pitchbooktemplate英文招标书范本PPT学习教案

1、会计学1pitchbooktemplate英文招标书范本英文招标书范本2nYour Personalized Wealth PlanXnNext StepsX第1页/共13页3PHOTO OF TEAM HEREFirm ProfileEstablished:XXXXStaff:XX professionalsExperience:XX yearsAverage client relationship:XX years第2页/共13页4Adviser HeadshotAdviser Headshot第3页/共13页5We determine the appropriate allocation

2、 of assets to realize your particular objectives.We identify the specific investments that align with and support your strategy.Together, we define your needs, goals, and risk profile.1423We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as neede

3、d.Understand your goalsCreate a planCraft your portfolioStay on course第4页/共13页6term goals. nWhen crafting an integrated wealth management plan, we draw on our expertise in the following areas:Financial planningRetirement income planningEstate planningTax planningBusiness successionIntergenerational

4、wealth transferPhilanthropy第5页/共13页7determine the clients goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.nDisciplined portfolio construction. Based on the specifics of

5、 each clients situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset classacross sectors, industries, and countries.nRigorous oversight. When implementing a clients investment strategy, we use a stringe

6、nt process to screen top money managers, selecting one who meets the objectives established for that client. Once the appropriate manager has been chosen, we provide ongoing oversight and make changes as appropriate.第6页/共13页8confident that your interests will always come first.nA global perspective.

7、 In an ever-changing global economy, your adviser needs to have the resources and expertise to identify investment opportunities both domestically and abroad.nKnowledge and experience.Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economi

8、cs, corporate finance, asset valuation, and portfolio construction and management.nIndustry recognition. While there are a number of reputable credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst (CFA) designation.第7页/共13页9related subj

9、ects. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.nCommitted to being held to the highest ethical standards in all dealings with investor clients.第8页/共13页10the charterholder is

10、 required to disclose these complaints in full detail to CFA Institute and risks losing the right to use the CFA designation. nCFA Institute continually works with its members and industry authorities to lead the way in setting standards for financial reporting, international accounting, and ethical

11、 principles. 第9页/共13页11you work with a CFA charterholder you gain confidence that your adviser has achieved one of the highest distinctions, conferred upon a select group of rigorously trained professionals.nStrong global investment knowledge. Recognition of the CFA Programs globally relevant Candid

12、ate Body of Knowledge makes the CFA designation the mark of distinction for investment professionals worldwide.nInstitutional-level investment credentials. CFA charterholders are highly prized by institutional money managers as investment analysts and strategists, pension fund managers, and mutual fund portfolio managers. Those who choose to manage private client portfolios bring those same institutional skills to individuals an