Shanghai Stock Exchange holds special training on equity fund market entry for commercial bank wealth management companies.

date
18/05/2025
Recently, the Shanghai Stock Exchange held a special training session in Beijing, providing multi-dimensional policy and practical training for commercial banks' wealth management companies entering the market with equity funds. The purpose of this training is to guide commercial bank wealth management companies to focus on building their equity asset management capabilities, starting from four dimensions: helping wealth management companies broaden their asset allocation ideas, streamline trading processes and strategies, timely convey issuance and underwriting policy dynamics, and strengthen trading security defenses. This will help construct a financial market ecosystem that coordinates investment and financing, fully unleashes the efficiency of ETFs in attracting medium to long-term funds, and continuously strengthens the scale of "long-term investment."