投资服务理念 Investment Philosophy

投资规模

根据投资人的总资产和投资海外的目的,投资人首先要确定在海外投资的总规模和投资资金的时间安排,比如是一次性投资还是连续的投资。

Investment Scale

Based on the total assets of the investor and the purpose of overseas investment, the investor needs to first determine the overall scale of overseas investment and the timing of investment funds, such as whether it is a one-time investment or a continuous investment.

投资回报预期

投资人必须确定海外投资的回报预期和对投资风险的承受力,这将决定海外投资的周期,投资的国家和投资的产品。

Expected Investment Returns

Investors must determine the expected returns from overseas investments and their tolerance for investment risks. This will determine the duration of overseas investment, the countries for investment, and the investment products.

投资周期

根据投资人的总资产和投资海外目的,投资人必须确定海外投资的周期,这将帮助确定海外投资的产品。

Investment Duration

Based on the total assets of the investor and the purpose of overseas investment, investors must determine the duration of overseas investment. This will help in determining the products for overseas investment.

了解投资产品的历史回报

理性的投资产品必须有相应长的历史数据作为投资回报和风险分析的基础。历史数据越多,分析就越准确。在选择投资产品前,了解各种投资产品的历史回报,可以帮助投资人规避不必要的投资风险。

Understanding the Historical Returns of Investment Products

Rational investment products must have a corresponding long history of data as the basis for investment return and risk analysis. The more historical data available, the more accurate the analysis. Before selecting investment products, understanding the historical returns of various investment products can help investors avoid unnecessary investment risks.