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浦银理财李桦:坚守稳健定位,以多元配置服务实体与百姓财富
Group 1 - The core viewpoint of the article highlights the development and positioning of the asset management industry, particularly focusing on the role of bank wealth management in providing stable, low-volatility investment options that aim for absolute returns [1][2]. - As of mid-August, the asset management scale of浦银理财 reached 1.45 trillion, having served 13 million clients, with all products this year achieving positive returns [1]. - The current market volatility is seen as a norm, leading to the belief that multi-asset allocation capabilities will become a core competitive advantage for asset management institutions [1]. Group 2 - The positioning of bank wealth management is defined as relatively low volatility and stable, with a focus on absolute returns, catering to the demand for low-volatility asset allocation [2]. - The asset management industry's mission remains to serve the real economy and preserve and increase the value of people's wealth, especially in the context of accelerating green transformation and deepening industrial upgrades [2].
资管盛会助力资管行业再造竞争力,浦发银行以“数智化”为核心搭建大资管生态圈
Core Viewpoint - The "2025 Asset Management Annual Conference" held in Shanghai focuses on the theme of "Breaking the Game and Restructuring - Rebuilding Competitiveness in Asset Management" and aims to discuss regulatory policies, industry trends, and macroeconomic outlooks to contribute to the long-term development of the asset management industry [1][8]. Group 1: Industry Development - The asset management industry is transitioning from "scale expansion" to "quality improvement," with significant opportunities arising from favorable economic conditions, regulatory support, and a growing middle-income population [3][5]. - China's GDP grew by 5.3% year-on-year in the first half of the year, indicating stable economic progress and high-quality development in the asset management market [5]. - By the end of 2024, Shanghai is expected to have 1,782 licensed asset management institutions, with foreign financial institutions accounting for one-third of this total, showcasing Shanghai's attractiveness and clustering effect [5]. Group 2: Company Strategy - SPD Bank has established a "digital intelligence" strategy focusing on five key areas: technology finance, supply chain finance, inclusive finance, cross-border finance, and financial asset management, to create a differentiated competitive advantage [5][10]. - SPD Bank's total assets have surpassed 9.6 trillion yuan, ranking 19th in the "Global Top 1000 Banks" by The Banker magazine for 2025 [5]. - The bank aims to enhance its global brand, diversify asset allocation, promote long-term value creation, and innovate in digital ecosystems to improve investment research, allocation, marketing, and management [6][10]. Group 3: Reports and Innovations - SPD Bank, in collaboration with partners, released two significant reports: the "2025 China Asset Management Development Trend Report" and the "Internet Wealth Management Custody Business Development White Paper," which analyze industry dynamics and future trends [8]. - The "Day Xin Yue Yi 2.0" product system was launched by SPD Bank's subsidiary, showcasing the latest innovations in product offerings focused on the "Technology Finance Five Forces Model" [10].
资管盛会助力资管行业再造竞争力,浦发银行以“数智化”为核心搭建大资管生态圈
21世纪经济报道· 2025-08-18 00:14
8月16日,由南方财经全媒体集团指导,《21世纪经济报道》主办、浦发银行联合主办的"2025资 产管理年会"在上海浦东隆重举行。本次年会以"破局与重构——大资管再造竞争力"为主题,汇聚 了来自国内外金融监管机构、学术研究机构、银行、券商、理财公司、基金公司、三方财富机构 及产业界的众多专家和高管。与会嘉宾围绕监管政策导向、资管行业发展趋势、宏观经济走势、 行业发展方向等话题,分享讨论,共同为行业长远发展贡献智慧。 会上,浦发银行与合作方携手发布了《2 0 2 5中国资产管理发展趋势报告》及《互联网财富管 理托管业务发展白皮书》两份重磅报告。其中,《中国资产管理发展趋势报告》作为年度深 度观察报告,紧跟大资管领域最新命题,全面展示行业动态,深刻洞见未来发展趋势。《互 联网财富管理托管业务发展白皮书》由浦发银行携手蚂蚁集团研究院、腾讯金融研究院、天 天基金联合发布。该报告以"现状—实践—未来"为脉络,系统梳理了互联网财富管理及托管 业务的发展概况和重要作用,展望了公募、养老金融、银行理财等新趋势,探讨了互联网财 富管理托管业务助力上海全球资管中心建设的模式路径。 张为忠表示,从天时来看,上半年,我国经济稳中有进, ...