Fund Ecosystem Alliance
A Full-Chain Industry Synergy Platform
Fund Ecosystem Alliance
Fund Ecosystem Alliance is a full-chain industry synergy platform covering funding support, investment management and ecosystem co-building, established by the Shenzhen Wealth Management Association under the guidance of the Shenzhen Municipal Financial Office and the Shenzhen Stock Exchange. Centered on private fund institutions, the Alliance brings together six pillars — banks, securities firms, bank wealth management, insurance asset management, family offices and government — aiming to form a "funding introduction team" for private equity funds, serve the development of private funds in Shenzhen and Hong Kong, and drive the growth of Shenzhen's wealth management scale.
Platform Introduction
Fund Ecosystem Alliance is administered and initiated by the Shenzhen Wealth Management Association. Its member units shall be legally registered institutions in fields such as fund investment management, fund distribution, research services or related financial infrastructure and talent training, with sound business reputation and social image.
9.As part of the Shenzhen Wealth Management Association's implementation of the work arrangements of the "Opinions on Accelerating the Building of Shenzhen as an International Wealth Management Center" (Shen Jin Jian Fa (2023) No. 1) and one of the important measures to build a modern wealth management ecosystem featuring clustered factors, complete business formats and openness and integration, the Association is supervised by the Office of the Financial Committee of the CPC Shenzhen Municipal Committee and co-initiated by 8 units — CMB Wealth Management, Oriental Fortune Capital, Ping An Wealth Management, CCB Wealth Management, Bosera Fund, Southern Fund, CITIC Securities and Guosen Securities. It brings together nearly one hundred wealth management institutions, with member assets under management exceeding RMB 20 trillion, and is committed to building a cross-format, cross-regional comprehensive service and exchange platform in the wealth management field.
Ecosystem Showcase · Panorama
Multi-function Meeting Room
VIP Meeting Room
Ecosystem Exhibition Area
Private Fund Office AreaAlliance Members
Council Member Units 21
Member Units 45
Member Benefits
Rights
- Access to market intelligence on best‑performing private equity fund products
- Priority opportunities for co‑developing customized products
- Growth in fee‑based income from custody, distribution and other intermediary services
- Growth of institutional deposit balances
- Access to the latest cutting-edge research insights
Responsibilities
- Provide admission criteria and procedures for institutional private fund distribution
- Provide criteria and procedures for proprietary investment and seed‑fund investment
- Help invite private fund managers to join the Alliance
- Attend and organize Alliance events on a regular basis
Rights
- More opportunities to connect with fundraising channels
- Participate in cross‑border and cross‑sector investment‑research exchanges
- Early access to regional policy and regulatory updates
- Access to jurisdiction-specific private fund admission policies
- Support for key‑talent recruitment and team capacity building
- Greater brand exposure for your firm
Responsibilities
- Provide customized products and investor roadshows
- Attend and organize Alliance events on a regular basis
Rights
- Develop a private fund cluster within the jurisdiction
- Drive university‑industry‑research collaboration and achievement commercialization
- Enhance the region's financial influence
- Boost graduate employment and talent cultivation
Responsibilities
- Provide various policy support measures
- Establish a talent supply pipeline
- Provide financial infrastructure and supporting services
- Attend and organize Alliance events on a regular basis
Industry Updates
Policy and Compliance
- 08-22New Rules on Commercial Banks' Agency Sales Take Effect, Opening New Channels for Private Fund Distribution
- 08-24Securities Firms' Private Fund MOM and FOF Products Remain Popular, Accelerating Capital-Strategy Matching
- 08-26Shenzhen Advances Doubling Target for Private Securities Trading Volume, with Dedicated Regional Services
- 08-27Long-term Capital Inflows Increase, Expanding Space for Insurers and Pensions in Private Securities
Industry Trends
- 08-21Quantitative Index Enhancement Recovers Mid-Year: Excess Returns on CSI and Shenzhen Index Products Rebound
- 08-23Demand for CTA and Other Derivative Strategy Tools Rises, Securities Seed Funds Keep Expanding
- 08-25Index Enhancement Service Providers Expand Support, Improving the Research Tool Ecosystem
- 08-27AI-Empowered Research: Applying Large Models to Factor Mining and Portfolio Optimization
Research Overview
- 08-15Fund Alliance Invites Quality Quantitative Managers Nationwide to Shenzhen with Dedicated Local Services
- 08-18Luohu Gaotou Tower Ecosystem Showcase Opens: 2,000+ sqm Move-in-Ready Office Space for Private Funds
- 08-20Summary of District Investment Policies: Office Space, Talent Housing, Computing Power and Fiscal Incentives
- 08-22Business Registration Access and District Policy Support for Private Funds
- 08-2560 Institutions Confirm Participation, 19 Apply as Council Members
- 08-28Outbound Quota Support: Matching with the District's USD 10 Billion QDIE Pilot Quota
Cross-border Updates
- 08-19Shenzhen-Hong Kong Stock Connect Optimized, Cross-border Research Exchanges Heat Up
- 08-21Cross-boundary Wealth Management Connect Expanded, GBA Connectivity Accelerates
- 08-23QDIE Pilot Quota Guidelines Released, Clearer Path for Private Funds Going Global
- 08-26Hong Kong's New Virtual Asset Rules Take Effect, Cross-border Managers Focus on Compliance
- 08-28Shenzhen-Hong Kong Private Fund Symposium Held to Discuss Cross-border Business Models
- 08-30Qianhai Cross-border Financial Innovation Policies Implemented, Supporting Overseas Expansion
Events
Contact Us
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