Forthright Financial Holdings

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Discretionary Investment Services

The global investment environment is unpredictable and investors need to keep an eye on the market to make timely investment decisions while facing various risks and uncertainties. We understand that your time is valuable, so entrusting the management of your assets to a professional investment team is a more efficient and higher quality choice.
We provide clients with tailored solutions to meet a wide range of investment and risk management objectives, from wealth preservation to capital growth. Our approach to asset allocation is always 'goal-oriented, client-focused'.

Investment Philosophy

We offer a range of bespoke portfolios designed to help clients achieve their goals of wealth preservation, capital growth, diversification and aggressiveness. These portfolios can be tailored to meet your different needs and risk preferences, and we strive to develop the best investment solutions for each client.

Service Principles

Our discretionary investment services adhere to three key service principles:

Asset Protection

We always prioritize the safety of our clients' funds and strictly enforce risk management. Our investment research team constantly monitors global market dynamics, flexibly adjusts strategies in response to market changes and spreads risk through diversified asset allocation strategies.
High Clarity

We are committed to providing our clients with a highly transparent investment service. You are kept informed of the composition of your asset allocation, fee structure and real-time changes to your portfolio. We provide regular investment reports and analysis to help you track and evaluate the performance and risk of your investments.
Customer-centric

We always put our clients' needs first and offer a full range of personalize services. We tailor investment solutions to your needs and risk preferences, including investment advice, trade execution, post-investment management, etc., to create the most suitable investment portfolio for you.

Investment Team and Experts

High Net Worth Investment Team

Our wealth management specialist will gain a comprehensive understanding of your investment objectives, personal needs and risk tolerance to provide you with diversified wealth management solutions. Your dedicated investment team will monitor your investment portfolio and conduct regular performance reviews to ensure your investment strategy is aligned with your objectives.
Professional Research Team

Our research team is led by a senior economist and follows a buy-side investment approach. Based on the independent research of the buy-side research team, together with the bespoke investment management solutions of the investment management team, we can reduce investment risk by using multi-location and cross-asset class investment tools to flexibly allocate assets across multiple geographies and asset classes in a way that best suits your specific needs.
Global Product Specialist

Our products cover a wide range of categories, including international fixed income, capital markets, private equity and hedge funds, and are carefully selected by product specialists with extensive investment experience and market insight. Through in-depth research and analysis of the global marketplace, we select the products with the greatest investment value and potential from the global marketplace to meet your different investment needs and risk preferences.

Investment Strategy*

Forthright Global Portfolio Allocation Strategy
Risk Type	Description	Risk / Return	Investment Type Proportion
			Cash Bonds Stocks
Conservative	Liquidity is top priority and risk is minimal, minimizing volatility and loss of capital	Risk Return
Stable	Bonds as the core allocation providing both liquidity and risk control. A small amount is allocated to stable equities	Risk Return
Balanced	Equal allocation between debt and equity, with a balance of value and growth investments, focusing on long-term stable growth	Risk Return
Growth	Equity-dominant allocation with high-yield and emerging market bonds	Risk Return
Aggressive	Equity allocation is the highest, the scope of investments may also include from Asia market and emerging markets such as Japan and India, and a small amount of mid-cap investments for yield	Risk Return

Investment Strategy*

Forthright Global Portfolio Allocation Strategy
Risk Type& Description	Risk / Return	Investment Type Proportion
Conservative Liquidity is top priority and risk is minimal, minimizing volatility and loss of capital	Risk Return	Cash Bonds Stocks
Stable Bonds as the core allocation providing both liquidity and risk control. A small amount is allocated to stable equities	Risk Return	Cash Bonds Stocks
Balanced Equal allocation between debt and equity, with a balance of value and growth investments, focusing on long-term stable growth	Risk Return	Cash Bonds Stocks
Growth Equity-dominant allocation with high-yield and emerging market bonds	Risk Return	Cash Bonds Stocks
Aggressive Equity allocation is the highest, the scope of investments may also include from Asia market and emerging markets such as Japan and India, and a small amount of mid-cap investments for yield	Risk Return	Cash Bonds Stocks

The investment strategy is a general investment approach for different levels of risk and is for reference only. The investment strategy does not take into account your investment objectives and needs or your financial situation and may not be suitable as your investment strategy. The investment strategy may be adjusted from time to time in response to market conditions and other circumstances.

As market conditions are subject to constant and potentially rapid change, the asset allocation and analysis described in this document may become out of date, even within a short period of time. Forthright is under no obligation to monitor and/or update your investment position in the event of changes to the contents of this document or to your risk profile.

Disclosure

Risk Disclosure Statement, the information published herein is for your general information only and does not take into account the investment objectives, financial situation and particular needs of any individual person and does not constitute an offer, solicitation, promotion, inducement, statement of any kind or form of solicitation, offer or invitation, or advice or recommendation to buy or sell any listed or unlisted product mentioned on this page. Services in relation to delegated accounts are only available to professional investors as defined in Chapter 571 of the Securities and Futures Ordinance of Hong Kong.

In the case of an account purchasing an investment product, the lock-up period for the funds will depend on the product.

This information is intended only for persons currently in Hong Kong and, unless otherwise stated, has been prepared by Forthright. Forthright expressly prohibits the distribution or reproduction of all or part of the information published herein without its prior written consent and Forthright shall not be liable to any third party for any such act. In particular, this document may not be distributed in any jurisdiction that restricts its distribution to Forthright.

Forthright Capital Management Ltd.

+852 2957 6000

info@forthright-cap.com

20/F,Golden Centre, 188 Des Voeux Road Central Sheung Wan, Hong Kong

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