彭博今日宣布， 财通证券资产管理有限公司（以下简称"财通证券资管"）现已选用领先的彭博订 单和投资管理技术解决方案AIM全面支持其境外投资业务流程 ，实现多资产、多市场投资的自动 化处理，加强合规管理，提升全球化业务的运营效率。 作为合格境内机构投资者（QDII），财通证券资管正积极推进海外投资布局，着力完善跨市场、 多资产的投资体系，提升业务竞争力。财通证券资管通过采用 彭博AIM及静态数据集（Data License） ，在多个业务环节实现自动化，助力前台、中后、后台在一致的数据源基础上开展工 作，进一步提升了全流程的运营效率，并增强了拓展新的资产类别和境外市场时的系统支持能力。 彭博大中华区总裁汪大海 表示： " 在当前全球市场环境下，中国资管机构持续致力于优化资产配置，对于覆盖全球市场、跨资产类 别的专业解决方案的需求也随之增强。彭博致力于为财通证券资管等领先机构提供一流的端到端 工作流和数据支持，助力其在多资产类别和不同监管市场下高效、透明、合规地开展业务，在稳 健发展的前提下更好地把握跨境投资机遇。" 彭博AIM 是业内领先的订单与投资管理技术解决方案，已被全球超过900家机构客户、近15,000 ...

Core Viewpoint - Bloomberg has announced that Yongying Fund Management Co., Ltd. has adopted its leading order and investment management technology solution, AIM, to optimize the entire process of overseas investments, enhance operational efficiency, strengthen compliance management, and deepen insights into investment portfolios [1] Group 1: Yongying Fund Management Co., Ltd. - Yongying Fund is a leading asset management company in China, supported by strong shareholders such as Ningbo Bank and Oversea-Chinese Banking Corporation Limited, which provide robust capital, technology, and brand support for diversified business development [3] - As of the end of Q2 2025, Yongying Fund's non-monetary asset management scale reached 358.6 billion yuan, ranking 18th among 162 fund companies according to data from Galaxy Securities [4] Group 2: Bloomberg's AIM Solution - Bloomberg's AIM solution covers the entire investment lifecycle and possesses multi-asset management capabilities, including research management, order and execution management, portfolio and risk analysis, trading compliance, and operational support [2] - The AIM solution is used by over 900 institutional clients and nearly 15,000 professionals globally, managing a total of over 22 trillion dollars in assets [1]

彭博与招商永隆资产管理有限公司（"招商永隆资管"）今日联合宣布，招商永隆资管已采用彭博 领先的 投资管理技术解决方案AIM 。此举旨在优化其投资交易全生命周期的前后台工作流程，提 升交易合规和运营效率，并获得对投资组合的深度洞察。招商永隆资管是招商永隆银行有限公司旗 下专注于资产管理的全资附属机构。 截至2025年5月31日，招商永隆资管的资产管理规模达到历史新高。在规模大幅增长的背景下，公 司亟需先进技术支持，以保持卓越运营和竞争优势。为此， 招商永隆资管在已使用彭博电子交易 解决方案的基础上，进一步扩展采用彭博买方解决方案和数据许可服务。 这将助力其提升固定收 益交易效率，简化交易执行流程，并确保公司内使用数据的一致性。 这些工具和数据的集成和优 化，不仅能够提供切实可行的洞察以驱动战略决策，更能全面赋能公司的投资管理流程，覆盖从投 资决策支持到交易后服务的各个环节。 彭博AIM是业界领先的订单和投资管理技术解决方案，已被全球超过900家机构、近15,000名专业 人士使用，管理资产总额逾22万亿美元。彭博AIM与彭博终端完全集成，提供多资产类别的解决 方案，全面覆盖投资决策支持、投资组合与订单管理、交易 ...

Core Viewpoint - Chow Tai Fook Life Insurance has expanded its use of Bloomberg's enterprise solutions, adopting MARS Climate to assess, quantify, and manage climate risks and opportunities [1][2]. Group 1: Partnership and Solutions - Chow Tai Fook Life Insurance is leveraging Bloomberg's MARS Climate to analyze various climate scenarios using comprehensive assessment models aligned with the NGFS framework [1]. - The MARS Climate transformation risk model is supported by Bloomberg New Energy Finance's TRACT tool, predicting revenue risks and opportunities under different NGFS climate scenarios [1]. - Bloomberg's solutions aim to enhance efficiency and support business expansion for clients like Chow Tai Fook Life Insurance [2]. Group 2: Company Background - Chow Tai Fook Life Insurance has a history of nearly 40 years and is one of Hong Kong's leading life insurance companies, originally established as Fortis Insurance [3][4]. - The company is a wholly-owned subsidiary of Chow Tai Fook Enterprises and aims to provide personalized planning, lifelong protection, and quality experiences for clients [4].