Scientific and rational product design
According to the requirements of the current regulatory authorities, futures companies are not allowed to make a commitment to protect the capital. At present, the characteristics of futures wealth management products are actually not much different. Futures private equity fund has just started, and its products have not yet formed their own brands. In the design of product risk-taking and income distribution, we should refer to the design standards of competitors, such as the same programmed products, with a loss limit of 20%. On the premise that the investment cycle is one year, if the income distribution of customers is lower than that of competitors, it will inevitably bring difficulties to sales. With the development of time, products with long-term good performance will naturally establish a good reputation, and the design of this link will have the right to ask questions.
The design of risk control management mode for futures private equity fund products is very important, which not only affects the formulation of investment decisions, but also affects the success or failure of account operation. The loss limit standard of a link of futures private equity funds has drawn a red line for this link, but the specific operation and risk control methods within this red line cannot be "one size fits all". The product design team should fully understand the investment style and trading strategy of the investment decision-making system or decision-maker, and formulate a risk control model with strict outline, flexible content and convenient operation. Especially for products with subjective trading, mature investment managers will formulate flexible risk control models according to different market characteristics, capital profit and loss status and market-oriented trading strategies. From this point of view, the design of risk control mode should pay more attention to the opinions of investment decision-making system or investment manager on the premise that the outline is firmly untouchable.
In the way of collecting management fees, because the product brand has not yet been formed, the standard of collecting management fees should not be too high, and the income of futures private equity funds should be based on earning profits.
Investment managers play an important role in the futures private equity fund industry. Whether an investment manager can work with peace of mind, enthusiasm and ease is the main embodiment of a company's management philosophy. Futures companies can provide fixed high salaries and reasonable year-end dividends to investment managers. The basic salary can not be lower than the industry average, and can be adjusted appropriately according to the scale of funds managed, but it can not cause too much gap. Futures companies can only pay dividends to investment managers, or a certain percentage of rebates plus year-end dividends. This should respect their personal wishes as much as possible.
Mature investment managers will make different trading strategies according to the characteristics of market evolution and the time given by the expiration of investment cycle. In addition, confident investment managers will be more aggressive in the first half of the investment cycle. If it is not successful, it may cause a large amount of cash withdrawal from the account, but it will definitely be replenished later. Measuring the level of an investment manager depends on the final performance of the account. Futures companies must be cautious in this link. They can follow up more and choose strictly before launching investment managers. Once it is launched, it is necessary to use people without doubt. The income of futures private equity funds in a certain period highlights the level of investment managers to a certain extent, but it still depends on the annual income or overall income of futures private equity funds to a greater extent.
A high-spirited marketing team
The marketing of futures private equity funds should make the marketing team, investment management team and product performance form a joint force, formulate a scientific and reasonable reward mechanism for different departments, pay attention to the combination of brand building and maintenance, and constantly improve the cultural construction of asset management team. While establishing their own marketing structure, futures companies should also actively explore relevant channels, broaden the scope of product sales, and make futures private equity funds well-known and easy to buy.
Perfect crisis management mechanism
The crisis of asset management business is mainly manifested in: when the product has a large floating loss, but it does not reach the standard value of limited loss, the customer asks to quit. At present, the investment cycle of futures private equity funds is generally one year. If there is a large floating loss in the account, which exceeds the customer's psychological endurance, it will lead to customers' doubts about the company's management level and may require cash withdrawal. The cancellation of an account means the failure of account management. If multiple accounts are withdrawn, accounting for most of this product, it will have a great impact on the operation of futures private equity funds.
In fact, in many cases, the withdrawal of net account value does not mean that the investment team's level is low. At this time, the ability to resolve the crisis has become the key to the ultimate success of the product.
There are many experts in domestic futures private equity funds with equal strength. The main reason why many futures private equity funds don't do well is not that they don't have stable profitability, but that they can't operate in the sun and solve the crisis in time from the height of law, thus losing the opportunity to turn losses into profits. The cooperation patience and endurance of customers play a vital role in the whole investment cycle, and futures companies need to educate and guide investors. Crisis management needs the combination of psychological counseling and procedural control, and the latter should be reasonably designed and revealed in the financial management contract to maintain the smooth operation of products and protect the interests of both parties.
Selection, Training and Retention of Talents
Futures private equity fund is a talent-intensive business, and the biggest capital is talent. Customers will not give their accounts to a company just because it has abundant funds. Over time, companies and products that can make long-term stable profits and even often create miracles on this basis will inevitably stand out, and all this depends on talents.
First-class enterprise management talents, first-class investment decision-making talents and first-class marketing talents are the guarantee for the success of asset management business. Futures companies should select talents in an eclectic way, make great efforts to train talents and try their best to retain talents.
More importantly, the success of futures private equity funds often requires a core leader who knows both management, investment and even marketing. The continuity of each link is the key to the long-term foothold of asset management business.