Core Viewpoint - The article highlights the evolution and achievements of the brokerage asset management industry over the past 15 years, emphasizing the importance of value investment and the establishment of a diversified product matrix to meet investor needs [1][2][19]. Industry Development - The brokerage asset management industry began its independent operations in 2010 with the establishment of the first brokerage asset management company, marking a new chapter in the industry [2]. - The industry has experienced significant growth, with assets under management increasing from 2.8 trillion yuan at the end of 2011 to a peak of 18.8 trillion yuan in April 2017, driven by regulatory changes and market demand [5][6]. - The introduction of the new fund law in 2013 allowed brokerage firms to apply for public fund licenses, further expanding their operational scope [5][6]. Value Investment and Research Platform - The industry has focused on building a robust research and investment platform, emphasizing value investment based on fundamental research to achieve sustainable returns for investors [3][4]. - The establishment of independent asset management subsidiaries has allowed leading brokerages to enhance their operational capabilities and adapt to market changes [4][6]. Product Matrix and Innovation - The brokerage asset management sector has transitioned from a focus on single asset management to a more diversified product offering, including public and private fund management [10][11]. - As of June 30, 2025, the company managed 106 collective asset management plans across various investment fields, showcasing its strong investment management and risk control capabilities [10][11]. - The company has been proactive in launching innovative products, including the first public fund license among brokerages and a comprehensive range of FOF products tailored to different investor profiles [12][13]. Client Service and Trust Building - The company has developed a unique client service model, conducting extensive outreach and educational initiatives to foster a healthy investment mindset among clients [14][15][17]. - The "Oriental Red Ten Thousand Miles" client service initiative has been instrumental in building trust, with over 14,000 events held nationwide, reaching more than 2 million participants [17]. - The company aims to deepen its relationship with investors through a comprehensive service model that combines research, investment, and advisory services [18]. Future Outlook - The company is set to embark on a new strategic plan in 2025, focusing on serving emerging industries and integrating into the broader financial ecosystem [21]. - The commitment to value creation and high-quality service will continue to guide the company's operations as it seeks to enhance its competitive edge in the asset management industry [19][21].
潮涌东方启新章 券商资管先行者的十五载价值投资征程
券商中国·2025-07-27 23:22