Competition Overview - The 7th New Fortune Best Investment Advisor Competition involved 36,616 advisors from 96 securities firms across 31 regions and 325 cities in China [1] - The competition evaluated investment management capabilities from May 1 to October 31, 2024, with the stock trading group results announced first [1] - The ETF group and public fund allocation group results will be released on November 5 [1] Top Performers - The champion was Wu Quanfu from Shanxi Securities Rui Cheng Yongle North Road Securities Business Department with a top return of 136.80% [15] - The top 10 advisors achieved an average return of 109.63%, while the top 300 had an average return of 57.02% [15] - The competition required a minimum turnover rate of 200% and maximum drawdown within 18% for qualification [14] Market Context - During the evaluation period, major indices showed positive performance: SSE Composite (+5.64%), SZSE Component (+10.47%), CSI 300 (+7.95%), ChiNext (+16.47%), and STAR 50 (+26.32%) [15] - Maximum drawdowns for these indices ranged from 15.27% to 21.34% [15] Awards and Recognition - The competition awarded "New Fortune Best Stock Investment Return Award" to top 300 advisors [14] - Additional awards included "New Fortune Go-Goal Best Stock Selection Award" and "New Fortune Go-Goal Best Timing Award" for top 10 performers in each category [17] - Evaluation models included T-M and H-M models, with scoring formulas for stock selection and timing capabilities [18] Industry Participation - Major securities firms with multiple winners included Shanxi Securities, Donghai Securities, and Founder Securities [2][3] - The competition received support from strategic partners including GF Fund, Chaoyang Yongxu, and Panorama Network [19] Future Opportunities - Top 300 advisors can participate in the "Service Capability Evaluation" phase by completing product concept documentation before June 30, 2024 [15] - The awards ceremony is scheduled for March 2025, with both electronic and paper certificates available [18]
前十平均收益率超100%!2024新财富最佳投资顾问评选“新财富最佳股票投资收益奖”揭晓
新财富·2024-11-04 14:59