#Fund investment advisor in my eyes#
I remember that at the beginning, it was a fund portfolio opened by various investors, and it was eventually upgraded to a fund investment advisory due to compliance reasons. In this article, I will explain the principle of fund investment advisory from three aspects.
I don’t think it is necessary to evaluate one or more fund investment advisory products, only the one that suits you is the best.
The first part, what is fund investment advisory? How is it different from buying a fund yourself?
“Investment” means “investment”, and “gu” means “consultant”. This is a form of investment that is entrusted throughout the process. Clients make contributions, and the fund investment advisor manager accepts the entrustment and chooses the type, number and timing of the fund on behalf of the client.
If you want to make an analogy, some are like private equity funds in the securities industry, and they are similar to FOF funds in terms of target.
Due to the whole process of custody, it is beneficial to newcomers to the fund, friends who are busy at work, and investors who have difficulty choosing.
The second part, how does the fund investment advisory work?
Generally speaking, fund investment advisors need to rely on the advantages of their teams to select funds with excellent long-term quality and clear investment principles from more than 10,000 funds in the whole market, conduct long-term tracking, and strictly select them into the investment advisory fund pool.
Secondly, complete product design according to customer needs, select constituent funds from the investment advisory fund pool, and construct an investment advisory portfolio plan through relevant investment restrictions.
Finally, according to the continuous tracking and review of the portfolio performance, combined with the analysis and judgment of the macroeconomic environment, the portfolio targets will be dynamically adjusted.
Compared with the original fund portfolio, the current fund investment advisory portfolio has a more worry-free automatic position adjustment service. The investment advisory institution regularly issues an investment advisory operation report, and discloses the position adjustment records and explanations during the period.
The third part, how to choose a fund investment advisor that suits you?
Today, although many things are no longer technically problematic, the human problem is always the biggest problem.
How to choose the right fund advisor for you?
How to choose a good private equity fund?
How to choose a good stock?
How to choose a good fund?
I think this part of the difficulty is the core difficulty. I don’t think a few words can solve this problem, but the so-called good fund investment advisors must be investment advisors that meet their own needs.
First of all, clarify your investment needs, such as target income, bearable drawdown, and expected holding time.
Second, observe whether the strategic concept and asset allocation match your own needs.
Third, observe the historical performance of the strategy, understand the starting point and investment rate of the strategy, and at the same time, you can also screen the basic information and comprehensive strength of the manager.
@Today’s topic@ ETF star push officer @snowball creator center $Dingdingbao monthly salary investment advisor (TIA02005)$ $ I want steady happiness (snowball fund version)(TIA04014)$
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