诚信为根,服务至上 践行长期主义 泰康资产着力打造投资端金字招牌
Jin Rong Jie Zi Xun·2025-12-18 09:52

Core Viewpoint - The article emphasizes the importance of "serving well" as a fundamental requirement for high-quality development in the financial industry, highlighting TaiKang Asset's commitment to this principle under its new life insurance strategy [1]. Group 1: Consumer Protection and Integrity - TaiKang Asset focuses on establishing a robust consumer protection work system, promoting integrity in operations, and avoiding behaviors that violate the "serve well" principle [3]. - The company has set up a three-tier consumer protection management system that includes governance, operational management, and execution, ensuring the protection of eight basic rights for financial consumers [3]. - Continuous efforts are made to enhance consumer education and awareness through various channels, including online and offline activities, to promote financial literacy and consumer rights [3]. Group 2: Customer Product Marketing Management - TaiKang Asset has upgraded its customer product marketing management system, centering on customer experience and adopting best practices from global asset management institutions [4]. - The company has developed a customer segmentation system that balances current scale and business potential, guiding resource allocation and customer planning [4]. - A "1+N" team-based professional service model has been established to enhance customer service, ensuring a comprehensive approach to meet diverse client needs [4]. Group 3: Investment Capability and Long-term Value Creation - In response to declining long-term interest rates, TaiKang Asset aims to create absolute returns for clients by innovating its investment research system and transitioning to a "strategic investment" model [6]. - The company's pension product line includes a wide range of investment options, such as equity, mixed, fixed income, and money market products, catering to various client needs [6]. - TaiKang Asset has consistently delivered strong investment performance, with an average annual investment return of 7.22% from 2006 to 2024, surpassing industry averages [7]. Group 4: Future Outlook and Commitment - As TaiKang Asset approaches its 30th anniversary, it remains committed to enhancing service quality and creating greater value for clients through diverse investment strategy events [5]. - The company plans to deepen its customer service system, improve consumer protection mechanisms, and focus on long-term value creation while maintaining a commitment to integrity and professionalism [7].