投资者陪伴
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聚焦百姓需求 践行金融为民 中银理财打造有温度的投教陪伴矩阵
Huan Qiu Wang· 2025-11-20 07:58
作为首批获准成立的理财公司,中银理财自2019年7月成立以来,始终坚持以人民为中心的发展思想,不断丰富产品体系、优化投资策略,力争多 方位、多角度满足客户的投资理财需求。在打造全方位产品体系之余,搭建"4+1"理财陪伴矩阵,致力于为投资者提供贴心的陪伴服务。 【环球网财经综合报道】随着资管行业全面净值化转型,无论是投资者还是理财公司,都面临着一个极大的挑战:如何在产品日趋多元化的背景 下,更好的理解产品特性,优化资产配置,提升投资体验。为此,理财公司在强化投研能力的基础上,着力构建系统化的"投资者陪伴"服务体 系,致力于以更有温度的专业陪伴,与投资者共同穿越市场周期,实现财富保值增值。 为提升理财知识的易懂性和吸引力,行业正积极运用图文、短视频、动画、问答等形式,推动投教内容向有深度、有温度方向转变。中银理财正 是这一趋势的践行者,其以数字化理念为引领,依托微信订阅号、视频号与手机银行APP等自媒体矩阵,持续构建"有温度、有深度"的精品内容 体系。 据了解,中银理财投教内容建设围绕两个方面展开,一是持续建设有识别度的投教品牌。策划推出"理财画中话""理财诗研室""先贤理财经""债券 小知识""秒懂理财说""轻 ...
银华基金:探索创新投教模式,陪伴投资者共同成长
Xin Lang Ji Jin· 2025-09-26 02:12
Group 1 - The Chinese public fund industry is undergoing significant reforms aimed at enhancing quality and efficiency, with a focus on investor-centric principles [1] - The "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes the importance of prioritizing investor interests and transitioning from a scale-focused approach to one that emphasizes investor returns [1] - Investor education and protection are highlighted as essential components of the industry’s commitment to being investor-centric, with initiatives aimed at accompanying investors throughout their investment journey [1] Group 2 - Silver华基金 is launching innovative investor education programs, including a comic-style series titled "Investment Pitfall Guide" to help investors avoid common mistakes [2] - The company is collaborating with partners to enhance the depth and breadth of investor education, including a series with China Securities Journal that addresses market trends [2] - Offline activities are being organized to improve the investor experience, including educational events in schools and strategy meetings to share knowledge on macro market trends and asset allocation [2] Group 3 - The MACD golden cross signal has formed, indicating positive momentum in certain stocks [3]
践行高质量发展 华商基金“金融知识进万家”社区活动启动
Xin Lang Ji Jin· 2025-09-16 04:20
Core Viewpoint - The event aims to promote the high-quality development of public funds in Beijing through investor education and protection, enhancing the industry's ability to serve the real economy, and establishing a new financial development brand for Beijing [1]. Group 1: Event Overview - The "Beijing Public Fund High-Quality Development Series Activities" was launched on September 8, under the guidance of the Beijing Securities Regulatory Bureau, involving various stakeholders including fund managers and media [1]. - The theme of the event is "New Era, New Fund, New Value," focusing on multi-level and multi-form publicity and interaction over a month [1]. Group 2: Activities and Engagement - Huashang Fund will conduct several community outreach activities, including "Financial Knowledge into Thousands of Homes" and "Financial Life Carnival," starting with an event on September 17 at the Chegongzhuang community [1][2]. - The activities will cover topics such as fund industry development, active equity investment, index-enhanced products, and new floating fee rate funds, aiming to enhance public financial literacy [1]. Group 3: Investor Education - A researcher from Huashang Fund's asset allocation department will be present to answer investor questions, promoting rational, long-term, and scientific investment concepts [2]. - The initiative reflects the company's commitment to "investor companionship," aiming to improve the investment experience and understanding of complex financial knowledge [2]. Group 4: Company Commitment - Established nearly 20 years ago, Huashang Fund focuses on active management and value growth, continuously enhancing its research capabilities and performance to support the industry's high-quality development [2]. - The company is dedicated to fulfilling its fiduciary duty and aims to provide more educational activities that align with investor needs, promoting long-term and value investment philosophies [2].
不漫灌鸡汤,用“知识共情”定义投资者陪伴
中泰证券资管· 2025-05-28 09:01
一年前,小编和一位非金融从业人员的老同学(也是资深基民)有过一次面对面的长谈。期间老同学的一 个问题,让我至今记忆犹新。 她说,基金公司都说要做投资者陪伴,可什么是陪伴,总不会就是跌了继续定投的漫灌鸡汤吧? 如果说信任是基金投资的基石,那么垒就基石的过程应该是彼此认可的互动,而不是单方面自以为是的输 出。唯有走近彼此的认知与情绪,知识的传递才会有情感的根基,陪伴才会真正走心。让知识共情,这就 是"有料三分钟"这档投资者陪伴视频的努力方向。 定位知识性的内容,首先要得有干货。 《有料三分钟》首先是一档聚焦在投资基本概念和名词解释的视频栏目,很多概念我们耳熟能详,但概念 究竟代表的是什么,其变化对我们投资生活的影响几何,都值得拆细了了解。 以美联储降息为例,经常听到、看到,但到底他们降的是什么息,为啥要降息,谁来决定降不降息,值得 抽丝剥茧。 又如,4月的关税冲击曾引起市场的轩然大波,但如果放在历史的纵轴中理解关税和贸易冲突的前世今 生,就不至于惊慌失措。 把概念拆细致只做事实陈述,不做观点解读,我们希望知识类的内容,能帮助大家了解概念和术语,至少 在投资路上少一些误会,多一些理解。 能共 情的内容,还得有烟火气 ...