Discretionary Mandates

CCL specializes in providing Active Portfolio Management Solutions to investors in the Greater China Region such as Mainland China, Hong Kong and Taiwan.

CCL is proficient in managing various asset classes which include listed Equities, Exchange Traded Funds and Derivatives and focus on Adaptive Multi Moments Risk Optimization.

Structured investment process is carried out to encapsulate

1) idea generation process based on fundamental and quantitative factor-based research

2) portfolio construction process

CCL help to delineate dynamic capital allocation decision-making framework to maximize the return.

For more information on the onshore or offshore advisory service, please contact CCL at info@cardinalasia.com.