China Securities Journal (Reporter Wan Yu) On June 19, the winners of the 3rd Fund Advisory Golden Bull Award, hosted by China Securities Journal, were unveiled today. GF Fund is among the ten institutions receiving the comprehensive Fund Advisory Golden Bull Award, marking its consecutive win and industry recognition of its integrated "investment, advisory, and education" approach.

Since launching fund advisory services in August 2021, GF Fund has pioneered a client-centric advisory model. "We remain committed to investor-focused wealth management to support high-quality capital market development," stated the firm's advisory head. The company has rolled out 18 strategy series spanning multiple asset classes including money market, fixed income, equities, and commodities, tailoring solutions to diverse risk profiles through customized scenarios and asset allocation.

Center on customer needs and develop multiple innovation strategies

Amid growing global market volatility, client demands have diversified. GF categorizes needs into three segments—equity investing, steady growth, and cross-border allocation—offering respectively departure-focused strategies, conservative strategies, and multi-asset solutions. These deliver one-stop investment services via professional asset allocation and dynamic management.

For stability-seeking investors, the "Happiness Mini-Train Target Yield" strategy combines departure-focused and conservative approaches. It breaks investments into timed segments with clear yield targets, automatically locking gains upon achievement—akin to completing a marathon in stages—to enhance return visibility.

Addressing diversed allocation needs (gold, Hong Kong stocks, overseas assets), strategies like "Global 30 Selection," "Global Multi-Asset Growth," and "Global Multi-Asset Conservative" cover equities, bonds, and commodities across China, U.S., Europe, and emerging markets, enabling one-click global diversification and striving to enhance customers' profitability experience through diversified revenue streams.

Amid China’s expanding universe of 2,000+ index products (including ETFs), GF launched the departure-focused "Index 100 Portions" strategy in 2023. It allocates core exposure to A-share broad indexes and satellite positions to global sector/thematic indexes, seizing diversified opportunities. Holder re-investment rates exceeded 90% as of May 2024 since inception, demonstrating strong adoption.

"Our strategies rest on three pillars: professional asset allocation solutions, scientific fund selection frameworks, and portfolio management mechanisms guiding departure, profit-taking, and rebalancing," noted the advisory head. All strategic investments are exclusively managed by the Asset Allocation Department of GF Fund. GF Fund’s decade-plus veteran investment managers oversee these strategies backed by 100+ researchers sharing macro, equity, and fixed-income insights via the integrated GF research platform.

Building Wealth Capabilities Across Three Dimensions of “Investment, Advisory, and Education”

Beyond innovating in “investment”, GF Fund’s advisory team also revolutionizes “advisory” engagement. "Portraying life goals as investable scenarios effectively integrates our three dimensions," explained the head. In the "investment" dimension, glide path designs are applied to meet diverse investment needs across scenarios; in the "advisory" dimension, services include education/pension fund projections and academic planning counseling; in the "education" dimension, a comprehensive investment curriculum is designed to enhance investors' financial literacy.

"Our extensive client research revealed two predominant needs: cutting-edge market projections with clear investment frameworks, and systematic asset allocation methodologies. " Building on these insights, GF Fund launched its groundbreaking Wealth Management HouseView initiative in May 2024. This premium resource delivers vital perspectives across four strategic pillars: global macroeconomic trends, multi-asset analysis and allocation guidance, fund market diagnostics, and tailored portfolio solutions—cultivating globally-informed asset allocation principles for clients.

GF Fund’s advisory vision extends beyond high-quality content to hyper-personalized account management. Over two years, it evolved from point solutions to comprehensive customized services. Specifically, through granular client segmentation at the individual level and account-centric management, we assist individual investors in portfolio diagnostics, strategic allocation, and systematic rebalancing—delivering hyper-customized solutions.

"In recent years, the fund industry's dominant model has centered on advisor-led strategy replication. Going forward, China's fund advisory services will evolve toward holistic account management featuring comprehensive capital planning and precision asset allocation," stated the advisory head. The team has established robust Advisory Investment and Account Operating Systems—forming the backbone of account-centric oversight. This enables advisors to integrate KYC with KYP, creating granular client profiles augmented by deep holding analytics to deliver client-specific portfolio guidance.

"The current AI surge driven by DeepSeek is accelerating large-model applications across sectors," noted the advisory head, emphasizing that fund advisors bear a financial inclusion mission where FinTech proves pivotal. Moving forward, financial technology will likely concentrate on hyper-accurate client insights and digitized engagement journeys. GF Fund is committed to harnessing FinTech to comprehensively empower advisory services, constructing integrated wealth management capabilities through professional, accessible, and tailored solutions for mass investors.