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盈米基金TAMP平台投顾团队年度评优活动重磅揭晓
Cai Fu Zai Xian· 2025-05-09 11:37
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]