CITIC Prudential Fund's investor service campaign, "UPwards, Investing with Warmth," has been nominated for the "Outstanding Practice Award in Investor Education Programs" category. This initiative serves as the core component of the company's "Creating Wealth Together" investor education framework, building on nearly 15 years of dedicated effort in the field.
CITIC Prudential Fund began its investor education efforts in 2010, utilizing online platforms such as the "Happy Investment Principles" column and "Investment Pi" livestreams to share professional financial knowledge. In 2025 alone, the "UPwards, Investing with Warmth" campaign organized 13 offline events across multiple cities, including Dongguan, Hainan, Changsha, Tianjin, Shenzhen, Yunnan, Guizhou, Datong, Wuhan, Shiyan, Weihai, Weifang, and Changchun. Through both online and offline channels, the campaign has reached more than 2.7 million investors.
Centered on client needs, the program offers systematic training and in-depth discussions to help investors understand the nature of assets, master professional analytical methods, and align their investment strategies with personal risk preferences. The campaign promotes the core principles of rational investing and a long-term perspective, encouraging shared growth between investors and the financial industry.
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