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权益类理财再上新,华夏理财发行天工指数新产品
Cai Jing Wang· 2025-05-26 10:26
同日,华夏理财还推出固收类指数产品——天工11号(中诚信可转债双低策略指数),风险评级PR3,产品标的指数 为中诚信-华夏理财可转债双低策略指数,精选"低价格+低转股溢价率"转债,债底托底抗跌,正股跟涨弹性强。配置 稳健,仅纳入AA及以上评级转债,信用风险可控,单券<8%,行业分散(化工、电力设备等),拒绝过度集中。 此外,上周金融"五篇大文章"主题理财也再添新品。据梳理,招银理财于5月20日-5月26日发行安泰尊享ESG科技定开 12号。该产品为ESG科技主题理财产品,是将ESG理念与科技领域投资紧密结合的创新型理财产品。通过优选符合 ESG理念或科技领域相关投资标的,实现资产的合理配置与增值,同时践行可持续发展理念,助力科技创新。 发力养老金融,农银理财专为长辈客群量身定制的"长辈悦享"主题产品于5月22日首发,产品名称为农银同心·灵珑优 选配置第48期,主要投资于稀缺优先股资产及高评级非标资产,两大优质资源共同护航,运作稳健,收益确定性强; 杭银理财于5月20日发售杭银理财幸福99丰裕固收(稳利低波银发专属款)386天25098期D款,服务银发经济。 另据浙银理财披露,5月22日,该公司正式推出首只"科 ...
惊了!量化甩主观越来越远!王琛、陆政哲、王一平等量化大佬领跑!
私募排排网· 2025-05-26 08:13
近年来关于量化投资的讨论不绝于耳,随着AI时代的到来,量化投资在辅助研究、辅助投资等方 面发挥着越来越大的作用,量化投资者的"武器库"也更加强大。 根据私募排排网数据,排排网主 观多头策略指数与排排网量化多头策略指数之间的差距逐步发散,二者之间的 "剪刀差"呈现逐步 扩大的趋势。 2020年之前,主观多头与量化多头策略指数的收益差通常保持在10%以下,最大也就在20%左 右,2020年后二者之间的收益差却逐渐拉大到50%以上,最大时甚至超过70%。这一趋势也正好 反应了2020年以来的科技爆发为量化投资进一步铺平道路。 本文首发于公众号"私募排排网"。 (点击↑↑ 上图查看详情 ) 2020年发展至今,量化的爆发期已走过了近5年的时间,让我们来看看近5年的时间里,哪些量化 基金经理的产品业绩表现较为领先。为了给予投资者更有价值的信息,本文将按照近半年、1 年、3年、5年四个时间维度,分别筛选出旗下量化产品收益均值前20的私募基金经理,供投资者 参考。 (排名规则:在管有业绩显示的量化产品在3只以上,按量化产品收益均值排序) 0 1 近半年:广州天钲瀚胡勤天、云起量化施恩领衔!进化论王一平表现突出! 私募排排网 ...
泸州老窖资本控股公司增资至15.27亿
news flash· 2025-05-26 06:42
Core Viewpoint - Luzhou Laojiao Capital Holding Company has increased its registered capital from approximately 607 million RMB to about 1.527 billion RMB, representing an increase of approximately 152% [1] Group 1: Company Overview - Luzhou Laojiao Capital Holding Company was established in December 2022 and is wholly owned by Luzhou Laojiao Group [1] - The legal representative of the company is Li Jin [1] Group 2: Business Scope - The company's business scope includes asset management services, corporate headquarters management, financing consulting services, supply chain management services, information consulting services, social and economic consulting services, corporate management consulting, and financial consulting [1]
2025【优金融奖】评选启航,推动金融市场稳健前行
Sou Hu Cai Jing· 2025-05-26 06:30
年度银行 年度国有银行 银行、保险、证券、基金、期货、信托、资产管理、金融科技、移动支付、财富管理、银行理财等各个细分行业。 2、奖项设置 【A、综合类-根据具体情况,评委会对最终获奖名称进行商议】 2025 年,全球经济局势复杂多变,金融领域面临着前所未有的挑战与机遇。从国际视角看,全球经济波动显著加剧,国际贸易秩序处于重构阶段。但挑战 中亦蕴藏着机遇,全球金融体系有望迎来深层次重构。此外,科技革命的浪潮正重塑金融竞争格局,AI 技术在金融领域广泛渗透,推动全球金融体系进入 技术更新迭代的关键周期。 国内经济同样处于重要调整阶段。内需稳固仍需加力,新旧动能转换进程中,需把握好"先立后破"原则,防范新兴产业投资过热或产能过剩,警惕新旧动能 断档风险。金融风险方面,房地产市场、地方政府债务以及中小金融机构风险依旧是重点关注领域。为应对这些挑战,我国积极出台金融政策。《中国金融 政策报告 2025》指出,要坚持以科技金融、绿色金融、普惠金融、养老金融、数字金融 "五篇大文章" 为核心,深化金融供给侧改革,实现金融服务从总量 扩张向结构优化转变。优化金融资源配置,完善多层次资本市场,推动股债融资协调发展,支持中长期 ...
集团型企业资产管理体系建设:从分散到集中的管控升级
Sou Hu Cai Jing· 2025-05-26 04:08
Group 1 - The core objective of group asset management is to achieve centralized asset data, standardized processes, and scientific decision-making [1][3] - The system supports a management framework that includes a group control layer, subsidiary execution layer, and technical support layer [5][8] - Successful implementation factors include top-level design, standardization, technology adaptation, and change management [8] Group 2 - Data centralization eliminates data silos among subsidiaries, enabling group-level asset visualization [5] - Standardized processes unify asset management policies and operational norms across the group [5] - Risk control is enhanced through a multi-level compliance review and internal control mechanism [5] Group 3 - A multinational group reduced asset allocation time from 15 days to 3 days, achieving a 65% reuse rate of idle servers and saving over 100 million yuan in IT costs annually [5] - A state-owned enterprise improved compliance review efficiency by 80% through a four-level electronic process, maintaining zero issues in asset audits for two consecutive years [5] - Budget deviation for a group decreased from 12% to 3% due to system analysis of asset utilization [6] Group 4 - A trillion-level group achieved a return on assets increase of 11.5% and a reduction in management cost ratio by 4.8 percentage points through asset management system construction [7] - The essence of group management is optimal resource allocation, transitioning from "scale expansion" to "quality growth" [7]
Silvercrest Asset Management Group Inc. Announces $25 Million Common Stock Repurchase Program
Globenewswire· 2025-05-23 20:01
Group 1 - The Company, Silvercrest Asset Management Group Inc., announced a common stock repurchase program authorized by its Board of Directors, allowing for the purchase of up to $25.0 million of its Class A common stock [1] - The repurchase may occur through various methods including open market purchases and privately-negotiated transactions, subject to market conditions and applicable laws [1] - The program does not obligate the Company to repurchase any specific dollar amount or number of shares and can be suspended or discontinued at any time [1] Group 2 - As of March 31, 2025, Silvercrest reported assets under management totaling $35.3 billion [3] - Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, providing investment advisory and family office services to wealthy families and select institutional investors [3]
Invesco(IVZ) - 2025 FY - Earnings Call Transcript
2025-05-23 16:30
Financial Data and Key Metrics Changes - The company presented the audited financial statements for the fiscal year ended December 31, 2024, during the meeting [4][15] - Shareholders approved the compensation of named executive officers for 2024 in an advisory nonbinding vote [22] Business Line Data and Key Metrics Changes - No specific data or metrics regarding individual business lines were discussed during the meeting Market Data and Key Metrics Changes - No specific market data or metrics were provided during the meeting Company Strategy and Development Direction and Industry Competition - The meeting focused on the election of directors and the appointment of independent auditors, indicating a stable governance structure [6][19] - The company aims to maintain transparency and accountability through the advisory vote on executive compensation [7][22] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting Other Important Information - The meeting was conducted virtually, and all resolutions were decided by electronic poll [5][16] - The board of directors nominated several individuals for a one-year term, expiring at the next annual general meeting in 2026 [6][17] Q&A Session Summary Question: Were there any questions from shareholders? - There were no questions submitted by shareholders during the meeting [20]
Volta Finance Limited - Net Asset Value(s) as at 30 April 2025
Globenewswire· 2025-05-23 16:15
Performance Overview - Volta Finance's net performance for April 2025 was negative at -2.4%, bringing the performance from August 2024 to date to +7.1% [4] - The volatility in investments, particularly in CLO Debt and CLO Equity, was noted post-liberation day, affecting the valuation of underlying assets [4] Market Conditions - April 2025 was characterized by high market volatility due to macroeconomic and geopolitical events, including aggressive tariff policies announced by President Trump [5] - The U.S. stock indices experienced sharp declines, although there was a partial recovery by the end of the month following a 90-day tariff pause for non-retaliating countries [6] - The U.S. jobs report showed resilience with 177,000 jobs added, while GDP contracted by -0.3% in Q1 2025, leading to increased recession risks [6] CLO Market Activity - The European High Yield index widened by approximately 40 basis points, while Euro Loans lost 1 point, closing at 97.80px [7] - CLO BB tranches reported total returns of -1.5%, with the U.S. High Yield returning -1.07% and Euro High Yield at -1% during the same period [7] - The default rate in the U.S. stood at approximately 4.3%, while Europe maintained a low default rate of 0.3% [8] Portfolio Management - The company increased cash holdings to approximately 16% of NAV by the end of April through active management, receiving €7.5 million from called CLO Equities [9] - Cash flow generation remained stable at €28.5 million over the last six months, representing close to 22% of April's NAV on an annualized basis [10] - As of the end of April 2025, Volta's NAV was €262.9 million, equating to €7.19 per share [12] Investment Performance - CLO Equity tranches returned -3.6%, while CLO Debt tranches returned -0.9%, indicating a consistent performance relative to the overall product returns [11] - The dollar's volatility negatively impacted the fund's performance by -0.64%, prompting a reduction in USD exposure to approximately 12% [12]
BlackRock Is Better Than NVIDIA For AI Infrastructure Investment
Seeking Alpha· 2025-05-23 16:00
Group 1 - The analyst has 25 years of experience in investing, with a background in IT and a focus on technology-related themes such as automated supply chains and Generative AI [1] - The analyst emphasizes a moderate approach to investing, particularly after experiencing losses during the Global Financial Crisis (GFC) [1] - The analyst has a diverse career history, including roles in virtualization, cloud, and telecommunications, and has also been involved in real estate and non-profit work [1] Group 2 - The analyst expresses a preference for individual stocks over mutual and indexed funds after initial experiences in those areas [1] - The analyst has a contrarian perspective and covers sectors like biotechnology with a focus on technology integration [1] - The analyst values the unique insights provided by platforms like Seeking Alpha for informed investment decisions [1]
Countdown to Hamilton Lane (HLNE) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-05-23 14:21
Analysts on Wall Street project that Hamilton Lane (HLNE) will announce quarterly earnings of $1.12 per share in its forthcoming report, representing a decline of 18.8% year over year. Revenues are projected to reach $161.89 million, declining 8.4% from the same quarter last year.The current level reflects a downward revision of 2.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...