Investment Strategy

We provide guidance on investment strategies

As the global investment environment becomes more complex and investment products become more abundant, AimStar Capital Group will regularly develop and provide guidance on investment strategies. This includes macroeconomic research, analysis of investment opportunities, and recommendations on investment markets and strategic directions.

01

Regular Investment Committee’s meeting

In meetings, AimStar’s Investment Committee discusses:

  • Investment strategies to manage risk and return
  • Economic factors such as inflation, employment, and trade
  • Risk management strategies
  • Investment expectations for all asset classes
  • Research on new financial instruments and products.

02

AimStar Investment Industry Research

AimStar regularly analyzes industries and sectors, considering factors such as:

  • Industry trends, competition, profitability, and financial position
  • Market data, prices, and volumes to forecast trends and price changes

The investment market is complex and divided into multiple industries and sectors that may change over time.

03

Multi-Factor Asset Allocation Investment Model

Based on client’s different investment objectives and risk tolerances. AimStar develops a multi-factor investment model to standardize asset allocation in a scientific way. *

The factor includes:

  • Momentum factor
  • Value Factor
  • Dividend factor
  • Low volatility factor
  • Scale factor
  • Quality factor

*AimStar diversifies its portfolio by rotating the performance of each factor to reduce the volatility of the portfolio and obtain long-term growth.

04

Asset Allocation Rebalance

Portfolio rebalancing is an important investment strategy aimed at maintaining and optimizing the asset allocation of your portfolio. Rebalancing is a key element in maintaining portfolio resilience and effectiveness amidst market fluctuations. 

  • Implements scheduled rebalancing to maintain portfolio consistency and adapt to market changes at predetermined intervals.

  • Data-driven rebalancing strategy aligns portfolios with clients investment objectives based on comprehensive market analysis and risk tolerance

  • Holistic Consideration with asset value, liquidity, tax optimization, and transaction costs in our rebalancing strategy to optimize investment returns.

01

Regular Investment Committee’s meeting

In meetings, AimStar’s Investment Committee discusses:

  • Investment strategies to manage risk and return
  • Economic factors such as inflation, employment, and trade
  • Risk management strategies
  • Investment expectations for all asset classes
  • Research on new financial instruments and products.
02

AimStar Investment Industry Research

AimStar regularly analyzes industries and sectors, considering factors such as:

  • Industry trends, competition, profitability, and financial position
  • Market data, prices, and volumes to forecast trends and price changes

The investment market is complex and divided into multiple industries and sectors that may change over time.

03

Multi-Factor Asset Allocation Investment Model

AimStar creates a multi-factor investment model to standardize asset allocation based on clients’ investment objectives and risk tolerances. Factors include momentum, value, dividend, low volatility, scale, and quality. The portfolio is diversified by rotating the performance of each factor to achieve long-term growth and reduce volatility.

04

Automated Asset Allocation Rebalance

AimStar uses an automated asset allocation system to rebalance portfolios, reducing decision-making biases and saving investors time. During trading, multiple variable factors are considered, and different thresholds are set to maintain balance and control risk. Automated allocation adjustments help maintain asset diversification, reduce transaction costs, and optimize tax.

Our Investment Strategy & Planning

AimStar’s Investment Committee’s Meeting will regularly discuss investment strategies and how to manage the investment risk and return, which generally include

  • Various national, regional, and global political and economic factors
  • Various economic data, including inflation, employment, trade, exchange rates, and other factors
  • Risk management strategies
  • Short, medium, and long-term investment expectations across all asset classes
  • Research on new financial instruments and products

AimStar regularly conducts comprehensive analyses of common industries based on current economic conditions and the investment market. Due to the size and complexity, the investment market is divided into multiple industries and sectors. As the global economy develops, the number of sectors and industries is constantly changing.

The analysis mainly includes

  • Factors such as industry trends, competition, profitability, financial position and management team
  • Combining market data, prices, and volumes to forecast market trends and future price changes.

Based on client’s different investment objectives and risk tolerances. AimStar develops a multi-factor investment model to standardize asset allocation in a scientific way. *

The factor includes:

  • Momentum factor
  • Value Factor
  • Dividend factor
  • Low volatility factor
  • Scale factor
  • Quality factor

*AimStar diversifies its portfolio by rotating the performance of each factor to reduce the volatility of the portfolio and obtain long-term growth.

AimStar’s asset allocation rebalance is a process of adjusting and trading using automated asset allocation system. This approach helps investors save time and reduce bias in the decision-making process.

Automated portfolio rebalancing trading is an algorithm where we study optimal portfolio rebalancing in a mean-variance type framework, set portfolio asset ratios, and set rules to maintain portfolio balance and perform dynamic portfolio rebalancing.

During the automated trading process, we consider several variable factors at the same time, set different thresholds, and monitor whether each asset portfolio ratio deviates from the target. By automating allocation adjustments, we can help clients to.

  • Save time
  • Maintain asset diversification
  • Control risk
  • Reduce transaction costs
  • Tax optimization

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