According to the provisions of the Trial Measures for Customer Asset Management Business of Securities Companies, the asset management business that the company can handle is:
(1) Handling directional asset management business for a single customer;
(2) Handling collective asset management business for multiple customers;
(3) Handling special asset management business for specific purposes for customers.
According to customers' different risk-return preferences and liquidity requirements, the available wealth management products are: money market, bonds, funds and stocks, and the proportion management of these products; Other consulting services such as financing consultant, investment consultant, research consultant, arbitrage and hedging product consultant can also be provided according to other needs of customers.
Team profile:
The average working time of team members is more than 10 years, and the average age is 35 years old, all of whom are qualified for securities investment consulting;
The main person in charge and R&D personnel have the qualification of American Chartered Financial Analyst (CFA); Strong macroeconomic research and industry analysis ability;
The main product designers have solid financial theory foundation and quantitative analysis ability;
The main investors have been engaged in secondary market investment for a long time and have rich experience in large fund management and firm operation.
Service function:
Expert financial management and professional services
Datong securities
Professional research team, extensive information sources, research covers most investment products in the market;
Based on the advanced data acquisition system, the risks and benefits of portfolio management are quantified by quantitative analysis.
Provide comprehensive financial consulting services and pay attention to communication with customers;
Regularly provide management account information, including positions, profits and losses, as well as the next operation plan, risk indicators and so on.
Personalized/personal service
Provide personalized product design according to customer needs;
Strictly follow the investment white paper;
According to the needs, customers can also directly issue operating instructions for specific stocks;
Conduct research, analysis and field research on individual stocks designated by customers to form investment strategies;
Professional operating system ensures fast trading and effective risk control.
Different from ordinary trading software, the professional investment management and risk control system of Mingchuang Company can realize flexible and diverse transactions and effective risk monitoring and analysis that ordinary trading software can not. The system can provide index trading, batch trading, multi-share trading, clearance trading, custom proportion trading and so on. In order to prevent risks, the system can monitor asset allocation, industry allocation and stop loss.