Abstract: The ranking of fund companies is an important reference index to measure the management level of fund companies, and it is also an important basis for investors to choose fund companies. This paper sorts out the influencing factors of fund companies' ranking, analyzes the influencing factors of fund companies' ranking from the aspects of customer satisfaction, asset management level, asset scale and performance sustainability, and deeply discusses the problems that investors should pay attention to when choosing fund companies, and how to explore excellent fund companies.
1. Factors affecting the ranking of fund companies
(1) Customer satisfaction
Customer satisfaction is an important indicator to measure the management level of fund companies, and fund companies with high customer satisfaction will naturally rank high. Generally speaking, the better the performance of fund companies in customer service, the higher the customer satisfaction and the higher the ranking.
(2) Asset management level
The asset management level of fund companies is an important indicator to measure their operating level. The higher the level of asset management, the higher the ranking of fund companies. Generally speaking, the higher the asset management level, the more professional the management team, the more scientific the investment strategy, the more stable the investment portfolio and the more stable the investment income.
(3) Asset scale
Asset scale is an important index to measure the management level of fund companies. The larger the assets, the higher the ranking of fund companies. Generally speaking, the larger the assets, the more experienced the management team, the more mature the investment strategy and the more stable the investment income.
(4) Sustainability of performance
Performance persistence is an important index to measure the management level of fund companies. The higher the continuity of performance, the higher the ranking of fund companies will naturally be. Generally speaking, the higher the performance persistence of fund companies, the stronger the management team's ability, the more mature the investment strategy and the more stable the investment income.
2. Problems that investors should pay attention to when choosing fund companies.
(1) Understand the operating conditions of fund companies.
When choosing a fund company, investors should know the operating conditions of the fund company, check its historical performance, asset scale, etc., so as to better understand its strength.
(2) Understand the investment strategy of fund companies.
When choosing a fund company, investors should understand the investment strategy of the fund company, so as to better understand the ability of its management team and whether the investment strategy adopted is reasonable.
(3) Understand the customer service of fund companies.
When choosing a fund company, investors should understand the customer service of the fund company, so as to better understand its service level and whether it can meet the needs of investors.
3. How to find excellent fund companies
(1) Pay attention to the ranking of fund companies.
When exploring excellent fund companies, investors should pay attention to the ranking of each fund company in order to better understand the ranking of each fund company.
(2) Comprehensive consideration of various factors
When exploring excellent fund companies, investors should comprehensively consider the customer satisfaction, asset management level, asset scale, performance sustainability and other factors of each fund company in order to better choose the right fund company.
(3) Multi-party comparison
When exploring excellent fund companies, investors should compare them in many aspects in order to better understand the advantages and disadvantages of each fund company and finally choose the best fund company.
Conclusion: The ranking of fund companies is an important reference index to measure the management level of fund companies. When choosing a fund company, investors should know the operating conditions, investment strategy and customer service of the fund company, pay attention to the ranking of the fund company, comprehensively consider various factors and compare them in many aspects to find out the excellent fund company.