西部证券2004-2007年商业计划书_精华_第1页
西部证券2004-2007年商业计划书_精华_第2页
西部证券2004-2007年商业计划书_精华_第3页
西部证券2004-2007年商业计划书_精华_第4页
西部证券2004-2007年商业计划书_精华_第5页
已阅读5页,还剩50页未读 继续免费阅读

下载本文档

版权说明:本文档由用户提供并上传,收益归属内容提供方,若内容存在侵权,请进行举报或认领

文档简介

1、1,Western XX FMC Business Plan(2004-2007),to be further discussed (Confidential),2,Content,1、Profile of Western XX Asset Management Co.,Ltd. 2、Organizational Structure 3、Business Development Strategies 4、Roadmap 5、Assumptions and Forecast 6、Sales Breakdown in 2005,3,1、 Profile of Western XX Asset Ma

2、nagement Co.,Ltd.,4,Registered Capital and Share Structure,Registered Capital: RMB 100 million Registered Place: Pudong District, Shanghai, China Proposed Share Structure: Western Securities Co., Ltd. RMB 40 million Other foreign sponsor RMB 33 million Shaanxi Investment Group Co.,Ltd. RMB 27 millio

3、n,5,Business Scope,Fund management and investment advisory business in China as permitted by the applicable law. (incl. promotion, sale,issuance and management of investment funds),Other asset management business permitted by the applicable law.,6,Vision, Philosophy and Strategy,Vision,One of the le

4、aders in the great China wealth management,Philoshophy,Investors benefits are everything,Strategy,Brand, Service and Product all in one,7,Business Goal,Grow the JV into one of the top 5 FMCs in China, in the following three categories: Profitability Fund Performance Total AUM Professionalism,8,2、Org

5、anizational Structure,9,FMCs Organization Chart (at the beginning),CEO(1),CMO(1),CIO(1),CEO/COO(1),Sales around RMB0.7bn units will be sold to insurance companies,Unit: RMB 100 million yuan,45,Potentials from Other Financial Institutions ex Banks,Total assets of finance companies are RMB346bn, net a

6、ssets are RMB32.2bn by the end of Jun. 2002 Major finance companies in China : China Electric Power Finance Co., China Petroleum Finance Co., China Petrifaction Finance Co., HuaNeng Finance Co., Zhongwu Finance Co. etc. Trust more than RMB0.55bn funds will be sold to these companies,46,NaCSSeF/Houes

7、e Reserve/Listed Companies,Total assets of National Council for Social Security Fund (NaCSSeF) are around RMB124.1bn by the end of 2003 which of 40 percent is permitted to flow into securities market Total assets of National House Reserve are 346.7bn by the end of 2003, and 1.5% of total sum managed

8、 by Shaanxi Provincial House Reserve According to the bulletins of China Securities Journal, trust assets of listed companies managed by securities companies exceed RMB 3bn in 2003,ASSUME that around RMB20bn assets of NaCSSeF allocated into mutual funds and 1 percent market share taken by JVFMC; 0.2

9、bn units funds will be sold to NaCSSeF ASSUME 5% share of Shaanxi Provincial House Reserve taken by JVFMC, that is 0.25bn units,47,State-owned Enterpirise Groups (Strategic partners),Shaanxi Provincial Investment Group State-owned investment holding company with a registered capital of RMB3bn; to ma

10、nage the governmental enterprises, real estate and financial assets more than RMB15bn by the end of 2002 HanNan Airlines Group Listed company invested by American Aviation Ltd., and total assets exceeding around RMB20bn; more than sixty thousand employees Shaanxi Provincial Electric Power Co. Fully

11、held by National Electric Power Co., Ltd; total Assets exceeding RMB 24bn and by the end of 2002; sustained long-term growth and abundant cash China HuaNeng Group, China LuNeng Group, Jiangsu Electric Power Co., Guizhou Electric Power Co., Zhejiang Electric Power Co., China International Traveling G

12、roup, Zhong Hai Group ,48,Non-profit Organization (Good relationship ),Universities and affiliated companies Xian Jiaotong University, Northwestern University, Northwestern Polytechnical University, Xian Fanyi University, Changan University, Tongji University, Shanhai Financial University, Fudan Uni

13、versity, Xijing University, Ouya University, Zhejiang University Tianjin University, Nankai University, Nanjing University etc. Hospitals and affiliated institutions Xi Jing Hospital, Xian Dianzi Hospital, Xian Wujing Hospital, Eastern Hospital, Huaxi University etc. Charity funds association Yanlin

14、 Agriculture Development Funds, Yanlin Industry Development funds, Shaanxi Architecture Industry Fund etc.,49,Internal Sales Package,ASSUME 100,000 units purchased by each top-level manager 50,000 units purchased by each middle-level manager 10,000 units purchased by each ordinary employee Product p

15、ackage should be well designed for individual investor, and the return should be superior to the market benchmark Employee can purchase JVFMCs funds at discount front-end fee rate,50,Unit: RMB Million yuan,Internal Sales Estimation,51,Retail Sales,Fund Assets under Custody in Chinese Commercial Bank

16、s,Open-end Funds Closed-end Funds Total Num.of Branch ICBC 278.83 206 484.83 17,000 China Agricultural Bank 114.21 230 344.21 4,200 China Construction Bank 125.52 175 300.52 12,000 Bank of China 202.11 60 262.11 7,064 Bank of Communication 152.10 146 298.10 China Everbright Bank 16.45 16.45 China Me

17、rchants Bank 40.87 40.87 Shanghai Pudong Development Bank 25.72 25.72,Unit: RMB 100 million,Total 955.81 817 1772.81 40,264,52,Comprehensive Cooperation Contracts,Western Securities signed the comprehensive cooperation contracts with ICBC and CCB in 2001; the contracts will be signed once again afte

18、r 2004 and become effect continually Following banks have been discussing comprehensive cooperation contract with Western Securities: Nationwide Banks: Bank of Communication, HUA XIA Bank, Shanghai Bank, Shanghai Pudong Development Bank Local Commercial Banks: Xian Commercial Bank, Baoji Commercial

19、Bank, Xianyang Commercial Bank, Nanjing Commercial Bank, Tianjin Commercial Bank, Guiyang Commercial Bank, Ji Nan Commercial Bank, Yin Chuan Commercial Bank,53,Distribution Channels,ASSUME ICBC,CAB,CCB,COB as JVFMC agency banks,10 securities firms,100branches as agency; Aver. 80,000 units distributed by each branch,total 3.2 billion units distributed through commercial banks; Aver. 3,000,000 units di

温馨提示

  • 1. 本站所有资源如无特殊说明,都需要本地电脑安装OFFICE2007和PDF阅读器。图纸软件为CAD,CAXA,PROE,UG,SolidWorks等.压缩文件请下载最新的WinRAR软件解压。
  • 2. 本站的文档不包含任何第三方提供的附件图纸等,如果需要附件,请联系上传者。文件的所有权益归上传用户所有。
  • 3. 本站RAR压缩包中若带图纸,网页内容里面会有图纸预览,若没有图纸预览就没有图纸。
  • 4. 未经权益所有人同意不得将文件中的内容挪作商业或盈利用途。
  • 5. 人人文库网仅提供信息存储空间,仅对用户上传内容的表现方式做保护处理,对用户上传分享的文档内容本身不做任何修改或编辑,并不能对任何下载内容负责。
  • 6. 下载文件中如有侵权或不适当内容,请与我们联系,我们立即纠正。
  • 7. 本站不保证下载资源的准确性、安全性和完整性, 同时也不承担用户因使用这些下载资源对自己和他人造成任何形式的伤害或损失。

评论

0/150

提交评论