Fund Research-Specializing in providing comprehensive OTC fund investment solutions for institutional investors, including fund sales and independent fund distribution services, to enhance the efficiency and quality of asset management allocation.

Research Philosophy

Employing systematic research methodologies and disciplined selection processes to seek out fund managers and products with sustainable long-term performance.

: Focus on Mutual Funds
In the large asset management system,
focus on public funds as the core of research; Service Scenarios
Provide research services such as asset allocation,
product selection, and portfolio construction; Explore Logic
Explore the investment logic behind excellent
managers through quantitative and qualitative analysis; Aid Decision Making
Provide effective decision-making basis for
institutional fund investment

Features

A framework for fund research and analysis based on style label system
Fund research services based on institutional client investment scenarios
In-depth research and analysis of fund managers based on customer needs

Strategies

Market and Strategy Research

Regularly review macro data and market overview, and look forward to future strategies.
Fund Analysis and Selection

Conduct in-depth quantitative and qualitative analysis of fund companies, managers, and products, and select the best.
Asset Allocation and Portfolio

Form targeted asset allocation and fund portfolio plans based on investment objectives, risk constraints, and market scenarios.

Fofund Research

Fofund Research

Market and Strategy Research

Fund Analysis and Selection

Asset Allocation and Portfolio