咨询服务

StepStone combines long-term strategic clarity with short-term tactical flexibility to deliver investment advice that is customized to each client’s return objectives, liquidity needs and risk tolerance
投资组合规划

在与客户合作时,我们使用各种工具来优化投资组合设计,包括说明需要优先考虑的行业和策略的市场热力图,以及有助于实现目标分配水平和维持自筹资金投资组合的投资速率模型。

运营尽职调查

When considering any investment opportunity, we thoroughly evaluate the operational risks— seeking to determine whether the controls put in place by the sponsor are consistent with industry best practices.

十多年以来,我们一直与机构投资者密切合作,因此可以为客户创建量身定制的咨询解决方案

团队介绍