On March 13, 2022, Mr. Liu Xun, a senior trader of the Asset Management Department of China Minsheng Bank, was invited to give an online report entitled "Exploring Bank Financial Management - Based on Bond Investment Perspective". Liu Xun is a senior trader in the Asset Management Department of China Minsheng Bank. He obtained a master's degree in accounting from Beijing Institute of Technology and holds the title of economist. He has rich working experience in the banking industry, and has been engaged in investment transactions in the financial market and asset management for a long time. He has participated in the whole process of bank IPO as a representative of self-operated investment in the financial market. In recent years, he has won the inter-bank local currency market innovation investment award in the field of asset management.
This report explores bank wealth management from the perspective of bond investment, starting from the origin and development of wealth management, regulatory policies, wealth management scale and investment direction, income, investor structure, operation process, valuation method, wealth management subsidiary structure and product classification, etc. Introduction, insight into the current situation of bank financial management; secondly, from the perspective of investment research framework, trading common sense, bond investment three axes (duration, leverage, credit rating), investment strategy and other perspectives to look at the fixed income market as an investor, and explain the operation mechanism. , and look forward to the future, so that students can have a deep understanding of industry knowledge and become familiar with investment and financial management from multiple perspectives.
"Reasonable Classroom" is a series of public welfare lectures launched by the Joint Center for Professional Degree Education of the School of Management and Economics. Each lecture will invite experts and scholars from various industries to discuss different topics such as career development, frontiers in science and technology, classics of Chinese studies, and philosophy of life. There are ample opportunities for learning in the environment.
After years of development, our professional degree program has made great progress. It has successively passed AMBA certification and re-accreditation, CAMEA certification, and supported the college to pass AACSB and EQUIS international certification. Current students, former alumni, and students who are interested in applying for the School of Management and Economics of Beijing Institute of Technology can actively pay attention to the official website and on-campus notices, and actively participate in the series of lectures on "Reasonable Classroom". I believe that everyone will be rewarded.
