新金融商品開放之沿革(1)(編輯修改稿)
2025-03-03 16:04 本頁面
【文章內(nèi)容簡(jiǎn)介】 期貨交易 Jan 2023 編製十年期公債指數(shù) May 2023 ETF 認(rèn)購(gòu) (售 )權(quán)證 Jul 2023 代理買賣外國(guó)債券 Jan 2023 分割公司債及金融債券 (Bond Stripping: IO / PO) Jan 2023 12 金控經(jīng)營(yíng)策略 13 金控經(jīng)營(yíng)策略 “ The Smile Curve ” 財(cái)富管理業(yè)務(wù) 資本市場(chǎng)業(yè)務(wù) ? Looking for fee ine in underwriting, derivatives , trading and wealth management. 商業(yè)銀行業(yè)務(wù) 14 金控經(jīng)營(yíng)策略 – 核心競(jìng)爭(zhēng)力 ? People, Management Team ? Risk Management, Product, Channel ? Organic Growth, MA, Strategic Alliance 15 Product Manager Relationship Manager Investment Banker Equity Capital Market V V Debt Capital Market V V MA Advisory V V Derivatives V V Fixed/Ine Securitization V V Loan/Syndication V V Cash Management V ? Higher cross ratio leads to higher profits model ? More transparent resources allocation 金控經(jīng)營(yíng)策略 資本市場(chǎng)業(yè)務(wù) CrossSell High Return on Riskadjusted Capital Products 16 Risk Management RAROC BIS CrossSale Network Product Innovation Legal , Compliance Entry Barrier Synergy/Return Profile Control Derivatives Relationship Manager/Sales Product Manager/Marketing ?Identify which clients bases give us attractive business ?Identify which clients bases should we target for growth ? for reduction ? 金控經(jīng)營(yíng)策略 財(cái)富管理業(yè)務(wù) CrossSell High Return on Riskadjusted Capital Products Risk 17 The Risk Management Structure The Risk Compliance Risk Operation Risk Market Risk Credit Risk Underwriting Risk “Risk Management skills is th
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