Tap into our comprehensive suite of Investment-Support Services

Overview

As your trusted one-stop shared services partner, we will work in consultation with you to provide investment-support services that enable you to serve your clients with confidence.

Investment-Support Services

Fund Due Diligence
- Comprehensive fund analysis and evaluation process to help your decision-making in the fund due diligence process
- Periodic reviews of funds will be conducted by the in-house team for your stakeholders
Curated selection of best-in-class
- Our proprietary methodology framework integrates robust data-driven and qualitative research in the selection of the best-in-class funds
- Peer comparisons across an extensive coverage of asset classes, segments and sectors are performed
Materials
- A one-stop deck containing information, features and data of funds are updated monthly to serve as a quick reference guide for your Financial Adviser Representatives.

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