Core Viewpoint - The popularity of real-time fund tracking by influential investors (referred to as "DVs") has surged in 2023, with many retail investors actively following and mimicking their investment strategies on platforms like Ant Wealth and JD Finance [1][2][3] Group 1: Investor Behavior - Retail investors are increasingly using social media to track the investment activities of top fund managers and influencers, often making decisions based on their trades [1][2] - The trend of "copying real-time operations" has become fashionable, with many investors sharing their own investment results and strategies [2][3] Group 2: Platform Features - Platforms like Ant Wealth utilize algorithms to rank active users based on their returns, allowing investors to easily track the performance and trading history of top investors [2] - The introduction of various leaderboards categorizes users based on different investment strategies, enhancing engagement and learning opportunities for novice investors [2] Group 3: Fund Manager Influence - Fund managers have started sharing their real-time investment activities, which has become a valuable tool for educating investors and building trust [4][5] - The visibility of fund managers' personal investments is believed to enhance investor confidence, as it aligns their interests with those of retail investors [4][5] Group 4: Marketing and Commercialization - The rise of real-time fund tracking has led to some influencers using their platforms as marketing tools, blurring the lines between genuine investment advice and promotional content [6][7] - Some influencers are reportedly backed by commercial entities that manage multiple accounts, raising concerns about the authenticity of their investment claims [6][7] Group 5: Compliance and Risks - The commercialization of real-time fund tracking raises compliance risks, as some practices may violate regulations regarding investment advice and fund sales [8] - The trend of simplifying investment decisions into a "copycat" approach undermines the educational goals of the fund industry, potentially leading to a less informed investor base [8]

Core Viewpoint - The "New Era, New Fund, New Value" series of activities aims to promote high-quality development of public funds in Beijing, focusing on financial literacy and policy understanding among the public [1][3]. Group 1: Event Overview - The event, organized by Guolian Fund in collaboration with five other financial institutions, aims to educate the public on fund investment and the core principles of the "Action Plan for Promoting High-Quality Development of Public Funds" [1][3]. - The activities include policy interpretation, knowledge dissemination, and interactive experiences, breaking the traditional one-way teaching model [1][3]. Group 2: Policy Interpretation - The policy presentation highlighted three key aspects: prioritizing investor interests, strengthening long-term performance orientation, and optimizing fee structures [3]. - Real-life examples were used to address public concerns, such as the importance of not solely focusing on short-term fund performance and matching different fund types to varying risk appetites [3]. Group 3: Interactive Engagement - Interactive segments like "Policy Knowledge Quiz" and "Fund Investment Pitfall Guide" sparked interest and discussion among attendees [3]. - Specific methods for assessing personal investment needs and risk tolerance were provided, emphasizing the principle of "rational investment, risk first" [3]. Group 4: Future Directions - Guolian Fund aims to continue its commitment to financial education by using diverse methods to reach communities and business districts, ensuring that financial services are more accessible to the public [5]. - The organization plans to maintain its core values of compliance, integrity, professionalism, and stability while expanding the influence of the public fund education initiative [5].

Group 1 - The core viewpoint of the article highlights that the "Together Investment" initiative by Fortune Fund has been awarded the "Most Influential Investment Education Project Award" for 2025 by Sina Finance [1] - The "Together Investment" initiative, which is a play on the number 17, designates the 17th of each month as "Fortune Regular Investment Day," promoting a systematic investment strategy tailored to market conditions and investor needs [4] - Since February 2023, Fortune Fund has been conducting monthly strategy meetings under the "Together Investment" brand, with a total of 26 sessions held by the end of Q1 2025, attracting over 20 million views for online live broadcasts [5] Group 2 - Fortune Fund has released 36 creative educational videos related to the "Together Investment" theme by the end of Q1 2025, achieving over 400,000 total views and more than 65,000 likes on WeChat video accounts [7]