"When determining the investment strategy, our team will screen the top products with a duration of more than one year for portfolio investment, continue to track and evaluate, and dynamically adjust the portfolio.

The original design intention and design logic of this product are in line with the essence of OF products, that is, through qualitative and quantitative analysis, to build a portfolio and pursue sustainable medium and long-term compound returns. Reduce the probability of making mistakes by screening products and continuous investment, smooth volatility, and finally achieve stable absolute returns. ”

"The number of people mentioned in compliance just now is not actually the focus of our selection, in the design of of, "people" is the most important. The "people" mentioned here are the private equity of fund management institutions, and when investing, having a professional team to check the screening of funds is always one of the most effective ways to obtain returns.

The number of people in the team is not directly proportional to the investment research ability, we pay attention to whether their investment philosophy is in line with us, and the maximum drawdown. ”

"This product has high requirements for later execution and management, and in the process of product operation, investment researchers and operation management personnel need to monitor the operation of the product in real time, and once it is found that it does not meet expectations, it is necessary to intervene and correct it in time.

In general, the best is what suits you. Before choosing a private equity fund, we need to figure out how many assets we can invest, how many of them can be held for a long time, how much needs to be liquid, how much can be taken on larger risks, how the proportion of each type of asset is appropriately allocated, and what is the expected standard for investment returns.

Investment is a professional asset allocation process, and its primary purpose is not to win ultra-high returns, but to control risks through professional management of investment portfolios, so as to achieve the purpose of asset allocation and steady appreciation. ”

Ye Pei's words were understood by all the review committee members, and compliance was also understood.

He was a little ashamed that he had asked a less than professional question.

Xu Xiaoai almost had to applaud him, but she never doubted Ye Pei's professionalism.

But when the judges voted, there were still some differences, the first to vote against was the chairman of the wealth representative, he was actually most worried about the design of this product, how can customers accept it?

Daewoo Trust's previous products were all fixed-income products, and they all had performance benchmarks, which means that when customers buy products, as long as the project is not risky, on the day the project expires, they can get the full amount of the principal and the performance benchmark agreed in the contract.

The of products is different, the product invests in the capital market, and the net value will change every day according to the net value of the private equity fund or public fund invested in the bottom, if the market is good, but if the market is not good, the net value of the fund will also fall, and it will easily reach the liquidation line.

For this kind of high-risk product treatment, the trust customer acceptance is uncertain.

Secondly, there are two votes that also have the same concerns, there is no problem with the product design, but it can't be sold, this product will squeeze out the quota of wealth customers, it is better to sell more fixed-income products, customer acceptance is high, and there will be no disputes.

These two votes belong to the old school in the process of trust business transformation, and there are still a small number of people who can't see the situation clearly for the company's transformation, and they still want to do the same type of projects as before, so when accepting new things, the degree of acceptance is limited. @·error-free start~~

The voting was carried out after clearing the personnel of the relevant business departments, and when Ye Pei left the room, he glanced at Xu Xiaoai with pleading in his eyes.

In this way, with three votes in favor and three votes in favor, Xu Xiaoai's vote is very crucial.

The voting process is very simple, there is no need to say anything more, Xu Xiaoai solemnly drew a tick on the agreement.

She knew what that meant, and the launch of this product represented the development of a new business line by Daewoo Trust, and the difficulty of sales that others said at the meeting, she also admitted, it was up to Lu Liang later.

Passed!

After a difficult review meeting, the first product of the OF department in charge of Ye Pei decided to go online two months later.

Sure enough, as Xu Xiaoai worried about at the meeting, Lu Liang was the first person to object.

。

Lu Liang sat in Xu Xiaoai's office, his two long legs crossed on the table, and dangled the pen in his hand: "You dug a big hole for me again, and every hole was finally filled in before, and this time you completely want to bury me." ”

Xu Xiaoai lifted his leg off the table: "Is this difficulty still called a pit for you?" Just rush your sales ability, and give you a bunch of paper, won't you be able to sell hundreds of millions? ”

Lu Liang snorted twice from his nose: "Then you have to write me a performance benchmark on these pieces of paper, you see what is the stop loss line, the liquidation line, and the risks written on this new product, there is no clause that is reassuring, what do I use to introduce to customers?" ”

Xu Xiaoai had already thought of this: "What's so difficult about this, think about the one next door, what is the product selling?" What is sold is our company's management ability, and what is sold is our investment ability, this Ye Peiye Dana next to us, you just blow it to the sky and blow it into a god, can't you? ”

"One person can gather a group of fans and make them pay willingly?" Lu Liang was a little unconvinced.

"Isn't that the case with fund managers, who cares which fund company he's in? Isn't it all about the fund manager's ability to manage the product? ”

Lu Liang thought about it, it's true, but fixed income + has been doing it for a long time, and he really doesn't care much about the business of the capital market.

When a product comes out, what Fortune needs most is training, roadshows and customer activities, they must introduce the product to customers clearly, and reveal all the risks in place in order to meet the requirements of the regulator and protect themselves.

"Xiao Ai, then I have an idea, first, to build Ye Pei as a high-quality of product manager, and let him conduct live broadcasts from online and offline, in fact, it is to bring goods.

Second. Regarding the disclosure of net worth in terms of operations and the management of processes, please explain it to the customer.

Third, I want to talk to Mr. Cao from the human resources department and ask her to increase the sales bonus ratio of this project, so that the people below me have the motivation to sell of products instead of fixed income products. @·error-free start~~"

Of course, Xu Xiaoai agreed: "No problem, if you want me to cooperate, I will try to cooperate, tell me the time and place, I have prepared all the processes to explain to them in detail, and customers can also ask questions on the spot, I believe we have made sufficient preparations." ”

Xu Xiaoai said that the preparation was not fake, through the run-in in the previous months, she and Ye Pei worked together to cut out every detail very clearly, and she didn't understand the trading strategy, but she had prepared perfectly for the construction of the process and the system.

Next, Daewoo Trust launched a bombardment of brainwashing for customers through various forms of roadshows, customer activities, and online and offline activities.

When Lu Liang introduces of products to customers, he is the hardest-working.

Every time, he would pull Ye Pei to stand on the platform with him, and Ye Pei himself had a good image, spoke softly, and was as gentle as jade, and he gained a lot of customer fans at once, coupled with his professional explanations and all-knowing answers, so that many professional customers learned a lot from him.

After nearly a month of bombardment, Ye Pei became the spokesperson for the success of their company's products.

Xu Xiaoai was at home that night, while taking the baby, while listening to Ye Pei's live broadcast, as an insider, she was also assigned a task by Lu Liang.

In the live broadcast room, she needs to give Ye Pei gifts to bring an atmosphere.

When Chu Yu returned home, he saw Xu Xiaoai happily throwing money at Ye Pei's body.

He looked at it for a while, Xu Xiaoai had already sent out three rockets, two yachts, and countless flowers.

Chu Yu was very happy to see her, and stepped forward curiously to take a look, it turned out that Xu Xiaoai had actually become the number one fan.

Chu Yu's teeth were sore: "When did you learn to throw money at other men?" ”

Xu Xiaoai didn't have time to pay attention to Chu Yu at all, she pushed the baby next to Chu Yu: "My son seems to be urinating, you can help him take a look." ”

Then he began to bring the rhythm in the comment section.

Xu Xiaoai's live broadcast was very loud, and Ye Pei's voice ran through the entire room, Chu Yuxuan still had some taste at the beginning, but later when he saw that his mother always ignored him, he began to say no.

became impatient, and when Chu Yu arrived home, he began to desperately try his best, trying to win the attention of his parents. @·error-free start~~

Chu Yu had no choice but to pick up Chu Yuxuan, help him change a diaper, and then send him downstairs and hand him over to Xu's mother.

When he came up again after he was done, he saw Xu Xiaoai lying on the big bed with all four eyes, and the live broadcast finally ended.

He saw Chu Yu come in and said excitedly: "Husband, let me tell you, the Ye Pei male god created by our company has finally succeeded, and there are nearly 5,000 people in today's live broadcast room, isn't it amazing?" ”

"Male god? Live room? The two words stimulated Chu Yu, their hospital has been thinking about whether to do a live broadcast recently, and the publicity department also arranged a task for him to be the spokesperson of the hospital, take more photos, and personally bring the goods during the live broadcast.

The goods that Chu Yu wants to bring are, of course, the professional medical level of their hospital, and the goods that Ye Pei wants to bring are, of course, the products of their Daewoo Trust.

"When did he become your god?"

"He's not just my god, but now the whole company is a fan of him. Ye Pei is very powerful when he brings goods, after his explanation, people have an impulse to believe him, and immediately start to buy his products, you don't know that our products start with one million, just by placing an order in the live broadcast room, there is already a hundred million. “

It seems to sound very powerful, after Xu Xiaoai finished speaking, she hummed a song and took her pajamas into a shower.

Chu Yu looked at Xu Weiwei's computer, the man above had warm eyebrows and eyes, his image in the live broadcast room was professional and vivid, and the frozen posture was that he opened his hands and welcomed everyone to subscribe, which seemed to be quite eye-catching.