More than half of the 2024 Wind Star Financial Planner Annual Selection Competition, tens of thousands of contestants from major wealth management institutions gathered to participate in the competition, and successively completed a number of competition tasks such as virtual market positioning, professional Q&A, etc., and the asset allocation planning competition is about to come to an end. In order to effectively empower the contestants to improve their industry vision and asset allocation planning capabilities, on April 19, the Organizing Committee of the 2024 Wind Star Selected Financial Planner Annual Selection invited Wei Wei, chief FOF strategist of Dongfanghong Asset Management, as a guest of the first phase of the Starlight Lecture Hall, to bring an in-depth sharing on "asset allocation in the real world".
Starlight Lecture: Wind Star Financial Planner Annual Selection is a special lecture set up to connect industry leaders and jointly explore a new paradigm of wealth management.
Wei Wei introduced that the starting point of asset allocation is asset value, which includes two attributes, one is income and the other is volatility. The original intention of wealth management is to create value for customers. By combining the two and accomplishing them for a long time, you can become a trusted financial manager for your customers.
When discussing the ways of wealth accumulation in different eras, Wei Wei mentioned that each era has its own unique ways of wealth accumulation, and these ways determine people's perception of wealth. He emphasized that when new money goes through a big cycle, it needs to learn how to manage wealth effectively to avoid unnecessary loss of wealth. Wealth management is not only about investment, but also about how to take advantage of the opportunities and technological outlets of the times on the career track to achieve a class jump.
Wei Wei also discussed the importance of wealth management, pointing out that the way wealth is accumulated determines the perception of wealth. When faced with the challenge of new money going through a big cycle for the first time, investors need to find the right investment opportunities while maintaining the security of their wealth. He proposed that the purpose of wealth management is to help investors maintain and increase the value of their wealth under different market conditions. In terms of the ultimate goal of asset management and wealth management, Wei Wei pointed out that perhaps in the future development, fixed income + will play an increasingly important role in asset management, that is, to strive for stable income through fixed income products. The ultimate goal of wealth management is to achieve long-term wealth growth and effective risk control through diversified asset allocation. In view of the current environment of declining interest rates, Wei Wei believes that the cost performance of multi-asset allocation has been further improved. The implementation of the new regulations on asset management has broken the rigid redemption and lowered the deposit rate, which provides investors with more investment options. He analyzed the ERP (equity risk premium) of the CSI 300 Index and the volatility of equity assets, and pointed out that the return-risk ratio of equity and bond assets is more balanced. Wei Wei finally concluded that asset management is asset-oriented, and wealth management is more customer-oriented, and the intersection of the two is the real-world asset allocation. Good wealth managers are often able to stand on the side of asset management and understand what wealth management entails, and can also stand on the end of wealth management, understand asset management very well, and allocate allocation tools. 2024 Wind Star Selection Schedule Progress //
The 2024 Wind Star Financial Planner Annual Selection Asset Allocation Planning Competition has entered the countdown stage, and the editor looks forward to all the contestants combining theory with actual combat, in-depth analysis of task cases, and providing comprehensive investment planning and asset allocation suggestions for case customers!
Asset Allocation Planning Schedule:
Based on the hypothetical case, the contestant will provide customers with an asset allocation report, and the "25%" score contribution provided in this part will be included in the overall ranking of the 2024 Wind Star Financial Planner Annual Selection.
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Requirements:
1. According to the case information, combined with reasonable assumptions and analysis, improve financial data, and build comprehensive family financial information and financial needs.
2. Develop practical financial planning plans for customers, focusing on providing investment planning and asset allocation suggestions according to users' risk preferences.
3. Encourage the use of open-ended financial planning, and players can add some assumptions and designs to better support their own views.
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Grading Criteria:
1. Case analysis (20%): whether the demand is accurately and comprehensively captured
2. Asset allocation (20%): whether the logic is clear and the methodology is solid
3. Plan implementation (20%): whether it is accurately implemented to specific products
4. Report presentation (20%): whether it is smooth and smooth
5. Risk warning (20%): whether the disclosure is sufficient
- Report submission time: April 1, 2024 ~ April 30, 2024
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The report presents:
Contestants can use the [Asset Allocation] function of Wind Investment Advisory Terminal to automatically generate reports.
Step1 KYC: Understand the wealth management goals of the target customer
Step2 Matching plan: Select the matching plan and look forward to the return and risk range
Step3Portfolio Construction: Select multiple products to build a portfolio
Step4 Output report: Invest in the distribution report in seconds, and share it with one click to reach customers
Step5Continuous optimization: Continuously track optimizations and dynamically evaluate rebalancing configurations
Click to enlarge and log in to the terminal to learn more about the asset allocation function
Tips:
In addition to using the [Asset Allocation] function of the terminal to generate reports, contestants can also use open financial planning to complete and upload the report by themselves.
2024 Wind Star Election Express //
Since the official start of the 2024 Wind Star Financial Planner Annual Selection on February 19, the market has been changing rapidly, the competition is in full swing, and the list has changed. With two months to go, who can grasp the pulse of the market and achieve good results?
The latest list is as follows:
2024Wind星选理财师年度评选追踪//
>> 2024 Wind Star Financial Planner Annual Selection has officially begun
>> the gong of the competition, Fanghua reunites Message from the guests of the 2024 Wind Star Financial Planner of the Year
>> 2024 Wind Star Financial Planner Annual Selection is in full swing
>> 2024 Wind Star Financial Planner Annual Selection was grandly launched
【Introduction】2024 Wind Star Financial Planner Annual Selection
The 2024 Wind Star Financial Planner Annual Selection is jointly created by Wind, a leading company in China's financial information service industry, and RFP China, the official authorized agency of the International Association of Certified Financial Planners, and China Asset Management, a leading multi-asset universal platform. It aims to empower the development of China's wealth management industry, help strengthen the upgrading of investors' awareness, and forge and select excellent wealth management teams and elite talents for the industry. 【Event Platform】Wind Investment Advisory Terminal
Wind Investment Advisory Terminal is an auxiliary sales system tailored for financial planners that combines their own business scenarios. Based on the mature service experience in the past, Wind Investment Advisory Terminal is deeply connected to the needs of six major business scenarios of wealth management lines: information market, product collection, customer acquisition marketing, customer management, asset allocation, and professional advancement, empowering the entire line of wealth management business with a combination of data and product modules, and providing financial institutions with digital solutions for wealth management.