中文
EnglishWhether working or retired, our Westian Global advisors guarantee that each client's portfolio is custom-made to meet your specific requirements.
- We create and manage asset allocations that give you the best chance of achieving your goals in the time available after considering your risk tolerance and other needs.
- We screen companies that don’t align with your social values from our pool of selected investments. Reasons to eliminate these companies may include inadequate environmental records or questions about their employee rights practices.
- We look for companies that demonstrate equality and equity practices along with solid corporate social responsibility governance ratings.
A versatile approach to investment management
We pull out all the stops to achieve superior returns.
You invest for specific financial reasons, and our role is to ensure the management of all portfolios consistently steers you closer to achieving your goals. Investment returns are not free, and the higher the returns sought, the higher the risk that needs to be accepted. Our globally diversified portfolios deliver tremendous possible investment success while minimizing risk.
We incorporate academic research to develop better portfolios.
Factor investing involves assessing measurable characteristics or “factors” that highlight differences in returns across asset classes. Factor investing can minimize volatility, improve diversification, and increase portfolio returns over time — not every time, but over time.
Types of factors
Two main factors drive returns: macroeconomic factors, which describe broader risks across asset classes, and style factors, which help explain returns and risks within asset classes.
Macroeconomic factors
- Exposure to the business cycle
- The risk of interest-rate changes
- Exposure to price movements
- Default risk from corporate lending
- Political and sovereign credit risks
- Possessing illiquid assets
Style factors
- Stocks discounted relative to fundamentals
- Stable, lower-risk stocks
- Stocks with rising price trends
- Financially strong companies
- Smaller, higher-growth companies
- Income incentives of holding riskier securities
We rebalance portfolios analytically.
Analytical rebalancing is the structured, emotionless practice of selling outperforming assets and replacing them with underperforming ones.
An Investment Committee Motivated by You
By accepting a fiduciary role, we are duty-bound to look after your investments with the same care, attentiveness, and diligence we give to our personal holdings.
We recognize that clients trust us with their life savings and that no two investors are identical. Some have complex tax challenges, delicate family situations, or social values that need incorporating into their investment mix, but all want to have their investments managed using the best thinking possible. Westian Global is well-positioned to deliver on all these needs while meeting your investment goals.
Unlike many companies where an individual advisor, or the owners, are responsible for all the investment decisions, we use an independent twelve-person investment committee to oversee investment research, strategy, and portfolios.
The Westian Global Investment Committee comprises twelve diverse people from across our company, with most holding advanced degrees and professional qualifications. Each brings a unique perspective and personal insight to managing wealth and achieving our clients' long-term objectives. Committee members collectively review the latest academic research and market data, discuss proposed changes, and work to ensure our offerings remain at the leading edge of wealth management practices.
