基金投资顾问业务
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易方达财富正式开业,聚焦投顾业务精细化运营
Bei Jing Shang Bao· 2025-12-23 12:43
北京商报讯(记者 刘宇阳)12月23日,北京商报记者获悉,易方达基金全资子公司——易方达财富管 理基金销售(广州)有限公司(以下简称"易方达财富")开业活动暨"财富管理业务高质量转型发展"座 谈会在广州南沙期货产业园举行。此次活动标志着行业首家以基金投资顾问业务为核心的专业机构扬帆 起航。 易方达基金董事长刘晓艳在致辞中表示,易方达财富的开业,标志着易方达基金在投顾业务领域开启了 精细化运营、高质量发展的新篇章。引导居民财富通过资本市场进行科学配置、分享经济发展成果,既 是时代赋予资产管理行业的重任,也是易方达基金在努力探索建设具备国际竞争力和市场引领力的一流 投资机构道路上义不容辞的使命。 在开业仪式当天,易方达一站式理财平台"e钱包"宣布焕新升级。此次升级后,"e钱包"可提供全市场基 金代销服务,投资者可享受手续费0元起的优惠。易方达财富将为"e钱包"客户提供专业投资顾问服务, 通过深入了解客户需求、科学诊断持仓、优化资产配置以及全程投资陪伴,让投资更省心。 回顾2025年6月,易方达财富获中国证监会批准设立,注册地为广州市南沙区,注册资本为1亿元,作为 易方达基金投顾业务主体,致力于探索投顾业务和财富管 ...
“抄作业买基”火爆出圈 流量为王时代:是金矿还是陷阱?
Zhong Guo Zheng Quan Bao· 2025-11-16 22:32
Core Insights - The trend of sharing real-time fund performance by investors and fund managers has gained significant popularity in 2023, with platforms like Ant Wealth and JD Finance becoming key channels for this activity [2][4][6] - The transparency of real-time fund performance allows ordinary investors, especially beginners, to learn about fund investments and has made "copying real-time operations" a fashionable practice [2][4] - However, the commercialization of this trend has led to concerns about the authenticity of shared performance, as some influencers may use it as a marketing tool rather than genuine investment sharing [6][8][9] Group 1 - The popularity of real-time fund performance sharing has surged, with many investors tracking the operations of top investors and fund managers [1][2] - Platforms like Ant Wealth showcase active users' performance, allowing investors to follow their trades and historical adjustments easily [2][3] - High-profile users on these platforms have reported significant returns, with some achieving over 3.2 million in earnings and a return rate exceeding 14% in a month [2][3] Group 2 - Fund managers are increasingly using real-time performance sharing as a tool for investor education, enhancing trust and engagement with investors [4][5] - The low barrier to understanding and replicating these operations helps novice investors learn about fund investments [4][5] - Fund managers' public investment actions can foster a sense of shared interests and risk with investors, potentially leading to longer holding periods for funds [5] Group 3 - The commercialization of real-time fund sharing has raised concerns, as some influencers may not have the necessary qualifications and may promote funds for personal gain [6][8] - The practice of using real-time performance as a marketing tool can mislead ordinary investors, who may not recognize the promotional nature of these activities [6][9] - The reliance on influencers for investment decisions can undermine the goal of fostering a healthy investment ecosystem, as it simplifies complex investment strategies into mere imitation [9]