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积小胜为大胜帮投资者“拿住”收益——访中欧财富投顾投资经理李波
Core Insights - The article discusses the shift in investment strategies at China Europe Wealth Management, focusing on enhancing stability and helping investors secure returns through a more standardized approach to investment management [1][2]. Investment Strategy Optimization - As of August 2023, the actively managed equity portfolios under China Europe Wealth have shown impressive returns, with certain portfolios like "Potential All-Star" and "Advantage Industry All-Star" exceeding 50% returns over the past year, while maintaining a drawdown of around 14% [2]. - The investment strategy has evolved from subjective judgment to a combination of fundamental analysis and standardized metrics, incorporating quantitative tools and objective data to validate investment decisions [2][3]. Portfolio Structure and Risk Management - The investment team has upgraded the portfolio structure from a "single core + satellite" model to a "double core + satellite" model, introducing a "balanced core" to diversify industry risk and reduce portfolio volatility [3]. - The risk control approach has been adjusted to accept normal style fluctuations from fund managers, as long as deviations remain within a predefined risk management framework [4]. Investor Engagement and Services - The company launched the "Super Stock All-Star Smart Follow Investment Plan" in April 2022, achieving nearly 100% profitability among participants by August 2023 [5]. - To enhance the investor experience, the company employs a "follow-the-car service" strategy, adjusting investment amounts based on market conditions and providing personalized guidance through their app [6].