How does an asset management company operate?

Asset management business has matured in overseas financial markets. At present, there are more and more domestic asset management companies, hoping to make the domestic financial market develop rapidly with the help of overseas mature experience. We, teng letter Fund Allocation Network, will explain how domestic asset management companies operate at present.

1, determine investment objectives and investment policies. According to the risk of asset management and the income preference characteristics of the client, the investment goal, target scope and investment strategy are determined.

2. Formulate asset allocation strategies. Conduct comprehensive and thorough macroeconomic analysis and industry analysis, and formulate asset allocation strategies.

3. Selection of investment targets. Comprehensive analysis of specific investment targets, analysis of the risks and benefits of various assets within the scope of the target, and search for securities that are wrongly priced by the market.

4. Establish a portfolio. Determine the types of investment assets and the investment amount of various assets, so that the risk and return characteristics of the investment portfolio established by the fund meet the objectives of asset management.

5. Asset rebalancing. According to the changes in the market, determine the sale of assets and make appropriate adjustments to the established asset portfolio.

6. Portfolio performance evaluation. Comprehensive evaluation of asset management level, including the income, risk and target completion of entrusted assets.

7. Investor relations management and customer service. Asset management companies are required to provide accurate and complete asset management reports to customers every month, detailing the configuration and value changes of customers' assets during the reporting period.