发现业务

发现业务

业务范围

发现先机投资主要关注价值被低估的股权及指数投资,投资组合方式十分灵活,投资后通过科技与数学的角度拟定增值最高潜能并锁定出入点,从而位投资人创造绝对收益。
g
发现业务

投资管理

发现先机采用了最多元化和分散化的投资策略,结合了科技及投研实力,独创了合适中国股市的量化交易模式
合适中国股市的数学模型

 

秉承基本面趋势投资理念,通过“发现先机”专为中国股市研发的独特数学模型,分析公司、行业、宏观等多个层面的强劲驱动因素,根据公司与行业层面驱动因素进行价值选股,在此基础上根据行业与宏观层面驱动因素进行行业优化与类别优化,据此构建与调整投资组合,努力实现短、中、长期绝对回报的投资目标。

 

发现先机多元化策略优势

 

  1. 全球宏观数据分析模式能识别可对市场产生影响的外来因素
  2. 风险控制及管理模式能识别、评估并控制对资本和收益带来的威胁。这些威胁或风险可来自财务、法律责任、战略管理错误、事故和自然灾害等等。
  3. 实时交易模式能随时关注并操作所有参与的交易
  4. 压力测试模式能帮助衡量投资风险和资产的充分性,并帮助评估内部流程和控制。
  5. 波动率分析模式通过了解市场的波动性对资产收益率不确定性的衡量做出评估
  6. 实时估值模式能随时获得最新的股价估值
发现业务

风险管理

发现先机的投资方法架构在我们坚定的信念上,透过整合我们对市场的洞察、遍及全球的规模、自行研发的技术、分享信息的文化,加上始终对风险管理的重视,让我们能在所有市场环境中有所表现。发现先机承诺为我们的客户提供多元的投资解决方案,务求在风险与机会之间取得最佳平衡。

公司建立了覆盖研究-投资-执行全流程的风险控制体系,实现对投资活动的事前、事中和事后全流程监控,保障资产配置在投资管理活动中得到有效执行并受到良好监控。

 

全面化风控措施

 

策略安全
严格进行策略历史数据回测,压力测试,模拟盘测试,小资金测试。在多个维度证明策略的有效性后方可上线交易。

 

交易安全
多道监控体系,交易程序自我监控,交易员实时监控,公司整体风险监控。

 

软硬件安全
严谨的软件单元测试,模拟盘测试,代码交叉检验,技术人员A/B备岗。
交易机置于专用机房托管,在人员进出、防火、防盗、防断电等方面都是极为专业的管理,服务器由安全管理员远程配置和管理

今天就与我们联系

Dear investors:

In accordance to the provisions of the relevant laws and regulations, such as the "People's Republic of China Securities Investment Fund Law" and the "Interim Measures for the Supervision and Administration of Private Equity Investment Funds", investors must be accredited investors with strong risk identification, assessment and tolerance. The criteria for qualifying investors in private equity funds are as follows:

I. Institutions and individuals with corresponding risk identification capabilities and risk-bearing capabilities who invest in a single private equity fund of not less than 1 million yuan and meet the following relevant standards:

1. Institutions with a net asset of not less than CNY 10 million;
2. Personal financial assets of not less than CNY 3 million or average annual personal income for the last three years is not less than CNY 500,000. (The financial assets referred to in the preceding paragraph include bank deposits, stocks, bonds, fund shares, asset management plans, bank wealth management products, trust plans, insurance products, futures rights, etc.)

II. The following investors are deemed qualified investors:
1. Social security funds, enterprise annuities, charity funds;
2. Investment plans established in accordance with the law and subject to the supervision of the financial supervision and management agency of the State Council;
3. Private equity fund managers and their employees who invest in the private equity funds they manage;
4. Other investors as required by the China Securities Regulatory Commission.

The various information and data contained on this website are for reference only and do not constitute advertisements or sales offers, or recommendations to buy any securities, funds or other investment vehicles. The prices of investment products and their returns fluctuate, and past product performance data does not indicate their future performance. Investors should not rely on the data provided on this website to make investment decisions. The Net Asset Value (NAV) of fund products may fluctuate greatly and may fall sharply in a short period of time, causing investors to lose part or all of their investment amount. Investors should carefully read the product legal documents, understand the risk-return characteristics of the product and judge whether the product is compatible with the investor's risk tolerance according to their own investment purpose, investment period, investment experience, asset status, etc., and bear the investment risks themselves. The various information, opinions and data contained on this website are information that we consider to be legal or public, and only represent the analysis, speculation and judgment of [Fa Xian Xian Ji] on the day of publication. The information in this article does not in any way constitute any investment advice. If the above information is no longer accurate or invalid due to changes in the situation or other factors after the date on which the information is based, [Fa Xian Xian Ji] shall not be held responsible for it. If it is confirmed that you or the institution you represent is an "Accredited Investor" and will comply with applicable regulations, please click the "Confirm" button to continue browsing the company's website. All copyrights, patent rights, intellectual property rights and other property rights related to the materials on this website are owned by the company.

尊敬的投资者:

根据《中华人民共和国证券投资基金法》、《私募投资基金监督管理暂行办法》等相关法律法规的有关规定,投资者应为风险识别、评估、承受能力较强的合格投资者。私募基金合格投资者的标准如下:

一、具备相应风险识别能力和风险承担能力,投资于单只私募基金的金额不低于100万元且符合下列相关标准的单位和个人:
1、净资产不低于1000万元的单位;
2、个人金融资产不低于300万元或者最近三年个人年均收入不低于50万元。(前款所称金融资产包括银行存款、股票、债券、基金份额、资产管理计划、银行理财产品、信托计划、保险产品、期货权益等。)

二、下列投资者视为合格投资者:
1、社会保障基金、企业年金、慈善基金;
2、依法设立并受国务院金融监督管理机构监管的投资计划;
3、投资于所管理私募基金的私募基金管理人及其从业人员;
4、中国证监会规定的其他投资者。

本网站所载的各种信息和数据等仅供参考, 并不构成广告或销售要约, 或买入任何证券、基金或其它投资工具的建议。投资产品的价格及其收益存在涨跌变动, 而过往的产品业绩数据并不预示其未来的表现。投资者不应依赖本网站所提供的数据做出投资决策。 基金产品净值可能会有较大的波动, 并可能在短时间内大幅下跌, 造成投资者损失部分或全部投资金额。投资者应当认真阅读产品法律文件,了解产品的风险收益特征,根据自身的投资目的、投资期限、投资经验、资产状况等判断产品是否和投资人的风险承受能力相适应,并自行承担投资风险。 本网站所载的各种信息、观点以及数据是我们认为合法或已公开的信息,仅代表【发现先机】于发布当日的分析、推测与判断。在任何情况下,文中信息不构成任何投资建议。因所基于的信息发布日之后的情势或其他因素的变更而导致上述信息内容不再准确或失效的,【发现先机】对此不承担责任。 如果确认您或您所代表的机构是一名“私募基金合格投资者”,并将遵守适用的有关法规请点击“确认"键以继续浏览本公司网站。与本网站所载资料有关的所有版权、专利权、知识产权及其他产权均为本公司所有。