参公大集合改造收官战迎关键一役：东财基金如何打好与投资者“共赢”这一仗？

Core Viewpoint - The transition of the asset management plans "Dongcai Xinxing 30 Days" and "Dongcai Xiyue 90 Days" to public funds marks a significant milestone in the transformation of brokerage public collective products, with a combined scale exceeding 9 billion, setting a new record for single transfers in recent times [1][2]. Group 1: Product Transition Details - The core change involves the legal structure and management of the products, which will now be classified as public funds [2]. - Key product elements such as fee rates and performance benchmarks will remain unchanged to minimize investor anxiety [2][3]. - The product names have been updated to "Dongcai Xiyue 90 Days Rolling Bond Fund" and "Dongcai Xinxing 30 Days Rolling Bond Fund" [3]. Group 2: Investor Experience and Communication - The transition process includes automatic conversion of existing product shares to new fund shares, requiring no action from investors, thus avoiding potential transaction costs [4]. - Investors can continue to use the original purchase channels for inquiries, with only the product name and management name updated [4]. - To address potential investor concerns due to lack of timely announcements, Dongcai Fund has implemented a proactive communication strategy to enhance information coverage [5]. Group 3: Investment Management and Strategy - The investment objectives and strategies of the products will remain stable, but the management change allows for enhanced research support from Dongcai Fund's fixed income platform [6]. - The fixed income team will provide comprehensive research support, improving risk-return optimization through systematic methodologies [6]. - The risk control system will be integrated into Dongcai Fund's comprehensive monitoring framework, enhancing the management of various risks [6]. Group 4: Industry Implications - The case of Dongcai Fund illustrates that focusing on investor experience can effectively reduce friction costs during the transformation process [8]. - The transition serves as a practical example of managing investor relations and emphasizes the importance of communication and service in maintaining trust [8].