Olive Asset Management

α-Insights | Olive — Vol. 14 interview series now live Exploring The Frontier With The Wise Discretionary mandates: breaking from “information gaps” to true alpha Guest speaker Carl Wong, Managing Director of Olive’s Global Public Markets, outlines a discretionary framework built on diversification, dynamic management, and data-driven selection—so you price risk, not chase it. Key insights in this episode: - Core discretionary method: compress the information gaps across manager–product–client; denoise, raise efficiency, focus on effective allocation to improve return certainty. - How diversification stabilizes portfolios: systematic build across assets and strategies to control drawdowns and lift hit rates. - Two discretionary client archetypes: 1) Hands-off entrepreneurs: set clear return and fee targets, delegate execution, emphasize delivered outcomes. 2) Transparency-oriented family offices/institutions: decompose return/risk drivers, pursue process transparency and shared conviction. - Current allocation focus: emphasize hedge funds in volatile regimes; systematically build exposure to AI and articulate a Bitcoin allocation logic. - Data and due diligence backbone: proprietary database of 10,000+ funds; rigorous 5P framework (Parent, People, Performance, Process, Philosophy) to select managers and strategies. Watch the full episode now! With Carl Wong, decode the path from “information gap” to alpha with Olive’s discretionary playbook. 《α-Insights | Olive 洞察》Vol.14 訪談專欄上線 Exploring The Frontier With The Wise｜與智者共探前沿 全權委託：從「信息差」走向「阿爾法」的破局之道 本期對話嘉賓——Olive 國際二級基金部董事總經理王惠嘉（Carl Wong），分享以分散配置、動態管理與數據驅動為核心的全委框架——重定價而非追價。 本期核心洞見： - 全委核心方法：壓縮「管理人—產品—客戶」的信息差，去噪提效，專注有效配置，提升收益確定性。 - 分散如何穩組合：跨資產、跨策略的系統化構建，控回撤、提勝率。 - 兩類全委客戶畫像： 1) 省心型企業家：明確收益與費用目標，授權執行，重結果交付。 2) 透視型家辦／機構：拆解收益／風險來源，追求過程透明與共識共建。 - 當前配置重點：在波動環境中側重對沖基金；系統布局 AI，並闡明比特幣的配置邏輯。 - 數據與盡調支撐：自建萬隻基金資料庫，運用 5P 框架（Parent／People／Performance／Process／Philosophy）嚴選管理人與策略。 影片已上線！立即觀看！ 與 Olive 國際二級基金部 MD 王惠嘉一起，解碼從「信息差」到「阿爾法」的配置進階之路。 #OliveInsights #DiscretionaryMandates #AssetAllocation #Diversification #DynamicRebalancing #HedgeFunds #AIInvesting #Bitcoin #5PFramework #Olive #AssetManagement #Olive洞察 #全權委託 #資產配置 #分散配置 #動態再平衡 #對沖基金 #AI投資 #比特幣 #5P框架

α-Insights | Olive — Vol. 12 interview series now live Exploring The Frontier With The Wise America’s real estate “age of subtraction”: how to place precise bets and ride through the cycle? Guest speaker Roy C., Managing Partner of Olive Real Estate, shares a focused playbook—double‑down on industrial logistics and rental apartments to break out with superior risk‑adjusted returns. Key insights in this episode: - Do “subtraction” in volatile markets: focus on core lanes, cut trial‑and‑error, enhance returns. - Two post‑pandemic high‑value pillars: logistics/warehouse and rental apartments—low vacancy, stable cash flow, strong cyclicality resilience. - Rate and inflation inflection: easing likely; await the resonance of rent growth and valuation recovery. - Regional logic: target the Sun Belt and Southeast coasts—net in‑migration and job growth as the foundation. - Global resources × local execution: leverage global client networks; execute with local on‑the‑ground teams for integrated research and delivery. - Multidimensional due diligence: go beyond property metrics—incorporate migration, fiscal health, and port/shipping routes and other macro‑to‑meso signals. Watch the full episode now! With Roy Chen, focus on America’s real estate “age of subtraction” to place precise bets and endure through cycles. 《α-Insights | Olive 洞察》Vol.12 訪談專欄上線 Exploring The Frontier With The Wise｜與智者共探前沿 美國地產「減法時代」：如何精準下注，穿越周期？ 本期嘉賓——Olive 美國房地產投資（ORE）管理合夥人陳天松（Roy Chen），分享聚焦打法：以倉儲物流與出租公寓為雙主線，以性價比突圍、提升風險調整後回報。 本期核心洞見： - 在波動市場「做減法」：聚焦核心賽道，降低試錯、提升收益。 - 疫後兩大高性價比主線：倉儲物流＋出租公寓，空置率低、現金流穩、抗周期強。 - 利率與通脹拐點：降息可期，靜待租金增長與資產估值修復共振。 - 區域選擇邏輯：鎖定陽光地帶與東南沿海，人口淨流入＋就業增長構築基本盤。 - 全球資源 × 本地深耕：全球客戶網路賦能，在地團隊實現「在地投研＋落地執行」。 - 多維盡調方法論：超越地產數據，結合人口遷移、財政與港口航線等廣域資訊。 影片已上線！立即觀看！ 與美國房地產投資（ORE）管理合夥人一起，聚焦美國地產「減法時代」，精準下注、穿越周期。 #OliveInsights #USRealEstate #Logistics #Multifamily #SubtractionEra #LocalResearch #SunBelt #Olive #AssetManagement #Olive洞察 #美國地產 #倉儲物流 #出租公寓 #減法時代 #在地投研 #陽光地帶

α-Insights | Olive — Vol. 11 interview series now live Exploring The Frontier With The Wise Under the power law, how do you balance growth and resilience? Guest speaker Elise Huang, Managing Partner of Olive Technology Ventures, decodes how early–mid–late stage coordination, a Direct + FoF dual‑engine, and an AI super‑cycle approach can raise portfolio hit rates while controlling risk. Key insights in this episode: - Portfolio engineering under the power law: capture alpha in early stage; diversify risk in mid/late stages; cross‑stage allocation improves hit rate and robustness. - Dual‑engine drive: Direct as the core, FoF as a strategy enhancer; FoF executed with a direct‑investor mindset, focusing on “small, focused, high‑burst” managers. - AI super‑cycle full‑stack opportunities: from compute and data to tool layers and vertical applications—systematically harvesting value along the chain. - AI × blockchain: capture structural reversals; validated momentum in security and infrastructure segments. - Organizational coordination and closed loop: from Series A entry to M&A/IPO, multi‑product linkage for full‑cycle partnership. Watch the full episode now! With OTV’s Managing Partner, unlock “cross‑stage coordination + Direct–FoF dual engines” to improve portfolio hit rates under the power law. 《α-Insights | Olive 洞察》Vol.11 訪談專欄上線 Exploring The Frontier With The Wise｜與智者共探前沿 在幂律之下，如何兼顧增長與穩健？ 本期對話嘉賓——Olive Technology Ventures 管理合夥人黃倩（Elise Huang），解碼「早中晚期協同」、直投＋FoF 雙引擎，以及 AI 超周期布局，如何在控制風險的同時提升組合勝率。 本期核心洞見： - 組合工程與幂律：早期捕獲 α，中後期分散風險，跨階段配置提升勝率與韌性。 - 雙引擎驅動：以直投為主，FoF 作為策略增強；FoF 亦以直投思維運作，聚焦「小而精、高爆發」基金。 - AI 超周期全棧機會：自算力、數據到工具層與行業應用層，系統性捕捉價值鏈機會。 - AI × 區塊鏈：把握結構性反轉機遇；安全與基礎設施領域已見高景氣驗證。 - 組織協同與閉環：從 A 輪切入到併購／上市，多產品聯動構建全周期陪伴體系。 影片已上線！立即觀看！ 與美國科技投資（OTV）一起，解鎖「早中晚期協同＋直投 FoF 雙引擎」，在幂律中提升組合勝率。 #OliveInsights #PowerLaw #CrossStageCoordination #Direct #FoF #AISuperCycle #Blockchain #PortfolioEngineering #Olive #AssetManagement #Olive洞察 #幂律 #早中晚期協同 #直投 #FoF #AI超周期 #區塊鏈 #組合工程

Olive Asset Management Global CEO Jing Peng: How Olive Achieves Accelerated Global Expansion? An AI-edited short video is now live, unpacking the key strategies behind Olive’s global footprint: - Systematic build-out: from single-point breakthroughs to a global network, prioritizing resilience and structural growth. - Three core hubs: Shanghai | Hong Kong | United States, extending to Singapore, Canada, and Japan. - Front-loaded research: coverage across New York, Silicon Valley, London, Tokyo, and Singapore for more forward-looking decisions. - Ecosystem collaboration: deep partnerships with top global PE, private credit, and hedge fund managers. - Integrated compliance: a unified multi-jurisdiction framework enabling efficient, transparent, and repeatable cross-border execution. - Technology enablement: AI connects research–decision–post-investment to enable scalable replication. The certainty behind global expansion comes from the combination of a clear strategic roadmap and a standardized operating system. Click to watch and witness Olive’s verifiable growth trajectory. 資管全球 CEO 彭靜：Olive 如何實現全球化「加速擴張」？ AI 高能剪輯短片上線，解讀 Olive 全球佈局之關鍵策略： - 體系化佈局：由單點突破邁向全球網絡，韌性優先、結構性增長。 - 三大樞紐：上海｜香港｜美國，輻射新加坡、加拿大、日本。 - 投研前置：覆蓋紐約、矽谷、倫敦、東京、新加坡，決策更具前瞻性。 - 生態協同：深度合作全球頂級 PE、私募信貸、對沖基金管理人。 - 合規一體：統一多法域框架，跨境高效、透明、可複製。 - 科技賦能：以 AI 打通「研究—決策—投後」，實現規模化複製。 全球化擴張之確定性，源於清晰戰略路徑與標準化營運體系之結合。 點擊觀看，共同見證 Olive 可驗證之增長路徑。 #AIGeneratedVideo #GlobalExpansion #AssetManagement #GlobalAllocation #TechEnabled #ResearchDriven #Olive #CEO #AI生成影片 #全球化擴張 #資產管理 #全球資產配置 #科技賦能 #研究驅動

Proud to celebrate the 15th anniversary of our parent company, Noah Holdings (NYSE:NOAH, HKEX:6686), on the New York Stock Exchange—marking a legacy of innovation, client trust, and steadfast wealth stewardship across cycles. As part of the Noah ecosystem, we will continue to advance AI-driven wealth solutions and global allocation to serve global clients with excellence. 謹賀本公司母公司諾亞控股（NYSE:NOAH，HKEX:6686）於紐約證券交易所上市十五周年，見證創新、客戶信任與跨週期穩健財富管理之里程。作為諾亞生態一員，我們將持續以人工智能驅動的財富方案與全球資產配置，為全球客戶提供卓越服務。 #NoahHoldings #NOAH #NYSE #HKEX6686 #15Years #WealthManagement #AssetManagement #AIinFinance #GlobalAllocation #諾亞控股 #十五周年 #財富管理 #資產管理 #AI金融 #全球配置

α-Insights | Olive — Vol. 9 interview series now live Exploring The Frontier With The Wise Has the era of globalization’s dividend ended—and a multipolar world begun? Our featured guest, Andy Yin, General Manager of Olive’s Global Private Markets, unpacks how to seek certainty within the “impossible trinity” and apply a three‑layer screening methodology to build high‑conviction portfolios. Key insights in this episode: - Balancing the “impossible trinity”: navigating the trade‑offs among high returns, certainty, and liquidity. - Building the multipolar core: U.S. innovation, Europe’s consumer‑health‑green complex, China manufacturing; Singapore as a hub; Australia/Canada resources. - Long‑cycle cadence: pilot in small steps, partner with philosophically aligned top managers, avoid single‑bet exposures. - Three‑layer screening: macro → meso → micro filters to produce a high‑probability shortlist. - Local roots with global reach: on‑the‑ground teams in Shanghai, Hong Kong, Singapore, Japan to capture regional opportunities. - Discretionary playbook: diversification, risk control, and discipline to let compounding work through cycles. Watch the full episode now! With Andy Yin, explore how to find certainty in the “impossible trinity” and use a three‑layer screen to lock in high‑conviction portfolios. 《α-Insights | Olive 洞察》Vol.9 訪談專欄上線 Exploring The Frontier With The Wise｜與智者共探前沿 全球化紅利是否告終，多極化時代是否開啟？ 本期特邀嘉賓——Olive 國際一級基金部總經理尹顥（Andy Yin），系統解析如何在「不可能三角」中尋找確定性，並以「三層篩選法」構建高勝率組合。 本期核心洞見： - 駕馭「不可能三角」：在高回報、確定性與流動性之間取得平衡。 - 多極化底倉配置：美國創新、歐洲消費醫療綠能、中國製造；新加坡樞紐，澳加資源。 - 長周期節奏：小步試點，嚴選理念契合的頭部管理人，不押單一趨勢。 - 三層篩選法：宏觀→中觀→微觀層層過濾，輸出「高勝率清單」。 - 本土化＋全球網絡：上海、香港、新加坡、日本在地團隊，精準捕捉區域機會。 - 全權委託方法論：以分散、風控與紀律，讓複利穿越周期。 影片已上線！立即觀看！ 與 Olive 國際一級 GM 尹顥一起，在「不可能三角」中尋找確定性，以三層篩選法鎖定高勝率組合。 #OliveInsights #Multipolar #PrimaryMarkets #ThreeLayerScreening #GlobalAssetAllocation #Olive #AssetManagement #Olive洞察 #多極化 #一級市場 #三層篩選法 #全球資產配置

α-Insights | Olive — Vol. 8 interview series now live Exploring The Frontier With The Wise When volatility is the norm, how can discretionary mandates become your “ballast” across cycles? Our featured guest, Jing Peng, Global CEO of Gopher Asset Management and Olive Asset Management, and Chair of Noah Holdings’ Global Product Committee, lays out a CIO‑level strategic framework combined with GP‑level industry depth to build a long‑term allocation system that does not rely on market timing. Key insights in this episode: - Global multi‑asset framework: coordination across eight primary sectors and a five‑matrix secondary structure. - CIO macro × GP micro closed loop: top‑down weighting plus bottom‑up manager and security selection. - KYP and data backbone: direct system connectivity with global managers and funds for dynamic monitoring and deep post‑analysis. - First principles of discretionary investment services: outcome delivery, long‑term stability, volatility management, and disciplined rebalancing. - Capturing structural opportunities: U.S. as the primary arena with systematic exposure to long‑duration themes such as AI, so you don’t miss the next wave. Watch the full episode now! With Global CEO Jing Peng, learn to align “outcomes” with “objectives” through a systematic approach—and make discretionary mandates your cycle ballast. 《α-Insights | Olive 洞察》Vol.8 訪談專欄上線 Exploring The Frontier With The Wise｜與智者共探前沿 當波動成為常態，「全權委託」如何成為你的「周期壓艙石」？ 本期特邀嘉賓——歌斐資產管理與 Olive Asset Management 全球 CEO、諾亞控股全球產品委員會主任彭靜（Jing Peng），提出以 CIO 的戰略高度結合 GP 的產業深度，構建不依賴市場預判的長期資產配置體系。 本期核心洞見： - 多資產全球框架：八大一級賽道與二級「五大矩陣」的協同邏輯。 - CIO 宏觀 × GP 微觀閉環：自上而下權重配置與自下而上管理人／標的篩選相結合。 - KYP 與數據底座：系統直連全球管理人與基金，實現動態監控與深度復盤。 - 全委的第一性原理：聚焦結果交付、長期穩健、波動管理與紀律性再平衡。 - 把握結構性機會：以美國為主戰場，體系化布局 AI 等長期賽道，不再錯過下一波。 影片已上線！立即觀看！ 與資管全球 CEO 彭靜一起，運用系統化方法對齊「結果」與「目標」，讓全委成為你的「周期壓艙石」。 #OliveInsights #DiscretionaryMandates #Discretionary #AssetAllocation #KYP #AI #LongTermism #CEO #Olive #AssetManagement #Olive洞察 #全權委託 #資產配置 #KYP #AI賽道 #長期主義

Olive Asset Management Global CEO Jing Peng on Making “Difficult but Right” Investment Decisions This AI-edited short video presents the core principles of institutional-grade asset allocation: - International perspective, compliance first, and long-termism. - Five core business lines: discretionary investment services, private equity, private credit and real assets, hedge funds, and funds of funds. - Direct access to top global managers, with hubs in Hong Kong, Shanghai, and the United States, extending to Singapore, Canada, and Japan. - Research-driven and technology-enabled: traceable decision-making and enhanced portfolio transparency. - Dedicated coverage for high-net-worth individuals, family offices, and institutional investors. True certainty stems from systemized capabilities and rigorous execution. Click to watch and see how long-termism translates into realizable value. 資管全球 CEO 彭靜最新解讀：如何作出「難而正確」的投資決策 本支由 AI 精剪之短片，呈現機構級資產配置之核心要點： - 國際視野、合規為先、長期主義。 - 五大核心業務：全權委託、私募股權、私募信貸與實物資產、對沖基金、母基金。 - 直連全球頂級管理人，佈局香港、上海、 美國，並輻射新加坡、加拿大、日本。 - 研究驅動與科技賦能：決策可追溯，組合更透明。 - 專注服務高淨值客戶、家族辦公室與機構投資者。 真正的確定性，源於體系化能力與嚴謹的執行紀律。 請即點擊影片，見證長期主義的價值兌現。 #AIGenerated #AssetManagement #GlobalAllocation #LongTermism #TechEnabled #ResearchDriven #Olive #CEO #AI生成影片 #資產管理 #全球資產配置 #長期主義 #科技賦能 #研究驅動

α-Insights | Olive — Vol. 7 interview series now live Exploring The Frontier With The Wise Breaking through overseas: capability first or scale supremacy? Our featured guest, Zander Yin, CEO of Noah Holdings and a core member of the founding team, shares Olive’s overseas strategy, localized execution path, and long‑termism in practice—turning cognitive edge into investable capability by narrowing both the cognition and information gaps. Key insights in this episode: - Tri‑hub coordination across Hong Kong, Singapore, and the United States: strategic roles and capability building. - Client segmentation insights: similarities and differences across HNW, family offices, and institutions. - The pillars of localization: compliance first, talent in place, and technology reuse as an integrated foundation. - Manager selection logic: value alignment, long‑term consistency, and repeatable capabilities. - The cadence of “capability waits for opportunity”: solidify core competencies before scaling; avoid superficial, fly‑by investing. Watch the full episode now! With Noah Holdings’ CEO, learn how to convert cognitive advantages into durable investing capability. 《α-Insights | Olive 洞察》Vol.7 訪談上線 Exploring The Frontier With The Wise｜與智者共探前沿 海外破局：能力先行，還是規模為王？ 本期特邀嘉賓——諾亞控股 CEO、創始團隊核心成員殷哲（Zander Yin），系統分享 Olive 的海外戰略、本地化路徑與長期主義實踐——強調通過縮小「認知差」與「信息差」，將認知優勢轉化為可投資的能力。 本期核心洞見： - 海外三地協同：香港、新加坡、與美國的戰略定位與能力共建。 - 客戶分層洞察：高淨值、家辦與機構之間的異同分析。 - 本地化基石：合規優先、人才到位、科技復用的三位一體。 - 管理人篩選邏輯：價值觀對齊、長期一致、能力可複製。 - 「能力等機會」的節奏觀：先夯實內核再求增長，拒絕「觀光式投資」。 影片已上線！立即觀看！ 與諾亞控股 CEO 一起，將「認知優勢」轉化為可持續的投資能力。 #OliveInsights #OverseasStrategy #Localization #LongTermism #CapabilityBeforeOpportunity #NoahHoldings #CEOInterview #Olive #AssetManagement #Olive洞察 #海外布局 #本地化 #長期主義 #能力等機會 #諾亞控股 #CEO訪談

α-Insights | Olive — Vol. 6 interview series now live Exploring The Frontier With The Wise Can infrastructure still “ride through the cycle” amid tariff swings and market volatility? Our featured guest, Joyce Yimin Weng, CFA, Head of Business Development – Client Solutions Group, Greater China at Macquarie Asset Management, explains why inflation protection, low volatility, and durable cash flows can anchor resilient core allocations—and how infrastructure can serve as a portfolio’s stable base. Key insights in this episode: - Why infrastructure stands out now: a holistic view spanning tariff shifts, the re‑wiring of globalization, and inflation pressures. - Defensive and diversifying properties in a stagflation risk: low correlation to equities and bonds, with stronger resilience in drawdowns. - The case for private primary (direct) allocations: smoothing portfolio volatility and improving overall structure. - Multi‑engine drivers behind the energy transition: population growth, rising middle class, electrification and AI‑driven power demand, geopolitics, and energy security. - Preferred sectors and entry paths: renewable power, storage systems, and clean fuels as long‑duration, cash‑generative assets. - How Olive partners with Macquarie AM: client‑centric, core‑allocation mindset, and collaboration with leading managers to build the ecosystem. Watch the full episode now! Break down the allocation logic for “infrastructure” with Macquarie Asset Management—and use core infrastructure to rebuild a stable base. 《α-Insights | Olive 洞察》Vol.6 訪談專欄上線 Exploring The Frontier With The Wise｜與智者共探前沿 關稅起伏與市場波動之際，基建資產是否仍能「穿越周期」？ 本期特邀嘉賓——麥格理資管客戶解決方案部大中華區業務發展主管、高級副總裁翁貽敏（Joyce Weng），闡述為何抗通脹、低波動與穩定現金流可構築組合的「穩健底倉」，以及基建如何成為核心配置的穩定支點。 本期核心洞見： - 為何此時基建更具吸引力：從關稅調整、全球化重塑到通脹壓力的整體視角。 - 在滯脹風險抬頭時的防禦與分散：與股債低相關，回撤期韌性更強。 - 私募一級資產的配置優勢：協助平滑組合波動、優化整體結構。 - 能源轉型的多重驅動：人口增長、中產擴張、電氣化與 AI 用電需求，以及地緣政治與能源安全。 - 優選賽道與進入路徑：可再生能源、儲能系統、清潔燃料等具備長期現金流的資產。 - Olive 與麥格理的協作：以客戶需求為中心，以底倉思維擇優頭部管理人，共建生態。 影片已上線！立即觀看！ 與麥格理資管一同拆解「基礎設施」的配置邏輯，以基建重塑穩健底倉。 #OliveInsights #Infrastructure #EnergyTransition #LongDurationCashFlows #InflationHedge #LowCorrelation #MacquarieAM #Olive #AssetManagement #Olive洞察 #基礎設施 #能源轉型 #長期現金流 #通脹對沖 #低相關 #麥格理資產管理