华夏基金首席策略分析师轩伟：资产配置能够提升获得感，指数基金是财富规划的幸福起点

Core Insights - The core theme of the conference is to enhance the sense of gain for index fund investors, emphasizing a people-centered approach in capital market reforms and development [2][3]. Group 1: Investment Strategy and Services - The company proposes a "co-constructed scenario-based sense of gain ecosystem" to tailor investment solutions based on specific family needs and reasonable annualized expectations of certain indices [1][11]. - The focus is on multi-asset allocation to effectively control risks while meeting long-term wealth planning goals for families [1][11]. - Index funds are positioned not just as trading tools but as essential vehicles for asset allocation and wealth management [1][11]. Group 2: Research and Insights - The company has conducted extensive research, including surveys of over 70,000 clients and more than 30 in-depth interviews, to understand factors influencing investor satisfaction [4][5]. - A quantitative evaluation system has been developed to measure and track investor satisfaction, utilizing machine learning to identify key factors affecting this sense of gain [5][6]. - Findings indicate that index investors generally experience higher satisfaction levels compared to non-index investors, particularly those engaging in multi-asset allocations [6][10]. Group 3: Client Engagement and Education - The company emphasizes the importance of guiding investors to avoid irrational behaviors during market fluctuations, providing real-time market analysis and investment advice [1][3]. - A variety of investment strategies are recommended, including multi-asset allocation and core-satellite index investing, to match clients' risk preferences and investment goals [9][10]. - The development of the "Red Rocket" service aims to enhance client engagement and facilitate better access to investment solutions [11]. Group 4: Future Directions - The company aims to create a closed-loop ecosystem that connects insights and empowerment to enhance the tangible sense of gain for investors [11]. - Continuous efforts will be made to refine the evaluation model and improve the overall investment experience for clients [8][11].