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全权委托投资组合管理服务,如何在亚洲掀起投资新革命?

03-Jul-24 12:00

全权委托投资组合管理服务,如何在亚洲掀起投资新革命?

全权委托投资组合管理服务(DPMS)在欧洲和美国已经相当受欢迎,但在亚洲仍处于初期发展阶段。DPMS是指客户将投资全权交由专家处理,设定投资组合的目标、主题和风险,由专家团队决定具体投资哪些资产,调整投资组合时也无需获得客户的同意。亚洲客户多倾向于自行交易或咨询银行投资顾问,银行调整投资组合时需征求客户同意,有时会错失交易时机。随着金融市场波动加大、经济周期缩短,客户逐渐意识到将投资交给专业人士打理往往能获得更出色的回报。DPMS帮助我们实现最高效益的投资模式?还是会陷入专业管理的投资陷阱?

以上节目是由 iFAST赞助播出,iFAST,结合金融科技的财富管理平台,为您定制投资策略,让您把握投资先机。

本节目提供的信息仅供参考,不构成投资建议。请咨询专业财务和稅務顾问再做决策。所有投资皆有风险,请谨慎评估。

Produced by: 李丽甄

Presented by: 李丽甄


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