为财富管理机构和金融中介机构提供投资解决方案
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, 获取和访问高质量的资产管理器和策略, 以可持续的方式进行投资, 监控风险并管理整体投资成本.
建立和管理投资组合需要时间、精确度和专注力. 针对财富管理机构和金融中介机构, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market 机会 from a global universe, 整合和监测环境, 可持续发展和治理(ESG)方面的考虑, 管理运营需求和成本, 竞争对手分化和导航复杂的监管环境.
利用我们广泛的, 研究, 咨询和实施服务以及一系列投资解决方案, 我们可以帮助您建立旨在实现未来增长的投资组合. 以下是与我们合作的五个好处，帮助您实现投资目标.
可能影响投资结果的五个因素
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高质量的资产管理和策略Comprehensive and impartial 研究 can help you identify high-quality asset managers and strategies. Our team of dedicated 研究 professionals can act as an extension of your in-house expertise. 我们对投资资产管理公司进行广泛的前瞻性研究, across 公开及私人市场 globally and we can provide you with holistic and sound insights to support your investment decisions. 您可以查看现有的资产管理器，或者根据您喜欢的标准选择新的资产管理器.
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健壮且管理良好的风险框架We can help you meet your clients investment objectives within a well-managed 风险 framework through leveraging our expertise in building well diversified 风险 profiled investment portfolio, dynamically managing them in the ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative 资产类别.
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加强治理和监督Your clients expect prompt execution of investment ideas and a robust 风险 management framework. 我们的专业和经验丰富的团队可以帮助您实现这一目标. Our infrastructure and 风险 management framework and tools allow you to monitor a portfolio’s performance and the drivers of that performance. 您可以利用洞察和报告来提供有效的, 及时与客户沟通并指导他们的决策.
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整合ESG考量对大多数投资者来说，将可持续性纳入投资组合仍然是重要的议程. 除了环境和气候因素, some place a high importance on integrating DEI factors or are looking to make a broader impact to society. 我们可以帮助您和您的客户定义, 执行和监控您的可持续投资目标.
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减少你的管理负担Managing investment portfolios comes with significant operational burden that take time away from your core focus, 你的客户和满足他们的投资目标. Our extensive range of investment services could help you reduce your administrative burden and free up more time to spend delivering on your clients’ investment wishes. 我们是灵活的，并开发了我们的服务，以满足您的需求, 通过补充你的一些工作, 或者作为内部团队的延伸.
财富管理公司为何选择与我们合作
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公正我们的独立全球研究涵盖了各个资产类别的广泛基金经理, 包括私人和非流动性投资组合. We select managers based on a combination of qualitative and quantitative analysis and our assessment is forward looking.
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功能Our strong operational investments platform and tested continuity plans means that you are better placed to respond to market challenges and ensure that even in times of crises, 您仍然能够为客户提供相同级别的服务.
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灵活性
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and are well equipped to support you through the breath of our capabilities and our flexible operating model.
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成本效率Our heritage as an institutional investment consultant means we have the scale to negotiate on manager fees. 这允许我们构建和实现投资组合, 由我们的策略和资产配置专家设计, 同时把所有的存款都直接转给你.
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环境、社会和治理技术我们拥有丰富的ESG经验，可以利用我们的投资服务, 解决方案和产品，以帮助满足您自己的客户群的需求. 我们还可以专门为您和您的客户制定、执行和监控战略.
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个性We know that every business is different, so we tailor our services to suit your overall objectives. We work with you to understand what you are trying to achieve and present you with a choice of solutions that make sense for your objectives.
2022年全球财富管理调查结果
量身定制的解决方案，帮助您实现投资目标
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实施和实施投资解决方案我们可以帮你定义, 通过处理治理等领域来开发和实施您的投资策略, 风险, 可持续性和多样化. 我们灵活的服务，以满足您的需求，并帮助您实现您的投资目标.
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可持续投资我们帮助您建立一个可持续的投资战略，将环境保护与可持续发展相结合, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favourable returns.
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另类投资利用我们与全球数百家资产管理公司的现有关系, 我们可以帮助您确定和寻找新的投资策略, 机会, 私人市场和对冲基金的创意和创新.
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战略研究成为美世洞察的一员® Community today to get access to strategic 研究 from hundreds of thought leaders around the world, 包括美世和第三方出版商. 它是免费的，很容易加入.
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资产管理公司研究通过订阅美世洞察®, 与投资公司结盟, 您可以访问数据, analytics and our forward-looking 研究 on asset managers and thousands of investment strategies across both 公开及私人市场.
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管理投资风险Our 美世哨兵 team can help you conduct due diligence and mitigate operational 风险s across your portfolios and strategies. 我们评估资产管理人, 托管人和其他服务提供者来帮助您实现治理目标.
利用我们的广度和深度
US $16.管理着45万亿美元的全球资产1
管理着3790亿美元的全球资产2
超过12400种投资策略获得了评级3
超过7000家资产管理公司进行了评级4
介绍一下我们团队的一些成员
了解我们如何帮助您实现您的投资目标
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