智能化账户诊断服务

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华安基金荣获“基金投顾机构金牛奖” 持续探索基金投顾新模式
Xin Lang Ji Jin· 2025-06-19 09:52
Group 1 - The core viewpoint of the article highlights that Huazhong Fund has been awarded the "Golden Bull Award for Fund Advisory Institutions" by China Securities Journal, emphasizing its commitment to investor-centric services and long-term wealth growth [1] - The Golden Bull Award is recognized as one of the most authoritative awards in China's capital market, assessing advisory institutions based on compliance, governance structure, and risk control [1] - Huazhong Fund aims to transform investment value curves into asset curves for clients, prioritizing customer interests in its business design and focusing on personalized and professional advisory services [1] Group 2 - In asset allocation, Huazhong Fund targets managing volatility and seeks better holding experiences through diversified asset combinations and risk parity models, rather than solely relying on macroeconomic analysis [2] - The company emphasizes the integration of advisory and educational services, enhancing client service capabilities and promoting long-term investment and asset allocation concepts [2] - In 2024, Huazhong Fund plans to launch intelligent account diagnosis services, providing tailored account configuration results, while leveraging financial technology to enhance investor experience [2]