What is fund investment and how is it going
What is fund investment?According to related reports, 澳洲AI人工智能投资 To a large extent, it leads the changes of market conditions. https://boman.group/
Fund investment means acting as an agent for investment and financial management, accepting the entrustment of customers, helping individual investors to obtain income and charging consulting service fees.
Institutions can be put on record by China Securities Regulatory Commission, and obtain the qualification of fund investment pilot. At present, existing funds, third-party fund sales, banks, securities and other four parties have successively obtained the pilot qualifications of fund investment consultants.
The pilot institution of fund investment consultancy is engaged in the fund investment consultancy business, and can accept the entrustment of clients, provide them with strategic suggestions on fund portfolio according to the agreement, and obtain economic benefits directly or indirectly. The target of the fund portfolio strategy proposal should be Public Offering of Fund products or similar products approved by the China Securities Regulatory Commission.
According to the investment portfolio strategy agreed with customers, the pilot institutions can make decisions on specific fund investment varieties, quantities and trading opportunities on behalf of customers, and carry out transaction applications such as fund product purchase, redemption and conversion on behalf of customers, and carry out managed fund investment consulting services.
The latest progress of fund investment
On July 2nd, another group of institutions obtained the pilot qualification of fund investment business, including Jing Shun Great Wall, Fuguo, Wanjia and other funds, as well as Ping An Securities, Nanjing Securities (601990) and Shanxi Securities.
Earlier on June 25th, Bosera, Bank of Communications Schroeder, Huitianfu, Penghua, Guangfa, China Merchants and other funds, orient securities, CITIC Securities, Guosen Securities, Industrial Securities and other securities were officially approved for the pilot qualification of investment business in Public Offering of Fund.
What do professionals think?
The person in charge of the investment of Guangfa Fund believes that, first of all, from the system design, the launch of the fund investment business will help guide the industry to pay more attention to the interests of customers and build a healthier and more sustainable industry ecology. Secondly, as far as the business model is concerned, by tailoring the exclusive asset allocation scheme and continuous service and companionship for customers, it will help guide customers to invest scientifically and rationally, and enhance the sense of wealth management. Finally, with the extensive development of fund investment business, it will strongly promote the transformation of personal savings funds and short-term trading funds into medium-and long-term allocation funds, and introduce more living water to the market.
