我们的投资优势

以客为先

卓思基金一向珍惜我们与客户紧密而长远的关系。我们相信这些元素对我们的成长是不可或缺的。因此我们会确保客户在任何时间都能得到最新的资讯。同时我们的投资团队亦会为客户提供定时的投资讲座和课程，通过这些活动获得更多有关复杂性产品的培训。

 

另外，我们亦会与客户共同合作，以解决方案的方式，构建出量身订制的投资组合。期间会通过沟通，了解个别客户的投资目标和他们的投资局限，在瞬息万变的金融市场里，协助客户捕捉最理想的投资结果。作为我们的客户，可以预期我们的团队在任何时候，在众多行业领域和专项事务上都有能力为客户提供专业服务，以及有能力和不同的持份者一起工作。

高透明度

我们非常重视透明度。我们不断寻求方法为客户提供无间断的市场见解和管理。透过先进的资讯科技应用技术，连同实时全球客户支援服务与客户进行实时对答，分享我们最深入的市场资讯与知识。

主动参与

在整个投资过程中，我们每一位投资委员会的成员，透过积极参与每一个投资会议，令每一位成员都能在投资项目的前期已经参与其中和保持对话。这样我们便可以更有互动性的投资组合概念，随时因应市场衍生新的风险和机遇，或因市场不断地变化而作出投资决定的修改。同时亦不会忽略客户的需求和目标。

Transparency

Direct Investment Experience

Active Involvement

Technology

We values transparency.  We seek to provide clients with enhanced insight and continuous monitoring by sharing our deep investment knowledge through live chat for real-time global client service and superior technology.

Most of our senior investment professionals have worldwide direct investment experience particularly in financial products such as equity, derivatives, fixed income, credit, structured products, etc. They have been performing remarkable return for our clients.

Our investment committee members are actively involving throughout the investment process such as attending manager meetings early in the sourcing stage and maintaining dialogue throughout the lifetime of an investment decision. Thorough engagement by our investment committee members facilitate a more dynamic portfolio management approach, allowing more timely adjustments driven by evolving market risks and opportunities or fundamental developments within the underlying managers, by not undermining the importance of clients needs and objectives at the same time.

We see technology as a vital tool in our investment process. To implement our investment strategy effectively, we therefore, have invested in a pioneer portfolio management system to ensure a prudent risk management is enforced as well as ensuring high level of security level is enhanced.
. [We use imagine portfolio management system whose major users are xxx, xxx, xxx they system provide wide range of asset valuation and risk monitoring functions. It can also provide comprehensive reports on different portfolio with multi asset classes]