Our Solutions

In order to upgrade the service level for the fastest growing and heavily under-monetized qualified investors, private wealth managers can rely on our leading edge “Phoenix” wealth advisory platform to deliver customized solutions. Phoenix, a sophisticated investment toolset, strategy, and product lifecycle management engine, was developed by utilizing advanced investment theory and technology. Our proprietary client profiling tool enables our clients to understand their customer profiles in order to develop individualized asset allocation plans. When an advisor develops a goal-based wealth plan, Phoenix’s multi-asset class capability can efficiently optimize domestic and global asset allocations with consideration of traditional and alternative asset classes.

 

Investment Consulting

With rich experience serving as wealth advisor to Chinese HNWIs and family offices in investing in domestic Chinese and overseas hedge funds, PEs and other alternative assets, our investment consulting team members had conducted over 1,000 in-depth on-site manger due diligences and can help our clients acquire deep knowledge about target fund managers and insights of the China fund market:

  • To provide professional fund manager due diligence services, which include quantitative diligence, investment due diligence and operations due diligence
  • China domestic hedge fund market research and in-depth investment strategy and fund analytics reports

Alternative Investment Analytics Service

Through our proprietary Phoenix hedge fund analytics system, clients can access the comprehensive China hedge fund and private equity fund database with over 20,000 private and mutual fund information and analytics and due diligence reports. They can also analyze these funds from the tool set on the platform. The powerful features of Phoenix will include:

  • Fund Evaluation and Scoring
  • Portfolio Construction
  • Portfolio Management
  • Product Lifecycle Management
  • Digital Due Diligence

Investment Advisory

With 30+ years of experience in alternative investment management in US and China and equipped with the sophisticated fund analytics system, we help our investors manage their investments in the Chinese domestic hedge funds.

  • Design customized hedge fund portfolios based on the risk and return as well as liquidity requirements from our clients
  • Dynamically managing the portfolio by advising the clients for portfolio rebalancing
  • Actively monitoring fund’s/account’s trading activities, positions and portfolio risks, analyzing fund’s performance contributions and style drifts to make sure investment agreement and executions are aligned