1, company profile

Introduce the basic information of the company and its main personnel, including the company's establishment time, registered capital, shareholders, department structure, investment and research team, senior management personnel and core investment and research personnel's academic qualifications and work background, etc.

2. Investment process and risk control degree

The introduction of investment process mainly lies in the investment decision-making system, such as whether there is an investment decision-making Committee and how the voting meeting is composed and operated; Whether to adopt the fund manager responsibility system or collective decision-making system; The selection process of alternative investment targets, the decision-making and operation process of buying and selling, etc. Responsibilities and cooperation mechanisms of various departments in investment and research.

3, investment philosophy, investment strategy, historical performance, transaction records

In this respect, we can introduce whether the company's investment philosophy is value investment or layout of growth stocks, whether it analyzes the fundamentals of enterprise management, commodity supply and demand, whether it conducts targeted operations according to the common human weakness and behavioral deviation caused by cognitive deviation, whether it pursues high probability opportunities or pays attention to low probability black swan events, and so on.

4. Bonuses; prize

If there is an award-winning record of organizations or core personnel participating in various competitions or appraisals, it can also be used as a highlight in the introduction materials to add points for themselves.