申万宏源资管首席投资官顾伟:券商资管应构建多策略多资产平台,以资产配置投研为基础实现跨越式增长
Zheng Quan Shi Bao Wang·2025-11-19 10:48

Core Viewpoint - The asset management industry aims to enhance user experience and tap into the trillion-yuan market of household savings, as stated by the Chief Investment Officer of Shenwan Hongyuan Asset Management, Gu Wei [1] Group 1: Industry Development - The future goal of the asset management industry is to provide better user experience products and jointly explore the incremental market of one hundred trillion yuan in household savings [1] - Gu Wei emphasizes the need for securities firms' asset management to leverage their strengths in fixed income, fund of funds (FOF), and derivatives [1] Group 2: Strategic Approach - A robust central asset allocation research and investment system is essential for building a multi-strategy platform [1] - Effective portfolio management is crucial to enhance the risk-return profile of products and strategies, aiming for maximum risk-adjusted returns or minimum risk for a given return [1] - Improved asset-liability management is necessary to enhance customer experience, ultimately leading to a leap in the development of securities firms' asset management [1]

SWHY-申万宏源资管首席投资官顾伟:券商资管应构建多策略多资产平台,以资产配置投研为基础实现跨越式增长 - Reportify