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指数型权益理财产品
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多家万亿级理财公司发声!
券商中国· 2025-04-11 04:03
支持资本市场稳定发展,多家理财公司接连发声! 近日,包括中银理财、中邮理财、交银理财、浦银理财、苏银理财、杭银理财在内的多家理财公司发声,看好中国 资本市场,推动布局或增持各类含权资产。 多家公司表示,通过直接投资或以间接方式持续增持交易型开放式指数基金(ETF),并将进一步加大资本市场投 资力度。数据显示,上述机构中有多家公司总管理规模已超过1万亿元。 券商中国记者注意到,近期一批挂钩被动指数的银行理财产品进入募集或待售阶段,指数化投资的理财产品数量显 著增多。业内人士表示,指数型权益理财产品是促进理财资金入市的较好切入点。 多家银行理财宣布增持权益资产 4月10日, 中银理财 表示,坚决看好中国资本市场,积极推动中长期资金入市。该公司称,面对近期市场波动,迅 速研判,在管理好产品整体风险的同时,积极寻找机会进行权益资产配置,重点投向新质生产力领域和内需板块。 该公司称,下阶段还将通过布局指数策略、指数增强策略等各类含权类理财产品,进一步支持资本市场发展,切实 发挥国有大行全资子公司的市场先导者和稳定器作用。 4月10日, 中邮理财 表示,坚定看好中国资本市场发展前景,当前市场处于合理估值,公司理财资金已增 ...
银行理财,增配权益资产!指数化趋势渐起
券商中国· 2025-03-04 11:18
Core Viewpoint - The article highlights the increasing trend of index-based investment in bank wealth management products, indicating a shift towards equity investments to attract long-term capital into the market [1][4][6]. Group 1: Index Investment Trends - Multiple wealth management companies are intensifying their focus on equity investments, particularly through index-linked products, to facilitate the entry of long-term funds into the market [1][7]. - The number of bank wealth management products linked to passive indices has significantly increased, with 92 products identified in various stages of sale, indicating a growing acceptance of index-based investment strategies [2][4]. - Index-based investment strategies have become a popular choice in the asset management industry, with passive index public funds surpassing active equity funds for the first time in Q3 2024 [4]. Group 2: Product Characteristics and Types - Index-based wealth management products are characterized by their transparency and ability to track specific indices, making them more appealing to investors compared to traditional products [7][10]. - The products can be categorized into three types: self-developed off-market index products, linked public ETF products, and exchange-traded index products (ETP) [10]. - Some products are specifically linked to industry or thematic indices, such as AI computing power and wind power generation, reflecting a diversification in investment themes [5]. Group 3: Industry Insights and Future Directions - Industry experts believe that the shift towards index-based products requires banks to enhance their research and development capabilities, as many have historically focused on fixed-income investments [9][10]. - Companies are encouraged to learn from domestic and international index investment experiences, including establishing dedicated index investment departments and leveraging financial technology for index management [11]. - The development of index-based products is seen as a strategic move to meet the evolving needs of investors and to break traditional perceptions of wealth management products [7][8].