Fund planner: Fund managers design fund plans with specific investment directions and clear objectives according to their own professional analysis ability and resource integration ability, and according to the needs of economic, social and industry development, and provide them for potential investors to make investment decisions.
Lead in initiating funds: fund managers should take the lead in organizing fund raising and fund establishment, including organizing fund raising roadshows, determining investment intentions, organizing negotiations on the terms of the establishment documents, organizing the founding meeting of investors, completing investors' investment and signing legal documents, helping investors to select and determine fund custodians, and organizing investors to sign cooperation agreements with custodians.
Fund management and operation: this is mainly to find research projects for the fund to make investment decisions according to the fund entrusted management contract, and coordinate the fund custodian bank to allocate investment funds after the investment decisions are passed. At the same time, the fund manager should send a property right representative to the invested project to fulfill the rights and interests of investors on behalf of the fund and provide value-added services for the project. In each fiscal year, the fund manager shall submit the annual report of the fund and the profit distribution plan, and accept the evaluation of the fund board of directors and the audit of the board of supervisors.