续报告,并随情况变化定期重新评估。

Important information. The services described on this page are proposed services. They would be provided only after the required registrations are effective, pursuant to a written advisory agreement and subject to applicable regulatory requirements. This page is informational and is neither investment advice nor an offer or solicitation. Availability of services may vary by jurisdiction and by client eligibility. Investing involves risk, including possible loss of principal. See our full disclosures. 重要提示。 本页所述为拟提供的服务,仅在所需注册生效后,依据书面顾问协议 并在适用监管要求的约束下提供。 本页仅供参考,既非投资建议,亦不构成要约或要约邀请。 服务的可获得性可能因法域与客户资格而异。投资含有风险,可能损失本金。 请参阅我们的完整披露与条款。

Discuss your objectives.

谈谈您的目标。

Get in touch and we will arrange a conversation with a member of our team. 与我们联系,我们将安排团队成员与您沟通。