Workflow
又是一年“618”!基金圈在忙啥
Zhong Guo Ji Jin Bao·2025-06-18 08:21

Group 1 - The atmosphere of the "618" financial festival in the fund industry has weakened compared to previous years, with a continued trend of focusing on investor education rather than marketing [1][2] - Fund companies are increasingly prioritizing investor education due to current policy guidance and market conditions, leading to a normalization of educational efforts [1][4] - Activities during "618" are more centered around investor engagement, such as live Q&A sessions and educational content, rather than traditional product promotions [2][3] Group 2 - The redefined positioning of "618" from a sales-driven event to one focused on investor service and support reflects a significant shift in the fund industry's approach [2][4] - The release of the "Guidelines for Investor Education Work" by the China Securities Investment Fund Industry Association emphasizes the importance of investor education in the development of public fund businesses [4] - Future "618" events may require a more refined and branded approach to enhance user experience and confidence in fund investments [4][6] Group 3 - Fund companies are encouraged to collaborate on large investment forums and thematic events to share research outcomes and market resources, enhancing overall effectiveness [5] - Suggestions for improving investor engagement include optimizing incentive mechanisms to promote long-term investment behavior and creating unique "618" events that reflect each company's brand and investment philosophy [6]