银行理财试水“自建估值模型”,合规性引发争议

第一财经
04 Dec 2024

自从资管新规打破刚兑后,市场纷纷呼吁银行系理财子公司拥抱净值的“跃动”。然而,经历几年之后不难发现,理财客群越发接近存款客群,这也导致“净值跃动恐慌”愈演愈烈。 近期,银行理财“自建估值模型”的讨论不断。多位银行理财、公募基金人士对第一财经记者表示,部分股份行和少数国有大行下属的理财子公司确实已经开始测试自建模型,但部分仍在观望同业和监管态度。自建估值模型的目的就是进一步平滑净值波动,四大会计师...

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