How do fund institutions work in the current epidemic, especially in Shanghai and Shenzhen?
On the first working day of Taixin fund, Dong Shuliang, who just joined the post in March, his colleagues in the information technology department except him received the request of home isolation in their own streets due to the epidemic. However, the normal operation of the company’s IT equipment, software and hardware requires someone to be responsible for on-site maintenance. In order to prevent being isolated and unable to work at home, Dong Shuliang took the initiative to apply to the department head. Since last weekend, he has lived in the company without going homeP align = “center” Dong Shuliang debugged the equipment in the company
several fund companies start epidemic prevention plans
“At present, a number of fund managers, traders and it personnel have lived in the company for more than half a month. No one retreats or complains when making floor shops, eating boxed lunch and fighting at night, which constitutes the most solid barrier for epidemic prevention and resistance in Shenzhen.” Introduction to Boshi fund.
Boshi Fund said that since February 25, the company has arranged staff to stay on duty in rotation, and the property management center is responsible for providing emergency living materials for the left behind personnel, including sleeping bags, quilts, folding beds, toiletries, disinfectants, washing machines, etcP align = “center” Boshi fund prepares epidemic prevention materials
On the premise of ensuring compliance with the government’s epidemic prevention requirements, Societe Generale fund makes every effort to ensure business continuity in special periods. First, the company has entered the emergency state since March 10, started the office location of Zhangjiang emergency site, and equipped the office personnel of the backup site according to the principle of minimum and necessity. The second is to further upgrade the existing office mode of the two places ( Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) , Zhangjiang), led by Qian Ruinan, deputy general manager and equity investment director of the company, and colleagues from investment, trading, operation, risk, it and other departments “eat and live” in the headquarters of the company and Zhangjiang respectively, so as to ensure the smooth development of all businesses on the premise of minimizing office. Third, fully implement the safety and security emergency plan, make emergency preparations for all staff at home or in isolation, clarify various emergency procedures, purchase all kinds of emergency materials and equipment, and implement them strictly and carefully.
The reporter learned from China Merchants Fund that the company will adopt the “on-site + remote” office mode this week. According to the minimum range standard, the core personnel of China Merchants Fund assigned to key positions enter the office building to ensure the uninterrupted operation of the system and the stable operation of trading business. If necessary, some fund managers and investment managers in Shenzhen can authorize other qualified investors with resident offices or offices in Beijing and Shanghai to issue investment instructions.
Since this week, Shanghai Investment Morgan fund, CITIC Prudential fund and Taixin fund have adopted the combination of remote office and on-site office to implement dual post mutual preparation for key posts, so as to ensure the smooth operation of investment, trading, settlement, it and other departments on the premise of compliance.
Ping An Fund said that the company’s fixed income investment director Zhang Wenping and equity investment director Li Huasong formed a “Guardian alliance” with colleagues in the operation, it and trading departments. Stay in the company under the allowed conditions to ensure the smooth progress of all businesses of the company on the premise of minimizing office.
In addition, the executives of Everbright Prudential fund all worked on site and arranged an emergency duty team to be on duty every night. In terms of administrative security and medical emergency, the company has arranged nucleic acid testing institutions to provide nucleic acid testing services three times a week to ensure the health of employees.
Soochow Fund has formulated corresponding internal epidemic prevention emergency plans, made corresponding preparations for working in the company for 14 days, and paid close attention to the health status of employees and the control policies of employees’ residence and rental place. In response to the emergency of building closure, the company has established an external backup system and office environment, and dispatched some employees to prepare for external officeP align = “center” Everbright Prudential employees are testing the anti epidemic materials prepared by p align = “center” Everbright Prudential fund
Jinxin Fund said that the colleagues in charge of key positions on duty lived in the office building on the evening of March 13, and the company prepared instant noodles, marching beds, sleeping bags and other materials in advance.
The reporter learned from the Zhonggeng fund that the Zhonggeng fund epidemic emergency response team has been established for two years and has accumulated rich experience. Since the current round of epidemic, the company has adopted the emergency work mode of “remote office + internal shift”. In addition, lunch and fast food are prepared for employees on duty on shift.
Jinxin fund purchased recording and video recording equipment in advance and provided it to relevant employees to meet the compliance requirements of recording and recording the whole process of remote operation and unified archiving in extreme casesP align = “center” Shanghai Investment Morgan fund epidemic prevention materials
On the basis of standing epidemic prevention materials, Penghua Fund epidemic prevention Office has increased the reserve of key epidemic prevention materials and coordinated the reserve of relevant external suppliers, so as to quickly obtain material support in case of emergency. In addition, Penghua Fund set up an emergency response team based on the office floor to be responsible for the administrative guarantee of personnel on each floor in extreme cases.
actively carry out online business
At present, there is no face-to-face communication. The public offering sends investment guides to the basic people through live broadcasting and other interactive ways.
Through a series of articles, a series of videos of investment and education, a letter from the fund manager, a poster of the investment and education director, China Merchants Fund does a good job in customer companionship through multiple channels such as the company’s own platform, third-party platform, mutual fund of bank securities companies and so on.
Penghua Fund launched the fourth series of live broadcast of “fundamental investment school”. The series will be broadcast three times a week for more than 98 days, and 40 fund managers of Penghua Fund will share their investment experience. At the same time, Penghua Fund also focused on the theme of the March 15 investor protection activity “rational understanding of the market and investment according to our ability”, and adopted the methods of making pengzi series investment and teaching posters to convey the correct investment and teaching knowledge in combination with the scenes similar to the concept of financial management in life; Carry out special activities to read and understand the reports of listed companies, so that the holders can personally feel the value investment and form the scientific concept of long-term investment; Popularize the basic knowledge such as the trading system of the Beijing stock exchange, and guide rational participation in the market of the Beijing stock exchange in various forms.
During the epidemic period, Everbright Prudential fund made full use of various forms such as video and telephone to quickly change its business model and actively share current market views and asset allocation strategies with customers online, so as to improve customers’ rational judgment on the post epidemic market and avoid panic redemption caused by market decline.
Boshi fund will output effective opinions and contents every day, involving text, pictures, audio, video, live broadcast and other forms. Most of them combine with market hot spots and output investment and research views as content carriers through short videos, live broadcasts and other forms popular with investors.
