基本功 | 用卡玛比率比较固收+产品,要注意啥?
中泰证券资管·2025-06-26 07:22
Group 1 - The core concept emphasizes the importance of foundational knowledge in investment and fund selection, suggesting that solid fundamentals are crucial for successful investing [2] - The article introduces the Kappa ratio, which compares annualized returns to maximum drawdown, indicating that a higher ratio signifies better returns while controlling for maximum drawdown, particularly relevant for fixed income plus products [3] Group 2 - The article promotes a special event for fund holders, offering prizes and incentives, which may enhance engagement and attract more investors [5]