我们的投资哲学

分散风险敞口

独特的投资模型

環球资源整合

基本面投资分析

资本的保障

我们为特定的客户制定投资组合把投资风险敞口分散在基金，目标投资组合和一些机会主义的投资组合，以达到特别的客户的资产配置的目标。通过主动管理的客户投资组合，能充分反映我们为客户量身订制的风险管理、回报和流通性的特定目标。

我们采取精品式的投资管理模型， 鼓励资产管理者以创新和专注的管理手段以获取理想的投资表现。 包括容纳广泛的投资概念、哲学和手法涵盖不同的资产类别和风险等。

在金融领域方面，我们相信人才是最珍贵的资源之一。我们坚持这个宗旨，吸纳来自全球各地的金融精英加入我们的团队。透过他们出色的表现，为我们的客户创造长期稳定的出色回报，令我们能在同行里一枝独秀。

我们强调以从下而上的基本分析作为基础,让我们的投资经理能作出挑选，搭建我们投资组合的同时也能发挥风险管理功能。以上结合我们投资顾问委员会从上而下的另一个角度来作出策略性和战略性的部署，让我们能适时有序的把握机会，降低风险。

保障客户的资产是我们的金科玉律！我们发现，当市场突然出现逆转或风暴的时候，具有丰富经验的基金经理更能作出快速的反应。加上严谨的风险管理步骤，更能彰显我们在逆市时发挥保障客户资产的能力。

Objectives

Diversified exposure to funds as well as targeted, opportunistic portfolios to capitalize on client-specific asset allocation goals. Portfolios are actively managed to reflect the unique risk, return, and liquidity preferences that are defined by our client.

　Distinctive　 Investment Model

Our distinctive boutique investment model encourages an innovative and focused approach to generating investment performance, embracing a diverse range of investment ideas, philosophies and approaches across asset classes and styles.

Global Resources

That’s what makes Excelerate standout in attracting the finest professionals around the world in pursuit of superior long-term performance for our clients, as we believe human resources are the most valuable asset within financial services industry. With the dedication of this principal, we maximise the function of client’s assets to achieve promising return.

Fundamental Research

We emphasize a bottom-up, fundamental approach to investment portfolio investing that permeates the manager selection, portfolio construction, and risk management functions. This bottom up process is merged with the strategic and tactical top down views of the investment committee to capitalize on timely opportunities and avoid potential risks.

Capital Preservation

Protecting capital is paramount. We recognize that managers can react more quickly to adverse market environments and we, therefore, emphasize a disciplined risk management process and have demonstrated an ability to protect capital during periods of market stress.