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工商银行年金基金受托管理规模突破8000亿元
Jin Rong Shi Bao· 2026-01-14 01:01
近年来,工商银行着力构建覆盖政府机关、各类企事业单位的全方位年金产品体系。该行面向企业推 出"工银如意养老"集合计划,创新"企业+个人"双投资选择权模式,满足不同企业的差异化管理需求; 面向个人打造"省心投""如意人生养老综合解决方案"等特色产品,以丰富多元的产品矩阵回应职工养老 财富规划诉求。 聚焦养老人群与备老人群的差异化需求,工商银行构建分层分类的养老金融服务体系。针对长辈客群, 工商银行依托手机银行"幸福生活版"和9360余家养老金融特色网点,打造线上线下融合的无障碍服务体 系;针对年金受托单位和职工,工商银行通过线上打造"工银e养老"管理平台、线下布局近290家"年金 驿站"和4000多家"社银一体化"网点,为客户提供年金管理、社保服务、养老规划等全流程综合金融服 务,打通年金服务"最后一公里"。责任编辑:袁浩 本报讯 记者张冰洁报道 近日,工商银行年金基金受托管理规模突破8000亿元,继去年5月突破7000亿元 后,实现连续两个千亿元级跨越。目前,工商银行企业年金受托客户数超2.1万家,助力千万职工群体 实现"老有所养""老有颐养"。 "十五五"规划建议提出,大力发展养老金融,加快发展多层次、多支 ...
中欧基金“星顾问计划”启航!首期活动携手华泰证券共筑公募高质量发展新生态
Xin Lang Ji Jin· 2025-05-21 01:58
Group 1: Regulatory Developments - The China Securities Regulatory Commission (CSRC) has officially released the "Action Plan for Promoting the High-Quality Development of Public Funds," which outlines directions for the public fund industry, including optimizing fee structures for actively managed equity funds and enhancing the alignment of interests between fund companies and investors [1] Group 2: Company Initiatives - China Europe Fund has actively responded to the policy by launching the "Star Advisor Program," collaborating with Huatai Securities to inject momentum into the high-quality development of the industry [1][5] - Huatai Securities, as a leading domestic brokerage, has introduced the "Worry-Free Investment" service, which provides investors with tailored fund investment strategies and a one-stop wealth management experience [2] Group 3: Investment Strategies - The "Worry-Free Investment" service aims to create a diversified and global asset allocation framework, capturing various sources of differentiated returns, and has launched multi-asset allocation strategies that include traditional A-share investments and extend to overseas markets and fixed income [2] - The "Worry-Free Investment" team consists of over 100 professionals who have developed investment signals such as the "Worry-Free Valuation Thermometer" and "Worry-Free Seasonal Investment" to help investors navigate market investment rhythms [2] Group 4: Collaborative Efforts - The "Star Advisor Program" by China Europe Fund focuses on providing tailored services to top investment advisors in the wealth management sector, including developing high-quality educational content through the "European Master Class" service system [3] - A recent activity under the "Star Advisor Program" involved a deep dive into the humanoid robot industry, where a research team visited leading companies in Ningbo, Zhejiang, to explore technological breakthroughs and investment opportunities [3]