打造新一代资管平台 筑牢数字化转型基石  

Build a New Core Business Platform to Shape Competitiveness in the Era of Comprehensive Asset Management

作　　者：迟哲 

机构地区：[1]泰康资产管理有限责任公司

出　　处：《金融电子化》2024年第14期52-54,M0003,共4页Financial Computerizing

摘　　要：当前我国财富管理正迈向全新发展阶段。金融科技的不断深入融合,为资管行业的发展带来新的机遇,数字化转型已经成为各类资管机构的必然趋势。资管机构结合自身特点及战略定位,通过各种方式的组合实现其平台化战略,塑造大资管时代核心竞争力。本期我们邀约泰康资产,平安理财、中信信托的领导专家撰稿,分享各机构在核心业务平台的相关经验及建设思路。Currently,wealth management in China is entering a new stage of development.The deep integration of financial technology brings new opportunities to the asset management industry,and digital transformation has become an inevitable trend for various asset management institutions.These institutions are leveraging their unique characteristics and strategic positions to implement platform strategies in multiple ways,thereby shaping their core competitiveness in the era of comprehensive asset management.In this issue,we have invited leaders and experts from Taikang Asset,Ping An Wealth Management,and CITIC Trust to contribute articles,sharing their experiences and insights on building core business platforms.

关 键 词：核心竞争力 新发展阶段 战略定位 数字化转型 资管 业务平台 信托 大资管时代 

分 类 号：F832[经济管理—金融学]