Source | 21st Century Business Herald Author | Editor of 21st Century Asset Management Research Institute | Fang Haiping New Media Editor | Intern Hu Linlin
"2024 Asset Management Annual Conference" is about to be held!
The "Asset Management Annual Conference" was guided by the Southern Finance and Economics Omnimedia Group and hosted by the 21st Century Newspaper Department, which began in 2007 and is about to usher in its 18th annual meeting this year. The annual meeting focuses on the development trend of the large asset management industry, and continues to invite asset management leaders and elites from national financial regulatory departments, professional academic departments, important financial institutions, etc., to discuss the most cutting-edge topics in the industry and jointly build the development of large asset management.
The annual meeting will be held in Shanghai in the summer of July, and will focus on important topics such as asset management, wealth management, asset allocation, fund investment advisory, pension finance, and digital finance. Prior to this, we will also launch a series of interviews, dialogues and visits with 30 asset managers and big fortune in 2024, and compile and release the "2024 China Asset Management Trend Report" and "2024 Great Wealth Ecosystem Development Report" on the basis of extensive research and research.
At the same time, in order to explore the internal development and innovation logic of the asset management industry, explore the growth rules and future trends of China's asset management industry, and clearly show investors the wealth management market pattern, and find excellent investment institutions and products, we will also upgrade the case study of "Jinbei" asset management competitiveness: based on the evaluation model, the evaluation method of "quantitative + qualitative" is integrated, and an authoritative expert review is set up to evaluate the major financial institutions and related figures/teams in the market. All kinds of products are analyzed and evaluated, and the outstanding performers are screened out under different dimensions for display and dissemination.
In order to further serve the needs of the asset management market, Southern Finance and Economics Omnimedia Group established the "21st Century Asset Management Research Institute" think tank in 2015, set up a forum platform for 30 people in asset management, and organized forum salons, closed-door seminars, subject research, in-depth reports, special evaluations, financial investment education, etc., focusing on major hot topics in the field of asset management, and is committed to building a comprehensive asset management platform focusing on business research, peer exchanges, and suggestions for regulatory authorities.
Financial institutions are now invited to participate in the 2024 Asset Management Annual Conference and the "Jinbei" Asset Management Competitiveness Evaluation Activity. The details are as follows:
1. Scope of solicitation
banking, insurance, securities and other comprehensive financial institutions;
Bank wealth management companies, insurance asset management companies, public fund companies, securities asset management companies, trusts, private equity asset management companies, futures asset management companies and other asset management institutions;
independent wealth management companies, independent fund sales companies, fund investment advisory companies and other wealth management institutions;
Consumer finance companies, fintech companies, AMCs, third-party financial service companies and other sub-sector institutions
2. Type setting
There are four types of declarations: organization, product, person/team, and brand, and are further subdivided, see "Declaration Form" for details.
3. Evaluation principles and methods
(1) Adhere to the principle of "fairness, openness and justice".
(2) Data sources: data declared by institutions during the solicitation process, various public data, independent data (data obtained by the 21st Century Asset Management Research Institute, Nancai Financial Terminal, Nancai Wealth Management and other data), and data of authoritative third-party institutions.
(3) The combination of "quantitative + qualitative" is adopted: the quantitative part is based on the data and model parameters to output the results objectively, and the qualitative part is based on the scores of the research team of the organizing committee of the organizer and the external review experts.
Fourth, the evaluation time and process
The first stage: April 24 - June 20, agency declaration, other data collection;
The second stage: June 20-June 25, data collation and analysis, quantitative results output according to the evaluation model;
The third stage: June 25-June 30, expert review, and comprehensive quantitative results and expert review output final results;
The fourth stage: on July 10, the results will be announced (only the comprehensive list of asset management institutions will be announced).
Attached: Declaration link
1. Institutional - Asset Management Institution Declaration Form
There are two types of situations to be reported under this form:
(1) Asset management institutions, such as bank wealth management, insurance asset management, securities company asset management, trusts, public funds, private equity funds, futures asset management, etc.;
(2) Other institutions that report related business as asset management (e.g., bank asset management/securities asset management/insurance asset management, etc.).
2. Institutional - Wealth Management Institution Declaration Form
There are two types of situations to be reported under this form:
(1) Wealth management institutions (e.g., independent wealth management companies, fund distribution agencies, fund investment advisors, etc.)
(2) Other institutions that report wealth management-related business (e.g., bank wealth management/private banking/retail banking, etc., wealth management of securities companies, wealth management of trust companies/family trusts, etc.)
3. Institutional - comprehensive financial institution declaration form
All financial institutions other than asset management and wealth management (e.g., banking, insurance, securities, consumer finance, fintech, AMC, third-party financial service institutions, etc.)
4. Product category - financial management product declaration form
5. Product category - financial application product declaration form
6. Character - Industry Character Declaration Form
7. Character category - industry team declaration form
8. Brand declaration form (click here)
For more information, please contact:
WeChat: zgyjy21 (21 asset management assistant)
Email: [email protected]
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