投資目的
目標、対象資産、除外条件を明記します。
01ポートフォリオ
資産運用
運用委任では、目的とリスクの関係を明確にします。
目標、流動性、リスク条件に合わせたポートフォリオ運用の枠組み。
NORA / CAPITAL FRAMEWORK01 / 03
投資目的
目標、対象資産、除外条件を明記します。
ポートフォリオ / THE FRAMEWORK
運用委任では、目的とリスクの関係を明確にします。
上限、流動性、集中管理、レビュー条件を定めます。
リスク予算
上限、流動性、集中管理、レビュー条件を定めます。
運用体制
調査、執行、評価、報告、変更承認を文書化します。
EXPLORE / 03
Find the route that fits your capital.
Choose a route to explore its mechanics, operating priorities and trade-offs.
Mandate and allocation
Core allocation
Give long-term holdings a defined role in the portfolio.
01Research inputs
02Evaluate mechanics
03Execute & review
How it works
Set eligible assets, concentration limits, a liquidity reserve and rebalancing bands before increasing exposure.
Key consideration
Discuss this routeDiversification does not eliminate market losses.
YOUR JOURNEY
A clear next step. At every stage.
01
Define objectives
Document your horizon, withdrawals, loss tolerance and involvement. Establish suitability before choosing a route.
DECISION CHECKLIST
Look beyond returns. Understand your way out.
| Route | Source of value | Execution & exit priorities |
|---|---|---|
| Core allocation | Mandate and allocation | Diversification does not eliminate market losses. |
| Tactical allocation | Research-led adjustments | Turnover, correlated positions and costs can erode returns. |
| Liquidity planning | Cash-flow and exit planning | A position may be valuable but unavailable when you need cash. |
リスク情報
運用委任は成果を保証しません。提供範囲と権限は契約と地域によって異なります。
10よくあるご質問
仕組みを理解してから、次の一歩へ。
Terms, access, and product availability depend on your jurisdiction and account eligibility.
When in doubt, verify the governing terms.
Bring your investment horizon, expected cash needs, existing exposures and constraints. A useful brief explains what the assets are intended to achieve before listing products you want to buy.
Rebalancing compares current weights with agreed targets and tolerance bands. Consider transaction costs, liquidity and changed objectives before adjusting; it need not mean trading every day.
Review allocation, concentration, liquidity, performance attribution, fees and changes to the investment thesis. Include exposures outside the managed portfolio so the overall picture remains meaningful.
Match expected withdrawals with liquid assets and realistic exit times. Do not assume staked, pledged or thinly traded assets can always be converted immediately.
11CONTACT NORA
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