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初心向远 步履不停工银瑞信以高质量发展开启“十五五”新征程
Xin Lang Cai Jing· 2026-01-04 21:06
Core Viewpoint - The article emphasizes the commitment of the company, ICBC Credit Suisse Asset Management, to high-quality development in the public fund industry, aligning with national financial strategies and focusing on creating long-term value for investors [1][8]. Group 1: Financial Contributions and Strategies - As of November 2025, the company has invested over 1 trillion yuan in equity and debt assets for real enterprises, supporting over 400 companies on the Sci-Tech Innovation Board with IPO financing [2]. - The company has developed two flagship technology ETFs, each exceeding 10 billion yuan, facilitating investor participation in technological innovation [2]. - In response to the national "dual carbon" strategy, the company has issued 17 ESG-themed products, with total investments in green finance nearing 3000 billion yuan [2]. Group 2: Pension and Retirement Services - The company has established a comprehensive service system for pension finance, managing over 370 billion yuan in corporate annuities as of Q3 2025, with notable returns of 10.94% and 18.37% for fixed-income and equity-inclusive portfolios, respectively [2]. - A complete product line for personal pension products has been developed, with 13 fund products catering to various risk-return profiles and retirement ages [2]. Group 3: Investment Education and Engagement - The company has created a comprehensive investment education ecosystem, enhancing its "Investment Knowledge" brand with innovative initiatives like the "Anti-Money Laundering Maze" exhibition and the "Investment Knowledge 2.0" tea-themed event [3]. Group 4: Research and Investment Capabilities - The company has built a robust investment research capability, focusing on a multi-strategy approach and a high-quality professional team, achieving top rankings in absolute and excess returns among large equity fund companies over various time frames [4]. - The fixed income team employs a strategy aimed at low volatility and stable returns, with nine bond funds receiving a three-year five-star rating as of September 30, 2025 [4]. Group 5: Index and REITs Development - The company has established a diverse range of index investment products, covering broad-based, thematic, and enhanced index strategies, facilitating comprehensive asset allocation [5]. - In the public REITs sector, the company has successfully launched several innovative products, contributing to asset revitalization and infrastructure development [5]. Group 6: Digital Transformation and Risk Management - The company is actively pursuing digital transformation, integrating data, technology, and business operations, and has received awards for its advancements in financial technology [7]. - A comprehensive risk management system has been established, incorporating a "9+X" core risk indicator framework to enhance risk identification and control [7]. Group 7: Future Outlook - Looking ahead, the company aims to align with national financial strategies, enhance investor satisfaction, and contribute to building a resilient and vibrant modern financial system in China [8].
落实高质量发展行动方案 工银瑞信争做“五篇大文章”排头兵
Xin Lang Ji Jin· 2025-10-13 04:06
Group 1 - The core theme of the event is "New Era, New Fund, New Value," aimed at promoting high-quality development of public funds in Beijing and enhancing its role as a national financial management center [1] - The event is guided by the "Action Plan for Promoting High-Quality Development of Public Funds," which seeks to create a new brand for high-quality financial development in Beijing [1] Group 2 - The central financial work conference emphasizes the importance of high-quality financial services and outlines five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance [2] - The conference's directives serve as a fundamental guideline for financial support of high-quality economic development in the new era [2] Group 3 - ICBC Credit Suisse Asset Management focuses on serving national strategies and the real economy, aligning with the five key areas to contribute to China's economic high-quality development [3] - The company has provided IPO financing support to over 400 technology enterprises and invested over 200 billion yuan in technology innovation-related stocks and bonds [3] - ICBC Credit Suisse has launched two flagship technology ETFs, facilitating investor participation in technology innovation [3] Group 4 - The company has issued 17 ESG-themed products, with investments exceeding 200 billion yuan in green finance, supporting the national "dual carbon" strategy [4] - ICBC Credit Suisse has implemented measures to enhance investor satisfaction, including reducing transaction commissions and management fees [4] Group 5 - The company has established a comprehensive pension investment management business and is a leader in managing pension assets, offering services for various pension schemes [4] - ICBC Credit Suisse has successfully included 13 products in the personal pension investment catalog, catering to different age groups and risk preferences [4] Group 6 - The company is accelerating its digital transformation by developing a new asset management platform, MIRRORS, which enhances its digital service capabilities [4]