Group 1 - The core viewpoint of the article is the introduction of a floating management fee model for actively managed equity funds to address the issue of "guaranteed returns" in fund companies [1][3] - The new floating management fee model will charge different fee rates based on the fund's performance relative to a benchmark, with specific rates for meeting, falling below, or exceeding the benchmark [3][4] - The initiative requires that 60% of newly registered actively managed equity funds by leading institutions adopt this floating fee structure within the next year [3][4] Group 2 - The action plan aims to strengthen the alignment of interests between fund companies and investors by incorporating performance metrics into the assessment of fund managers [4][6] - Fund companies will be required to have at least 50% weight on investment return metrics in the evaluation of senior management, and 80% weight on fund performance metrics for fund managers [4][6] - A new compensation management system will be established to ensure fund managers share the financial outcomes with investors, including mandatory co-investment ratios and lock-up periods for key personnel [6][8] Group 3 - Fund managers with performance below the benchmark by more than 10 percentage points over three years will see a significant decrease in their performance-based compensation [8] - Conversely, fund managers who significantly exceed the benchmark over the same period may receive a reasonable increase in their performance-based compensation [8]
强化基金公司与投资者利益绑定 行动方案提出多条举措→
Sou Hu Cai Jing·2025-05-08 02:58