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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 "2025 Asset Management Conference" was held in Shanghai, focusing on the development of asset management and the role of banks in the industry [1] - As of mid-August, the asset management scale of Pu Yin Wealth Management reached 1.45 trillion yuan, serving 13 million clients, with all products achieving positive returns this year [1] - The current market volatility is seen as a norm, and multi-asset allocation capabilities are becoming a core competitive advantage for asset management institutions [1] Group 2 - The positioning of bank wealth management is to provide low-volatility, stable products that pursue absolute returns, catering to the demand for low-risk asset allocation [2] - The asset management industry's mission is to serve the real economy and preserve and increase the value of people's wealth, especially in the context of green transformation and industrial upgrading [2] - Multi-asset allocation is essential for guiding capital towards new productive forces and supporting high-quality development [2]
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
Group 1 - The conference theme was "Breaking the Game and Restructuring - Rebuilding Competitiveness in Asset Management" and gathered experts from various financial sectors to discuss regulatory policies, industry trends, and macroeconomic outlooks [1] - The asset management industry is transitioning from "scale expansion" to "quality improvement," with Shanghai's financial center construction making significant progress [3][5] - As of the end of 2024, Shanghai will have 1,782 licensed asset management institutions, with foreign financial institutions accounting for one-third of this total, highlighting Shanghai's attractiveness [5] Group 2 - The total assets of the company have surpassed 9.6 trillion yuan, ranking 19th in the "Top 1000 Global Banks" by "Banker Magazine" for 2025 [5] - The company is focusing on a "digital intelligence" strategy, enhancing capabilities in technology finance, supply chain finance, inclusive finance, cross-border finance, and financial asset management [5][6] - The company aims to innovate in asset management services by promoting brand globalization, diversified asset allocation, long-term value creation, and intelligent ecological systems [6] Group 3 - Two significant reports were released: the "2025 China Asset Management Development Trend Report" and the "Internet Wealth Management Custody Business Development White Paper," which analyze current trends and future directions in the asset management sector [8] - The "Internet Wealth Management Custody Business Development White Paper" discusses the role of internet wealth management and custody services in supporting Shanghai's global asset management center [8] Group 4 - The company launched the "Rixin Yueyi 2.0" product system, focusing on the "Five Forces Model of Technology Finance," showcasing its latest product innovations [10] - The high-profile event serves as a significant milestone for the asset management industry's development in 2025, with the company committed to its digital intelligence strategy and the mission of becoming a financial powerhouse [10]