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.
The AimStar portfolio construction and allocation is based on the needs, risk tolerance, and time horizon for each client. Our Goal Planning Monitoring (GPM) questionnaire gives us a baseline to determine where you land on the curve; whether it be a low-risk tolerance investor focused on capital preservation, a high-risk investor, or somewhere in between.
Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.
In meetings, AimStar’s Investment Committee discusses:
The investment market is complex and divided into multiple industries and sectors that may change over time. AimStar regularly analyzes industries and sectors, considering factors such as:
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.
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