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华商基金投教系列:如何更好的养老丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-17 02:35
为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公募基金高质量发展系 列活动"。 本次活动以"新时代·新基金·新价值"为主题,旨在通过多层次、多形式宣传与互动,强化投资者教育与 保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展新名片。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 ATIL 7 ิต - Dane Mark Par 用彩票向 幸福制出! ティ 9外运动支出 > 账户编水 300 ¥ 太棒啦!看他们突破舒适区,迈出勇敢一步,真是成 就感满满。 可不是~而且现在的安全措施做的也更好了,他们释放 天性挑战自我,我们欣赏美景放松身心,终于体会到户 外带娃的乐趣了! MANY 更重的人生从案险开始,专业措施社给 障害发生,安全市场 7 रे 生草实找走了出一> 服声编本 200 ¥ 姥姥,晚饭可以吃酸酸甜甜的糖醋鱼嘛? L 小馋猫,再买点蔬菜好不好?饮食要荤素搭配~ 好!谢谢姥姥! au ...
35家机构获得展示,2025年践行“三投资” 理念优秀实践名单出炉
Di Yi Cai Jing· 2025-10-16 01:52
这次"三投资"理念优秀实践展示活动,是上海资产管理协会组织的第二届资产管理行业践行资本市场理性投资、价值投资、长期投资理念优秀实践展示活 动。 10月16日,2025年资产管理行业践行"三投资"理念优秀实践展示机构名单在"2025上海全球资产管理论坛"上正式发布。 在论坛上,中保投资有限责任公司、富国基金管理有限公司、中国国际金融股份有限公司、交银理财有限责任公司、上海国际信托有限公司、中银基金管理 有限公司作为2025资产管理行业践行"三投资"理念优秀实践展示代表机构被授予证书。 这次"三投资"理念优秀实践展示活动,是上海资产管理协会(下称"协会")在中共上海市委金融委员会办公室和上海证券交易所指导下,组织的第二届资产 管理行业践行资本市场理性投资、价值投资、长期投资(简称"三投资")理念优秀实践展示活动。第一财经提供媒体支持。 上海东方证券资产管理有限公司 上海申能诚毅股权投资有限公司 此次活动于今年5月15日开通申报渠道,经过申报机构自荐、专家委员会讨论、展示工作组复核、指导单位审定等工作流程,最终共35家机构获得展示。其 中,中保投资、汇添富基金、国泰海通资管、摩根基金、太平资产、交银理财、上海信托、 ...
华商基金投教系列:如何看穿电信网络诈骗?丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-16 01:52
Group 1 - The core theme of the event is "New Era, New Fund, New Value," aimed at promoting high-quality development in the public fund industry in Beijing [3] - The initiative is guided by the Beijing Securities Regulatory Bureau and involves collaboration with various stakeholders, including fund managers, sales institutions, evaluation agencies, and mainstream media [3] - The activities will span over a month and focus on enhancing investor education and protection, facilitating the transformation and upgrading of the public fund industry, and improving its service capabilities to the real economy [3] Group 2 - Huashang Fund is actively promoting financial and investment knowledge, advocating for long-term and rational investment concepts, and enhancing public awareness of risk prevention [3] - The event aims to create a new brand for high-quality financial development in Beijing [3]
华商基金投教系列:为养老多思量,日子才能有芬芳丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-15 02:02
专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公募基金高质量发展系 列活动"。 本次活动以"新时代·新基金·新价值"为主题,旨在通过为期一个多月的多层次、多形式宣传与互动,强 化投资者教育与保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展 新名片。 华商基金积极推动金融、投资知识普及,致力于推广长期投资、理性投资理念,提升公众风险防范意 识,持续为促进行业高质量发展贡献力量。 MACD金叉信号形成,这些股涨势不错! 责任编辑:江钰涵 风险提示:基金投资需谨慎。 ...
防非宣讲面对面,金融守护在身边——工银瑞信投教基地走进西城区旧鼓楼大街开展投教活动
Xin Lang Ji Jin· 2025-10-13 09:55
专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 保护投资者特别是中小投资者的合法权益,是维护金融市场稳定、推动资本市场健康发展的重要基石。 在公募基金高质量发展在行动专项工作指引下,为切实守护居民金融安全,有效防范鹤打击非法金融活 动,10月11日,工银瑞信投教基地联合睦邻工作事务所深入社区一线,走进西城区旧鼓楼大街开展"金 融知识进社区,风险防范护万家"主题投教活动,通过面对面宣讲将理性投资理念、防非技巧以及维权 知识精准传授给社区居民,为居民的"钱袋子"筑起一道坚实的防护墙。 社区是金融安全的重要防线,也是普惠金融服务的前沿阵地。作为国有控股大型基金公司,工银瑞信始 终胸怀"国之大者",深刻践行金融工作的政治性与人民性,充分发挥自身专业优势,常态化深入基层一 线,开展贴近居民需求、内容丰富、形式新颖的投教活动,不断提升广大居民金融素养、安全意识和维 权能力,为人民群众的美好幸福生活保驾护航,为推动公募基金行业高质量可持续发展、服务国家金融 大局不断贡献力量。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 活动现场,投教基地的工作人员手持精心制作的防非知识单页,热情主动 ...
守初心,常陪伴,共成长——长城基金2025年三季度投教实践回顾
Zhong Guo Jing Ji Wang· 2025-10-09 08:30
Core Insights - The article emphasizes the importance of investor education and engagement in the capital market, highlighting the initiatives taken by Changcheng Fund to promote rational investment and risk awareness [1][2][3]. Group 1: Investor Education Initiatives - Changcheng Fund launched a series of educational activities during the "8·18" Financial Festival, focusing on rational investment and promoting the concept of regular investment through engaging online and offline activities [2]. - The fund utilized various platforms, including social media and community events, to disseminate financial knowledge and raise awareness about common financial risks such as illegal fundraising and fraud [2][3]. - During the Financial Education Promotion Week, the fund emphasized protecting financial rights and enhancing risk awareness through interactive activities and educational materials [3]. Group 2: Specialized Activities and Community Engagement - In response to the national pension policy, Changcheng Fund conducted educational outreach in rural areas, collaborating with local governments to inform community leaders about personal pension systems and financial literacy [6]. - The fund also engaged in community service by providing educational resources and financial knowledge to students in underprivileged areas, aiming to instill a sense of financial awareness from a young age [7]. Group 3: Professional Support and Market Insights - Changcheng Fund continued its "Wealth Great Wall Journey" initiative, focusing on capital market knowledge dissemination and enhancing investor services [8]. - The fund organized live sessions with fund managers to discuss market trends and investment strategies, particularly in technology and new consumption sectors, providing investors with valuable insights [8][9]. - To lower the barrier to understanding professional investment knowledge, the fund introduced innovative educational content formats, making complex financial concepts more accessible to investors [9].
华商基金投教系列:即将退休别躺平,如何更好规划养老?| 北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-09 03:24
本次活动以"新时代·新基金·新价值"为主题,旨在通过为期一个多月的多层次、多形式宣传与互动,强 化投资者教育与保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展 新名片。 华商基金积极推动金融、投资知识普及,致力于推广长期投资、理性投资理念,提升公众风险防范意 识,持续为促进行业高质量发展贡献力量。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公募基金高质量发展系 列活动"。 风险提示:基金投资需谨慎。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 ...
假期访谈了十多位基民,发现这些新变化
天天基金网· 2025-10-06 05:12
Core Viewpoint - The public fund industry in China has reached a total scale of 36.25 trillion yuan, marking a significant increase and reflecting the growing demand for wealth management among investors [3][5][6]. Group 1: Market Overview - As of August 2025, the total net asset value of public funds in China has increased by 1.17 trillion yuan, a growth rate of 3.34% compared to the end of July [5]. - This is the 11th time since 2024 that the total scale of public funds has reached a historical high, and the fifth time this year [5][6]. - The number of public fund investors has exceeded 800 million, highlighting the industry's role in supporting the real economy and promoting financial stability [5][6]. Group 2: Investor Behavior Changes - Interviews with investors reveal a shift towards increased allocation in equity funds, preference for passive index products, and a focus on technology-themed funds [3][6]. - Investors are diversifying their portfolios, with many holding multiple types of funds, including money market funds, mixed funds, and passive index funds [9]. - There is a growing rationality in investment timing, with investors employing strategies like cost averaging and flexible trading, moving away from reliance on specific investment slogans or star investors [9][10]. Group 3: Investment Strategies - Investors are increasingly adopting a multi-faceted approach to fund selection, with some holding as many as 11 different funds [7][9]. - The trend of "from stocks to funds" is evident, as investors transition from direct stock investments to diversified fund portfolios, including broad-based and thematic ETFs [10].
假期访谈了十多位基民,发现这些新变化
Zhong Guo Zheng Quan Bao· 2025-10-05 12:15
Core Insights - The total scale of public funds in China reached 36.25 trillion yuan by the end of August 2025, marking the fifth historical high this year and the first time surpassing the 36 trillion yuan threshold [1][3][4] Fund Industry Overview - As of August 2025, there are 164 public fund management institutions in China, including 149 fund management companies and 15 asset management institutions with public qualifications [3] - The net asset value of public funds increased by 1.17 trillion yuan from the end of July, representing a growth rate of 3.34% [3] Investor Behavior Changes - Interviews with over ten investors during the National Day and Mid-Autumn Festival revealed a shift towards increased allocation in equity funds, preference for passive index products, and a focus on technology-themed funds [1][4] - The number of public fund investors has exceeded 800 million, highlighting the industry's role in serving the real economy and promoting financial stability [3] Investment Strategies - Investors are adopting a diversified investment approach, with many holding multiple types of funds, including money market funds, mixed funds, and passive index funds [6] - There is a trend towards more rational investment timing, with investors employing strategies like cost averaging and flexible trading, moving away from reliance on specific investment "celebrities" [6][7] Profile of Investors - The interviewed investors are primarily aged between 30 and 40, with diverse professional backgrounds and educational levels, all holding various fund positions [4] - Some investors have significant holdings, with amounts ranging from under 10,000 yuan to approximately 500,000 yuan [4]
华商基金投教系列:“非法集资”全是坑 “防非”口诀送给你丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-09-30 02:09
Core Insights - The event titled "Beijing Public Fund High-Quality Development Series Activities" aims to promote the high-quality development of public funds in Beijing, aligning with the "Action Plan for Promoting High-Quality Development of Public Funds" [1] - The theme "New Era, New Funds, New Value" emphasizes investor education and protection, industry transformation, and enhancing the service capabilities of the public fund sector to support the real economy [1] - Huashang Fund is actively involved in promoting financial and investment knowledge, advocating for long-term and rational investment concepts, and enhancing public risk awareness [1] Group 1 - The series of activities is initiated under the guidance of the Beijing Securities Regulatory Bureau and in collaboration with various stakeholders including fund managers, sales institutions, evaluation agencies, and mainstream media [1] - The activities will span over a month and include multiple levels and forms of promotion and interaction [1] - The initiative aims to create a new brand for high-quality financial development in Beijing [1]