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合作伙伴

上海万得信息技术股份有限公司

Wind资讯是中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。在国内市场,Wind资讯的客户包括超过80%的中国证券公司、基金管理公司、保险公司、银行和投资公司等金融企业;在国际市场,已经被中国证监会批准的合格境外机构投资者(QFII)中60%的机构是Wind资讯的客户。同时国内多数知名的金融学术研究机构和权威的监管机构也是我们的客户,大量中英文媒体、研究报告、学术论文等经常引用Wind资讯提供的数据。

精于数据,以数据为起点,万得资讯紧密跟随金融市场日新月异的发展,不断向新的领域发展,新的产品和服务战略不断在延伸。

Barlow Capital Management Inc.

Barlow is a leading boutique asset manager in Canada that provides portfolio management exclusively for private clients based on the asset allocation model pioneered by university endowments at Yale and Harvard.

The TrueBalance endowment-style strategy, the only of its kind in Canada presently available to private investors, blends traditional and alternative strategies to provide real returns and tax efficient income.

TrueBalance is more than just a strategy.  It is a philosophy that recognizes the evolving nature of risk and return for Canadian investors stuck in the conventional asset allocation and risk management solutions commonly marketed to individual clients.