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活动邀请 | 买方投顾新机遇:从E账户诊断到个性化资产配置闭环
Morningstar晨星· 2025-04-09 11:00
居民财富管理需求加速升级,买方投顾模式已是行业转型的核心。然而,公募基金产品不断涌现,投资 者投资平台分散化,全市场持仓信息难以统一... 主讲人:苏圳鹏 晨星中国产品经理 2 如何将E账户诊断结果应用于配置建议 3 结合客户风险偏好,实现个性化资产配置 时间: 2025年4月24日(星期四)15:30-17:30 分享形式: 腾讯会议 理财师如何从海量数据中提炼客户真实需求,并为投资者高效提供科学的资产配置方案? 晨星基金E账户诊断服务 通过与基金E账户的深度对接,实现账户便捷同步、实时净值更新、全面持仓 诊断的功能升级,助力理财师一站式洞察投资者的基金资产分布,并用标准化工具为投资者提供更精 准、个性化的资产配置建议。 分享要点 本次晨星线上分享会上,晨星产品经理苏圳鹏将分享从账户诊断到资产配置的全流程实操,直击业务刚 需。 1 借助基金E账户,洞察客户全面真实持仓 分享嘉宾 参会方式 报名方式: 扫描 下方 二维码 或点击文末 阅读原文 进行报名! * 报名截止日期为 2025 年 4 月 24 日中午 12:00 ,审核通过后我们将以邮件形式为您发送报名成功提醒和参会信息。 如有更多疑问或需求,欢迎邮 ...
预告 | 晨星(中国)2025年度投资峰会重磅来袭!
Morningstar晨星· 2025-04-09 11:00
Core Viewpoint - The Morningstar Investment Conference (MIC) 2025 will be held in Shanghai, focusing on the new ecology of buy-side investment advisory, gathering industry leaders and experts to explore future paths for public funds and wealth management in China [5][9]. Group 1: Conference Highlights - The conference will address the upgrade of wealth management amidst changing times, highlighting the coexistence of challenges and opportunities in the global capital markets [7]. - China's financial reforms are deepening, with public fund assets exceeding 30 trillion yuan, leading to accelerated expansion in the wealth management market and continuous innovation in product services [8]. - The event aims to prioritize investor experience and seek new pathways for wealth management [9]. Group 2: Industry Engagement - Top financial institution leaders will gather to discuss cutting-edge practices for enhancing investor experience based on diverse perspectives and local experiences [10]. - The MIC serves as a high-end platform for connecting global industry leaders and peers, promoting the exchange of ideas, resource integration, and collaborative success [11]. - The conference will feature a variety of interactive spaces designed to enhance the attendee experience, from casual networking to in-depth discussions [11].
预告 | 晨星(中国)2025年度投资峰会重磅来袭!
Morningstar晨星· 2025-04-09 11:00
2025年5月22日 2 20 02 25 5年年 ,, 晨星(中国)投资峰会 即即将将重重磅磅登登陆陆上上海海!! ○峰会亮点抢先看 ○ 首度落地魔都, 峰会将聚焦买方投顾新生态, 汇聚海内外顶尖行业领袖与专家学者, 分 享全球视角下的前沿洞察, 共探本土公募基金 与财富管理市场的 未来新路径! 时代变局中的财富管理升级 全球资本市场震荡不止, 然而挑战与机遇并存, 资本联动深度重构, 区域市场此消彼长。 中国金融改革持续深化, 公募基金资产规模突破30万亿元, 财富管理市场加速扩容, 产品 中国·上海 浦东香格里拉酒店 About MIC 晨星投资峰会(MIC, Morningstar Investment Conference) 拥有逾37年历史, 是一场享誉全球的投资盛会。 足迹遍布中国、美国、澳大利亚、 荷兰、印度、南非等国家, 持续赋能全球数万名投资者, 实现财富保值与增值。 探寻财富管理新航道? 服务创新层出不穷...... 在买方投顾发展的关键时点, 如何以投资者体验为先, 晨星(中国)2025年度投资峰会, 构建全球智汇平台, 邀您一同寻找答案! 顶级嘉宾阵容,共话行业热议 全球顶尖金融机构 ...
Medpace Holdings: It Might Be Time To Buy In
Seeking Alpha· 2025-04-04 12:14
Core Insights - Medpace (NASDAQ: MEDP) has experienced a significant share price decline of 35% over the past two and a half years [1] Company Overview - Medpace is a publicly traded company that has not been thoroughly researched since its initial discovery in 2022 [1] - The company is part of a broader investment strategy that includes a focus on identifying strong businesses at reasonable prices for long-term holding [1] Investment Perspective - The investor expresses a slight bias towards technology companies but maintains a diverse investment approach, including opportunities in crypto and global markets [1] - There is a beneficial long position in Medpace shares, indicating confidence in the company's potential [1]
Tariff-Resistant Investments: 3 Stocks For Trade Turbulence
Seeking Alpha· 2025-04-03 11:30
Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...
晨星网全面焕新,升级你的基金投资体验
Morningstar晨星· 2025-04-03 00:27
不少关注基金投资的朋友,都是"晨星网"多年的深度用户。 可视化的 基金经理管理时间线 助你直观掌握基金经理的管理历程及变动情况。点击基金经理 姓名,还能深入挖掘更多维度信息,全面了解基金经理。 用更直观多维的数据,深入评估基金全貌 ! ►► 全新设计,便捷导航 在新版晨星网上搜索你关注的某只基金,你将解锁焕然一新的基金详情页,高效获取更加丰富 直观的多维基金数据。 新页面采用Morningstar全球统一设计风格,简约专业,重塑用户体验。新增的 选项卡索引 , 帮助你快速定位基金信息,让繁琐查找成为过去式。 成立20多年来,晨星网依托晨星全球基金数据库,凭借独创的 "投资风格箱"、"星级评价"等 特色分析指标,持续为投资者们提供专业深度的基金投资工具和研究洞察分享。 在推出 晨星基金小程序 的同时,我们也在对网页版晨星工具进行更新,希望你无论习惯手机 端的便捷操作,还是倾向于用电脑进行深度分析,都能获得更流畅的基金投资体验。 一起聊聊晨星网近期都做了哪些升级,以后还会有哪些变化吧! 01 基金单页全新升级! * 仅供展示,不构成投资建议 ►► 丰富数据呈现,深度洞察基金 历史业绩深度剖析 新版基金单页拓展了时 ...
LH Stock to Gain From Launch of HPV and STI Self-Collection Options
ZACKS· 2025-04-02 14:46
Labcorp Holdings, Inc. (LH) has announced the nationwide launch of an FDA-approved human papillomavirus (HPV) self-collection solution that can help women and their physicians assess the risk of developing cervical cancer. Additionally, the company will offer a vaginal swab self-collect option for sexually transmitted infection (STI) testing.Both solutions require a physician’s order and can be completed privately in a healthcare setting or at any one of Labcorp's 2,200 Patient Service Centers (PSCs) nation ...
50%乳腺癌女性想当妈,为何只有5%成功?国家出手,重要联盟成立!
21世纪经济报道· 2025-03-31 15:26
作 者丨闫硕 程迪 黄兰雯 白宇航 陈珊 编 辑丨季媛媛 林青云 3月2 9日,由中国癌症基金会、北京乳腺病防治学会、琼海博鳌肿瘤创新研究院联合主办,国 家癌症中心、中国医学科学院肿瘤医院承办的2 0 2 5肿瘤健康管理大会暨健康中国癌症防治首 席专家论坛在京召开。会上同步开展肿瘤患者生育力保护联盟暨早发乳腺癌防治与生育健康工 程启动仪式。 肿瘤患者生育力保护联盟汇聚肿瘤科、生殖科、心理科等跨学科顶尖专家,联动医疗、科研、 公益及媒体等多方力量,旨在为肿瘤患者提供全生命周期生育力保护支持,探索具有中国特色 的恶性肿瘤防治方案。 作为联盟的核心行动, "早发乳腺癌防治与生育健康工程"也在会上同步启航。 这项工程将聚 焦学术、公众、患者三方协同,未来将持续开展相关学术和公益活动,依托肿瘤患者生育力保 护联盟、媒体机构和患者组织构建科普防治网,以乳腺癌作为首个试点癌种,未来针对整体年 轻肿瘤患者,推动形成癌症早诊早筛和生育力保护重要性的科普宣传和全社会共同参与的社会 性支持性网络。 肿瘤患者生育力保护联盟暨早发乳腺癌防治与生育健康工程正式启动 肿瘤患者生育力保护联盟成立 共建生育力保护平台 国家癌症中心数据显示,2 ...
The Gross Law Firm Reminds ICON Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of April 11, 2025 - ICLR
Prnewswire· 2025-03-27 09:45
Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of ICON Public Limited Company regarding a class action lawsuit due to alleged misleading statements and failure to disclose material information during the class period from July 27, 2023, to October 23, 2024 [1]. Allegations Summary - ICON is accused of suffering a material loss of business due to customer cost reduction measures and funding limitations impacting its client base [1]. - The company's functional service provision and hybrid model offerings were deemed insufficient to protect against a significant market downturn [1]. - Requests for proposals from biotechnology customers were primarily used for price discovery, not indicative of actual client demand [1]. - Customers canceled contracts, limited engagements, delayed clinical trial work, and failed to enter new contracts at historical rates [1]. - ICON's two largest customers were diversifying their clinical research organization providers away from the company [1]. - As a result of the above issues, ICON's reported net new business awards and book-to-bill metrics misrepresented actual client demand [1]. - Consequently, ICON was tracking significantly below the 2024 revenue and EPS guidance issued during the class period, which lacked a reasonable factual basis [1]. Next Steps for Shareholders - Shareholders are encouraged to register for the class action by April 11, 2025, to participate in the case without any cost or obligation [2]. - Registered shareholders will be enrolled in a portfolio monitoring software for status updates throughout the case lifecycle [2]. Firm's Mission - The Gross Law Firm aims to protect the rights of investors affected by deceit, fraud, and illegal business practices, ensuring companies adhere to responsible business practices [3].
关于涉嫌盗用“晨星Morningstar”商标的某外部APP侵权声明
Morningstar晨星· 2025-03-12 09:39
近期,晨星关注到网址为 https://5092snt.taespcable.com/3vcsvbgdsb7q5b3 的网站内嵌诱 导用户下载某应用程序的二维码,并公然声称与晨星存在合作关系。对此,晨星严正声明: 经 核实确认,该网站及其所推广的应用程序与晨星及其所有分支机构均无任何形式的关联关系。 晨星已 向该网站的托管服务提供商及域名注册机构发送正式法律通知,明确指出该网站与晨星 公司 不存在任何形式的合作关系,其行为存在误导用户的嫌疑,并严重侵犯了晨星的知识产 权,特别是晨星对其注册商标的使用权。 我司将敦促相关责任方迅速采取行动,该非法网站将很快被关闭。同时,我们也在此郑重提醒 广大用户保持警惕,切勿轻信此类误导信息,以免上当受骗。 衷心感谢广大用户一直以来对晨星的信任与支持! 特此声明! 晨星资讯(深圳)有限公司 Morningstar, Inc.是全球目前最主要的投资研究机构之一,业务遍及北美、欧洲、澳洲及亚洲,为个人投资者、投资顾问、 基金管理公司、退休计划发起机构及私募领域的机构投资者等专业人士提供财经资讯、基金、股票的分析及评级,并致力 于发展具实用性、操作简易及功能显著的分析应用软件工具及 ...