{"id":221747,"date":"2018-05-11T15:32:58","date_gmt":"2018-05-11T22:32:58","guid":{"rendered":"https:\/\/nai500.com\/?p=221747"},"modified":"2018-05-18T10:24:54","modified_gmt":"2018-05-18T17:24:54","slug":"integrate-small-cap-equities-in-portfolio-gcff-van-2018","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2018\/05\/integrate-small-cap-equities-in-portfolio-gcff-van-2018\/","title":{"rendered":"\u5c07\u5c0f\u76e4\u80a1\u88dd\u5165\u60a8\u7684\u6295\u8cc7\u7d44\u5408 \u2013 GCFF\u6eab\u54e5\u83ef\u6703\u5c55\u5f8c\u7e8c\u8ddf\u9032"},"content":{"rendered":"

\u6211\u6709\u5e78\u4f5c\u70ba\u4e3b\u8b1b\u5609\u8cd3\u4e4b\u4e00\u53c3\u52a0\u4e864\u670828\u65e5\u5317\u7f8e\u6295\u8cc7\u8a0a\u606f\u6709\u9650\u516c\u53f8(NAI Interactive Ltd.)\u8209\u8fa6\u7684\u570b\u969b\u91d1\u878d\u6295\u8cc7\u535a\u89bd\u6703(GCFF)<\/a>\u3002\u9019\u662f\u4e00\u5834\u65b0\u8208\u7684\u4e0a\u5e02\u5275\u65b0\u4f01\u696d\u96f2\u96c6\u7684\u7cbe\u5f69\u76db\u6703\u3002\u6211\u8207\u9019\u4e9b\u4f01\u696d\u9ad8\u7ba1\u9032\u884c\u4e86\u4ea4\u6d41\uff0c\u77ad\u89e3\u4e86\u4ed6\u5011\u7684\u7522\u54c1\u548c\u5275\u696d\u521d\u8877\u3002\u6211\u9084\u6709\u6a5f\u6703\u8207\u9019\u4e9b\u4f01\u696d\u7684\u6f5b\u5728\u6295\u8cc7\u8005\u9032\u884c\u4e86\u8a0e\u8ad6\uff0c\u56de\u7b54\u4e86\u8a31\u591a\u6295\u8cc7\u8005\u5011\u611f\u8208\u8da3\u7684\u554f\u984c\u3002<\/p>\n

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\u8a55\u4f30\u5927\u9ebb\u80a1<\/strong><\/h3>\n

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    \n
  1. \u8a31\u53ef\u8b49\uff1a<\/strong>\u78ba\u4fdd\u516c\u53f8\u5728\u6240\u7d93\u71df\u7701\u4efd\u53d6\u5f97\u4e86\u6b63\u898f\u8a31\u53ef\u662f\u81f3\u95dc\u91cd\u8981\u7684\u3002\u5982\u679c\u6c92\u6709\u8a31\u53ef\u8b49\uff0c\u90a3\u9ebc\u5b83\u5c07\u88ab\u8996\u70ba\u5f9e\u4e8b\u975e\u6cd5\u6d3b\u52d5\uff0c\u6700\u5f8c\u53ef\u80fd\u88ab\u8feb\u505c\u696d\u6216\u66ab\u505c\u71df\u696d\uff0c\u7121\u8ad6\u54ea\u7a2e\u60c5\u6cc1\u90fd\u5c07\u5c0e\u81f4\u5176\u80a1\u50f9\u5927\u5e45\u4e0b\u8dcc\u3002<\/li>\n
  2. \u73fe\u91d1\u7ba1\u7406\uff1a<\/strong>\u7ba1\u7406\u5c64\u5fc5\u9808\u5584\u65bc\u7ba1\u7406\u73fe\u91d1\u6d41\u91cf\u3002\u70ba\u4e86\u64f4\u5f35\uff0c\u516c\u53f8\u5fc5\u9808\u5c07\u6536\u76ca\u7528\u65bc\u5c0d\u81ea\u8eab\u9805\u76ee\u7684\u518d\u6295\u8cc7\u3002\u4f46\u662f\uff0c\u540c\u6642\u5b83\u9084\u9700\u5236\u8a02\u4e00\u500b\u78ba\u4fdd\u516c\u53f8\u5728\u53ef\u9810\u898b\u7684\u672a\u4f86\u4e0d\u6703\u7f3a\u9322\u7684\u9069\u7576\u8a08\u5283\u3002<\/li>\n
  3. \u7d93\u71df\u9818\u57df\uff1a<\/strong>\u4f60\u5fc5\u9808\u8a8d\u8b58\u5230\uff0c\u5927\u9ebb\u884c\u696d\u64c1\u6709\u4e0d\u540c\u7684\u7d93\u71df\u8005\u3002a) \u7a2e\u690d\u8005-\u7a2e\u690d\u5927\u9ebb\u4e26\u5411\u5ba2\u6236\u51fa\u552e\u7684\u516c\u53f8\u3002b) \u751f\u7269\u6280\u8853\u516c\u53f8-\u958b\u767c\u548c\u92b7\u552e\u4f7f\u7528\u5927\u9ebb\u5316\u5b78\u6210\u5206\u85e5\u7269\u7684\u516c\u53f8\u3002\u5f9e\u6280\u8853\u4e0a\u4f86\u8aaa\uff0c\u5b83\u5011\u4f7f\u7528\u7684\u662f\u5408\u6210\u5927\u9ebb\u3002\n

    c) \u5916\u570d\u9078\u64c7-\u63d0\u4f9b\u80a5\u6599\u3001\u7121\u571f\u683d\u57f9\u3001\u7167\u660e\u7cfb\u7d71\u548c\u5176\u4ed6\u7a2e\u690d\u904e\u7a0b\u95dc\u9375\u7528\u54c1\u7684\u516c\u53f8\u3002<\/li>\n

  4. \u653f\u5e9c\u653f\u7b56\uff1a<\/strong>\u5927\u9ebb\u884c\u696d\u4ecd\u7136\u5c0d\u653f\u5e9c\u884c\u70ba\u5341\u5206\u654f\u611f\u3002\u56e0\u6b64\uff0c\u6211\u5011\u9700\u8981\u8003\u616e\u8207\u610f\u5411\u516c\u53f8\u76f8\u95dc\u7684\u8f44\u5340\u548c\u653f\u7b56\u662f\u652f\u6301\u9084\u662f\u9650\u5236\u5927\u9ebb\u884c\u696d\u3002\u6211\u767c\u73fe\u653f\u6cbb\u662f\u5c0e\u81f4\u5927\u91cf\u5e02\u5834\u4e0d\u7a69\u5b9a\u6027\u7684\u539f\u56e0\uff0c\u4e0d\u904e\uff0c\u6211\u78ba\u4fe1\u5b83\u5c0d\u65bc\u7576\u65e5\u4ea4\u6613\u6295\u8cc7\u8005\u4f86\u8aaa\u662f\u4e00\u4ef6\u597d\u4e8b\u3002<\/li>\n
  5. \u7af6\u722d\uff1a<\/strong>\u6211\u5011\u9700\u8981\u77ad\u89e3\u65b0\u9032\u5165\u8005\u9032\u5165\u8a72\u884c\u696d\u7684\u96e3\u6613\u7a0b\u5ea6\u3002\u96e3\u5ea6\u8d8a\u5927\u5c31\u610f\u5473\u8457\u672a\u4f86\u7684\u7af6\u722d\u8d8a\u5c11\u3002\u6211\u5011\u9084\u9700\u8981\u77ad\u89e3\u516c\u53f8\u662f\u5426\u5177\u6709\u7af6\u722d\u512a\u52e2\uff08\u7368\u7279\u6027\uff09\u3002\u5982\u679c\u5b83\u4e26\u4e0d\u662f\u8207\u773e\u4e0d\u540c\uff0c\u90a3\u9ebc\u5b83\u53ef\u80fd\u7121\u6cd5\u7372\u53d6\u8f03\u5927\u7684\u5e02\u5834\u4efd\u984d\u3002<\/li>\n
  6. \u4e0a\u6e38\u548c\u4e0b\u6e38\u4f01\u696d\uff1a<\/strong>\u8003\u91cf\u516c\u53f8\u7684\u696d\u52d9\u5408\u4f5c\u5925\u4f34\u4e5f\u540c\u6a23\u91cd\u8981\u3002\u4f8b\u5982\uff0c\u4e00\u500b\u5206\u92b7\u6e20\u9053\uff08\u4e0b\u6e38\uff09\u7684\u7522\u54c1\u92b7\u552e\u4e26\u4e0d\u7406\u60f3\uff0c\u90a3\u9ebc\u5b83\u5f9e\u516c\u53f8\u63a1\u8cfc\u7684\u7522\u54c1\u5c07\u6e1b\u5c11\u4e26\u5c0d\u5927\u9ebb\u516c\u53f8\u5229\u6f64\u7522\u751f\u8ca0\u9762\u5f71\u97ff\u3002\u518d\u6bd4\u5982\uff0c\u5982\u679c\u751f\u7522\u6295\u5165\uff08\u4e0a\u6e38\uff09\u74b0\u7bc0\u906d\u5230\u7834\u58de\uff0c\u53ef\u80fd\u51fa\u73fe\u4f9b\u7d66\u4e0d\u8db3\uff0c\u7531\u6b64\u5c0e\u81f4\u751f\u7522\u6210\u672c\u589e\u52a0\uff0c\u540c\u6a23\u6703\u5c0d\u516c\u53f8\u5229\u6f64\u7522\u751f\u8ca0\u9762\u5f71\u97ff\u3002<\/li>\n<\/ol>\n

    \u5c0f\u76e4\u80a1\u8a55\u4f30<\/strong><\/h3>\n
      \n
    1. \u52a0\u606f\u74b0\u5883\uff1a<\/strong>\u52a0\u606f\u6a19\u8a8c\u8457\u7d93\u6fdf\u5fa9\u8607\u7684\u958b\u59cb\u3002\u5728\u9019\u6bb5\u6642\u9593\uff0c\u5c0f\u76e4\u80a1\u901a\u5e38\u6703\u51fa\u73fe\u53cd\u5f48\u4e14\u8dd1\u8d0f\u5927\u76e4\u80a1\u3002<\/li>\n
    2. \u8207\u5229\u7387\u8b8a\u5316\u6216\u5176\u4ed6\u7d93\u6fdf\u56e0\u7d20\u6c92\u6709\u76f4\u63a5\u95dc\u806f\uff1a<\/strong>\u9019\u4e9b\u4f01\u696d\u4f9d\u8cf4\u65bc\u7ba1\u7406\u5718\u968a\u7684\u80fd\u529b\u548c\u7d93\u9a57\u3002\u5177\u9ad4\u4f86\u8aaa\uff0c\u5176\u7d93\u71df\u8a08\u5283\u7684\u57f7\u884c\u548c\u54c1\u8cea\u8d8a\u512a\uff0c\u5b83\u7372\u5f97\u7684\u5e02\u5834\u4efd\u984d\u5c31\u8d8a\u591a\u3002\u6b64\u5916\uff0c\u57f7\u884c\u901f\u5ea6\u548c\u6e96\u78ba\u5ea6\u4e5f\u975e\u5e38\u91cd\u8981\u3002<\/li>\n
    3. \u80a1\u6b0a\u878d\u8cc7\uff1a<\/strong>\u9019\u4e9b\u4f01\u696d\u901a\u5e38\u901a\u904e\u80a1\u6b0a\u52df\u96c6\u8cc7\u91d1\uff0c\u56e0\u6b64\u5b83\u5011\u6c92\u6709\u64d4\u8ca0\u5927\u91cf\u50b5\u52d9\u6216\u767c\u884c\u50b5\u5238\u3002\u52a0\u606f\u5c0d\u65bc\u516c\u53f8\u7684\u5f71\u97ff\u8f03\u5c0f\u3002<\/li>\n
    4. \u6e1b\u7a05\uff1a<\/strong>\u5982\u679c\u653f\u5e9c\u6c7a\u5b9a\u63a8\u52d5\u5c0f\u76e4\u80a1\uff0c\u90a3\u9ebc\u6e1b\u7a05\u5c07\u4fc3\u4f7f\u5176\u73fe\u91d1\u6d41\u589e\u52a0\u3002\u516c\u53f8\u53ef\u4ee5\u7528\u9019\u4e9b\u591a\u9918\u73fe\u91d1\u589e\u52a0\u518d\u6295\u8cc7\u4ee5\u9032\u884c\u64f4\u5f35\u3002<\/li>\n<\/ol>\n

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      \u6211\u5728\u53c3\u52a04\u670828\u65e5\u7684\u570b\u969b\u91d1\u878d\u6295\u8cc7\u535a\u89bd\u6703\u6eab\u54e5\u83ef\u5c55\u6703\u6642\u9084\u767c\u73fe\uff0c\u8a31\u591a\u83ef\u4eba\u6295\u8cc7\u8005\u9084\u6c92\u6709\u5229\u7528\u52a0\u62ff\u5927\u91d1\u878d\u5c08\u696d\u4eba\u58eb\u7684\u77e5\u8b58\u548c\u5c08\u9577\u3002\u50cf\u6211\u9019\u6a23\u7684\u6295\u8cc7\u9867\u554f\u5f88\u6a02\u610f\u8207\u6295\u8cc7\u8005\u9032\u884c\u96fb\u8a71\u548c\u90f5\u4ef6\u6e9d\u901a\uff0c\u70ba\u4ed6\u5011\u63d0\u4f9b\u6295\u8cc7\u7d44\u5408\u76f8\u95dc\u5efa\u8b70\u3002<\/p>\n

      \"NAI500<\/a><\/p>\n

      Joseph Tang \u9127\u6c38\u5b97<\/strong>\u662fBMO Nesbitt Burns\u7684\u6295\u8cc7\u9867\u554f\uff0c\u7372\u5f97CFA\u8a3b\u518a\u91d1\u878d\u5206\u6790\u5e2b\u8cc7\u683c\uff0c\u64c1\u6709\u5341\u5e74\u591a\u7684\u91d1\u878d\u884c\u696d\u5f9e\u696d\u7d93\u9a57\uff0c\u81f4\u529b\u65bc\u70ba\u5ba2\u6236\u63d0\u4f9b\u7d9c\u5408\u7684\u8ca1\u5bcc\u7ba1\u7406\u7b56\u7565\u548c\u5b9a\u5236\u5316\u7684\u6295\u8cc7\u7d44\u5408\uff0c\u7be4\u4fe1\u57fa\u672c\u9762\u6295\u8cc7\u548c\u9069\u61c9\u4e0d\u65b7\u8b8a\u5316\u7d93\u6fdf\u5f62\u52e2\u7684\u4e3b\u52d5\u8cc7\u7522\u7ba1\u7406\u3002\u6b64\u5916\uff0c\u5c0d\u4e0d\u540c\u8cc7\u7522\u985e\u5225\u3001\u884c\u696d\u548c\u570b\u5bb6\u7684\u9069\u7576\u591a\u5143\u5316\u6295\u8cc7\u4e5f\u662f\u672a\u4f86\u5176\u70ba\u5ba2\u6236\u63d0\u4f9b\u6301\u7e8c\u8ca1\u5bcc\u589e\u9577\u7684\u95dc\u9375\u3002\u60a8\u53ef\u4ee5\u901a\u904e\u6b64\u90f5\u4ef6\u806f\u7e6b\u9127\u6c38\u5b97:
      \n      joseph.tang@nbpcd.com<\/a><\/p>\n

      \u95b1\u8b80\u66f4\u591a\u8a72\u4f5c\u8005\u7684\u6587\u7ae0\uff1a<\/strong><\/em><\/p>\n

      \u52a0\u62ff\u5927\u65b0\u79fb\u6c11\u6295\u8cc7\u7406\u8ca1: RRSP\u6ce8\u518c\u9000\u4f11\u5132\u84c4\u8a08\u5283\u548cTFSA\u514d\u7a05\u5132\u84c4\u8cec\u6236<\/a><\/p>\n

      \u80a1\u7968\u6295\u8cc7\u57fa\u790e | BMO Nesbitt Burns\u7684\u6295\u8cc7\u9867\u554f\u9127\u6c38\u5b97<\/a><\/p>\n

      \u5982\u4f55\u5f9e\u6295\u8cc7\u7d44\u5408\u4e2d\u7372\u5f97\u88ab\u52d5\u6536\u5165\uff1f<\/a><\/p>\n

      \u50b5\u5238\u6295\u8cc7\u7684\u4e03\u5927\u98a8\u96aa<\/a><\/p>\n

      \u516d\u5927\u8aa4\u5340\u5c0e\u81f4\u4e0d\u80fd\u6b63\u78ba\u6295\u8cc7<\/a><\/p>\n

      \u6295\u8cc7\u8005\u7d93\u6b77\u4e86\u760b\u72c2\u7684\u5169\u9031\uff0c\u90fd\u662f\u7279\u6717\u666e\u548cFacebook\u60f9\u7684\u798d<\/a><\/p>\n

       <\/p>\n

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