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博格偶然发现!海外资管巨鳄的中国身影
Sou Hu Cai Jing· 2025-12-01 10:23
Group 1 - AllianceBernstein, known as 联博 in Chinese, is a major asset management firm formed from the merger of Alliance Capital and Bernstein in 2000, with a current asset management total of $860 billion (over 6 trillion RMB) as of September 30, 2025 [4][5][6] - The firm has recently established 联博基金管理有限公司 and started issuing public products, indicating a strategic entry into the Chinese market [6][7] - The firm has developed a unique investment strategy called "quantitative fundamentals," which combines quantitative data processing with in-depth fundamental research for stock selection [10][11] Group 2 - The performance of their funds, such as "联博智远," shows a year-to-date return of 28.32% with a maximum drawdown of only 3.82%, demonstrating effective risk control and validating their investment strategy [17][20] - 联博 has launched its first index-enhanced product, the 联博中证500指数增强基金, targeting the 中证500 index, which includes high-tech sectors like chips and pharmaceuticals, aligning with national development goals [23][25] - The firm aims to leverage its global technology platform and multi-asset quantitative models to enhance investment efficiency and identify opportunities while controlling risks [26][29] Group 3 - The firm emphasizes the importance of steady performance and risk management, which is crucial for investor confidence and long-term investment success [31][34] - The new index-enhanced fund is seen as a suitable core investment for ordinary investors, particularly due to its focus on high-tech sectors and alignment with national policies [34][35] - The fund managers have extensive experience, with one being a veteran in quantitative research and the other specializing in machine learning strategies, which adds credibility to the new product [35]