GF Fund’s investment advisory business leaders stated that the initiative focuses on the buyer's perspective, aiming to assist investors in resolving issues related to allocation, fund selection, and timing through professional market analysis, scientific asset allocation, and rational investment decisions, thereby enhancing the investors' sense of gain.
Growing Together with the Industry: Exploring New Fund Advisory Models
Since the pilot launch in October 2019, the fund advisory business is nearing its five-year mark, with strategies and services diversifying and customer numbers continuously increasing. As of the end of March 2023, the number of pilot fund advisory institutions exceeded 60, serving assets totaling 146.4 billion yuan and reaching 5.24 million clients.
As one of the pilot institutions, GF Fund has actively engaged in exploring the fund advisory business. Over the past three years, the company has focused on enhancing investors' sense of gain, continuously innovating in strategy design and scenario expansion. For instance, at the end of 2021, GF Fund launched a "carrying method" investment strategy, which introduced investment discipline and managed clients' cash flow to address "when to buy, how much to buy, and when to sell," marking a significant innovation in fund advisory.
Additionally, GF Fund has established a comprehensive investment advisory service system that spans the entire customer lifecycle, taking into account clients' asset conditions, financial planning, and life stages. The company continues to refine and iterate its accompanying services. For example, the research and advisory teams collaborated to create a "content + research + service" studio that produces both professional and accessible content. They also introduced an account panorama feature to provide a comprehensive view of clients' account holdings and trading health, offering personalized solutions.
“Our practical experience shows that enhancing investors' sense of gain involves not only improving account returns but also increasing their professional knowledge and trust in the fund advisory institution,” said a representative from GF Fund. The company aims to establish long-term, stable relationships with clients through the deep integration and continuous innovation of investment strategies and advisory services.
Leveraging Professional Advantages: Building a New Ecosystem for Buyer Advisory
In addition to refining its fund advisory capabilities, GF Fund draws on over 20 years of asset management and client engagement experience to actively support the practice of "inclusive finance" within the fund advisory sector.
In September 2023, with guidance and support from regulatory authorities, GF Fund helped establish the industry’s first specialized training institution for advisory talent—the Guangzhou Investment Advisor Academy—aimed at cultivating more advisory teams and professionals to strengthen the buyer intermediary force.
GF Fund is also actively involved in industry research. The recently released "Fund Advisory Blue Book (2024)" was co-authored by the China Securities Journal and GF Fund, among six other fund advisory institutions. This publication compiles extensive data and examples to outline the positive explorations and beneficial attempts of fund advisory institutions in investment strategies and advisory services, portraying an optimistic future for buyer advisory development.
Looking ahead, GF Fund will continue to enhance its capabilities in both investment and advisory services, providing more stable and adaptable investment strategies and advice, while delivering targeted and practical advisory services to maximize the positive impact of fund advisory on enhancing investors' sense of gain.