Group 1 - The "2025 Annual Investor Education Excellent Case Selection" event initiated by Sina Finance aims to promote investor protection and education [1] - CITIC Prudential Fund's "Co-creating Wealth" educational brand is participating in the "Excellent Practice Award" category [1] - Since its establishment in 2005, CITIC Prudential Fund has focused on long-term returns and investor satisfaction as core strategies [1] Group 2 - The company has developed a comprehensive investor education service system, including offline activities like "Happy Investmentism" tours and "Xincheng No. 1" train events across more than ten cities [1][2] - Online services have evolved since 2010, with the launch of columns to popularize financial knowledge and the publication of the book "Simple and Understandable Fund Investment" in 2014 [1][2] - In September 2024, CITIC Prudential Fund upgraded its service system to focus on customer needs, marking a shift from a product-oriented to a customer-oriented approach [1] Group 3 - The upgraded service system emphasizes three dimensions: precise content supply, professional team empowerment, and a diverse communication matrix [2] - The company has established a "one-on-one" fund diagnosis service channel to provide personalized services in response to market fluctuations [2] - CITIC Prudential Fund has published the book "Simple and Understandable Fund Investment" and initiated the "CITIC Book Selection" activity, promoting financial literacy through accessible content [2]
515投资者保护日|中信保诚“共创财富行”："投资π"直播衔接线下路演、基金健诊 覆盖全国十余城