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震荡市场下稳健理财新方式 中欧财富携手山西证券推出多款基金投顾解决方案
Group 1 - The core viewpoint of the article emphasizes the collaboration between Zhongou Wealth and Shanxi Securities to launch multiple investment advisory strategies aimed at providing a comprehensive solution for investors seeking stable financial management amidst recent market volatility [1][2][4]. Group 2 - Zhongou Wealth and Shanxi Securities have introduced several investment advisory strategies, including "Zhongou Step by Step to Profit," "Zhongou Multi-Dimensional Stable Income+," and "Happy Small Goals," to meet the diverse investment needs of clients [2][3]. - "Zhongou Step by Step to Profit" is a low-volatility fixed income enhancement strategy that aims to generate higher returns than pure bond funds while maintaining controlled risk, suitable for investors looking for stable asset growth [2]. - "Zhongou Multi-Dimensional Stable Income+" offers a one-stop solution for asset diversification, incorporating seven categories of low-correlation assets, and aims to enhance risk resistance through continuous monitoring of asset correlations and volatility [2]. - "Happy Small Goals" is designed for investors with timing concerns, focusing on fixed income assets to build a safety cushion while flexibly allocating equity assets to increase return potential, with an automatic profit-taking mechanism triggered at an annualized return of 3.28% [3]. Group 3 - Zhongou Wealth is one of the first institutions in China to pilot fund advisory services, having over five years of experience in this field, and aims to improve user investment experiences through product iterations and service optimizations [4]. - Shanxi Securities, established over thirty years ago, is recognized for its stable operations and comprehensive service offerings across various sectors, including wealth management and asset management [4]. - The launch of these strategies marks the beginning of a close collaboration between Zhongou Wealth and Shanxi Securities, focusing on user needs and investment challenges to explore more fund advisory solutions in the future [4].