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.
In meetings, AimStar’s Investment Committee discusses:
AimStar regularly analyzes industries and sectors, considering factors such as:
The investment market is complex and divided into multiple industries and sectors that may change over time.
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:
*AimStar diversifies its portfolio by rotating the performance of each factor to reduce the volatility of the portfolio and obtain long-term growth.
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.
In meetings, AimStar’s Investment Committee discusses:
AimStar regularly analyzes industries and sectors, considering factors such as:
The investment market is complex and divided into multiple industries and sectors that may change over time.
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.
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.
AimStar’s Investment Committee’s Meeting will regularly discuss investment strategies and how to manage the investment risk and return, which generally include
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
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:
*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.
