Join hands to promote financial technology * * * southern fund Sina Investment 65438+was officially launched on February 6 at Guosen Securities.

In recent years, with the wide application of technologies such as 5G, AI and cloud computing, the development of financial services has ushered in new opportunities, and the deep integration of technology and financial services has become the general trend. At the same time, the ecology of the financial services industry is also changing, and technology will become one of the core competitiveness of the financial industry. In order to boost the transformation and upgrading, and help investors explore the digital economy era, southern fund, as the first pilot financial institution for fund investment in China, launched the fund investment service in the whole market for the first time in 20 19. Recently, it was learned that southern fund Sina Investment 65438+was officially launched in Guo Xin Securities on February 6th. The specific online portfolios are: Sina multi-factor growth portfolio, Sina stock-debt balance portfolio and Sina absolute income portfolio. Southern fund will join hands with Guo Xin Securities to promote the high-quality development of the financial industry through financial technology.

Since southern fund launched Sina Investment, a fund investment brand, on 20 19, it has been based on solving the problems of "difficult to choose the foundation", "difficult to choose the time" and "the fund makes money, but the people don't make money". After two years of deep cultivation, it gradually formed two distinct characteristics. First, adhere to the "customer-centric". Specifically, Sina Investment & Care aims to create a "customer-centered" one-stop investment & care service, which is the initial intention of southern fund to launch the brand of Sina Investment & Care and the consistent working idea of southern fund Fund Investment & Care. Sina Investment & Portrait of investors' investment objectives, asset status and risk preference. Tailor-made portfolio for investors, and authorize investors to conduct position adjustment transactions when the market changes. At present, Sina Investment has built a whole-process investment system covering before, during and after investment. Before investing, we will match the most suitable assets for investors through detailed customer demand research, guide investors to invest for a long time through full entrusted account management, and accompany them with continuous investment services after investment, so that investors are not afraid of market fluctuations.

Second, Sina fully integrates financial technology. Southern fund has established business systems such as investment management system, investment account management system and investment risk management system that match the fund investment business. Each major system performs its own duties and cooperates with each other, effectively ensuring the smooth operation of the business. In terms of fund selection, what individual investors lack most is the fund selection tool. When it comes to some in-depth analysis of funds, individual investors are often powerless. Investment managers can use the quantitative analysis of big data to complete the screening, comparison, analysis and in-depth research of funds in real time through professional software, which is not only rich in data dimensions, but also more efficient.

In the trial operation in the past two years, Sina performed well. According to the public data of southern fund, as of the end of September, 20021year, its retained capital exceeded 83%, and the reinvested amount accounted for more than 60%, among which the profits of Sina's balanced stock and bond portfolio customers accounted for more than 83%, and those of Sina's bimonthly portfolio customers accounted for more than 96%. In the "Pioneer List of Financial Technology in China in 2020" selected by Securities Times, southern fund Investment Service was selected as the pioneer list of intelligent investment (wealth management) in China with its outstanding performance.

It is not difficult to see from the above data that the fixed investment of the fund has effectively changed the investment habits of users, and the concept of encouraging long-term investment by fixed investment of the fund has been recognized by investors. Therefore, southern fund believes that there is still great room for the development of fund investment business. In the future, southern fund hopes to provide high-quality investment services together with its peers, so that more investors can benefit from the opportunities brought by the development of the capital market.