新年“开门红”的背后：万家FOF团队以体系化投资迎接市场新常态

Core Insights - The article highlights the successful launch of the Wanjiatai Stable FOF, which sold out on its first day, indicating strong customer acceptance and demand for diversified investment products in a low-interest-rate environment [1][2]. Group 1: Product Overview - The Wanjiatai Stable FOF is positioned as a stable, low-volatility product designed to meet current client needs for alternative investment options [2]. - The product employs a multi-asset allocation strategy, covering various asset classes such as low-volatility dividends, overseas equities, gold, bonds, and A-share equities, leveraging low or negative correlations among different assets to mitigate volatility [2]. Group 2: Management and Strategy - The fund is managed by Ren Zheng, who has 27 years of research and investment experience across major asset management institutions, focusing on constructing portfolios with superior risk-return profiles [2]. - The FOF team utilizes a unique "Alpha Pyramid" investment framework, dynamically adjusting asset allocations based on macroeconomic cycles and industry trends to respond to market fluctuations [2][3]. Group 3: Research Team and Methodology - The Wanjiatai FOF team consists of eight investment researchers with diverse backgrounds in macro strategy, fixed income, equity research, and quantitative analysis, ensuring comprehensive coverage of key sectors [3]. - The team integrates industry insights with fund product analysis, creating a closed-loop system from industry research to product implementation, supported by a proprietary investment portfolio analysis system [3]. Group 4: Fundraising Strategy - The early closure of the fund's fundraising was a strategic decision by Wanjiatai Fund to control the initial scale rather than reaching a maximum limit, emphasizing quality over quantity in fund management [3]. - This approach reflects the company's commitment to providing a sustainable investment experience and aligns with regulatory advocacy for high-quality development in the public fund industry [3][4]. Group 5: Future Outlook - Wanjiatai Fund aims to continue its focus on professionalism and responsibility through ongoing product innovation and stable investment management, supporting investors in achieving long-term wealth growth [4].