As the investment consultant of the buyer, the strategic provider can only follow the market trend, select excellent products, dynamically adjust the investment portfolio, and collect service fees from investors by virtue of its core competitiveness. Therefore, fund investment consultants have also become the touchstone to test the professional ability and comprehensive strength of major financial institutions. At present, the fund investment consulting strategies provided by major fund companies can be roughly divided into monetary fund strategy combination, bond fund strategy combination and stock fund strategy combination, which match short-term expenditure respectively, and the funds are stable in the medium term and increase in the long term.
Fund investment consultants put forward the concepts of three-point investment and seven-point investment in the industry. However, in practical application, many institutions still invest in three shares and seven shares, and consulting services are far from enough. Basically, I feel terrible. I'm a little confused. The so-called investment consulting products are just a large collection, mainly to buy fund managers to choose matching portfolios. A few Ji Min said. From the perspective of post-investment service, all investment consulting platforms will automatically adjust their positions according to market conditions after investment, but most investment consulting platforms do not explain the logic of position adjustment in advance. In addition, according to the reporter's experience in various institutional investment consulting platforms, the current post-investment services are mainly in the form of research reports, regular investment consulting reports and market interpretation provided by institutions. , but they are all extensive, and investors can learn this information from other platforms.
In fact, fund investment consultant is promoting the change of fund from seller's investment consultant to buyer's investment consultant. The advantages of the third-party platform are large number of customers, perfect platform construction and strong technical level, but its disadvantages are also obvious, that is, there is a big gap with other institutions in investment and research ability, investment consulting experience and product management experience. Therefore, the three approved third-party platforms cooperate with external institutions, introduce investment strategies and products developed by external investment institutions, and provide customized services for investors.