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金融教育宣传周:中欧基金发布《服务公约》,倡导长期且专业的投资者服务
Xin Lang Ji Jin· 2025-09-24 09:13
Core Viewpoint - The event "Financial Education Promotion Week - Fund Industry in Action" aims to enhance financial consumers' and investors' risk identification and prevention capabilities, emphasizing the importance of investor-centric services in the mutual fund industry [1][2]. Group 1: Industry Initiatives - The China Securities Regulatory Commission has introduced the "Action Plan for Promoting High-Quality Development of Public Funds," focusing on transforming the industry from "scale-oriented" to "customer-centric" [2]. - The future of the public fund industry relies on building investor trust, which is fundamentally linked to tangible investor satisfaction [2]. Group 2: Customer-Centric Approach - Financial institutions should prioritize "customer interests first" by optimizing product design and fee structures to benefit investors [5]. - Providing professional support and educational content is essential for guiding investors through market cycles [5]. - Establishing transparent communication mechanisms is crucial for safeguarding investors' rights and building trust [5]. Group 3: Service Principles - The "Service Charter" released by the company includes four key service principles: frequent engagement with investors, sharing market insights, maintaining open communication, and innovating products centered around investor needs [8][9]. - Since its establishment, the company has conducted over 3,000 offline events to understand and address investors' needs [9]. - The company has produced 4.5 million words of market insights and achieved over 2.6 billion views on various video platforms, demonstrating its commitment to investor engagement [9][10]. Group 4: Product Innovation - The company emphasizes product innovation from the investor's perspective, having launched the first floating management fee fund in the industry [10]. - The development of Smart Beta multi-strategy products aims to provide investors with clear positioning and stable styles, addressing their core needs for reliable investment tools [12]. Group 5: Investor Engagement - The event attracted over a hundred participants, highlighting the company's commitment to integrating long-term investor interests into every service aspect [19]. - Continuous communication and support are essential for enhancing the investment experience and ensuring investor satisfaction [15].