动态丨上海国际信托长三角财富杭州沙龙焕新启幕:FOF策略洞见投资机遇,传统香韵传递人文温度
Sou Hu Cai Jing·2025-12-05 13:16

Core Insights - The Shanghai International Trust's Yangtze River Delta Wealth Department successfully held a client salon in Hangzhou, focusing on core FOF strategy products while integrating traditional Chinese fragrance culture for a high-end exchange experience [1][6]. Group 1: Event Overview - The event featured a presentation by Dr. Yang Chen from the Securities Trust Division, discussing the principles of asset allocation, manager selection evaluation, and current market conditions affecting asset allocation strategies [3]. - The salon provided a platform for clients to engage in discussions about FOF product mechanisms and practical asset allocation techniques, enhancing their understanding of asset allocation concepts and the core value of FOF strategies [6]. Group 2: Product Insights - The FOF products discussed are based on a scientific asset allocation framework, selecting high-quality managers and underlying assets to offer clients stable and reliable investment options, particularly in volatile market conditions [3]. - The event highlighted the advantages and allocation logic of series products like "Shangrong FOF" and "Xinshi FOF," emphasizing their core strengths in the current investment landscape [3]. Group 3: Cultural Integration - The salon included an interactive experience with traditional Chinese fragrances, allowing clients to engage with various aromatic products, enhancing the cultural connection and emotional bond with the company [6]. - The combination of professional investment communication and culturally rich experiences received widespread acclaim from clients, indicating a successful integration of investment and cultural elements [6]. Group 4: Future Directions - The Yangtze River Delta Wealth Department plans to continue focusing on core client needs by launching more innovative and professional client activities, aiming to provide higher quality and diverse services and experiences [6].