Sou Hu Cai Jing·2026-02-11 06:43Core Viewpoint - Guotai Junan is committed to digital wealth management transformation, focusing on customer-centric services and long-term value creation to enhance asset allocation for clients [1][2]. Group 1: Asset Allocation Services - The importance of asset allocation has increased in a low-interest-rate environment, prompting Guotai Junan to develop a systematic buy-side research and service framework covering 22 countries and regions, focusing on equities, fixed income, and alternative investments [6][7]. - The company has introduced the "Junying 50" asset allocation model for qualified investors, utilizing a tool-based small collective FOF product matrix to enhance advisory service efficiency and client experience [6][7]. Group 2: Product Offerings - Guotai Junan has created a diverse product matrix, including "Star 50" for selected private equity and "Star 100" for public funds, catering to various risk preferences and investment needs [7]. - The "Junying V50" product leverages top-tier research capabilities to offer high-end private wealth management solutions, while "Junying 100 E-start" focuses on ETF strategies, providing a comprehensive wealth management solution [7]. Group 3: Client Engagement and Education - The "2026 Five Blessings" event integrates asset allocation services with a festive theme, offering interactive financial education through games and activities to enhance clients' understanding of investment concepts [8][12]. - The event includes features like the "MBTI investment personality" assessment and various engaging activities to foster a deeper connection with clients and promote financial literacy [12]. Group 4: Digital Platform Enhancements - The Junhong App serves as a comprehensive wealth management platform, providing end-to-end online services for asset allocation, including diagnosis, planning, and tracking [13]. - The app has been upgraded to include an ETF section and a hot search list, offering a variety of investment products and services tailored to clients' risk-return preferences [13]. Group 5: Future Commitment - Guotai Junan aims to continue prioritizing customer needs in wealth management, expanding its professional capabilities to serve a broader client base and fulfill its mission as a leading wealth management institution [21].