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Asset Management Industry (证监会发布的证券投资基金 投资顾问业务试点机构 （基金独立销售机构） (腾安基金, 蚂蚁基金…
Asset Management Industry
证监会发布的证券投资基金
投资顾问业务试点机构 （基金独立销售机构）
腾安基金
蚂蚁基金
珠海盈米基金
嘉实
华夏
易方达
南方
中欧钱滚滚
业务模式
[传统] 卖方投顾
产品销售为导向
卖出去即可，和投资者的利益目标并不完全一致
[新] 买方投顾
强调为客户提供基金理财规划服务
或按收益情况收取顾问费用
智能投顾国内外典型公司
Wealthfront
Betterment
Vanguard
摩羯投顾
苏宁智投
Top Hedge Fund Company
Renaissance
focus on using mathematic model specializing in systematic trading
Bridgewater
Ray Danio
focus on Global Macro investing
strategy based on inflation, currency exchange, GDP etc.
Two Sigma
focus on AI big data algorithm for trading
AQR Capital Management
focus on traditional and alternative investing
Top Asset Management Company
BlockRock
World largest financial institution
ETF - through iShare product
Vanguard
Mutual Fund
Passive investing, low expense
Charles Schwab
Leading discount broker
4.JPM Chase
5.State Street Global Advisors
Fidelity
offering mutual funds with a zero expense ratio and minimum investment requirement.