光大银行“金融智库”打造资管类投资产品分析专家

 Everbright bank "financial think-tank" make endowment tube kind of investment products analysts

In recent years, be good at summing up experience more rational investors, they don't put all your eggs in one basket in the stock or public offering fund, but gradually realized in asset allocation under the guidance of the concept of constructing the necessity of diversified portfolio. However, when meet the different needs of products are constantly segmentation out, financial products market has become increasingly professional, complicated and diversified, investors do when the choice, often faced with "what to buy, when buying and selling, lost this shouldn't change, in which" and so on a series of problems.

In order to solve the problems of the investors, everbright bank in the financial · asset allocation platform, take constructs a powerful analysis system, financial think-tank, it not only can help investors relaxed and in-depth understanding of a variety of asset management kind of investment products, but also provides from "product auditions" began to take the investment decision support.

Four product "YiZhanTong to reach"

In "the" product choice, everbright bank effort to meet the public financial common appeals.

Need to have different attributes of the product more and more risk and return by investors, in order to meet the different risk to bear ability, different life cycle and market demand of finance. Therefore, everbright bank in financial intelligence library joined the growing concern about the four big financial product analysis module, respectively is: public offering funds, private equity funds, bank asset management kind of finance, securities, aggregate asset management plan for the customer to provide a variety of in-depth analysis of product information, so that customers can in their own concerns in the product category effectively dig out the outstanding person.

As is known to all, investors are difficult to through the open channel for private equity funds and securities trader aggregate asset management plan, the integrity of the data to integrate these data need to spend a lot of manpower and material resources. However, the data is the customer analysis product is an important basis. So, the bank invest a lot of energy to collect the data and update. According to reporter understanding, this is the first in the industry of other bank, the major issue of their products related data listed.

Many ways "best choose optimal"

Investors after all not experts, will only boring data accumulation but let them confused. In order to understand clearly show products condition, "the original data into visual and vivid information" become everbright bank and a do mind place.

Product screening process, financial think-tank will set in a variety of intuitive way selection and comparison, the customer can product type, operation cycle, investment style basic information for conditions, selected to meet the requirements of products; Can also through the "list" to understand a product in the market of all kinds of index ranking situation; And through the "product profile", directly compare a product in the similar risk income level.

Be worth what carry is, everbright bank again and international top professional fund rating agencies morning star cooperation, in view of the row of asset management class financial product, carries on the risk adjusted income evaluation.

This is the first to bank asset management class investment product evaluation, evaluation mechanism, the evaluation result is customer measure "endowment tube type" products risk and return of the important indicators. So far, each choose everbright bank investors, buying endowment tube kind of investment products will benefit from the morning star professional evaluation service, can easily obtain objective comprehensive analysis and comparison, to help you complete effective investment decision.

The picture than to the "income star"

Everbright bank "sunshine finance · asset allocation platform" since from online, has been in the content refinement, rich on the function perfect innovation, and strive to make the platform of each function module are me as a full and strong subsystem, and displays the most powerful.

If money is always the main standard to measure investors products.

To fully understand the profitability of products, in addition to single product specific profit and loss figures, it in the similar products in the profit level must be pay attention to, in the market on the trip to get excess profits in the market down, when the ability to obtain absolute income.

This information, everbright bank customers can through the system all kinds of graphic intuitively in comparison. And in each chart, in addition to the user macro to present products own attribute outside, still in the picture as much as possible every place need further explain place Settings link, a mouse can see behind the more detailed instructions. Digital, graphics, text, flash... Financial think-tank has cool visual design and animation effects, and strive to make each information is the best way to express to allow customers to use up the most convenient, easy to understand, not boring.