Long-Term Value Investing as the Core Philosophy for Empowering Client Trading and Portfolio Refinement, Says GLMS SEC Director

Deep News
昨天

The third edition of the "Golden Unicorn Best Investment Advisor Selection," hosted by Sina Finance and exclusively partnered by Yinhua Fund, is currently in full swing. This annual event adheres to the principle of "pooling expert insights and identifying industry benchmarks," with a dedicated focus on uncovering and recognizing investment advisors who deliver outstanding practices and professional contributions within the wealth management sector.

The selection aims to provide a platform where advisors can showcase their expertise, broaden their service reach, and elevate their skills. It also serves as a vital bridge connecting top-tier advisors with investors, fostering dialogue and ultimately driving the healthy evolution of China's wealth management industry. As the exclusive event partner, Yinhua Fund injects substantial professional strength into the competition, collaborating with Sina Finance to identify exceptional advisory talent, establish new industry standards, and build a robust ecosystem for professional development.

Building upon a foundation of professionalism and impartiality, this year's selection has comprehensively upgraded its evaluation framework and recognition structure. The initiative is designed to empower China's most promising advisor community while setting elevated professional benchmarks for the entire sector.

Liu Jiawen, Director of Advisory Capability Development and Ecosystem Promotion at Guolian Minsheng Securities Company Limited, has been invited to serve as a member of the competition's review committee. Liu highlighted that as the capital market undergoes deep transformation toward indexing, professionalization, and stricter regulation, delivering refined investment research services focused on exchange-listed equities and ETF instruments has become the core development direction for standardized securities advisory businesses.

We are committed to the systematic development and professional empowerment of our advisory teams, he noted. Our framework centers on fundamental analysis, index strategy interpretation, portfolio construction logic, and position risk optimization, enabling us to scale compliant, structured advisory services for exchange-traded investments. We strictly adhere to compliance boundaries by maintaining a pure advisory approach, ensuring clients retain full autonomy over their decisions, and rejecting speculative trading mindsets.

Leveraging our professional research system and digital tools, we consistently provide prudent, objective, and risk-appropriate allocation guidance for exchange-traded products. By championing the philosophy of long-term value investing, we empower clients to independently trade and refine their holdings, cultivating a professionalized and standardized on-exchange advisory service capability that supports the high-quality, compliant growth of the wealth management business.

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