平安理财荣获第十八届 “银行业·介甫奖”两项大奖
Zhong Jin Zai Xian·2025-06-06 05:26

Core Insights - Ping An Wealth Management was awarded "Outstanding Bank Wealth Management Subsidiary" and its product "Qiyuan Strategy (360-Day Holding) No. 1" received the title of "Excellent Innovative Bank Wealth Management Product" at the 18th "Banking Industry · Jiefu Award Selection" held in Shanghai [1] Group 1: Product Performance - The "Qiyuan Strategy 360-Day No. 1 A" is a fixed-income wealth management product aimed at absolute returns, utilizing a solid asset base and incorporating fixed-income quantitative strategies based on machine learning and quantitative models for trading decisions [3] - Since its establishment in October 2022, the product has achieved a net value growth rate of 10.33% and an annualized return of 3.80%, with a maximum drawdown of only -0.32%, gaining wide recognition from the industry and clients [5] Group 2: Research and Development - Ping An Wealth Management has continuously strengthened its professional research and investment capabilities, establishing a core research system with dual pillars of asset allocation and portfolio investment capabilities, maintaining strong performance and volatility resistance among large and medium-sized wealth management companies [5] - The company ranked second in the "2024 Second Half Peking University HSBC · Comprehensive Competitiveness Ranking of Bank Wealth Management Companies" published by Peking University Financial Review and other institutions [6] Group 3: Product Strategy - As part of its multi-asset and multi-strategy exploration, Ping An Wealth Management has developed a product matrix called "Quanxin Quanyi," focusing on nine strategic themes including dividend selection, quantitative gains, index intelligence, global allocation, multi-dimensional balance, multi-dimensional stability, and convertible bond enhancement, aiming to provide a stable and friendly investment experience for investors [6]

平安理财荣获第十八届 “银行业·介甫奖”两项大奖 - Reportify