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新时代·新基金·新价值丨京管泰富基金“投准人生智享未来”创新场景化投教推动投资者适当性理念落地生根
Xin Lang Ji Jin· 2025-10-17 02:48
Core Viewpoint - The article discusses the launch of the "Beijing Public Fund High-Quality Development Series Activities," aimed at enhancing investor education and promoting the transformation of the public fund industry in Beijing, under the theme "New Era, New Fund, New Value" [1] Group 1: Event Overview - The series of activities is guided by the Beijing Securities Regulatory Bureau and the Beijing Securities Association, involving public fund managers and various financial institutions [1] - The event emphasizes investor protection, service enhancement for the real economy, and aims to create a new brand for high-quality financial development in Beijing [1] Group 2: Innovative Educational Approach - The "Financial Shopping Cart" interactive game was introduced to make the concept of investor suitability management relatable by comparing it to familiar shopping scenarios [3] - Participants could assess their investment styles through a quick survey, categorizing them into different investor types, which helped them understand their risk tolerance [3][5] Group 3: Engagement and Participation - The event attracted over 200 participants, with more than 300 educational material packages distributed, indicating significant engagement and educational impact [8] - The interactive nature of the event, including games and quizzes, effectively lowered the barriers to understanding financial concepts for attendees [5][6] Group 4: Professional Guidance - Personalized consultation services were provided by the educational team, addressing common questions about fund basics, risk identification, and investment suitability [10][11] - The event highlighted the importance of understanding product risk characteristics and making informed investment decisions [11] Group 5: Broader Implications - The activities reflect a collaborative mechanism that enhances the efficiency of state-owned capital operations, aiming to provide comprehensive financial services to the public [15] - The series of events is part of a systematic exploration of innovative investor education, transitioning from traditional methods to experiential learning [17] Group 6: Future Directions - The company plans to continue developing the "Ancient Capital New Rhythm: Beijing Colorful Autumn" educational brand, exploring more innovative formats to serve investors [18] - The focus will remain on creating a rational, healthy, and mature investment culture while contributing to the high-quality development of the public fund industry [18]
短期波动加剧如何安心收蛋?这一重磅榜单或可参考
Jiang Nan Shi Bao· 2025-10-14 04:29
转眼间2025年步入最后的冲刺收官季。受累假期后海外因素扰动,A股再度震荡回调。波动中如何提升 投资体验感?债基收蛋人如何安稳收蛋?国泰海通证券日前发布的《基金公司权益及固定收益类资产业 绩排行榜》,为投资者全面审视今年前三季度以及近三年、五年等各个时间维度的基金公司业绩表现, 从而优化资产配置篮子提供了些许参考。 在行业深化改革提质增效的高质量发展背景下,中小基金公司积极发挥特色优势走出了差异化路径。从 国泰海通证券榜单细分项看,截至2025年9月30日,汇安基金在纯债类基金绝对收益排行榜上表现靠 前,近三年(2022.10.01-2025.09.30)收益排名跻身行业前20强,具体排名为17/131。若放远至最近五年和 最近七年,汇安基金纯债类基金绝对收益排名均位居行业TOP30,其中近五年(2020.10.01-2025.09.30)收 益排名为29/118,近七年(2018.10.01-2025.09.30)为21/86。 作为"15后"基金公司代表,汇安基金自2016年成立以来铭记客户为本的初心,核心团队以股东、合伙人 身份共同创业,以公司为长期事业平台。这种法人治理结构决定了对风险高度厌恶,使经营 ...