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运用瑞联专家精心定制的多元基金策略，灵巧应付复杂多变的市场环境。
在快速变迁的市场动态中，投资于多元资产的关键，在于甄选和适当地搭配领先的第三方投资经理。汇粹超过20年的丰富经验，瑞联的资深专家凭着对市场的深刻认识，并且运用严谨的自有程序，精挑细选和巧妙搭配最优质的投资基金，为您构建配合目标的分散型投资组合。
您在寻找机会吗？我们为您发掘。
通过投资多元化的资产加强分散风险
直达专门投资于不同资产的专家型投资经理
借着甄选投资经理和搭配不同投资风格，从而提升潜在回报
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自下而上在基金层面逐一评审第三方投资基金，是瑞联建立确信度高的多元资产策略之基础。每一支第三方基金都必须通过我们专有的严格甄别程序，才能够入选我们的焦点型投资组合。这严谨过程着重于透明度、稳定性和确保利益一致，以构建配合不同客户风险概况的平衡型纯多头投资方案。
筛选基金的准则必须与机构的整体策略一致。瑞联的目标是提供一系列投资确信度高的基金系列，以配合所有市场情况或投资目标。不过，深谙各类资产和广泛投资格局的变化，是持续有效地监察投资经理的表现之关键。
投资淡谈
Frequently asked questions about multi-asset investing
只有极少数基金能够一直保持佳绩。即便是最卓越的投资经理也可能需要额外资源以开发新策略或进入新市场。瑞联甄选基金的程序整合了广泛经验和大量数据，让我们有能力物色可望持续带来表现的优质经理。为确保多元经理组合维持最高质量，瑞联定期采取以下方式监察各基金的表现：
• 直接与投资经理沟通，全面细致地了解其投资策略和操作环境的最新情况。
• 运用公开资料、自有数据库以及我们在过去投资于类似基金经理之经验，以进行深入的基本面分析。
• 投资团队通力合作，分享对各基金的见解、认识和最新信息。
多元基金方案让投资者加强分散投资。通过将资本分散配置在一系列投资于不同资产、类别和地域的基金，多元基金组合减缓风险的能力，有望比投资于单一基金为佳。这分散投资方式能够在长期平顺回报的起伏，因此相比投资较集中的组合之整体波动性较低。
多元基金方案通常包含不同类型的基金，例如通过纳入股票基金以争取资本增长、借着债券基金获取收益和稳定性，以及运用货币市场基金以保持流动性。此外，投资组合也可能加入特定类别基金，寻求定向投资于特定行业或主题，以及引进另类基金以投资于非传统资产类别。不同基金需要根据投资者的目标和风险概况精密搭配，从而在确保投资足够分散下，优化长期经风险调整回报率。
尽管所有投资附带着一定程度的风险，多元基金方案的风险水平一般较投资于单一基金为低。通过分散投资于不同的基金、资产类别和投资策略，多元基金组合旨在减缓部分资产在个别时期表现逊色的影响。不过，要注意的是，投资组合的整体风险水平将视乎所选取的基金和投资组合的布局而定。
汇聚分驻于欧洲和亚洲的资深专家，组成瑞联的多元基金和基金研究团队。
Cédric Le Berre, Senior Investment Specialist
投资团队：4项概要和数据
18.09.2024
Hedge funds are seeing positive inflows this year, says UBP’s Nicolas Faller, who also talked to us about his preferences in terms of bond and equity investments.
11.09.2024
You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.
13.08.2024
Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.
04.07.2024
Allnews, Nicolette de Joncaire (11.06.2024) - Since 2022, certain strategies have been putting in solid performances and their outlooks are excellent. We talk to UBP’s Kier Boley.
21.06.2024
With a rise in popularity of alternative investments in recent years, UBP is tapping the private market space with a mixture of specialist in-house expertise and a highly selective approach to third-party manager solutions.
19.06.2024
We believe that the time is ripe to consider allocations to emerging equities for impact investors. Mathieu Nègre, Co-Head of Impact Investing, covers both the regional and thematic aspects and shares our outlook.
18.06.2024
UBP recently hosted a two-day conference on hedge funds in Geneva and London, featuring insightful panellists, to discuss and exchange ideas on the vigorous growth of the asset class.
