Chuangjin Qifu

Under the Chuangjin Group, Beijing Chuangjin Qifu Fund Sales Co., Ltd. (hereinafter referred to as "Chuangjin Qifu") obtained a fund sales license issued by the China Securities Regulatory Commission (CSRC) at the end of 2012, focusing on serving institutional investors in fund (including public and private funds) transactions. It has established cooperative relationships with nearly 130 fund companies in China, listing over 17,000 funds.
In response to the common pain points and difficulties in the institutional asset management industry, such as the complex and cumbersome OTC fund account opening process, low trading efficiency, post-investment management, risk control, and compliance requirements, Chuangjin Qifu has developed a one-stop solution and an electronic fund trading and operation platform for institutional investors. The platform is customized to meet the needs of institutional investors in trading management, risk control, and operations management, featuring one-click online account opening, online single and batch transactions, intelligent order splitting, multi-account management, permission control, integration with investment management systems, cross-TA fund conversion, and T+0.5 advance funds, greatly improving trading and operational efficiency, significantly saving time in account opening, enhancing fund utilization efficiency, and improving account management and risk control capabilities. The system can be optimized and adjusted according to institutional needs and can also be directly interfaced with the trading systems of large institutions.
Chuangjin Qifu adopts an investment research approach that combines quantitative algorithms and qualitative research, building and iterating a fund analysis and evaluation system covering the entire market, while accumulating extensive experience in financial data mining and comprehensive analysis and evaluation of financial products.
Based on the characteristics of wealth management and asset management industries, Chuangjin Qifu has developed evaluation and quantitative screening systems for multiple product categories using a large amount of statistical theory, financial engineering models, large language models, and other AI technologies. These systems provide institutional clients with one-stop professional services, including strategy outputs with different risk-return characteristics, full-dimensional performance attribution, portfolio management optimization, asset allocation solutions, investment advisory empowerment, and digital investment research tools.
Currently, Chuangjin Qifu has established fund distribution business cooperation with numerous financial institutions in China, including bank wealth management subsidiaries, trusts, insurance asset management companies, securities asset management companies, urban and rural commercial bank asset management and financial market departments, and pension companies. The scale of distribution business is growing rapidly.
The strategy platform built by Chuangjin Qifu aggregates diversified boutique strategies and products from high-quality securities firms' asset management, proprietary trading, and fund special accounts across the market. Leveraging professional investment research capabilities and AI algorithms, it achieves intelligent recommendation and precise matching of institutional needs. Chuangjin Qifu can tailor exclusive strategies based on institutional clients' differentiated risk preferences, return targets, investment horizons, and liquidity needs, continuously tracking portfolio performance through risk monitoring and performance attribution, and providing institutions with product creation and asset allocation capabilities with differentiated competitiveness. On this basis, Chuangjin Qifu conducts in-depth collaboration with institutions through various models such as BOF cooperation, outsourced investment advisory, and private banking channel sales, charging corresponding service fees based on asset scale, optimizing profit structure under the industry-wide fee reduction trend, and achieving diversified and sustainable revenue growth.