What is the fund investment for?
Fund investment refers to the investment consulting business of funds, mainly refers to the investment consulting institutions with relevant qualifications, which accept the entrustment of customers, make the choice of specific varieties, quantities and trading opportunities of investment funds for customers within the scope authorized by customers, and apply for the subscription, redemption and conversion of fund products on behalf of customers.
At present, many pilot institutions in China have launched smart investment brands and launched related businesses. Fund companies, third-party fund sales companies, banks, securities companies and other four parties have successively obtained the pilot qualifications of fund investment consultants.
Intelligent fund investment mainly provides investment strategy advice for a package of funds, which can manage accounts for customers and help customers to automatically adjust positions when adjusting positions, without manual operation by customers, thus solving the problem that customers can not follow up the investment in time.
To a certain extent, this is expected to solve the problem that the fund makes money and the public does not. Because compared with the traditional fund sales model based on "seller's agent", fund investment will be transformed into "buyer's agent" model, emphasizing the provision of tailor-made financial planning and all-weather asset allocation services for customers. It is expected that professional investment consultants will assist investors to make product investment decisions and supervise their implementation, improve the discipline of investors' investment, moderately restrain investors from chasing up and down, and enhance the income experience of fund investment.