【正版】智能投顾 ROBO-ADVISOR 经济与中国实践 清华五道口 智能投顾 财富管理 银行 证券 基金
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书名:智能投顾:国际经验与中国实践
作者:本书编写组 编著
ISBN:9787513668873
出版社:中国经济出版社
出版时间:2022-4
定价:88.00
页码:364
字数:280千字
开本:16开
智能投顾作为一种新的财富管理模式,对社会经济的发展产生了巨大的影响,为金融机构和创新企业带来了新的发展机遇,也为大众提供了新的财富管理方式和投资选项。本书总结了国际智能投顾市场的发展经验,并对典型的6家海外企业进行评价与分析,进而展现全球智能投顾发展脉络;回顾我国智能投顾行业的发展历程并阐述其发展现状,从实际出发,针对银行、证券、基金等行业,以及第三方机构涉及的9个产品案例进行深入剖析。本书力求展现智能投顾发展全貌,为行业发展建言献策,探索适合中国财富管理的新路径,为读者朋友提供更多的借鉴,希望每位读者都可以找到适合自己的财富管理模式。
?

编写组负责人梁昱,清华大学经济管理学院博士,复旦大学经济学院博士后,美国哥伦比亚大学商学院访问学者,现任清华大学金融科技研究院证券科技研究中心负责人,研究领域主要包括资本市场微观结构、行为金融、金融科技与监管等,曾主持或参与多项省部级课题研究,国内外核心期刊发表学术论文十余篇。
曹雷,清华大学软件工程硕士研究生,现任华锐金融科技研究所负责人、华锐分布式(北京)技术有限公司总经理,资本市场金融科技创新试点(北京)专家委员,证券期货行业标准WG2、WG4专家委员;曾先后就职于中国证券金融股份有限公司、中国证监会机构部,多年证券期货行业系统建设及监管经验,曾作为主笔人之一,起草多项证券期货行业法规及行业标准,主导或参与多项证券期货行业重要课题研究。

前言 / 1
第一章智能投顾概述
第一节智能投顾的定义 /?
第二节智能投顾的发展历程 /?
第三节智能投顾的发展现状 /?
第四节智能投顾与传统投顾的对比 /?
第二章国际智能投顾发展情况
第一节国际智能投顾发展概述 /?
第二节国际智能投顾兴起的背景 /?
第三节国际智能投顾市场的特点 /?
第四节国际智能投顾监管政策 /?
第五节智能投顾典型企业 /?
第三章我国智能投顾发展情况
第一节智能投顾的发展历程 /?
第二节智能投顾市场监管环境 /?
第三节智能投顾发展的驱动因素 /?
第四节智能投顾行业现状 /?
第四章智能投顾的科技应用
第一节数据基础 /?
第二节技术应用 /?
第三节智能配置 /?
第四节交易实现 /?
第五章银行业智能投顾应用实践
第一节银行业智能投顾发展现状 /?
第二节银行业智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第六章证券行业智能投顾应用实践
第一节证券行业智能投顾发展现状 /?
第二节证券行业智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第七章基金行业智能投顾应用实践
第一节基金行业智能投顾发展现状 /?
第二节基金行业智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第八章第三方机构智能投顾应用实践
第一节第三方机构智能投顾发展现状 /?
第二节第三方机构智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第九章我国智能投顾发展面临的挑战与对策
第一节我国智能投顾发展面临的主要挑战 /?
第二节智能投顾发展的相关对策 /?
附录智能投顾评测报告2021
?
Shipping Overview:
• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99.
• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment.
• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days.
• International Shipping: Currently, we only ship within the USA.
• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.
Shipping Delays:
Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.
Shipping Options:
-
Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.
-
Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.
-
Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.
-
Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.
Delivery Details:
-
Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.
-
Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.
-
Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.
Shipping Confirmation:
You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.
Order Modifications:
If you need to cancel or modify your order, please contact our customer support immediately.
Issues with Delivery:
If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.
Customer Support:
Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.
Return & Refund Policy Overview
Please review our return and refund policies below to ensure a smooth transaction process.
Return Policy
-
Duration: You have 30 days from receiving your item to initiate a return.
-
Condition: Items must be unworn, unwashed, with original tags and packaging intact.
-
Shipping Costs: Customers are responsible for return shipping costs.
-
Packaging: Ensure returned items are well-packaged to avoid damage during transit.
-
Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.
-
Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.
How to Return
-
Method: Returns must be sent back by mail to the address provided in the return instructions.
Return Label
-
Defective Products: Return labels are provided for defective items.
-
Non-Defective Returns: Customers are responsible for obtaining their return shipping label.
Product Conditions for Return
-
Eligible Products: Returns are only accepted for items in new condition.
Nonreturnable Items
Certain items are not eligible for return:
-
Electronic devices after 30 days (e.g., computers, laptops, Kindles)
-
Gift cards, prepaid game cards
-
Perishable goods, live insects, some jewelry, some health and personal care items
-
Customized or personalized products
-
Items with special shipping restrictions
Refund Policy
-
Window: Eligible products may be returned within 30 days of delivery for a refund.
-
Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.
-
Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.
Claims
Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.
Exchange Policy
For the quickest service, return your original item and place a new order for the desired product once your return is accepted.
Return Address
EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366
Customer Support
Available 24/7 for any questions or assistance needed:
-
Phone: +1 636-312-5925
-
Email: cs@everymarket.com
重要公告
本店不会以境外电话联系顾客有关书籍相关信息,如有接到境外电话或者拉您进qq群谈及理赔相关事宜请广大顾客不要相信,不要按照电话内容操作,谨防诈骗!快递丢件(可以联系当地派件员)
任何问题以联系店铺在线客服为准。
尚汇轩图书专营店团购优惠联系电话18302258276(或编辑短信 书名相关信息等发送,回复您优惠价)
详情出版时间等有误差,
具体出版信息以标题为准或咨询在线客服。
详情出版时间等有误差
.
具体出版信息以标题为准或咨询在线客服

书名:智能投顾:国际经验与中国实践
作者:本书编写组 编著
ISBN:9787513668873
出版社:中国经济出版社
出版时间:2022-4
定价:88.00
页码:364
字数:280千字
开本:16开
智能投顾作为一种新的财富管理模式,对社会经济的发展产生了巨大的影响,为金融机构和创新企业带来了新的发展机遇,也为大众提供了新的财富管理方式和投资选项。本书总结了国际智能投顾市场的发展经验,并对典型的6家海外企业进行评价与分析,进而展现全球智能投顾发展脉络;回顾我国智能投顾行业的发展历程并阐述其发展现状,从实际出发,针对银行、证券、基金等行业,以及第三方机构涉及的9个产品案例进行深入剖析。本书力求展现智能投顾发展全貌,为行业发展建言献策,探索适合中国财富管理的新路径,为读者朋友提供更多的借鉴,希望每位读者都可以找到适合自己的财富管理模式。
?

编写组负责人梁昱,清华大学经济管理学院博士,复旦大学经济学院博士后,美国哥伦比亚大学商学院访问学者,现任清华大学金融科技研究院证券科技研究中心负责人,研究领域主要包括资本市场微观结构、行为金融、金融科技与监管等,曾主持或参与多项省部级课题研究,国内外核心期刊发表学术论文十余篇。
曹雷,清华大学软件工程硕士研究生,现任华锐金融科技研究所负责人、华锐分布式(北京)技术有限公司总经理,资本市场金融科技创新试点(北京)专家委员,证券期货行业标准WG2、WG4专家委员;曾先后就职于中国证券金融股份有限公司、中国证监会机构部,多年证券期货行业系统建设及监管经验,曾作为主笔人之一,起草多项证券期货行业法规及行业标准,主导或参与多项证券期货行业重要课题研究。

前言 / 1
第一章智能投顾概述
第一节智能投顾的定义 /?
第二节智能投顾的发展历程 /?
第三节智能投顾的发展现状 /?
第四节智能投顾与传统投顾的对比 /?
第二章国际智能投顾发展情况
第一节国际智能投顾发展概述 /?
第二节国际智能投顾兴起的背景 /?
第三节国际智能投顾市场的特点 /?
第四节国际智能投顾监管政策 /?
第五节智能投顾典型企业 /?
第三章我国智能投顾发展情况
第一节智能投顾的发展历程 /?
第二节智能投顾市场监管环境 /?
第三节智能投顾发展的驱动因素 /?
第四节智能投顾行业现状 /?
第四章智能投顾的科技应用
第一节数据基础 /?
第二节技术应用 /?
第三节智能配置 /?
第四节交易实现 /?
第五章银行业智能投顾应用实践
第一节银行业智能投顾发展现状 /?
第二节银行业智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第六章证券行业智能投顾应用实践
第一节证券行业智能投顾发展现状 /?
第二节证券行业智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第七章基金行业智能投顾应用实践
第一节基金行业智能投顾发展现状 /?
第二节基金行业智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第八章第三方机构智能投顾应用实践
第一节第三方机构智能投顾发展现状 /?
第二节第三方机构智能投顾服务模式与特点 /?
第三节典型案例分析 /?
第九章我国智能投顾发展面临的挑战与对策
第一节我国智能投顾发展面临的主要挑战 /?
第二节智能投顾发展的相关对策 /?
附录智能投顾评测报告2021
?
Shipping Overview:
• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99.
• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment.
• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days.
• International Shipping: Currently, we only ship within the USA.
• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.
Shipping Delays:
Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.
Shipping Options:
-
Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.
-
Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.
-
Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.
-
Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.
Delivery Details:
-
Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.
-
Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.
-
Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.
Shipping Confirmation:
You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.
Order Modifications:
If you need to cancel or modify your order, please contact our customer support immediately.
Issues with Delivery:
If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.
Customer Support:
Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.
Return & Refund Policy Overview
Please review our return and refund policies below to ensure a smooth transaction process.
Return Policy
-
Duration: You have 30 days from receiving your item to initiate a return.
-
Condition: Items must be unworn, unwashed, with original tags and packaging intact.
-
Shipping Costs: Customers are responsible for return shipping costs.
-
Packaging: Ensure returned items are well-packaged to avoid damage during transit.
-
Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.
-
Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.
How to Return
-
Method: Returns must be sent back by mail to the address provided in the return instructions.
Return Label
-
Defective Products: Return labels are provided for defective items.
-
Non-Defective Returns: Customers are responsible for obtaining their return shipping label.
Product Conditions for Return
-
Eligible Products: Returns are only accepted for items in new condition.
Nonreturnable Items
Certain items are not eligible for return:
-
Electronic devices after 30 days (e.g., computers, laptops, Kindles)
-
Gift cards, prepaid game cards
-
Perishable goods, live insects, some jewelry, some health and personal care items
-
Customized or personalized products
-
Items with special shipping restrictions
Refund Policy
-
Window: Eligible products may be returned within 30 days of delivery for a refund.
-
Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.
-
Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.
Claims
Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.
Exchange Policy
For the quickest service, return your original item and place a new order for the desired product once your return is accepted.
Return Address
EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366
Customer Support
Available 24/7 for any questions or assistance needed:
-
Phone: +1 636-312-5925
-
Email: cs@everymarket.com
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