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投教活动走进商圈!国联基金联合多机构打造“财智启航”投教集市
Xin Lang Ji Jin·2025-09-30 02:12

Core Viewpoint - The "New Era, New Fund, New Value" series of activities aims to promote high-quality development of public funds in Beijing, focusing on financial literacy and policy understanding among the public [1][3]. Group 1: Event Overview - The event, organized by Guolian Fund in collaboration with five other financial institutions, aims to educate the public on fund investment and the core principles of the "Action Plan for Promoting High-Quality Development of Public Funds" [1][3]. - The activities include policy interpretation, knowledge dissemination, and interactive experiences, breaking the traditional one-way teaching model [1][3]. Group 2: Policy Interpretation - The policy presentation highlighted three key aspects: prioritizing investor interests, strengthening long-term performance orientation, and optimizing fee structures [3]. - Real-life examples were used to address public concerns, such as the importance of not solely focusing on short-term fund performance and matching different fund types to varying risk appetites [3]. Group 3: Interactive Engagement - Interactive segments like "Policy Knowledge Quiz" and "Fund Investment Pitfall Guide" sparked interest and discussion among attendees [3]. - Specific methods for assessing personal investment needs and risk tolerance were provided, emphasizing the principle of "rational investment, risk first" [3]. Group 4: Future Directions - Guolian Fund aims to continue its commitment to financial education by using diverse methods to reach communities and business districts, ensuring that financial services are more accessible to the public [5]. - The organization plans to maintain its core values of compliance, integrity, professionalism, and stability while expanding the influence of the public fund education initiative [5].