In recent years, with the continuous development of China's financial market, the fund industry has also made remarkable achievements. However, Zheshang Fund, as a fund management company, experienced a scale diving in the past year, with a loss of 20 million yuan. After the end of the outsourcing era, it seems that the highlights of Zheshang Fund are hard to find.
Zheshang Fund was established on 20 10. After years of development, its business scope has covered many fields, such as fund offering, special account financing, investment consulting and so on. However, in the past year, the scale of Zheshang Fund has fallen sharply, and its profitability has been greatly affected.
Analyze the reasons, mainly as follows:
1. Impact of market environment: In the past year, the capital market fluctuated greatly and the stock market performed poorly, resulting in a general decline in the yield of fund products. This has a great negative impact on Zheshang Fund, which is dominated by Public Offering of Fund.
2. Increased competitive pressure: With the continuous opening of China's financial market, the competition in the fund industry is becoming more and more fierce. Many fund companies use innovative products and services to attract more investors. In the fierce market competition, Zheshang Fund failed to adjust its strategy in time, which seriously affected its scale and profit.
3. Investment strategy mistakes: Zheshang Fund may have some mistakes in product layout and investment strategy, resulting in poor performance of some fund products, which in turn affects the overall performance of the company.
Facing the challenge of the post-outsourcing era, Zheshang Fund needs to actively seek new bright spots to reverse the current predicament. The following points can be used as a reference:
1. Innovative products and services: The fund industry needs constant innovation to meet the needs of different investors. Zheshang Fund can develop new fund products, such as index funds and ETF funds, to attract more investors.
2. Improve investment ability: The improvement of investment ability is the core competitiveness of fund companies. Zheshang Fund needs to strengthen the training and assessment of the investment team, improve the ability of investment research and risk control, and improve the overall investment performance.
3. Expand sales channels: The expansion of sales channels is very important for the scale expansion of fund companies. Zheshang Fund can strengthen cooperation with banks, brokers and Internet platforms, expand sales channels and improve product visibility.
4. Improve the level of customer service: Customer service is an important part of the fund company's business. Zheshang Fund should strengthen the construction of customer service team and improve service quality, thus increasing customer stickiness and improving customer satisfaction.
Through the above measures, Zheshang Fund is expected to find new bright spots, rebuild its competitiveness and achieve sustainable development after the end of the outsourcing era.