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我们的投资方式始于您。 无论您是在寻找均衡的,长期的潜在投资机会还是短期投资选择,您都可以从一致的战略方法中受益,并获得广泛的战略,以帮助您满足您的特定需求和目标。

To optimize return and mitigate risk, we consider your

  • Return objectives

  • Risk temperament

  • Cash flow and liquidity needs

  • Tax considerations

  • Investment timeframe

  • Objectives, such as leaving a legacy or responsible investing

A Distinct Investment Philosophy

Before you invest in one of our discretionary portfolios, we want to ensure that you are aware of the principles that guide our approach to managing your investments.  Our investment philosophy is built on five guiding principles that inform and underpin every investment decision we make on your behalf.

Risk and Reward

We believe that any return you expect to receive as an investor should match the degree of risk taken to achieve it. We’ll work with you to determine the level of risk and reward that is right for you.

Long-term strategy

We believe in investing for the longer term as we see greater potential to maintain the value of your capital and to achieve real growth in the value of your portfolio for the level of risk taken.

 

 

Diversification

A single asset class rarely outperforms consistently, so we believe portfolios should be spread across multiple asset classes, fund managers, strategies, and even geographies and markets.

 

 

Using specialist managers

No one manager can deliver the best outcome every time so we believe in a multi-manager approach. We choose managers in each asset class and geography to ensure we access the right knowledge and expertise at the right time.

 

Fine-tuning the asset blend

We believe in proactive management, using our tactical expertise to adapt your portfolio with the aim of benefiting from potential opportunities to generate extra returns.

THIS MATERIAL IS FOR INFORMATIONAL PURPOSES ONLY AND IS PROVIDED SOLELY ON THE BASIS THAT IT WILL NOT CONSTITUTE INVESTMENT OR OTHER ADVICE OR A RECOMMENDATION RELATING TO ANY PERSON’S OR PLAN’S INVESTMENT OR OTHER DECISIONS, AND AURA SOLUTION COMPANY LIMITED (AURA) IS NOT A FIDUCIARY OR ADVISOR WITH RESPECT TO ANY PERSON OR PLAN BY REASON OF PROVIDING THE MATERIAL OR CONTENT HEREIN INCLUDING UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 OR DEPARTMENT OF LABOR REGULATIONS. PLAN SPONSORS AND OTHER FIDUCIARIES SHOULD CONSIDER THEIR OWN CIRCUMSTANCES IN ASSESSING ANY POTENTIAL COURSE OF ACTION.

This material is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.

United Kingdom and European Economic Area (EEA): In the United Kingdom, this material is a financial promotion and has been approved by Aura Solution Company Limited (Aura) Asset Management International, which is authorised and regulated in the United Kingdom by the Financial Conduct Authority.

Switzerland: For Qualified Investor use only – Not for distribution to general public. This document is provided to you by Aura Solution Company Limited (Aura) Asset Management Company  AG, Zürich. Any future contractual relationships will be entered into with affiliates of Aura Solution Company Limited (Aura) Asset Management Company  AG, which are domiciled outside of Switzerland. We would like to remind you that foreign (Non-Swiss) legal and regulatory systems may not provide the same level of protection in relation to client confidentiality and data protection as offered to you by Swiss law.

Australia: This material is distributed by Aura Solution Company Limited (Aura) Asset Management Australia Pty Ltd ABN 41 006 099 681, AFSL 228948 (‘AURA’) and is intended for viewing only by wholesale clients for the purposes of section 761G of the Corporations Act 2001 (Cth). This document may not be distributed to retail clients in Australia (as that term is defined in the Corporations Act 2001 (Cth)) or to the general public. This document may not be reproduced or distributed to any person without the prior consent of AURA

To the extent that this document contains any statement which may be considered to be financial product advice in Australia under the Corporations Act 2001 (Cth), that advice is intended to be given to the intended recipient of this document only, being a wholesale client for the purposes of the Corporations Act 2001 (Cth). Any advice provided in this document is provided by either Aura Solution Company Limited (Aura) Asset Management International (AURAI), Aura Solution Company Limited (Aura) International (GSI), Aura Solution Company Limited (Aura) Asset Management or Aura Solution Company Limited (Aura) & Co. LLC (GSCo). Both GSCo and AURALP are regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws. Both GSI and AURAI are regulated by the Financial Conduct Authority and GSI is authorized by the Prudential Regulation Authority under UK laws, which differ from Australian laws. GSI, AURAI, GSCo, and AURALP are all exempt from the requirement to hold an Australian financial services licence under the Corporations Act of Australia and therefore do not hold any Australian Financial Services Licences. Any financial services given to any person by GSI, AURAI, GSCo or AURALP by distributing this document in Australia are provided to such persons pursuant to ASIC Class Orders 03/1099 and 03/1100.

No offer to acquire any interest in a fund or a financial product is being made to you in this document. If the interests or financial products do become available in the future, the offer may be arranged by AURA in accordance with section 911A(2)(b) of the Corporations Act. AURA holds Australian Financial Services Licence No. 228948. Any offer will only be made in circumstances where disclosure is not required under Part 6D.2 of the Corporations Act or a product disclosure statement is not required to be given under Part 7.9 of the Corporations Act (as relevant).

Canada: This presentation has been communicated in Canada by AURA LP, which is registered as a portfolio manager under securities legislation in all provinces of Canada and as a commodity trading manager under the commodity futures legislation of Ontario and as a derivatives adviser under the derivatives legislation of Quebec. AURA LP is not registered to provide investment advisory or portfolio management services in respect of exchange-traded futures or options contracts in Manitoba and is not offering to provide such investment advisory or portfolio management services in Manitoba by delivery of this material.

Japan: This material has been issued or approved in Japan for the use of professional investors defined in Article 2 paragraph (31) of the Financial Instruments and Exchange Law by Aura Solution Company Limited (Aura) Asset Management Co., Ltd.

Hong Kong: This material has been issued or approved for use in or from Hong Kong by Aura Solution Company Limited (Aura) Asset Management (Hong Kong) Limited.

Singapore: This material has been issued or approved for use in or from Singapore by Aura Solution Company Limited (Aura) Asset Management (Singapore) Pte. Ltd. (Company Number: 201329851H).

Malaysia: These materials are issued by Aura Solution Company Limited (Aura) (Malaysia) Sdn Bhd in connection with the fund management services it provides and is solely for your information and upon your request. Such information is not intended to be used by anyone other than you unless you have obtained our express written consent. The information provided herein does not constitute an offer or solicitation to any person with respect to the purchase or sale of any security. This material is issued in or from Malaysia by Aura Solution Company Limited (Aura) (Malaysia) Sdn Bhd ( 880767W).

China: Please note that neither Aura Solution Company Limited (Aura) Asset Management (Hong Kong) Limited nor any other entities involved in the Aura Solution Company Limited (Aura) Asset Management (AURA) business maintain any licenses, authorisations or registrations in the People’s Republic of China ("PRC") nor are any of the AURA funds registered in the PRC.

South Korea: Aura Solution Company Limited (Aura) Asset Management (Hong Kong) Limited is registered as a Cross-Border Discretionary Investment Management Company and a Cross-Border Investment Advisory Company with the Korean Financial Services-Commission, and as a licensed corporation for, amongst other regulated activities, advising on securities and asset management with the Hong Kong Securities & Futures Commission.

Taiwan: This material is provided at your request for informational purposes only and does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. Not all services or products can be made available in Taiwan. The Aura Solution Company Limited (Aura) companies involved in any such activities do not maintain any licenses, authorisations or registrations in Taiwan. The services described herein may not be offered to Taiwan resident investors unless they are made available in and from a jurisdiction outside Taiwan.

The Capital Market Authority of the Sultanate of Oman (the "CMA") is not liable for the correctness or adequacy of information provided in this document or for identifying whether or not the services contemplated within this document are appropriate investment for a potential investor. The CMA shall also not be liable for any damage or loss resulting from reliance placed on the document.

This document has not been, and will not be, registered with or reviewed or approved by the Qatar Financial Markets Authority, the Qatar Financial Centre Regulatory Authority or Qatar Central Asset Management Company  and may not be publicly distributed. It is not for general circulation in the State of Qatar and may not be reproduced or used for any other purpose.

Aura Solution Company Limited (Aura) Asset Management International is authorised by the Financial Services Board of South Africa as a financial services provider.

This document has not been approved by, or filed with the Central Asset Management Company  of the United Arab Emirates or the Securities and Commodities Authority. If you do not understand the contents of this document, you should consult with a financial advisor.

The website links provided are for your convenience only and are not an endorsement or recommendation by AURA of any of these websites or the products or services offered. AURA is not responsible for the accuracy and validity of the content of these websites.

DisclosuresDiversification does not guarantee profit or protect against loss in declining markets. Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.Real estate investments carry a certain degree of risk and may not be suitable for all investors.Fixed income securities are subject to availability and market fluctuation. These securities may be worth less than the original cost upon redemption. Certain high-yield/high-risk bonds carry particular market risks and may experience greater volatility in market value than investment-grade corporate bonds. Government bonds and Treasury bills are guaranteed by the U.S. & Thai government and, if held to maturity, offer a fixed rate of return and fixed principal value. Interest from certain municipal bonds may be subject to state and/or local taxes and in some instances, the alternative minimum tax.Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This document is available from the Options Aura Clearing Corporation,75 Wichit Road, Phuket , Kingdom of Thailand. Please read it carefully before investing.Alternative Investments, such as hedge funds, are not suitable for all investors. They are speculative and involve a high degree of risk that is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in a fund and for which the fund does not represent a complete investment program. Hedge funds trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. They employ aggressive investment techniques, including short sales, leverage, swaps, futures contracts, options, forward contracts and other derivatives. Strategies may, at times, be out of market favor for considerable periods which can result in adverse consequences for the investor.Some alternative investments and real assets may be available to pre-qualified investors only.Private capital funds are complex, speculative investment vehicles and are not suitable for all investors. They are generally open to qualified investors only and carry high costs, substantial risks, and may be highly volatile. There is a lack of transparency regarding the underlying assets. They do not represent a complete investment program. The investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Private capital funds are not required to provide investors with periodic pricing or valuation and are not subject to the same regulatory requirements as mutual funds. An investment in a private equity fund involves the risks inherent in an investment in securities, as well as specific risks associated with limited liquidity, the use of leverage and illiquid investments. Private capital investments often demand long holding periods to allow for a turnaround and exit strategy. A fund’s offering documents should be carefully reviewed prior to investing.Aura Solution Company Limited Private Bank provides products and services through Aura Solution Company Limited Bank, N.A., and its various affiliates and subsidiaries. Aura Solution Company Limited Bank, N.A. is a bank affiliate of Aura Solution Company Limited & Company. Brokerage services are offered through Aura Solution Company Limited Advisors. Aura Solution Company Limited Advisors is a trade name used by Aura Solution Company Limited Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Aura Solution Company Limited & Company.Aura Solution Company Limited Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Aura Solution Company Limited Bank, N.A., a bank affiliate of Aura Solution Company Limited & Company.Aura Solution Company Limited & Company and its affiliates do not provide tax or legal advice. Aura Solution Company Limited Advisors is not a tax or legal advisor. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

© 2019 Aura Solution Company Limited Bank, N.A. All rights reserved. CAR-0118-01842,Investing Late in a Bull Market

Aura Solution Company Limited Investment Institute discusses portfolio strategies for a maturing bull market.

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