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In response to the advent of the era of low interest rates, the importance of preserving and gradually increasing the value of assets in the medium and long term is increasing day by day! Everyone needs to know the correct way to manage assets in order to pursue more wealth or protect the wealth they already have; good asset management methods should include setting medium- and long-term financial goals, establishing asset management processes, and observing discipline during the execution process. Developing long-term savings habits and good financial management skills is a lifelong career. It is as important as maintaining good health. GIA has set out the following asset management steps to help you manage your assets effectively:


Financial diagnosis

Financial and tax planning

Investment Strategy & Risk Management

Instant account analysis

Performance Evaluation

(一) >(五)Performance Evaluation
This performance evaluation focuses on the investment strategy and risk management framework under GIA's integrated asset management-related investment plans and savings plans. The investment strategy and risk management part is mainly based on asset allocation and selects investment products with excellent risk management framework as investment targets. Therefore, this performance evaluation method first evaluates asset allocation and then evaluates investment products.
Annual performance evaluation of asset allocation
Does the international stock fund portfolio investment performance exceed
Global Equity Index, e.g, MSCI World Index
Does the international bond fund portfolio performance exceed
Global Bond Index, e.g, JP Morgan World Bond Index ?
Whether the investment performance of the alternative investment product portfolio exceeds
Hedge Fund Index Performance, e.g, CSFB/Tremont Index ?
 
Does the annual absolute investment return exceed the annual return on 10-year U.S. Treasury bonds?  

Investment product performance evaluation
Alternative Investment Products
  • Investment performance and risk assessment under the same type of investment strategy
  • Comparison of various indexes and risks under different types of investment strategies
  • Does the product have any unusual performance and why?
  • Have the transparency and financial leverage of the product been improved?
  • Are there any major adjustments to the investment team?
Mutual Funds
  • Is the risk volatility of the fund too large compared to the risk volatility of the overall investment portfolio?
  • Has the fund's asset size changed dramatically or shrunk dramatically?

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