【招商证券:险资投资港股通ETF正式开闸 拓宽跨境配置新通道】招商证券发布研报成,全球大类资产配置是当前保险行业资金运用亟需突破的瓶颈,预计港股通ETF正式落地初期,保险资金会以试点配置和分阶段建仓为主,重在优化资产组合,尤其全球主题、红利和科技方向的港股通ETF吸引力相对突出。对于公募而言,保险机构的定制化ETF产品合作、委外管理需求则有望成为新的增长点。维持行业推荐评级。
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