私募基金
私募基金的课程和知识太干货了，工具也挺好用。对我们理财师来说太友好了。
Description
探普学堂是栖盟科技旗下的核心品牌，服务于财富管理行业的从业人员及资深投资者，致力于成为国内一流的基金投资专业教育平台及财富管理展业资源平台。
1. 专业且实务的基金投教内容平台
1）课程：覆盖公募基金和私募基金投资的体系化课程，从初级到高级，从理论到实战案例，从课程到训练营。
2）直播：对标头部财富机构的完整培训体系，按每周/每月/每季/每半年/年度，提供投资市场回顾、基金产品点评、基金策略表现分析等。
3）研报：分为市场维度与尽调维度。市场维度包括市场周报，策略研报，策略表现月报，基金市场表现半年度及年度研报等。尽调维度包括私募资管人尽调报告，探普核心基金池资管人存续跟踪回访报告等。
4）产品路演：常年邀请探普核心基金池和探普私募精选的资管人进行产品路演和存续期走势解读。
5）探普之夜：栖盟科技创始人Linda老师分享对财富行业的洞见与理财师职业发展的观察与思考。
2.开放且高效的财富管理展业资源平台
1）基金行家：如果客户有基金持仓：输入客户基金持仓，实时计算持仓组合各项数据；进行持仓分析，出具持仓报告；进行调仓试算，出具调仓报告；如果客户没有基金持仓：构建新组合，进行组合业绩回溯；将组合发送客户后作为【记账资产】，便于客户实时观察组合业绩，并追踪客户行为轨迹。
2）基金：全市场公募基金数据查询及探普评价体系；全市场私募基金数据查询；探普私募与公募产品的精选与研报。
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1. 专业且实务的基金投教内容平台
1）课程：覆盖公募基金和私募基金投资的体系化课程，从初级到高级，从理论到实战案例，从课程到训练营。
2）直播：对标头部财富机构的完整培训体系，按每周/每月/每季/每半年/年度，提供投资市场回顾、基金产品点评、基金策略表现分析等。
3）研报：分为市场维度与尽调维度。市场维度包括市场周报，策略研报，策略表现月报，基金市场表现半年度及年度研报等。尽调维度包括私募资管人尽调报告，探普核心基金池资管人存续跟踪回访报告等。
4）产品路演：常年邀请探普核心基金池和探普私募精选的资管人进行产品路演和存续期走势解读。
5）探普之夜：栖盟科技创始人Linda老师分享对财富行业的洞见与理财师职业发展的观察与思考。
2.开放且高效的财富管理展业资源平台
1）基金行家：如果客户有基金持仓：输入客户基金持仓，实时计算持仓组合各项数据；进行持仓分析，出具持仓报告；进行调仓试算，出具调仓报告；如果客户没有基金持仓：构建新组合，进行组合业绩回溯；将组合发送客户后作为【记账资产】，便于客户实时观察组合业绩，并追踪客户行为轨迹。
2）基金：全市场公募基金数据查询及探普评价体系；全市场私募基金数据查询；探普私募与公募产品的精选与研报。
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App Info
- Category
- Finance
- Publisher
- Shanghai Qimeng Technology Co
- Languages
- Chinese
- Recent release
- 1.9.10 (11 months ago )
- Released on
- Sep 7, 2020 (4 years ago )
- Also available in
- China, United States, Belgium, Dominican Republic, Ecuador, Colombia, Kazakhstan, Norway, Poland, Brazil, South Korea, Sweden, Switzerland, New Zealand, Romania, Russia, Thailand, Bahrain, France, Italy, Japan, Argentina, Armenia, Czechia, Germany, Denmark, Vietnam, Hungary, Austria, Azerbaijan, Australia, Egypt, India, Iceland, Mexico, Spain, Finland, Belarus, Malaysia, Nigeria, Netherlands, Saudi Arabia, Chile, Taiwan, Türkiye, Hong Kong SAR China, Pakistan, Greece, Indonesia, Singapore, Lithuania, Malta, Ireland, Kuwait, United Kingdom, Israel, Peru, Portugal, Canada, Algeria, United Arab Emirates, South Africa, Lebanon, Ukraine, Philippines
- Last Updated
- 1 month ago
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