A Case Study On Construction Themutual Fund Company's Investment And Research Platform In The Current Market Situation

This essay mainly discusses how to build an investment research teamwith core competitiveness, and how to establish a reasonable mechanism tohelp this team's member to play their role for the mutual fund company inthe current market environment. Firstly,we analyze the periphery of thecompetitive environment of the fund company, such as the mutual fundcompany's breakeven point and the business bank's wealth managementdevelopment trends; and also study the company's internal predicamentfrom three aspects: Brain drain, human resource costs, performancepersistence and irregularities.Secondary, on the basis of analysis of the advantages anddisadvantages for the mutual fund company, we study how to build ainvestment and research platform with the core competitiveness fromsystem construction, positioning of the relevant business, researchmanagement innovation, and private wealth management innovation.Onthe terms of three main businesses, we believe that the macro-strategystudy should be the main line of research, asset management business'sway should be a top-down approach, and private asset managementbusiness should meet the customer's unique needs.In addition, this essaystudy the innovation way on research and investment managementbusiness from staffing, Personnel selection, Assessment, the matching ofproducts and investment and the private asset managementbusinessdevelopment.