通過全新升級的晨星研究(Morningstar)進行更明智投資

明智投資的最基本要素包括管理您的風險和對您的投資組合進行詳盡的研究。我們全新升級的免費晨星研究報告增添了更多支持ETF和共同基金的研究與分析。

以下是新增添的內容:

Sustainability(可持續性)

  • 晨星可持續投資評級:可幫助您衡量您的投資組合管理以及其ESG(Environmental, Social, Governance) 的風險程度。

  • 晨星歷史可持續投資評分:晨星可持續投資評分計算過去連續12 個月的平均值。

Crowd Sense (群體感知)

這項研究將幫助您更廣泛地了解投資標的受歡迎的程度,並可以客觀評量該投資標的對於群眾的潛在吸引力。

借助Signals(信號指標),您可以比較投資者的偏好與該投資標的的質量,來衡量哪些投資標的可能有被過譽的傾向。

Signals包括:

  • Attention(關注度):描述投資者對該項投資標的的感興趣程度。

  • Appeal(吸引力):此評級有助於確定投資標的的質量。它是基於晨星定性(Qualitative)和定量(Quantitative)的前瞻性評級。

  • Attention Trend(關注度趨勢):描述某項投資標的在某個時間點相對於其他投資標的的被關注度程度。

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