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中欧基金发布《服务公约》 以长期主义提升投资者获得感
Shang Hai Zheng Quan Bao·2025-09-23 06:57

Core Viewpoint - The event organized by Shanghai Securities News and China Europe Fund emphasizes the importance of investor-centric services in the mutual fund industry, highlighting the launch of the "Service Charter" with four key service principles aimed at enhancing investor satisfaction and promoting high-quality industry development [1][3]. Group 1: Service Principles - The "Service Charter" outlines four main principles: frequent engagement with investors, sharing market insights, maintaining open communication, and continuous innovation in products [1][6]. - The principle of frequent engagement includes hosting over 3,000 offline events since 2006 to understand and address investors' needs [6]. - The sharing principle involves providing diverse market insights through various formats, with a total of 450 million words written in market reports and 2.6 billion views on video content [6][7]. Group 2: Commitment to Investors - The company aims to create value for clients by prioritizing their interests through optimized product design and transparent fee structures [3][5]. - The focus on professional support includes providing educational content and services to guide investors through market cycles [3][6]. - The establishment of a transparent communication mechanism is crucial for safeguarding investors' rights and building trust [3][6]. Group 3: Product Innovation - The company emphasizes product innovation centered around investor needs, having launched the first floating management fee fund in 2013 and participating in various product innovation trials [7]. - The introduction of Smartbeta multi-strategy products aims to provide investors with clear positioning and stable styles, addressing their core needs for reliable investment tools [8]. Group 4: Long-term Commitment - The company adheres to a long-term performance philosophy, ensuring that services withstand the test of time and continuously enhance investor satisfaction [9]. - The "Service Charter" is intended to integrate long-term investor interests into every service aspect, fostering a culture of long-term value creation for clients and society [9].