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PIMCO的投資流程

PIMCO 獨特「由上而下」及「由下而上」的投資流程,旨在鼓勵各種新構想並匯聚不同觀點。PIMCO的年度長期展望論壇主要探討未來三至五年的前景,為投資組合的佈局奠定框架。

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How do we manage investments at PIMCO?

We bring together a multitude of minds, because only with diverse perspectives can we think broadly and dynamically about opportunity and risk.

Our process has been refined over decades.

Photographs of PIMCO employees speaking at a PIMCO secular forum.

It starts with our annual Secular forum, where PIMCO investment professionals from around the world gather for 2 1/2 days to discuss and debate the state of the global economy and markets. The result is our 3 to 5 year macroeconomic outlook.

Photographs from a secular forum and PIMCO Global Advisory Board members.

Joining the debate are some of the world’s most distinguished thinkers. Guest speakers include Nobel laureate economists, policymakers, scientists and historians - as well as the members of our Global Advisory Board, chaired by Former Federal Reserve chairman, Ben Bernanke.

A stylized computer-generated graphic of a mountain with text: geopolitics, currencies, inflation, productivity, growth, Asia, valuations, emerging markets, Eurozone, momentum, interest rates, volatility, yield

We strive to identify risks now before they happen, because we know our clients are invested now… for the future.

But the investment landscape is constantly changing, so we refine our views 3 time a year at our cyclical forums, which examine a business cycle time frame of 6 to 12 months.

Shots of PIMCO employees working.

All this insight guides the work of our Investment Committee, a group of senior portfolio managers led by our CIOs – who meet 4 times a week, for 2 to 3 hours a day.

They set specific investment parameters for PIMCO portfolios around the world.

The big picture perspective is vital, but it’s not enough.

Shots of construction sites with labels highlighting different sectors involved such as concrete, steel, construction equipment, shipping, utilities, transportation, lumber and infrastructure.

We strive to get a real feel, on the ground, for every risk we take. That’s why portfolio managers build portfolios from the bottom up, drawing on our in-depth credit research.

We have more than 60 analysts around the world, who provide independent credit ratings on more than 13,000 securities.

At PIMCO our investment process is designed to not just find opportunities for investors, but to create them.

We work dynamically, not just analytically. Our process is far more than any one person.

It distills our best ideas from around the world, all for a single purpose – helping our clients succeed in every environment.

Disclosure


All investments contain risk and may lose value. Investors should consult their investment professional prior to making an investment decision.This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.

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Tina Adatia
固定收益策略師
Joshua Anderson
全球資產擔保證券投資組合管理團隊主管
Andrew Balls
全球固定收益投資長
David L. Braun
美國金融機構投資組合管理團隊主管
Erin Browne
多元資產策略投資組合經理人
Pramol Dhawan
新興市場投資組合管理團隊主管
Joachim Fels
全球經濟顧問
David Fisher
傳統產品策略主管
Daniel H. Hyman
機構抵押貸款組合主管
Daniel J. Ivascyn
集團投資長
Mark R. Kiesel
全球信用事業投資長
Scott A. Mather
美國核心策略投資長
John Murray
投資組合經理人,商業不動產
Steve A. Rodosky
投資組合經理人,實質報酬與長存續期
Emmanuel Roman
執行長
Jerome M. Schneider
短期投資組合管理團隊主管
Marc P. Seidner
非傳統策略投資長
Cathy Stahl
全球行銷主管
Geraldine Sundstrom
資產配置投資組合經理人
Richard Thaler
美國芝加哥大學布斯商學院經濟與行為科學傑出教授。
Jamie Weinstein
投資組合經理人,企業特殊情況主管
PIMCO
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