independence
Independence means that the information provided by a fund evaluation institution cannot be influenced by the interests and will of any institution or ten people. The results of fund evaluation may involve the interests of many participants in the fund market. If there is an interest relationship between the fund evaluation institution and the relevant participants in the fund market, the fund evaluation results may be influenced by the interests of some participants, thus misleading all users of the evaluation results and adversely affecting the fund selection and investment decision-making, fund sales and fund manager incentives of ordinary investors. At the same time, if the evaluation results can not fully guarantee their independence, the market credibility of the evaluation results will be affected, and even the credibility of the entire fund evaluation industry will be shaken, thus affecting the development of the industry. Therefore, the independence of fund evaluation institutions is the basis to ensure the fairness and reliability of their evaluation results and corresponding products.
(2) Fairness
The fairness of fund evaluation system and its products is the basis for its market recognition. Fairness includes substantive fairness and formal fairness of fund evaluation products. Substantial fairness means that the evaluation results of each fund should be fair, and the evaluation results of the fund are biased or partial to any fund without any interests or other related reasons. In order to ensure the substantive fairness of fund evaluation, the institutions that conduct fund evaluation and launch related products must be able to fully guarantee their independence and fairness, gain the trust and recognition of all market participants, that is, let investors believe in the fairness of evaluation results in form, that is, ensure their formal fairness.
(3) Effective data maintenance and processing capabilities
Fund evaluation is a process of data processing, which needs to be based on a huge database and according to certain rules, that is, the fund evaluation index system. The determination and perfection of data processing rules need strong theoretical and market research support. Therefore, having a strong basic database and database processing ability is the basis for the success of fund evaluation products.
(4) Strong financial strength
The establishment and maintenance of the fund evaluation system and the promotion and publicity of the fund evaluation products at the beginning of their launch all require certain manpower, material resources and financial resources. Under normal circumstances, only after the fund evaluation products have relatively extensive market influence and credibility can they gradually generate economic benefits. Therefore, fund evaluation institutions need to have certain financial strength to make early and early investments, or supplemented by other profitable products to ensure their future success.
(5) Efficient information dissemination and promotion channels.
In addition to ensuring the scientific and fair index system of fund evaluation, successful marketing is also an important guarantee for the commercial success of fund evaluation products. Smooth information distribution channels and flexible and diverse promotion methods are the basis for the commercial promotion of fund evaluation products. Therefore, a smooth and efficient channel for the release and promotion of fund evaluation results is an important support for the success of fund evaluation.