Core Insights - The conference focused on "Global Asset Allocation in a New Landscape," featuring discussions among experts and institutional investors on innovative asset allocation strategies in response to changing global dynamics [1] Group 1: Company Initiatives - Guotai Junan Securities aims to enhance its global asset allocation capabilities by building a systematic buy-side research and service framework, emphasizing a "global vision and Chinese wisdom" approach [3] - The company is committed to innovation-driven strategies, including the development of an "AI + Investment Advisory" platform to improve investment decision-making for clients [3] - Guotai Junan plans to strengthen partnerships with clients and institutions, focusing on a client-centric model to create a comprehensive financial service ecosystem [3] Group 2: Economic Outlook and Investment Strategies - Wang Yiming highlighted the importance of high-quality development and expanding domestic demand in the context of significant external changes and technological advancements [4] - Su Gang from China Pacific Insurance emphasized the long-term investment value of Chinese assets amid declining global economic growth, advocating for a liability-driven investment approach [4] - Fan Hua from BlackRock discussed the necessity of managing macro risks and the importance of digital innovation and geopolitical shifts in shaping future investment strategies [5] Group 3: Asset Allocation Trends - Ye Lijian from Pudong Development Bank Wealth Management noted the shift in China's economic model towards technology and finance, advocating for multi-strategy asset allocation in a low-interest-rate environment [6] - The conference featured discussions on the increasing significance of asset allocation in the current market, with ETFs being highlighted as effective tools for implementing various allocation strategies [8] - The private equity roundtable emphasized the need for tailored investment strategies to navigate current market conditions and seize investment opportunities [9] Group 4: Future Vision - Guotai Junan aims to establish itself as a leading platform in China's asset allocation sector by 2025, focusing on building a top-tier asset management alliance and enhancing its research capabilities [9]

峰会以"新格局下的资产配置"为主题，来自政商学界的专家和中外知名机构投资人展开深入交流，激发 思想碰撞，共同探寻新格局下的全球资产配置新范式。 在峰会主旨演讲环节，中国国际经济交流中心副理事长、第十三届全国政协经济委员会委员、国务院发 展研究中心原副主任王一鸣以"当前宏观经济形势和'十五五'发展展望"为题发表演讲。他强调，"十五 五"是我国应对百年变局、塑造发展优势的关键时期。外部环境正经历深刻变化，新一轮科技革命向纵 深发展，全球产业链加速重构。面对新形势，需以高质量发展为核心，着力扩大内需，并通过强化科技 创新、推进新型工业化来培育新动能，为2035年基本实现社会主义现代化奠定坚实基础。 中国太保（601601）副总裁、首席投资官、财务负责人苏罡以"保险资金配置方法与投资策略"为题发表 演讲。针对传统配置策略在低利率周期所面临的挑战，在借鉴海外经验基础上，他建议保险资金需要以 资产负债联动为轴心，主动匹配穿越周期。 国泰海通证券业务总监、财富管理委员会联席总裁、信用业务委员会总裁耿旭令致辞表示，踏上新征程 的国泰海通证券顺应时代发展，着力打造全球资产配置专业能力，一是秉持"全球视野、中国智慧"，构 建系统 ...

Core Viewpoint - The conference focused on "Global Asset Allocation in a New Landscape," bringing together experts and institutional investors to explore new paradigms in global asset allocation [1] Group 1: Conference Highlights - The conference featured a welcome speech by Geng Xuling, emphasizing the importance of global vision and innovation in asset allocation, aiming to enhance client investment experiences [3] - Wang Yiming discussed the macroeconomic situation and the importance of high-quality development and expanding domestic demand in the context of the 14th Five-Year Plan [5] - Su Gang from China Pacific Insurance highlighted the long-term investment value of Chinese assets amid global economic challenges and shared asset allocation methodologies [5] Group 2: Investment Strategies - Fan Hua from BlackRock outlined the principles of asset allocation, emphasizing risk premium, diversification, and managing macro risks in a low-interest-rate environment [7] - Ye Lijian from浦银理财 discussed the shift in China's economic model and the importance of multi-strategy asset allocation in the current low-interest-rate context [9] - The conference introduced a new asset allocation service by Guotai Junan, focusing on a standardized six-step process to enhance wealth management [11] Group 3: Roundtable Discussions - The first roundtable discussed global asset allocation under innovation, with experts noting the need to balance opportunities and risks amid international trade tensions [11] - The second roundtable focused on ETF practices in a low-interest-rate environment, highlighting the growing importance of asset allocation and the efficiency of ETFs [13] - The third roundtable featured top private equity managers discussing investment opportunities and strategies in the current market conditions [14] Group 4: Future Outlook - Guotai Junan aims to build an internationally influential asset allocation platform by 2025, focusing on the construction of a global asset management center in Shanghai [14]