中国银行业未来展望.ppt

中国银行业未来展望

* Fund Managers * Fund Industry in China * Membership Benefits Mutual fund 公募基金。这是当前我国基金管理公司最主要的业务 Social security 社保基金。2000年8月全国社保基金正式组建 Enterprise Annuity 企业年金。今后每年我国企业年金新增数额将达到1000亿元以上,到2010年预计能达到10000亿元的规模 Mandate ( Financial advisory) 投资咨询业务。 * Fund Management Company * Investment Department Structure 23 members, among them 7 are CFAs * What we will do ? 11 CFAs altogether in the company : 7 in Investment department 1 in Business development department 3 in Marketing and product department Our CFA training plan Our employer encourage us to become a CFA charter holder ! Care

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