GMOWEB3.0

About GMOWEB3.0

GMO is a trusted resource and innovative solutions provider for private banks, wealth managers, Registered Investment Advisors, and those who access our investment capabilities through industry-leading platforms.

THOUGHTFUL INVESTING IS OUR ONLY BUSINESS

For over 40 years, GMO’s sole focus has been investing. Privately owned, we are free from the external demands of public ownership or the competing priorities of a parent company, and thus we are able to put the interests of our clients first.
In addition, our independence enables us to invest over the long term and offer candid, straightforward advice.
We provide timely, relevant information to our intermediary partners to enable them to make the best decisions for their clients.

STEADFAST, LONG-TERM, VALUATION-BASED APPROACH

GMO’s investment teams are grounded in a common, long-term, valuation-based investment philosophy. Far from trend-followers, we have remained steadfastly committed to this investment philosophy through varying market environments over more than four decades – a consistency that we believe adds value for our clients.
Each investment team employs an active investment process tailored to a specific area of focus.
Some of our teams rely on innovative quantitative tools, others use rigorous fundamental research, while many blend the two approaches.

INDUSTRY-LEADING INVESTMENT RESEARCH

Intermediaries and wealth managers with whom we collaborate have access to all of GMO’s latest compelling research and differentiated market commentary.
For decades, our Quarterly Letters, 7-Year Asset Class Forecasts, White Papers, and Annual Client Conferences have inspired industry-wide discussion.

ACCESS TO GMO INVESTMENT CAPABILITIES THROUGH A RANGE OF CHANNELS
Investors can participate via the GMO Absolute Return Fund, which is offered to private investors through Wells Fargo and invests its assets in the GMO Benchmark-Free Allocation Fund.
Wealth managers and their clients can also employ GMO strategies via a number of industry-leading platforms.

GMO clients benefit from our diverse expertise, intellectual curiosity and culture of open debate, as well as our ability and willingness to exploit contrarian market opportunities.

The initial investment size of GMOWEB3.0’s crowd funding project products is usually US$5 million (or the equivalent currency of each country). GMOWEB3.0 may modify this amount at its sole discretion. Fund-specific UCITS literature can be found within the Investment Capabilities or in the Document Library. For inquiries about investing in GMOWEB3.0 UCITS, please contact us or contact your GMOWEB3.0 Account Manager.

GMOWEB3.0 Investment Fund is available to investors in certain European Economic Area countries, Switzerland and the UK and Southeast Asian countries. Investors from other countries may be eligible to invest on a case-by-case basis. The initial crowd funding investment size of the GMOWEB3.0 investment fund is usually US$5 million (or the equivalent currency of each country).

Separately managed accounts GMOWEB3.0 offers separately managed accounts to investors who meet minimum investment size guidelines, which vary depending on the investment strategy and range from US$5 million to US$100 million. Please contact us or contact your GMOWEB3.0 account manager for more information. Additional Investment Instruments GMOWEB3.0 only offers additional investment instruments to accredited investors, in most cases qualified investment participants, please contact us or contact your GMOWEB3.0 relationship manager for more information.

GMOWEB3.0 users uniformly use the US dollar as the display currency. Each country displays corresponding asset details based on the world currency exchange rate of the day. Users can flexibly use account assets to participate in platform crowd funding project investment and investment. The minimum holding period of GMOWEB3.0 funds is 30 days. After 30 days, users can freely redeem the fund balance + income