In a transition to a developed economy with stronger political and cultural power, the currently under-allocated China has great potential to see a significant increase of global institutional inflows into its financial markets. InvesTAO provides a unique unbiased perspective to western investors to understand the investment opportunities in China, and to capture such opportunities with the low-cost transparent offerings from local fund managers.

We also believe RMB will increase its significance in international financial markets, and RMB-related assets will gain its mandatory position from current status. The rise has become a mega trend in the new world economic order.

Asset allocation contributes to the majority of excess return. An abundance of outstanding managers can deliver investment results in the cycle most fit for the investment style or sector; the proper combination of strategic asset allocation and smart delivery of tactical asset allocation by outstanding managers, the investment portfolio can optimize the result within its risk budget and ESG budget.