Core decision-making and execution processes
- R&D team : As a starting point, the "overall economy" and "industrial policy" are bidirectionally linked - that is, the R&D team needs to analyze the macroeconomic environment and industrial policy orientation , and output "macro and policy level" judgments for subsequent decision-making.
- Managers' Meeting : Integrate the R&D team's "macro/policy analysis", internal reports, external research and other multi-dimensional information to conduct comprehensive coordination and decision-making .
- Industry allocation recommendations : Based on the conclusions of the managers' meeting, we provide industry-level allocation recommendations (e.g., which industries to allocate resources to, which industries to reduce allocation to, etc.).
- Company Value Growth Rating : Focusing on the "individual stock level," we rate the value (such as valuation rationality) and growth (such as performance growth potential) of specific companies, providing a basis for selecting investment targets.
- Investment decisions : Combine inputs such as "company rating results" and "industry allocation recommendations" to make specific investment decisions (such as buying/holding/selling a certain asset, allocation ratio, etc.).
Investment Management and Risk Control :
- Investment Management: Executing investment decisions and managing the daily operations of the portfolio (such as rebalancing and performance tracking);
- Risk Management: Identify, monitor, and address risks throughout the entire investment process (such as market risk, credit risk, etc.) to ensure that the strategy does not deviate from the risk budget. At the same time, the "Investment Strategy" on the right can provide feedback and guidance on the implementation details of both.
The overall framework covers the complete chain of "macro analysis → industry allocation → individual stock evaluation → investment decision-making → portfolio management and risk control". Internal and external information (internal reports, external research) runs through the entire process to support the systematic and scientific nature of decision-making.
