北京商报讯（记者 李海媛）10月27日，中国证监会印发《合格境外投资者制度优化工作方案》。其中提到，允许境内专业持牌机构为外资提供投资顾问服 务。加快出台证券基金投资咨询业务规则，支持境内专业持牌机构为合格境外投资者提供证券投资咨询服务。研究支持境内机构为外资提供管理型投资顾问 服务的可行路径。 ...

27日，中国证监会印发《合格境外投资者制度优化工作方案》。 其中提到，力争用两年左右的时间，推动落实优化合格境外投资者制度机制的改革举措，增强制度对境 外中长期资金的吸引力，形成在岸与离岸渠道协调互补、配置型与交易型资金平衡发展、境内外证券基 金期货机构良性互动的开放新格局。 下一步，中国证监会将推动《工作方案》提出的各项开放优化举措尽快落实落地，并在此基础上进一步 深化对合格境外投资者制度的研究，不断丰富提升对外开放制度吸引力的改革举措。 明确外资公募基金短线交易适用规则 其中提到，明确外资公募基金短线交易适用规则。给予外资公募基金与境内公募基金按产品账户维度计 算短线交易持股比例的同等待遇，便利境外大型资产管理机构开展投资。 允许使用ETF期权开展风险管理 其中提到，允许使用ETF期权开展风险管理。积极发挥合格境外投资者渠道产品覆盖面大、有利于支持 风险管理与资产配置诉求的优势，平稳推进合格境外投资者投资ETF期权，满足外资套期保值合理需 求。 对主权基金等配置型外资准入实行"绿色通道" 将对主权基金、国际组织、养老金慈善基金等配置型外资准入许可实行绿色通道和简易流程，便利更多 境外投资者来华投资。同时， ...

甲方宏源证券 解锁投资新范式, 全新组合权益包 照亮您的财富新航线! 投资路上总迷茫?跟风操作心发慌? 别担心,申万宏源投顾社区为您量身定制了 投资路上的赢家养成计划 - 【组合权益包】投顾服务产品, 助您在财富的海洋里稳舵前行! 双重核心优势,铸就服务利器 资深投顾倾情护航, 多维服务解锁投资新范式 【组合权益包】 是什么? 【组合权益包】 由申万宏源证券资深投顾团 队，凭借深厚的专业知识和丰富的市场经验、 通过模拟交易方式买卖证券投资标的,并配套 提供包括方法教学、标的诊断、大势解读、理 念分享等多维服务内容,一站式满足您在投资 过程中的各种需求。从选股择时到仓位指导, 从大咖诊股到提升课程,从操盘心得分享到月 度深度复盘,每一个环节都精心设计,为您的 财富人生保驾护航。 时间沉淀品质,岁月见证实力 时间是检验实力的试金石。目前投顾社区上, 多款服务产品运行时间已超数年,收益曲线见 证专业的力量。总收益率、相对收益率、最大 回撤等多重指标持续跟踪,用真实的数据*说 话,让您清晰了解产品的多年运作表现。 *组合权益包历史业绩不预示其未来业绩表现,相关数据详见申万 宏源证券投顾社区 六大服务权益,点亮财富之路 ...

Core Viewpoint - The banking wealth management sector is experiencing significant growth opportunities due to ongoing policy support for long-term capital entering the market, despite facing challenges related to investor risk appetite and liquidity matching [2][3]. Group 1: Characteristics of Banking Wealth Management - Banking wealth management funds inherently possess "long money" characteristics, with low net value volatility and stable liability scales conducive to long-term investment [3]. - The focus is on promoting the issuance of closed-end products with a maturity of one year or more to reduce redemption pressure [3]. - There is an increasing allocation of equity assets in technology and innovative pharmaceuticals, which requires long-term holding to capture growth dividends [3]. Group 2: Challenges in Banking Wealth Management - The sector faces a challenge of "short-termization" of funds, as overall investor risk appetite is low, limiting the proportion of funds that can be allocated to equity assets [3]. - Market volatility and redemption pressures lead to a tendency for funds to favor "short-term behavior" [3]. - The banking wealth management institutions need to enhance their investment research capabilities in timing, drawdown control, and risk diversification [4]. Group 3: Strategies for Improvement - The company is adopting a "dual-driven" model of "multi-asset multi-strategy + investment advisory support" to enhance asset allocation capabilities and client service quality [4]. - The investment advisory service includes a four-stage support system covering product creation, operation, volatility response, and review [4]. - Recommendations include optimizing internal assessment mechanisms to focus on long-term risk-adjusted returns and encouraging the establishment of professional multi-strategy and equity research teams [5]. Group 4: Institutional Support and Recommendations - There is a need for collaborative efforts to promote long-term investment in banking wealth management funds [5]. - Suggestions include introducing a similar OCI account mechanism for certain banking wealth management products to mitigate the impact of short-term net value fluctuations on client behavior [6]. - Advocating for tax deferral support and integrating more banking wealth management products into personal pension accounts to create a sustainable long-term funding ecosystem [6].