Core Viewpoint - Guosen Securities has launched the "Xinzhi Diagnosis" full-account fund diagnosis tool in collaboration with Morningstar, marking a significant breakthrough in the post-sale service of public funds, aimed at assisting investors in their fund investments [1][3]. Group 1: Investor-Centric Approach - The collaboration between Guosen Securities and Morningstar aims to explore new models for post-sale services in public funds, focusing on investor needs [2]. - Guosen Securities is a large national comprehensive securities company with over 10,000 employees, excelling in client service capabilities and holding pilot qualifications for public fund advisory services [2]. Group 2: Features of "Xinzhi Diagnosis" - "Xinzhi Diagnosis" allows for the import of E-account files, making it easier and more accurate for investors to access their holding information [4]. - The tool provides a comprehensive account diagnosis report that penetrates user holdings at a deeper level, utilizing Morningstar's global stock industry classification system for consistent analysis across different countries and regions [5]. Group 3: Service System and Support - Investors using "Xinzhi Diagnosis" not only receive a diagnosis report but also have the opportunity to access designated share advisory services from Guosen Securities' fund advisory brand, "Guosen Xinzhi Investment" [6]. - The service is designed to provide tailored support for public fund investors, combining online and offline resources to create a more comprehensive post-sale service system [6][7]. Group 4: Strategic Positioning - The launch of "Xinzhi Diagnosis" represents an important strategic move for Guosen Securities in the buy-side advisory service sector, aiming to provide systematic professional services to a broader range of public fund investors [7].
国信证券联合晨星资讯,推出“鑫智诊”全账户基金诊断工具