投保工作如何走深走实？公募大厂经验来了

Core Viewpoint - The article emphasizes the importance of investor education in the public fund industry as a means to meet the growing wealth management needs of residents and promote inclusive finance [2]. Group 1: Innovative Approaches to Investor Education - Traditional investor education methods, such as lectures and manuals, often fail to engage younger audiences. To address this, the company has created an immersive escape room experience called "Collect 'Em All," which integrates financial risk prevention knowledge into a fun, interactive format [4]. - The escape room features five themed areas where participants must solve clues and identify financial scams, thereby enhancing their financial literacy in an engaging manner [4]. Group 2: Systematic Layout for Long-term Investor Education - The company's investor education efforts are supported by a solid institutional framework and long-term planning. Since its establishment, it has been committed to the political and public nature of financial work, achieving national-level investor education base status in 2020, the first in the fund industry [6]. - The company has established a dedicated investor protection committee and developed a comprehensive investor education brand called "Investment Knowledge," which aims to transition investor education from sporadic activities to a regular service [6][7]. - In 2023, the company upgraded its "Investment Knowledge" initiative to version 2.0, launching the "Shared Investment Base" project, which combines high-quality public fund development with inclusive finance [6]. Group 3: Focus on Livelihood and Pension Education - The company has aligned its investor education efforts with public needs, particularly in the area of pension finance. It has collaborated with the pension business department to create the "Evening Pavilion," focusing on personal retirement planning and financial products [9]. - This initiative not only addresses the urgent demand for retirement wealth management but also promotes the development of pension asset management, reflecting the company's commitment to inclusive finance [9]. - The company believes that public funds play a crucial role in meeting the wealth expectations of families and that protecting investor rights is essential for maintaining industry reputation and market stability [9].