Workflow
Fund Management
icon
Search documents
China Silver Fund Plunges After String of Moves to Quell Frenzy
Yahoo Finance· 2025-12-25 06:16
Bloomberg The value of China’s only pure-play silver fund plunged by its maximum daily limit of 10% on Thursday, ending a frenzied bull run that had prompted its manager to issue a rare series of warnings. The abrupt decline in the UBS SDIC Silver Futures Fund LOF follows weeks of gains – flagged as “unsustainable” by the fund’s manager – fueled by rising global interest in precious metals. Spot silver hit a record high of $72.70 an ounce on Wednesday and is on track for its best annual performance since ...
出线名额,即将揭晓!
南大上交接连应战 南开央财蓄力待发 小组赛终轮对决 最终谁将出线? 小组赛C组第三场、第四场 本届大赛共有12支队伍参赛,每支队伍由1名领队(基金公司代表)与4名大学生组成,领队负责调兵遣将,不直接参与答题。 12支队伍通过抽签分成A、B、C组,每组4队。小组赛采取小组循环制,小组中每场3支队伍同时上场循环PK。每场小组赛共四轮,分别为"初露锋芒"必 答题、"千钧一发"抢答题、"谁与争锋"挑战答题、"巅峰对决"抢答题。 于12月25日正式播出 | | C组 | | | | --- | --- | --- | --- | | 第一场 | 南京大学-华泰柏瑞基金 南开大学-天弘基金 | 12月24日 | 10:00 | | | 上海交通大学-汇添富基金 | | | | 第二场 | 南京大学-华泰柏瑞基金 上海交通大学-汇添富基金 | 12月24日 | 20:00 | | | 中央财经大学-建信基金 | | | | 第三场 | 南开大学-天弘基金 上海交通大学-汇添富基金 | 12月25日 | 10:00 | | | 中央财经大学-建信基金 | | | | 第四场 | 南京大学-华泰柏瑞基金 南开大学-天弘基金 | ...
广发质量优选股票基金成立 规模37.59亿元
Zhong Guo Jing Ji Wang· 2025-12-24 02:49
| 1.公司本平信息 | | | | --- | --- | --- | | 甚至名称 | 广发质量优选股票型证券投资基金 | | | 甚全简称 | 广发质量优选股票 | | | 甚至主代码 025788 | | | | 甚金运作方式 | 製的型开放式 | | | 蒸金合同生效日 | 2025年12月23日 | | | 甚全管理人名称 | 广发基金管理有限公司 | | | 甚全托管人名称 | 中国建设银行股份有限公司 | | | 公告依据 | 《中华人民共和国正券投资基金法》及其配资法规 《广发精量优选股票型正券投资基金基金合同》 | | | | 《广发质量优选股票型证券投资基金招豪说明书》 | | | 下属分级基金的基金简称 | 广发质量优选股票A | 广发质量优选股票C | | 下属分级基金的交易代码 025788 | 025789 | | | 2.基金募集情况 | | | | 基金募集申请获中国证监会核准的文 :zethitiT(aggs)2177号) | | | | ਦੇ | | 11. Part 1.4 million 12.1 / 7 / 2017 | | | | --- | --- | --- ...
方正富邦基金管理有限公司关于住所变更的公告
Xin Lang Cai Jing· 2025-12-23 19:08
公告送出日期:2025年12月24日 1 公告基本信息 ■ 2 其他需要提示事项 (1)本次住所变更已完成工商变更登记; (2)除注册地址(住所)变更外,公司网址、联系电话、传真、电子邮箱等其他方式均保持不变; 2025年12月24日 MACD金叉信号形成,这些股涨势不错! 公司网址:www.founderff.com 客服热线:400-818-0990 (3)投资者可通过以下途径咨询有关详情: 客服传真:010-57303716 客服邮箱:services@founderff.com 特此公告。 方正富邦基金管理有限公司 ...
CRS税务检查风暴来袭!境内金融机构如何应对?
Sou Hu Cai Jing· 2025-12-23 13:14
哪些机构需要执行CRS尽职调查? 在中华人民共和国境内设立的金融机构均需要按照《CRS管理办法》开展CRS尽职调查工作。此处的金融机构包括存款机构、托管机构、投资机构、特定 的保险机构及其分支机构。包括: ◉ 商业银行、农村信用合作社等吸收公众存款的金融机构以及政策性银行; 通过执行CRS尽职调查,需要识别或申报的信息包括什么? 自2017年7月1日起,中国境内金融机构开始执行非居民金融账户涉税信息的尽职调查(以下简称"CRS")工作,并于次年完成了第一次非居民金融账户申 报(以下简称"CRS申报")。时至今日,中国境内金融机构执行CRS尽职调查工作已有8年有余。随着全球税务透明化进程进一步加强,近来中国税务机 关加强了对境内金融机构执行CRS尽职调查程序的审查。目前已经有部分地区的税务机关成立了相关工作组,开始对其所管辖的境内金融机构进行线下的 CRS尽职调查执行情况的审查,通过审查金融机构实施CRS的实际情况,以确保金融机构有效实施CRS。 首先来了解一下CRS尽职调查都是要做什么? 根据《非居民金融账户涉税信息尽职调查管理办法》(以下简称"《CRS管理办法》"),自2017年7月1日开始,中国境内金融机 ...
博时基金换帅完成工商变更
Sou Hu Cai Jing· 2025-12-23 11:35
松果财经讯,天眼查App显示,近日,博时基金管理有限公司发生工商变更,江向阳卸任董事长、法定代表人,由张东接任,同时,张东卸任董事、经理职 务,由陈宇接任。 据媒体报道,今年10月,该公司发布公告称,江向阳因工作安排辞任公司董事长,张东正式接任公司董事长,同时代为履行总经理职务,11月,陈宇正式接 任总经理。 该公司成立于1998年7月,注册资本2.5亿人民币,经营范围包括基金募集、基金销售、资产管理等,由招商证券股份有限公司、中国长城资产管理股份有限 公司、上海汇华实业有限公司等共同持股。 | | 都在用的商业查询工具 | 曼公司 查老板 查关系 音风险 | | | | | --- | --- | --- | --- | --- | --- | | | 好小心师发展了基金旗下机构 | 博时基金管理有限公司 | × 天眼一下 | 船 应用 ▼ | 商务合作 | | 基本信息 279 | 法律诉讼 9 | 经营风险 | 经营信息 999+ | 公司发展 250 | 知识 | | 工商信息 ● | | | | | | | 工商信息 历史工商信息 | | | | | | | 企业名称 | 博时基金管理有限公司 | ...
Wall Street billionaire to buy City fund manager for £5.5bn
Yahoo Finance· 2025-12-22 19:33
Nelson Peltz is the father of Nicola Peltz, the American actress married to Brooklyn Beckham Nelson Peltz, the Wall Street billionaire, has spearheaded a $7.4bn (£5.5bn) deal for one of the City’s biggest fund managers. The activist investor’s Trian Fund Management has taken over UK-based Janus Henderson alongside General Catalyst, a Silicon Valley-based venture capital group that has previously backed the likes of Deliveroo and Monzo. The Qatar Investment Authority and Sun Hung Kai, a Hong Kong-based ...
ETF总规模突破5.8万亿元 马太效应持续演绎
Core Insights - The total scale of the ETF market has surpassed 5.8 trillion yuan, marking a historical high and an increase of over 2 trillion yuan, or more than 50%, since the end of last year [1] Group 1: ETF Market Overview - Stock ETFs remain the dominant category, accounting for over 60% of the market share, with a total scale exceeding 3.7 trillion yuan, reflecting a growth of over 20% since last year [1] - Cross-border ETFs have seen significant growth, with a scale exceeding 900 billion yuan, doubling since the end of last year [1] - Bond ETFs have also experienced remarkable growth, with a scale exceeding 740 billion yuan, which is more than four times last year's scale, despite having only 53 products [1][2] - Commodity ETFs and money market ETFs have increased in scale, with commodity ETFs growing from less than 80 billion yuan to over 240 billion yuan, a growth of over 200%, and money market ETFs maintaining a scale in the billion yuan range with a nearly 20% increase [1] Group 2: Bond ETF Growth - The significant growth in bond ETFs is primarily driven by the launch of new funds, with 32 new bond ETFs established this year, totaling an initial scale of over 91 billion yuan and reaching over 400 billion yuan by December 19, accounting for more than 50% of the total bond ETF scale [2] Group 3: Leading Fund Companies - Leading fund companies have significantly outpaced others in ETF management scale, with the top five companies managing over 3.1 trillion yuan in ETFs, which is more than half of the total ETF market [2][3] - The largest ETF management company is Huaxia Fund, with over 920 billion yuan, followed by E Fund and Huatai-PB Fund, with over 860 billion yuan and 610 billion yuan, respectively [2] - The proportion of ETF assets in total management scale is over 25% for all leading companies, with Huatai-PB Fund reaching approximately 74% [3] Group 4: Product Performance and Market Dynamics - The "Matthew Effect" is evident in the ETF market, where larger products attract more capital, with the largest ETF exceeding 420 billion yuan and the top four ETFs collectively accounting for nearly 20% of the total ETF market [3][4] - The top four ETFs linked to the CSI 300 index account for over 90% of the total scale of similar products, while the fifth-largest product has a scale of less than 8.5 billion yuan [4] - Recent performance indicates that larger ETFs have a distinct advantage in attracting capital, as evidenced by significant inflows into the largest products during market fluctuations [4]
三年大额存单抢不到?这4个“替代品”更香、更稳、更灵活
Sou Hu Cai Jing· 2025-12-19 03:47
Core Viewpoint - The scarcity of three-year large-denomination certificates of deposit (CDs) is a result of banks' reluctance to issue high-interest long-term deposits due to declining net interest margins and competitive pressures in the interest rate environment [3][9]. Group 1: Market Dynamics - Banks are currently facing a historical low net interest margin of 1.42%, making it unprofitable to issue three-year large-denomination CDs at rates around 2.5% [3]. - Major banks have collectively suspended five-year products and are limiting the issuance of three-year CDs to avoid being "trapped" by future interest rate declines [3]. - The demand for large-denomination CDs has surged, with rates of 2.2% being quickly exhausted, creating a cycle of increased competition among savers [3][9]. Group 2: Alternative Investment Options - **Savings Bonds**: State-backed savings bonds offer higher interest rates than large-denomination CDs, with a three-year rate of 2.35%, potentially yielding an additional 900-1800 yuan over three years for a 200,000 yuan investment [4]. - **Low-Risk Bank Wealth Management**: R1 and R2 level low-risk products can yield annualized returns of 2.8%-3.2%, significantly higher than three-year fixed deposits, with a focus on government and financial bonds [5]. - **Pure Bond Funds**: These funds, which invest solely in bonds, have shown an average increase of over 3.5% in the past year, with some products yielding up to 4%, providing a potential annual return of 7,000-8,000 yuan on a 200,000 yuan investment [6]. - **Bank Specialty Deposits**: Some banks offer specialty deposits with lower entry thresholds and competitive rates of 2.1%-2.3%, comparable to large-denomination CDs, without the need for competitive purchasing [7]. Group 3: Investment Strategy Recommendations - It is advised to avoid "pseudo-deposits" from non-bank institutions that lack deposit insurance, as they carry significant principal risk [8]. - Diversification is recommended, with no more than 500,000 yuan deposited in a single bank, and spreading investments across 2-3 institutions for wealth management and funds [8]. - Caution is advised regarding products promising returns exceeding 4%, as they may carry hidden risks [8].
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should do?
Yahoo Finance· 2025-12-18 16:15
For instance, $100,000 might get you $600 per month as a joint and survivor policy, covering a married couple. You might get less per month if you want a cash refund option, which means your heirs get back money if you die before you have used up your principal, or period certain, which means you get payments for a designated time. Other options might include an inflation rider, which raises the monthly benefit, akin to a Social Security cost-of-living adjustment.A widget helps walk through the options and ...