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515投资者保护日 | 中信保诚基金“共创财富行”荣获2025年度投教项目优秀实践奖
Xin Lang Ji Jin· 2025-05-15 05:25
Group 1 - The core viewpoint of the article highlights that CITIC Prudential Fund's "Co-creating Wealth" investor education brand won the "2025 Excellent Practice Award" in the investor education project category [1] - Since its establishment in 2005, CITIC Prudential Fund has focused on "excellent investment management, empowering a better life," prioritizing long-term returns and investor satisfaction as its core strategy [4] - The company has continuously improved its investor education service system, transitioning from a "product-oriented" to a "customer demand-oriented" approach with the launch of the upgraded "Co-creating Wealth" service system in September 2024 [5] Group 2 - The upgraded service system focuses on three main dimensions: precise content supply, professional team empowerment, and a diversified communication matrix [5] - The company has implemented various offline activities, such as "Happy Investmentism" roadshows and "Xincheng No. 1" train tours, to provide market insights and asset allocation advice across more than ten cities [5] - Online services have evolved since 2010, including the launch of the "Investment π" live broadcast brand in 2020, utilizing short videos and live streaming to guide investors in responding rationally to market fluctuations [6] Group 3 - CITIC Prudential Fund has established a "one-on-one" fund diagnosis service channel to provide personalized and timely services to investors amid market volatility [6] - The company has published the book "Simple and Understandable Fund Investment" and initiated the "CITIC Book Selection" activity, promoting financial literacy through accessible content [6] - In 2023-2024, CITIC Prudential Fund joined several mainstream media investor education alliances to enhance the impact of financial education and promote the integration of financial education with academic research [6]