投资管理市场研究

---

---

投资管理不仅仅指买卖金融资产。 它还指对这些资产和其他投资的处理。该表述通常指投资经理监督和交易投资组合中的资产以实现特定目标。他们试图实现这些目标，以造福他们有义务管理资金的客户。

什么是投资管理市场研究？

The investment management market studies the mechanisms and trends of the investment world, providing valuable insights that aid in the formulation of investment strategies and decisions. It is about interpreting market signals, understanding investor sentiments, and predicting economic trends.

此外，投资管理市场研究可以确定具有高增长潜力的新兴市场和行业，缩小选择范围，使投资经理能够专注于回报最有希望的领域。

企业为何需要投资管理市场研究

Investment management market research equips businesses with the insights to understand global investment landscape changes and their implications. This understanding is crucial for companies to stay agile and adaptive, ensuring their investment strategies are relevant and effective in the current market context.

Moreover, investment management market research helps businesses align their investment strategies with their broader corporate objectives. It provides deeper insights into market trends, competitor movements, and investment opportunities, allowing businesses to stay one step ahead. 

投资管理市场研究的好处

然而，投资管理市场研究提供了许多好处，可以显著影响他们的财务策略和结果，包括：

• 明智的决策：为明智的决策提供坚实的基础。通过获取全面的市场分析、投资趋势和预测，企业和投资者可以根据经验数据和专家见解做出决策，从而降低猜测或基于直觉的决策带来的风险。
• 战略资产配置: Investment management market research aids in effective asset allocation by providing insights into various asset classes and their performance under different market conditions. 
• 市场趋势分析：此项研究对当前和新兴市场趋势进行了深入分析，使企业和投资者能够利用新机遇并保持领先于市场变化。

投资管理市场研究与传统市场研究有何不同？

传统市场研究主要关注消费者行为、市场趋势和各行业的竞争格局。而投资管理市场研究则深入研究金融市场、投资机会、经济趋势和投资者行为。其关注点在金融领域较窄但较深入，旨在指导投资决策和策略。

The methods used in investment management market research are more specialized and quantitative compared to traditional market research. Furthermore, the audience for investment management market research is primarily financial professionals, investors, and fund managers. In contrast, traditional market research targets a broader range of business professionals, including marketers, product managers, and executives. The utilization of investment research is more focused on guiding investment decisions, portfolio management, and risk mitigation.

对投资管理市场研究的期望

在进行投资管理市场研究时，企业和投资者可以期待几个关键方面和成果，包括：

• 全面的市场分析：它提供了对投资市场的深入分析，包括当前趋势、未来预测和特定行业的见解。

• 风险评估和管理策略：投资管理市场研究通常包括对不同投资策略和资产类别相关的风险的全面评估。

• 投资机会识别：此类研究通常会重点介绍潜在的投资机会，并辅以数据和分析。这些机会是根据当前市场趋势、经济指标和财务预测确定的。

• 监管和经济影响分析: The research also covers the impact of regulatory changes and economic developments on investment strategies. 

• 性能基准和指标: Investment management 市场调查 usually provides benchmarks and performance metrics that help in evaluating the success of investment strategies.

投资管理市场的当前趋势

• 更加关注可持续性和 ESG 投资: 其中一个突出趋势是，投资决策越来越重视环境、社会和治理 (ESG) 因素。投资者越来越多地考虑其投资的可持续性和道德影响，从而导致以 ESG 为重点的基金和策略激增。

• 技术进步和数字化：投资管理行业正在经历快速数字化，人工智能、机器学习和区块链等技术正在改变投资管理和决策方式。

• 投资产品的个性化和定制化：定制化和个性化正成为投资管理的关键，投资者寻求符合其特定目标和风险承受能力的定制解决方案。

• 另类投资的兴起: There is a growing interest in alternative investments like private equity, real estate, and hedge funds. 

投资管理市场研究的技术和工具

投资管理市场研究采用先进技术和工具具有变革性。这些创新提高了研究的准确性和深度，简化了整个过程。以下是目前影响投资管理市场研究的一些关键技术和工具的概述：

• 人工智能和机器学习: These technologies enable the analysis of massive datasets, uncovering patterns and insights that would be impossible to detect manually. AI algorithms can predict market trends, identify investment opportunities – and even automate certain investment decisions.

• 区块链技术: Blockchain is increasingly being used in investment management for its security and transparency features. It offers a decentralized ledger system, which is particularly useful in verifying transactions and maintaining immutable records, reducing the risk of fraud and errors.

• 机器人顾问：机器人顾问分析投资者资料并提出投资策略和投资组合管理解决方案，使投资建议更易于获取且更具成本效益。

• 金融数据库和平台：彭博终端、Eikon 和其他金融数据平台在投资研究中不可或缺。它们提供实时市场数据、新闻、财务报表和分析工具，这些对于全面的市场分析至关重要。

投资管理市场研究为企业带来的机遇

• 获得全球投资见解: Investment management market research provides access to global market insights. This international perspective is invaluable for businesses looking to expand internationally or diversify their investment portfolios across different regions.

• 识别新兴市场和行业: Through comprehensive market research, businesses can identify and capitalize on emerging markets and sectors. 

• 定制投资策略：企业可以利用市场研究来制定符合其特定目标和风险偏好的定制投资策略。个性化策略更有可能产生成功的结果，因为它们考虑到了每个企业的独特方面。

• 适应市场变化: Investment management market research keeps businesses informed about market trends and economic shifts, enabling them to adapt their investment strategies accordingly. 

• 增强决策能力: With access to detailed market analysis and forecasts, businesses can enhance their decision-making capabilities. 

常用术语 投资管理市场研究

资产

资产经理是金融服务提供商。资产经理通常是个人或投资银行。他们的工作是监督客户的全部或部分投资组合。资产经理的工作包括确定要进行或避免哪些投资。他们的主要重点是增加客户的投资组合。他们进行严格的研究来分析市场趋势，以实现他们的工作目标。

私人银行

Private Banking involves institutions that deliver financial management services. Most of their clients are individuals with high net worth. These institutions offer investment-related help. They aim to tackle every client’s full financial condition. Consumer banks of every size now have Private Banking divisions. Private Banking clients don’t even have to wait in line or use a teller for services. They get concierge-like service and enviable rates. They also have direct access to the employees working their accounts.

无摩擦市场

无摩擦市场是一种假设的交易环境。在那里，与交易相关的所有限制和成本都不存在。投资经理使用无摩擦市场来支持他们的研究和交易理念。他们必须同时考虑无摩擦和摩擦分析。这是正确理解资产回报的唯一方法。通过金融科技兴起的新交易程序正在扩大活动范围，并有助于走向几乎无摩擦的市场。

以客户为中心

以客户为中心意味着开发和执行客户所看重的东西。客户经常更换财富管理提供商以寻求更好的体验。这迫使公司改变策略。他们现在必须把客户的需求放在首位。以客户为中心还意味着优先考虑合适的产品或服务。该产品或服务必须第一次就以正确的方式为挑剔的客户服务。

金融科技和机器人顾问

FinTech is the meeting of finance and technology, and it is transforming the landscape of investment management. Artificial Intelligence is one of the new developments. Other FinTech disruptors are Machine Learning and Big Data. FinTech uses them to assess investment prospects, mitigate risks, and enhance portfolios. It involves the use of Robo-advisors or automated wealth advisors. FinTech also includes blockchain and distributed ledger technology. 

经纪人

Before the advent of online trading, accessing a broker used to be a luxury reserved for the rich. Individual investors no longer need a broker to trade on the stock market. Many online services even offer commission-free trading. As a result, the broker’s job has changed. Although they still execute orders, many have expanded their services. They now offer personalized investment management to justify charging high commissions.

机构投资者

Institutional Investors are trusts, corporations, or other legal entities that invest in financial markets on behalf of groups or individuals. These institutions include pension plans, endowments, sovereign wealth funds, banks, foundations, and insurance companies, and they can invest funds for current and future generations. 

SIS 国际研究如何帮助投资经理

我们可以帮助投资管理公司优化其资产管理规模。我们一流的研究分析师还可以帮助实现投资组合的多样化。我们提供广泛的定性和定量市场研究选项。立即联系我们，讨论我们如何帮助您的投资管理业务。

我们的纽约工厂地址

纽约州纽约市东22街11号2楼 10010 电话：+1(212) 505-6805

---

关于 SIS 国际

SIS 国际 提供定量、定性和战略研究。我们提供决策所需的数据、工具、战略、报告和见解。我们还进行访谈、调查、焦点小组和其他市场研究方法和途径。 联系我们 为您的下一个市场研究项目提供帮助。