中金财富买方投顾彰显专业价值 “中国50”累计创收超百亿元

Core Insights - The market is experiencing structural differentiation and accelerated style rotation, leading to challenges in profitability for many investors. In this context, building a long-term investment system tailored to individual needs has become a central issue in the market [1] - CICC Wealth has pioneered a buy-side advisory model, achieving a scale of over 130 billion yuan, providing professional solutions to help investors overcome profitability challenges [1] Group 1: Investment Performance - In 2025, 72% of stock trading accounts and 93% of product investment accounts reported positive returns, with all "China 50" accounts established for over a year achieving positive annual returns [2] - The resilience of asset allocation is highlighted, with Alpha and Gamma contributing significantly to performance through deep research and asset selection, as well as professional support to mitigate irrational behaviors [2] Group 2: Service Model and Strategy - CICC Wealth has continuously strengthened its client-centered service system, evolving from the "Four Beliefs" in 2019 to the "Buy-Side Advisory Iron Triangle" in 2023, and introducing the "5A Allocation Model" in 2025 [2] - The company has developed a comprehensive buy-side advisory service system that covers core products such as "China 50," "Micro 50," "Public Fund 50," "Stock 50," and "ETF 50," assisting over 530,000 clients in configuration planning [2] Group 3: Research and Support System - The "China 50" product has generated over 10 billion yuan in cumulative profits for clients over six years, with over 99% of clients in profitable positions and an average maximum drawdown of only one-third of the market index [3] - CICC Wealth employs a complete research and service support system, utilizing top-down asset allocation research to capture market trends and relying on a professional research team of nearly 300 to identify quality assets for Alpha returns [3] Group 4: Future Outlook - As 2026 marks the beginning of the "14th Five-Year Plan," fostering long-term and patient capital is crucial for the high-quality development of the capital market. CICC Wealth aims to deepen its buy-side advisory model, enhancing research capabilities and providing detailed support to help millions of clients navigate market cycles and achieve stable wealth growth [3]