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四连冠!盈米基金斩获新华财经金谘奖,成为基金投顾领域标杆
Cai Fu Zai Xian· 2025-12-02 04:50
Group 1 - The core viewpoint of the news is that Yingmi Fund has been recognized for its excellence in investment advisory services, winning multiple awards for its innovative practices and contributions to the industry [1][2][3] - Yingmi Fund has won the 2025 Xinhua Finance Fund Advisory "Golden Advisory Institution" award and the "Advisory Star" award for outstanding contributions to the construction of the advisory ecosystem in Guangzhou, marking its fourth consecutive year of recognition [1] - The company has established itself as a leader in the buy-side advisory sector, demonstrating significant achievements in the innovation of advisory service models and the development of the TAMP platform [1][2] Group 2 - Yingmi Fund launched the first fund combination platform in China in 2016, initiating the buy-side advisory 1.0 era, and has since evolved to introduce the advisory service 2.0 model, which integrates various solutions centered around account management [2] - As of September 2025, the average holding period for clients on the Qieman platform is 772 days, with a profit ratio of 96%, indicating strong client trust and satisfaction compared to self-trading clients [2] - The new "Fellow Traveler Rights System" introduced by Qieman is the first in the industry to use "investment duration" as a core dimension for client rights classification, aiming to encourage long-term holding through positive value incentives [2] Group 3 - Yingmi Fund's TAMP platform has served over 200 institutions, providing essential capabilities for teams and institutions to conduct fund advisory business [3][4] - The TAMP platform is designed to support advisory teams and financial institutions with backend services, including strategy management, portfolio trading, and operational support, thereby enhancing efficiency and professionalism in serving investors [3][4] - Strategic partnerships have been established with institutions such as Yuekai Securities and AVIC Securities to provide comprehensive support in advisory strategy output, product research, and client management [4] Group 4 - Yingmi Fund has launched the "Investment Advisor TAMP Platform Anhui Empowerment Base" project, aiming to set a benchmark for wealth management transformation and buy-side advisory practices in East China and nationwide [5] - The company is actively exploring institutional advisory solutions across six dimensions, including advisory strategy, asset allocation, and technology support, to address the transformation needs of financial institutions [7] - The introduction of AI technology in the advisory service system aims to enhance operational efficiency and compliance management, with the launch of the Yingmi Fund Compliance Review System [8]