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中文(ZH) 易方达财富构建全市场基金筛选体系,买方投顾策略去年平均回报超11%

Yifangda Wealth builds fund screening system, achieves over 11% average return

Yifangda Wealth has developed a comprehensive fund screening and investment research system. This system, centered on assets, funds, and strategies, employs both quantitative and qualitative analysis to dynamically manage nearly 100 fund companies and their products. The goal is to objectively select fund allocations from the entire market, adhering to a buyer's perspective. Their investment advisory strategies have shown positive returns, with an average return exceeding 11% last year for portfolios active for over six months. AI

IMPACT This article focuses on financial investment strategies and fund performance, with no direct impact on AI operators.

RANK_REASON The article discusses a financial services company's investment strategy and performance, which is not a core AI development or release.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    E Fund Wealth Builds All-Market Fund Screening System, Buyer Investment Advisor Strategy Achieves Average Return Exceeding 11% Last Year

    易方达财富已建立起一套覆盖全市场的基金筛选与投研体系。该体系以资产、基金、策略“三位一体”为核心,通过定量与定性相结合的分析方法,对近100家基金公司及其产品进行“分类、比较、跟踪”的动态维护,从全市场客观优选基金配置,践行买方立场。据第三方机构晨星的评价结果,易方达投顾策略组合在2025年均实现正收益。成立满6个月的实盘策略组合超过160个,平均回报为11.29%,平均夏普比率达到2.57,其中九成策略组合跑赢业绩基准,平均超额收益为1.32%。