投资退出策略

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知本洞察:项目再好,也要会退出——知本风控方法论
Cai Fu Zai Xian· 2025-07-17 03:09
Core Viewpoint - The essence of investment lies not only in entering projects but also in exiting them effectively, emphasizing the importance of risk control and investment discipline [1][3]. Group 1: Investment Exit Strategies - The complexity of China's capital market has increased, leading to significant asset price fluctuations that hinder investors' exit strategies [3]. - A report indicates that over 60% of investment failures in the past three years were due to a lack of clear exit strategies and strict risk control mechanisms, rather than the quality of the investment targets [3]. - Establishing a scientific exit mechanism is crucial, which should include clear exit paths identified during the pre-investment phase [5][6]. Group 2: Dynamic Risk Monitoring - Continuous dynamic management is essential in investment decision-making, with a multi-level project risk monitoring system in place to track key indicators [9]. - The company successfully identified risk signals in the real estate sector in early 2024, enabling clients to exit proactively and avoid capital entrapment risks [9]. Group 3: Strict Profit and Loss Discipline - Implementing strict stop-loss and take-profit strategies is a core element of risk control, with clear targets set for each client's asset portfolio [12]. - The disciplined approach resulted in an average return rate that exceeded the market level by 3-5 percentage points during 2023-2024, while maintaining low drawdown levels [12]. Group 4: Long-term Wealth Protection - The core value of investment consulting services lies in helping clients achieve long-term, stable growth through effective risk control and exit strategies [15]. - The company has maintained a client retention rate of over 90% for five consecutive years, reflecting its commitment to risk management and client trust [15].