投知里
Search documents
投保工作如何走深走实?公募大厂经验来了
Zhong Guo Ji Jin Bao· 2025-12-22 08:09
Core Viewpoint - The increasing demand for wealth management among residents highlights the importance of investor services in the public fund industry as a core approach to practicing inclusive finance [1] Group 1: Innovative Investor Education - ICBC Credit Suisse Asset Management has developed a new immersive escape room experience called "Collect 'Box'" to engage younger audiences in financial risk prevention education [2] - The escape room features five themed areas where players must solve clues related to financial scams and emergency contacts, thereby enhancing their financial literacy in a fun way [2] Group 2: Systematic Layout of Investor Education - The investor education efforts of ICBC Credit Suisse are supported by a solid institutional framework and long-term planning, having established a provincial investor education base in 2017 and upgraded to a national base in 2020 [3] - The company has integrated investor education into its strategic goals and established an Investor Protection Committee, creating a comprehensive system from institutional design to personnel allocation [3] - The dedicated investor education brand "Touzhili" has been created to promote a long-term, diversified, and multi-dimensional investor protection framework, transitioning from sporadic activities to regular services [3] Group 3: Focus on Pension Education - ICBC Credit Suisse has aligned its investor education initiatives with pension finance, launching the "Evening Pick-up Pavilion" at the Service Trade Fair in collaboration with the Industrial and Commercial Bank of China [5] - This initiative aims to educate investors on personal pension planning and pension financial products, addressing the urgent need for retirement wealth management and promoting the development of pension asset management [5] - The company views public funds as a vital vehicle for inclusive finance, emphasizing the importance of investor rights protection for maintaining industry reputation and promoting social equity [5] Group 4: Overall Impact - Through innovative approaches like the escape room and a focus on pension education, ICBC Credit Suisse is committed to deepening investor education and contributing to the stability of the financial market [6]
投保工作如何走深走实?公募大厂经验来了
中国基金报· 2025-12-22 08:04
Core Viewpoint - The article emphasizes the importance of investor education in the public fund industry as a means to meet the growing wealth management needs of residents and promote inclusive finance [2]. Group 1: Innovative Approaches to Investor Education - Traditional investor education methods, such as lectures and manuals, often fail to engage younger audiences. To address this, the company has created an immersive escape room experience called "Collect 'Em All," which integrates financial risk prevention knowledge into a fun, interactive format [4]. - The escape room features five themed areas where participants must solve clues and identify financial scams, thereby enhancing their financial literacy in an engaging manner [4]. Group 2: Systematic Layout for Long-term Investor Education - The company's investor education efforts are supported by a solid institutional framework and long-term planning. Since its establishment, it has been committed to the political and public nature of financial work, achieving national-level investor education base status in 2020, the first in the fund industry [6]. - The company has established a dedicated investor protection committee and developed a comprehensive investor education brand called "Investment Knowledge," which aims to transition investor education from sporadic activities to a regular service [6][7]. - In 2023, the company upgraded its "Investment Knowledge" initiative to version 2.0, launching the "Shared Investment Base" project, which combines high-quality public fund development with inclusive finance [6]. Group 3: Focus on Livelihood and Pension Education - The company has aligned its investor education efforts with public needs, particularly in the area of pension finance. It has collaborated with the pension business department to create the "Evening Pavilion," focusing on personal retirement planning and financial products [9]. - This initiative not only addresses the urgent demand for retirement wealth management but also promotes the development of pension asset management, reflecting the company's commitment to inclusive finance [9]. - The company believes that public funds play a crucial role in meeting the wealth expectations of families and that protecting investor rights is essential for maintaining industry reputation and market stability [9].