- One-stop platform for fund investment, research and transaction management
- Wind Fund Investment Express
Wind Fund Investment Express provides institutional investors with electronic fund transaction services, digital operation support, comprehensive asset management, and professional investment and research product offerings.
- Electronic fund transaction
Wind Fund Investment Express supports multiple account openings online. Hundreds of fund investment accounts can be opened at once with trading enabled on the same day of account opening, saving customers a significant amount of time. Paperless electronic transactions are enabled throughout the process, with real-time data updates such as fund limits. The transaction process is highly automated with efficient execution guaranteed. Large orders are programmed to be executed in separate, smaller orders to enhance returns. Investment in funds with quota can be executed via special accounts with higher limit to avoid purchase restrictions and optimize capital utilization.
- Digital operation support
Our digital operation supports integration of multiple accounts, enquiry on aggregate holdings, online generation of transaction records, and subscription to automatic updates, significantly reducing labor cost and fault rate. Collaborative management by multiple employees is feasible based on their separate job allocation and specific designation. Accounts can be managed in distinct categories as needed. Investment holdings and transactions can be independently administered as well.
- Comprehensive asset management
Comprehensive asset management services, such as profit and loss analysis, performance attribution, portfolio overview, etc. are offered on a real-time basis at individual account level. With powerful global data processing capabilities, Wind enables real-time monitoring of global dynamics through macro, industrial, company-level data, enabling timely warning on position and risk exposure. Wind's system can also be integrated with mainstream asset management systems to enable data exchange and synchronized operations to enable cross-platform asset management.
- Professional investment and research services
Wind Fund Research Institute continues to generate valuable research and has established a standard fund classification and style labeling system, covering comprehensive fund data, research on fund companies and fund managers, quantitative and qualitative analysis on fund products etc. A fund selection pool has been developed to enable dynamic tracking, adjustment, and output of research reports. Professional investment research tools are provided to clients, including fund style analysis, manager comparison, fund diagnosis, fund screening and fund portfolio construction.