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]

Core Insights - Yingmi Fund has launched the "2024 Annual Performance Report and Evaluation Activity for Advisory Teams," aiming to recognize outstanding advisory teams and promote a client-centric approach in wealth management [1][3] - The fund is a pioneer in establishing a buy-side advisory service platform in China, utilizing the TAMP model to enhance operational efficiency and focus on client service [1][4] - The recent policy support for long-term capital entering the market has created significant opportunities for the advisory industry, with regulatory bodies emphasizing the importance of investor interests [3][4] Industry Development - The joint release of guidelines by the Central Financial Office and the China Securities Regulatory Commission (CSRC) aims to lower fund industry fees and transition advisory trials into regular practices [3] - The CSRC's plan for high-quality development in public funds emphasizes optimizing resources for better investor service and establishing regulations for advisory management [3] Evaluation Criteria - Yingmi Fund has developed a comprehensive evaluation system based on four dimensions: business growth, service quality, investment capability, and compliance [4] - The evaluation includes metrics such as client retention rates, account performance, and compliance levels to ensure a balanced focus on growth and client profitability [4] Awarded Teams - The "2024 Excellent Team Award" was given to Yingmi Pulan Advisory Team, recognized for its AI-driven, comprehensive planning and global asset allocation services [6][18] - The "2024 Rising Team Award" was awarded to Yingmi Zhizhe Financial Advisory Team, noted for its navigational service approach and user-friendly investment strategies [7][18] - Other awarded teams include Yingmi Caishangbang, Yingmi Dongfang Jincraft, and Yingmi Shoucaishi, each recognized for their unique service philosophies and client engagement strategies [9][11][13][18]