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易方达基金陈彤:买方投顾的实践体会与展望
Morningstar晨星· 2025-06-25 08:22
自基金投顾试点五年以来,我国买方投顾业务取得了哪些成效与展业经验,又面临着怎样的发展趋 势与挑战?在养老金融中,投顾将扮演何种关键角色? 在晨星中国2025年度投资峰会上,易方达基金副总裁陈彤先生以《买方投顾之中国实践》为题,深 度剖析了中国投顾业务五年试点的成效、挑战与未来方向。 易方达基金副总裁陈彤 01 实践体会:坚持买方立场 陈彤先生指出, 基金投顾在改善投资者收益体验方面成效显著 ,数据显示,多家投顾试点机构 客户盈利占比达70%以上。他认为, 投顾的价值是多维度的 :它能改善客户的实际收益,也能有 效提供新的就业岗位,重置行业流量入口与销售格局,减少买卖双方的信息不对称,可以作为有 效的外部约束帮助资管行业重塑客户信任,优化行业基础设施建设。 陈彤强调, 投顾一定要坚持买方立场,培养真正将客户利益放在首位的文化 。他分享了围绕买 方投顾的一系列实践体会,例如:为实现客户利益最优,必须坚持全市场筛选基金;投顾板块应 设立与资产管理相隔离的独立投研团队,因为投资基础资产与研究基金产品存在差异,管理基金 的基金经理并不一定擅长做基金配置;同时,顾问与销售人员的立场、知识体系和目标不同,二 者也要分离。 ...
FinVolution Group Announces Completion of Offering of US$150 Million Convertible Senior Notes
Prnewswire· 2025-06-25 01:00
Core Viewpoint - FinVolution Group has successfully completed a convertible senior notes offering totaling US$150 million, which will be utilized for international expansion, working capital replenishment, and share repurchase activities [1][2]. Group 1: Notes Offering Details - The offering consists of convertible senior notes with an aggregate principal amount of US$150 million, including an additional US$20 million from the initial purchasers [1]. - The notes will bear an interest rate of 2.50% per year, payable semi-annually starting January 1, 2026, and will mature on July 1, 2030 [3]. - The initial conversion rate is set at 80.8865 American Depositary Shares (ADSs) per US$1,000 principal amount, translating to an initial conversion price of approximately US$12.36 per ADS [4]. Group 2: Use of Proceeds - The net proceeds from the notes offering will be allocated for international business expansions, replenishing working capital, and funding the repurchase of American Depositary Shares (ADSs) [2]. Group 3: Company Overview - FinVolution Group is a leading fintech platform in China, Indonesia, and the Philippines, established in 2007, specializing in online consumer finance [7]. - The company has developed advanced technologies in credit risk assessment, fraud detection, big data, and artificial intelligence, enhancing the user experience through a highly automated loan transaction process [7]. - As of March 31, 2025, FinVolution had 216.2 million cumulative registered users across its platforms [7].
Spirit Blockchain Capital Appoints Don Stewart, CFA, to Board of Directors, Strengthening Governance and Shareholder Representation
Globenewswire· 2025-06-24 21:00
Core Insights - Spirit Blockchain Capital Inc. has appointed Don Stewart, CFA, as an Independent Board Member, enhancing its governance and strategic execution [1][2] - Mr. Stewart's extensive experience in capital markets, regulatory compliance, and financial innovation is expected to bolster investor trust and transparency within the company [2][3] - The appointment aligns with Spirit's long-term vision of establishing a compliant, investor-focused digital asset institution [6] Company Overview - Spirit Blockchain Capital Inc. is a publicly listed company focused on bridging traditional finance and digital assets through tokenization and regulated investment strategies [7] - The company operates under a multi-jurisdictional structure, emphasizing regulatory alignment in Switzerland, Canada, and globally [7] - Spirit provides capital markets access, token structuring, and digital asset management solutions to institutional and accredited investors [7] Leadership and Governance - Don Stewart's background includes serving as a Member of Parliament and leading the Market Surveillance team at the Canadian Investment Regulatory Organization [3][4] - His role on the Board's Compensation Committee and Business Development Committee will directly influence Spirit's shareholder alignment and capital strategy [5] - The CEO of Spirit Blockchain, Lewis Bateman, highlighted Stewart's appointment as a significant advancement for the Board and shareholders [4]
JinkoSolar Releases "How to Finance Solar for All?" Position Paper During 2025 London Climate Week
Prnewswire· 2025-06-24 13:01
Core Insights - JinkoSolar announced the release of a position paper titled "How to Finance Solar for All?" during the London Climate Week 2025, aimed at addressing challenges in scaling solar finance globally [1][2] - The paper provides actionable strategies to mobilize capital in underserved regions, reflecting a multi-stakeholder effort to promote financial inclusion in the solar transition [2] - JinkoSolar participated in a high-level Finance Roundtable focused on lowering solar finance costs, collaborating with policymakers, financial institutions, and industry experts [3][4] Company Overview - JinkoSolar is one of the largest and most innovative solar module manufacturers globally, distributing products and services to a diverse international customer base across multiple countries [5][6] - As of March 31, 2025, JinkoSolar operates over 10 production facilities and has more than 20 overseas subsidiaries in various countries, supported by a global sales network [6]
DeFi Dev Corp. and dogwifhat Unleash Validator Partnership to Help Power Solana’s Future
Globenewswire· 2025-06-24 12:30
BOCA RATON, FL, June 24, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the "Company") the first public company with a treasury strategy built to accumulate and compound Solana ("SOL"), today announced a strategic validator partnership with the dogwifhat (WIF) community, one of the most iconic and culturally significant memecoin ecosystems on Solana. Under this partnership, DeFi Dev Corp. will operate a dedicated dogwifhat validator node on the Solana blockchain. The validator will be owned ...
证监会:探索数据要素与金融服务深度融合新模式
Sou Hu Cai Jing· 2025-06-24 03:45
一是加快释放乘数效应:鼓励参赛者大胆创新,探索数据要素与金融服务深度融合的新模式,充分发挥 数据要素的倍增作用,为证券期货行业带来全新的发展机遇与活力。 【大河财立方消息】6月24日,国家数据局举办"数据要素×"系列新闻发布会(第二场)。中国证监会科 技监管司副司长蒋东兴在会上介绍"数据要素×"大赛金融服务领域赛道在赛题方向的设置。 蒋东兴介绍,本次赛题设置,中国证监会紧密围绕《"数据要素×"三年行动计划》重点行动部署,结合 当前证券期货行业的实际工作需求,精心设置了"人工智能条件下的资本市场舆论环境治理"、"融合多 维度数据发展绿色金融"、"提供金融服务领域的数据分析能力"和"强化期货市场服务实体经济能力与风 险防控能力"四个赛题。在以下方面充分发挥证券期货行业的数据要素价值: 四是有效防范控制风险:强调运用大数据、人工智能等技术手段,强化证券期货行业监管的精准性与有 效性,打破"数据孤岛",实现对风险的实时监测、精准预警与有效处置,维护市场稳定。 后续,中国证监会将与国家数据局保持密切合作,精心组织筹备,确保2025年"数据要素×"大赛顺利举 办。 实习编辑:金怡杉 | 审核:李震 | 监审:古筝 二是助 ...
Diversified Energy and Carlyle Enter Strategic Partnership to Invest in Up to $2 Billion of PDP Energy Assets
GlobeNewswire News Room· 2025-06-23 20:31
BIRMINGHAM, Ala. and NEW YORK, June 23, 2025 (GLOBE NEWSWIRE) -- Diversified Energy Company PLC (LSE: DEC; NYSE: DEC) ("Diversified," or "DEC"), a leading publicly traded natural gas and liquids production company, and global investment firm Carlyle (NASDAQ: CG) have today announced a strategic partnership to invest in up to $2 billion in existing proved developed producing (PDP) natural gas and oil assets across the United States. This exclusive partnership will combine Carlyle’s deep credit and structurin ...
DeFi Development Corp. Reschedules Release of Shareholder Letter and Business Update Call to July
Globenewswire· 2025-06-23 20:00
BOCA RATON, FL, June 23, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”), the first US public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced updated timing for its upcoming shareholder communications. The Company will now publish its June 2025 Shareholder Letter and Business Update on Tuesday, July 1, 2025, at approximately 4:00 p.m. Eastern Time on its investor relations website at https://defidevcorp.com/investor. This supe ...
Davis Commodities Eyes USD 100M Revenue Surge in Sugar Trading Amid Global Market Expansion
Globenewswire· 2025-06-23 16:00
Core Insights - Davis Commodities Limited is expanding its operations across Africa, Asia, and the Middle East, driven by increasing global demand for sugar and rice, supported by a recent USD 30 million capital raise [1][3] - The company aims to leverage supply-demand imbalances in key markets to enhance trade volumes and market share, particularly in sugar [2][5] - A dual capital deployment strategy will focus on core commodity trading expansion and digital finance innovation, enhancing financial resilience and laying the groundwork for sustainable growth [3][6] Financial Projections - For FY2026, total revenue is projected to exceed USD 300 million, fueled by expanded commodity volumes and optimized logistics [6] - Sugar trading volumes are expected to increase by 50%, contributing an additional USD 100 million in annual revenue [6] - EBITDA from sugar operations is anticipated to grow by double digits, improving overall profit margins [6] Market Dynamics - In India, sugar production is forecasted to decline by 19% to 25.8 million metric tons in 2024/25, while domestic consumption is expected to rise to 29 million metric tons, creating a supply deficit of 3.2 million metric tons [5] - Pakistan is experiencing a surge in domestic sugar prices, exceeding Rs168/kg due to strong export demand [5] - China maintains robust sugar demand at 15.6 million metric tons despite a decline in local production [5] Strategic Initiatives - The company plans to scale procurement volumes across sugar, rice, and edible oils while enhancing trade financing to support market opportunities [6] - Geographic expansion into high-demand regions is a key focus, alongside the integration of digital finance strategies such as Bitcoin reserves and Real-World Asset tokenization [6][7] - The company operates under two main brands, Maxwill and Taffy, and utilizes a global network of suppliers and logistics providers to distribute commodities to over 20 countries [7]
eQ Plc Jouko Pölönen to start as CEO of eQ Plc on 1 September 2025
Globenewswire· 2025-06-23 10:30
eQ Plc Stock Exchange Release23 June 2025 at 1:30 p.m. eQ Plc announced on 5 May 2025, that the company’s Board of Directors has appointed Jouko Pölönen as the company’s CEO. Today, it has been agreed that Jouko Pölönen will assume the role of eQ Plc’s CEO on 1 September 2025. He succeeds eQ Plc’s interim CEO Janne Larma, who will continue as interim CEO until 31 August 2025. For the sake of clarity, we confirm that Janne Larma will continue as a member of the company's Board of Directors after the transiti ...