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论文编号：	12957
作者编号：	2320170698
上传时间：	2021/12/14 21:53:28
中文题目：	GX证券公司投顾业务发展模式研究
英文题目：	Research on the Development Model of Investment Advisory Business of GX Securities Company
指导老师：	姚颐
中文关键字：	投资顾问；投顾战略；买方投顾；资产配置；全生命周期投顾服务
英文关键字：	Investment Advisor；Investment Advisory Strategy；Buyer investment advisory；Asset allocation；Full life cycle investment advisory services
中文摘要：	投资顾问业务在国内仍属于创新型金融业务，发展仅十余年，特别是2019年推出公募基金投顾业务试点投顾业务才正式驶进发展快车道。对于提升投资者自身的风险识别能力，和提升其投资能力更多的需要靠直接面对投资者的证券公司的投资顾问。投顾业务是投资者和全市场投资品种的纽带，是金融市场健康长期健康发展重要一环；同时也是证券公司在财富管理业务弯道超车实现企业转型的战略业务之一。 GX证券作为全国大型综合性券商，有庞大的投顾队伍，信息化优势，在经纪业务和财富管理业务上一直排在证券公司前列。但随着公募基金、第三方财富中心、金融科技公司的加入，竞争格局已被重塑。在新的内外部环境下，GX证券需要重新进行清晰的战略定位，充分整合协同现有资源，查缺补短，提升投顾业务的综合竞争力，提升公司财富管理盈利能力，同时也为投资者搭建委托型投顾的平台。 本文以GX证券投顾的发展为切入点，重点研究投顾业务的发展过程中遇到的战略定位不清的问题、战略定位导致投顾和投资者利益不一致的问题、投顾专业性不足无法保障战略实施等问题，通过国内外投顾发展的研究分析、GX证券在当前资源禀赋下的差异化竞争和长期的战略定位，通过“买方”模式的公募基金投顾业务落地解决利益一致的问题，通过用户画像、产品组合、策略开发、全生命周期服务管理来完善投顾业务战略落地措施。
英文摘要：	Investment consulting business is still an innovative financial business in China，Development for only more than ten years。In 2019, the investment advisory business of public funds was launched, and the investment advisory business officially entered the fast lane of development。To improve the risk identification and investment capabilities of investors, more need to rely on investment consultants who directly face investors。Investment advisory business is the link between investors and the investment products of the whole market, and an important part of the healthy and long-term development of the financial market。At the same time, it is also one of the strategic businesses of securities companies to achieve corporate transformation by overtaking in the wealth management business。 As a large-scale comprehensive securities firm in the country, GX Securities has a huge investment advisory team and information advantages，Has been ranked in the forefront of securities companies in the brokerage business and wealth management business。But with the addition of public funds, third-party wealth centers, and financial technology companies, the competitive landscape has been reshaped. In the new internal and external environment, GX Securities needs to re-establish a clear strategic positioning. Fully integrate and coordinate existing resources, check deficiencies and make up for shortcomings, and enhance the comprehensive competitiveness of investment advisory business. Enhance the profitability of the company's wealth management, and at the same time build a commissioned investment advisory platform for investors。 This article starts with the development of GX Securities Investment Adviser, Focus on the problem of unclear strategic positioning encountered in the development of investment advisory business, Strategic positioning leads to problems such as the inconsistency of the interests of investment advisors and investors, and the lack of professionalism of investment advisors。Through research and analysis of investment advisory development at home and abroad。GX Securities' differentiated competition and long-term strategic positioning under current resource endowments。Solve the problem of unification of interests through the implementation of the "buyer" model of public fund investment advisory business。Optimize investment advisory business development measures through user portraits, product portfolios, strategy development, Full life cycle service management to improve investment advisory business strategy implementation measures。
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