#我看向fund investment advisor# Since the first batch of 5 fund investment advisory pilots was approved on October 25, 2019, the fund investment advisory business has been continuously liberalized. In a short period of less than three years, 60 institutions have obtained fund investment advisory licenses in the whole market, which shows the determination of the regulator to develop the investment advisory business. According to the definition of the China Securities Regulatory Commission, fund investment consulting refers to accepting the entrustment of customers, providing customers with investment advice on securities investment funds and other investment products approved by the China Securities Regulatory Commission in accordance with the contract, assisting customers in making investment decisions or acting on behalf of customers. The business activity of the application. That is to say, fund investment advisory services can be divided into three parts:
1. Provide investment advice to customers;
2. Assist clients in making investment decisions;
3. Act on behalf of customers to conduct transactions.
Summarized in one sentence: “Agent investment” is “investment”, “investment advice” and “assisting clients” are “gu”.
However, the investment advisory product has a lot of thunder and little rain, and its presence in the market has always been relatively low. Many investors are also at a loss for the investment advisory product and do not understand its true value. In Snowball, there are many fund creators who have long-term attention and in-depth understanding of fund investment advisors.
This issue of Snowball special issue selects 8 good articles, I hope it will be helpful for you to understand and invest in fund investment.
Snowball Special Issue 314 – Fund Investment Advisor in My Eyes
Click the link to download the original PDF of the report: web link
Table of contents:
1. Understand the investment value of fund investment advisors in one article @小elephant stroll
Abstract: Fund investment advisory, as its name implies, is “authorized entrustment and financial management on behalf of clients”, which generally refers to accepting client’s entrustment, completely helping clients to select funds, constructing fund investment portfolios, and performing operations such as adjusting positions and taking profits later on the fund portfolios. Do professional things and leave it to professional people to do it more assured and easier.
2. The trilogy of fund investment advice @benweiliangtou
Abstract: 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.
3. The great future of fund investment advisors, the current situation and deficiencies of prosperity @lanse001
Abstract: Investment advisory products are new tools for investors to invest in investment. If investment advisors can recommend effective strategies to investors, effectively guide investors’ investment behavior, and avoid excessive pro-cyclical investment, investors will be able to obtain A better yield curve.
4. Why is it now recommended not to buy funds → buy fund investment advisors ?
Abstract: We should make it clear that we do investment to make money, not to fight for breath. In those days, there were many people who gave up trading stocks and switched to investing in funds and realized profits. Now they can also switch to buying investment advisors to strive for better profits. Ask yourself, as an ordinary investor, do you have the ability to beat institutional investors? Do you have this energy? If the answer is no, then there is no need to mess with your money.
5. I in turn explain to my investment advisers what a fund investment adviser is @qihengDK-CAPITAL
Abstract: Fund investment and advisory products cannot meet the “laying and earning” demand imagined by the public. In mature markets in Europe and the United States, 1% of investment advisors serve more than 60% of AUM, and the development of fund investment advisory business is itself a single-plank bridge. The market profit and loss pattern obeys the 28 rule.
6. Understand the difference between fund investment advisory and FOF in one article! @chicken commander 2022
Abstract: Fund investment advisors, like FOF funds, are a basket of funds purchased, and they are all funds in funds. So what’s the difference between the two? FOF = “investment” = fund buyer; fund investment advisory = “investment” (30%) + “gu” (70%) = a complete set of service systems.
7. From the 27 investment products, select 4 excellent combinations @jixinggaozhao
Abstract: The products of the four investment advisory companies we selected are outperforming the partial stock fund index. These four investment advisory products are Invesco Great Wall Benben All-Star, Harvest All-Star Selected Portfolio, Bank of Communications All-Star, and E Fund Aggressive investment strategy.
8. Don’t step on these pits when choosing a fund investment advisor @小鱼的piggy bank
Abstract: Due to the opaque or delayed announcement of the positions of investment advisory products, if it is observed that the investment style described by the investment advisory product is inconsistent with the actual position style, we should avoid holding such investment advisors as much as possible. product.
Risk warning: The stocks mentioned in the above article are for reference only and do not constitute investment advice. Buying on this basis is at your own risk.
Past Special Issues:
Snowball Special Edition – Duan Yongping’s Investment Questions and Answers (Investment Logic)
Snowball Special Edition – Duan Yongping’s Investment Q&A (Business Logic Chapter)
Snowball Special Issue 313 – How to Choose the 2022 Golden Bull Award Fund
Snowball Special Issue 312 – How to Choose a New Fund Manager
Snowball Special Issue 311 – 2022 Snowball Fund Live Streaming Festival (Fund Manager)
Snowball Special Issue 310 – Interpretation of the second quarterly report of 2022 public funds
Snowball Issue 309 – Investing in China: Investment Outlook for the Second Half of 2022
There are 2 discussions on this topic in Snowball, click to view.
Snowball is an investor’s social network, and smart investors are here.
Click to download Snowball mobile client http://xueqiu.com/xz ]]>
This article is reproduced from: http://xueqiu.com/3746414875/233434262
This site is for inclusion only, and the copyright belongs to the original author.