Organization and process According to the decision of the investment decision-making committee, the investment management department and the fund manager are responsible for organizing the construction and adjustment of the investment portfolio on the basis of the research report and investment suggestions provided by the research department, and executing the investment instructions through the trading department. The joint meeting of investment and research is an important platform for investment and research cooperation, and its discussion results are an important basis for investment decision. Fund managers regularly review the previous investment operation to the investment decision-making Committee and put forward the next operation idea as a reference for the investment decision-making Committee. The performance evaluation team regularly evaluates the investment performance of the fund.
Ideas and Methods The company emphasizes value investment based on research, and through the close cooperation of investment and research teams, it digs out investment varieties with undervalued value for investment. The company pays attention to the combination of quantitative analysis and qualitative analysis, carries out asset allocation and industry allocation from top to bottom, and selects securities from bottom to top. In the process of investment, the company fully absorbs and draws lessons from the investment experience of Principal Financial Group of the United States, and combines the actual situation of China securities market to construct and optimize the investment portfolio.
Investment management flow chart