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Fund e-commerce plays four steps: "sales first" gives way to customer experience

2024-07-22

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In recent years, the marketing reform of public funds has been surging, and the strong rise of Internet channels has helped the industry's market size to hit new highs. The latest data released by the China Securities Investment Fund Association (hereinafter referred to as "China Securities Investment Fund Association") shows that as of the end of May, the management scale of the public fund industry has exceeded 31 trillion yuan.

From the asset side, the e-commerce business has been developing along with the public fund industry. The first "10 trillion" in the scale of public offerings appeared in 2017, with money market funds contributing the main impetus; the second "10 trillion" appeared in 2020, with the increase mainly shifting to equity and mixed funds; the third "10 trillion" appeared in 2024, with bond funds and money market funds becoming the undisputed protagonists. Correspondingly, Internet money has been striding forward since 2013, equity funds have been rapidly penetrating since 2015, and bond funds have been rapidly popularized as net value financial management tools since 2020.

As the main driving force of business operations, the e-commerce business of public funds continues to innovate. At present, fund live broadcasts have blossomed everywhere, and a multi-dimensional matrix of public fund e-commerce represented by short videos and long audio is taking shape. (Securities Times)