2023 is the 25th year since the emergence of public fund industry in China. Fund industry has become a major power serving for the development of economy and citizen’s wealth management. Up till the end of 2022, the number of fund investors reached 0.7 billion. Tremendous number of investors, especially those with little or medium amount of capital, proposed a higher requirement about investing education service. The significance of investing education has been more and more obvious.
As a comprehensive and large-scale asset management company, GF Fund is always an active participant and important practitioner of investing education. In order to protect investors, GF Fund constructed an integrated investing education service system based on the pragmatic demand of investors.
Innovative construction of investor education brand is the solid foundation for providing high-quality investor education. As early as 2005, GF Fund launched the "Journey of Heart Bridge" investor education brand, building a bridge connecting investors with "heart" through a professional and comprehensive systematic content, warm-hearted customer service, and investment. As of now, "Journey of Heart Bridge" has launched a series of columns in five dimensions: "listen, read, watch, learn, and practice", and conducted more than 6,000 offline investor education activities and over 420 online courses, providing high-quality investment education services for 28 million investors.
Another carefully crafted investor education platform, "GF Fund Investor Education Base", adheres to the concept of "letting investors see clearly and understand", and has launched more than 1,200 online courses through over 20 forms such as interesting articles, live-action videos, comics, animations, audio, and live broadcasts around hot topics, integrating education and entertainment to provide professional financial and investment knowledge to investors. In addition, the investor education base creatively created exclusive investor education IPs such as "GF Little Red Bean" and "Liu Liu Da Shun", which is one of the earliest official brands in the industry to expand into the short video field and shape its own investor education IPs.
It is worth mentioning that GF Fund has been committed to exploring diversified practice models for its investor education brand. It has partnered with multiple mainstream media outlets to create investor education columns such as "Investment Evolution" and "GF Pension Whale", providing investors with more professional, accurate, and timely investor education content. It has also collaborated with media and professional institutions to publish fund investor survey white papers, which analyze the real profit experience of investors and explore more solutions to enhance their sense of achievement and happiness.
The translation focuses on the key points, deepening the popularization of national financial education.
The registration system is the "core" project for the comprehensive deepening of capital market reforms. Since the CSRC announced the full implementation of the registration system in February this year, GF Fund has focused on this main theme and launched over 40 original investor education works in the form of videos, audios, and long-form articles, covering nearly 230,000 people, to help deepen investors' understanding of the connotation of the registration system, enhance their recognition of the comprehensive implementation of registration system reform and effectively promote relevant investment knowledge.
"Market changes are very fast, and new terms that we've never seen before often appear. As investors, we are very nervous and afraid of falling behind the policy pace." Ms. Chen, a senior fund investor who has been buying funds since 2004, has experienced the ups and downs of the market for more than ten years and deeply feels the need for continuous learning on the road of investment and wealth management. "Fortunately, there are professional organizations like you to help interpret and release some simple and easy-to-understand short videos and articles. I can understand them after watching them."
Investors can easily access high-quality investor education knowledge thanks to GF Fund's unique, systematic, and differentiated multimedia matrix and content system. As of now, GF Fund has settled in ten major online media platforms such as WeChat public account, video account, Weibo, Douyin, and Toutiao, covering nearly tens of millions of investors, among which the subscription numbers on Toutiao and Douyin are among the top in the industry. At the same time, it has launched a lightweight series of courses "The First Lesson of Young People's Financial Management" for fledgling investors; developed the industry's first investor education radio drama "Wealthy Women Development Plan" focusing on women's financial needs; and produced special columns such as "How Much Do You Know About Personal Pension" and "Little Red Bean Talks About Pension" to meet the needs of retirement investment services. It provides accurate and targeted companionship for investors with different investment knowledge backgrounds and risk preferences.
In addition, GF Fund responded to the call of the China Securities Investment Fund Association to carry out the "One Company, One Province, One University" investor education activities, deepening the integration of investor education into the national education system, and went to multiple universities to carry out credit-based elective courses, special lectures, simulated investment challenge competitions, knowledge competitions, wealth sand table games, theme script performances, and other diversified activities. It actively practiced the "Three Entries" activities of investor education into campuses, communities, and enterprises, and created a multi-level financial talent training system. The high-quality results of investor education have also been recognized by the industry. GF Fund's investment education service system, original investor education works, and "One Company, One Province, One University" investor education activities have won recognition from regulatory authorities and authoritative media.
Heartwarming services provide professional companionship to clients
Ms. Chen has a lot of feelings about her account manager. "Last year, the market was very volatile, and my account was also affected. At that time, I was very anxious and wished to make some changes." GF Fund provides investors with heartwarming and professional one-on-one companion services through account managers, helping investors enhance their investment awareness and establish a sound asset allocation concept. "Fortunately, based on my account situation, you helped me with advice and solutions, and my investment confidence became firmer."
Based on rich customer service experience and professional customer service capabilities, GF Fund has built a full-process investor education service system from "pre-investment, mid-investment, and post-investment." Account managers also analyze market trends based on investors' risk preferences and investment needs, and guide investors to establish a scientific investment concept at different stages.
Mr. Fu, who has been engaged in stock trading and has just started to invest in funds, has the same feeling. "In the ever-changing capital market, we often lose sight of our original intention due to short-term market fluctuations, pursuing short-term gains and avoiding short-term losses, and forgetting the long-term investment goals we set when we first started investing." He believes that professional account managers can help him choose products that are suitable for his investment goals, complete the rational allocation of account assets, and achieve long-term investment by aligning knowledge and action.
Investors are important participants in the capital market and the cornerstone of the high-quality development of the capital market. As of December 2022, GF Fund has served 137 million customers, with holders all over the world. The GF Fund investor education team stated that in the future, the company will continue to increase the breadth and depth of investor education and companionship coverage, adhere to the orientation of investor demand, continuously spread rational investment, value investment, and long-term investment concepts, and strive to enhance investors' sense of security, gain, and happiness.