Convoy Global (1019) announced that its wholly-owned subsidiary, Convoy Asset Management, will partner with independent investment advisor Wilshire Associates to optimize fund due diligence procedures, risk classification and proprietary simulation portfolios.
Wu Ronghui, president of Convoy Group, said that he is pleased to upgrade the fund service platform to benefit individual investors and provide professional management, personalized choice, and price competitiveness for the mid- to high-end customer base whose financial surplus is ignored by the market. Portfolio plan.
According to the data, Wilshire has advised many of the largest institutional investors in the United States for more than 30 years, involving assets of more than $1 trillion. Convoy said it will use Wilshire’s decades of experience in providing advisory services to institutional investors, particularly in asset allocation, fund manager research and risk management.