加码权益投资 银行理财入列“耐心资本”

Group 1 - The market has long called for banks to channel medium- to long-term funds into investments, but the allocation of equity assets in bank wealth management remains limited despite the establishment of various investment mechanisms [1] - As of the end of 2024, the balance of equity asset allocation in wealth management products reached 0.83 trillion yuan, accounting for 2.58% of total investment assets, with a slight increase to 2.6% by the end of March this year [1] - Banks are exploring new meaningful avenues for increasing equity asset allocation, including enhanced research on A-share listed companies and active participation in index investments and IPO cornerstone investments [1] Group 2 - Several wealth management companies, including Bank of China Wealth Management and Postal Savings Bank Wealth Management, have announced plans to increase their holdings in exchange-traded funds (ETFs) and various equity-related products [2] - There has been a significant increase in the number of wealth management products involved in index investments compared to the same period last year [2] Group 3 - More wealth management companies are participating in offline IPO subscriptions and cornerstone investments in Hong Kong IPOs, marking a shift in their investment strategies [3] - Notable participation includes Everbright Wealth Management's involvement in the offline subscription for the IPO of Xintong Electronics and cornerstone investments by Postal Savings Bank Wealth Management and ICBC Wealth Management in various Hong Kong IPOs [3] - The need for strong control capabilities in asset admission, post-investment management, product design, and client engagement is emphasized as banks navigate their roles as "patient capital" in equity investments [3]