Special topic: Morningstar (China) 2024 Investment Summit
On April 13, Morningstar (China) 2024 Investment Summit was held, Chen Xiaosheng, chairman of Shen Wanlingxin Fund, participated in the round-table dialogue. Faced with the theme of "how do public funds make efforts in the new era of wealth management", he said that ChinaCandycrushsaga2022The asset and wealth management industry is indeed in a period of great turning point. For the asset management industry, the biggest test of such a big turning point is the ability of the supply side.
What kind of capacity can be provided to support the development of the whole asset management industry?Candycrushsaga2022? Chen Xiaosheng said that the first is the development of investment management theory: with the passage of time, investment theory continues to evolve. From the initial focus on single stock investment, to now pay more attention to asset allocation and diversified investment strategies. In the current market environment, the traditional stock selection and timing methods are no longer applicable, and the investment theory has developed to a higher level, emphasizing the overall asset allocation and risk management; second, the maturity of the internal management system of the organization: asset management institutions must have a mature internal management system to adapt to the rapid changes in the market. This includes risk control, compliance management, investment decision-making process and other aspects to ensure that institutions can effectively cope with market fluctuations and challenges; third, the output of investment capacity to wealth management: wealth management requires the investment capacity of the asset management industry. In the digital age, asset management institutions need to explore how to improve the output efficiency and quality of investment capacity through digital means, such as data analysis, algorithm models, etc., so as to better serve wealth management customers.
To sum up, in the current turning period, the asset management industry needs to provide advanced investment theory, mature management system and efficient digital capacity to support the sustainable development of the industry and meet the needs of wealth management.
In addition, for wealth management, wealth management and asset management, from the perspective of asset management, we have always hoped that China will have a very sound and perfect wealth management ecology, but this ecology itself is still in the process of continuous improvement. this process requires the joint efforts of the whole industry, including regulation, including laws, including the top-level design of the central government. It is possible to promote the whole capital market wealth management ecology to enter a new stage of development, which may be what we all really look forward to.