五载焕新 · 集智跃迁：万得基金一站式服务平台锐变升级

Core Viewpoint - As of December 30, 2025, Wind Fund's institutional business has achieved significant growth, surpassing 100 billion yuan in public fund assets under management, demonstrating its commitment to professionalism and long-term investment in a competitive market [1]. Group 1: Business Development - Wind Fund has established a comprehensive business system with continuous optimization of client structure, serving corporate clients, family offices, and high-net-worth individuals, while expanding its national footprint [1]. - The company collaborates with over 200 management partners and distributes more than 18,000 products, consistently delivering high-quality research reports and building an efficient institutional communication ecosystem [1]. Group 2: Technological Innovation - The company leverages AI and big data to create three core systems: "Fund Intelligent Research," "Fund Trading," and "Asset Management," covering the entire investment research, trading, and management processes [1]. - The "Fund Intelligent Research" system has received multiple awards, including the 2023-2024 Shanghai Financial Innovation Achievement Award, highlighting Wind Fund's leading capabilities in empowering investment research through financial technology [1]. Group 3: Investment Solutions - The "AI Investment Assistant" provides real-time insights into global financial dynamics, intelligently generating market interpretations and personalized asset allocation and fund combination plans based on investor needs [3]. - The company has restructured the entire trading process using smart technology, enhancing investment trading efficiency through services like intelligent account opening and rapid trading [5]. Group 4: Performance Management - The asset management system utilizes large models for profit and loss analysis and performance attribution, enabling precise breakdowns of revenue sources and strategy optimization [7]. - A multi-dimensional attribution model allows for in-depth analysis of portfolios and underlying assets, while NLP technology is used for sentiment monitoring to identify market changes and investment opportunities [7]. Group 5: Future Outlook - Looking ahead to 2026, Wind Fund aims to continue evolving with a customer-centric approach, driven by AI, ensuring that technology effectively supports professional judgment and remains responsive to investment practices [12].