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Officially launched! The selection of Chinese securities firms, investment advisors, and insurance asset management Yinghua demonstration cases is here

2024-07-26

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It’s the midsummer again, and the latest institutional series selection activities of China Fund News have officially begun!

The 8th China Securities Firm Yinghua Demonstration Case (2024)

The selection of China Securities Companies Yinghua Demonstration Cases is an important part of the selection of Yinghua Demonstration Cases by China Fund News, and the first independent selection was carried out in 2017. This year's selection of China Securities Companies Yinghua Demonstration Cases will be carried out in four major fields, and securities companies with leading advantages in the corresponding fields will be selected.

Securities Asset Management Yinghua Demonstration Institution/Case

This selection will combine the declared data and public market indicators to carefully select securities firms and securities asset management subsidiaries that have leading advantages and business characteristics in asset management business, and select securities asset management products that adhere to the long-term investment philosophy and provide good investment experience.

Institutions to be selected: 1. Excellent securities asset management demonstration institutions 2. Growth securities asset management demonstration institutions 3. Equity securities asset management demonstration institutions 4. Fixed income securities asset management demonstration institutions 5. Featured securities asset management demonstration institutions

Proposed cases: 1. Demonstration cases of equity asset management products (three to five years) 2. Demonstration cases of fixed income + asset management products (three to five years) 3. Demonstration cases of pure debt asset management products (three to five years) 4. Demonstration cases of FOF asset management products (three to five years)

Brokerage Wealth Management Yinghua Demonstration Institution/Case

This selection will combine the declared data and public market indicators to carefully select securities firms with leading advantages and business characteristics in wealth management business, and select wealth management brand cases that have formed brand influence and professional characteristics in the industry.

Institutions to be selected: 1. Excellent wealth management demonstration institution 2. Growth wealth management demonstration institution 3. Characteristic wealth management demonstration institution

Proposed cases: 1. Excellent wealth management brand demonstration case 2. Characteristic wealth management brand demonstration case

Brokerage Financial Technology YinghuaDemonstration institutions/case studies

This selection will combine the declared data and public market indicators to carefully select securities firms that have leading advantages in the field of financial technology and promote technological progress in the industry. It will also select demonstration cases that expand into sub-sectors such as big data, cloud computing, artificial intelligence, blockchain, big models, and trusted computing power, as well as securities firm APPs that have leading advantages in expanding intelligent applications, providing comprehensive services, and assisting in the transformation of wealth management.

Institutions to be selected: Excellent brokerage financial technology demonstration institutions

Proposed cases: 1. Excellent brokerage AI demonstration case 2. Excellent brokerage APP demonstration case

Yinghua Demonstration Case of Securities Companies' Social Responsibility

This selection will combine the application materials and public market information, and carefully select advanced cases summarized by securities companies in the fields of social responsibility, implementation of green financial concepts, and continuous exploration of new investment education models.

Cases to be selected: 1. Excellent securities firm social responsibility demonstration case 2. Excellent securities firm green finance demonstration case 3. Excellent securities firm investor education demonstration case

China Fund Investment Advisory Yinghua Demonstration Institution (2024)

This selection will combine the application materials and public market information to carefully select securities companies, fund companies (subsidiaries), third-party independent sales agencies, etc. that have achieved a leading advantage in fund investment advisory business.

Institutions to be selected: 1. Excellent fund investment advisory demonstration institution 2. Growth fund investment advisory demonstration institution

China Insurance Asset Management Yinghua Demonstration Institution (2024)

This selection will be based on public market information and will carefully select insurance asset management institutions with strong comprehensive strength, excellent investment management capabilities, and leading innovation and development capabilities.

Institutions to be selected: 1. Excellent insurance asset management demonstration institution 2. Growth insurance asset management demonstration institution

Activity Schedule

After the official WeChat account of China Fund News released the registration post, our newspaper began to accept institutional registration materials. The registration deadline is 24:00 on August 9 (Friday). After that, we will enter the selection stage, and will conduct quantitative analysis and qualitative evaluation based on the application data and public information, and then make a comprehensive assessment.

ways of registration

The selection adopts a self-declaration method. Participating organizations can collect registration materials from the contact person and provide relevant data and materials as required.

Email for submission of application materials:

[email protected]

[email protected]

Contact number for selection matters:

0755-83509075 18617015050 (Mr. Liu)

010-65262257 15210606812 (Ms. Yan)