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Mutual Funds 共同基金

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Mutual Funds 共同基金

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Business Management 商業管理
Investor Relations 投資人關係
Performance Measurement 投資績效評估
Wellness 健康管理

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Financial Wellness 財務健康

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Environmental Wellness 環境健康

Intellectual Wellness 智力健康

Occupational Wellness 職涯健康

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Budgeting 個人理財規劃和預算追蹤

Personal Finance Fitness Quiz 金融理財素養調查

Personal Financial Statement & Loan Analysis 個人財務報表及貸款分析

Salary Tracker 薪資追蹤進度表

Financial Goals 個人投資目標

Investment Risk Tolerance Questionnaire 投資風險取向問卷

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Financial Analysis 財務分析

Macroeconomics & Money Markets 總體經濟及金融市場

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Fund Formation 基金設立

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NAV Calculations 基金淨值計算

Capital Calls & Distributions 資本繳納與分配

Risk Management 風險管理

Recordkeeping / Data Security 資料儲存與資訊安全

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Performance Attribution Analysis

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Portfolio Performance Presentation

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Traditional Investment Strategies 傳統投資策略

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Mutual Funds 共同基金

Asset Allocation 資產配置

Investment Risk Management Strategies 投資風險管理策略

Investment Policy Statements

Investment Performance Audits

Portfolio Returns Modeling

Leadership 領導力

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Markis Capital Limited (瑪亞投資有限公司) is an investor relations, fund services, and investment consulting firm that helps purpose-driven capital to generate cash flow streams that enable a better world. We back companies and investment projects in environmental services, health & wellness, renewables, new media & entertainment, education, and technology.

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