Group 1 - The core viewpoint of the article highlights the low performance benchmark achievement rate among fund managers, with only 65.99% of the 2005 fund managers meeting their benchmarks over the past three years [2][3] - The "Action Plan for Promoting High-Quality Development of Public Funds" was released on May 7, aiming to shift the focus of the industry from "scale" to "returns" and to establish a performance benchmark regulatory guideline [2] - Many public funds have yet to implement corresponding assessment systems in response to the new regulatory framework, primarily due to waiting for detailed guidelines and observing the actions of leading companies [5][6] Group 2 - Among the 2005 fund managers, 1323 achieved performance benchmarks, while 682 did not, indicating a significant disparity, especially within mixed fund managers where only 52.13% met the standards [3] - Active equity fund managers have a benchmark achievement rate of 52.19%, with a notable number of managers failing to meet benchmarks due to reliance on popular products launched in 2019-2020 [4] - The performance of stock fund managers shows a 61.54% achievement rate, with over 70% of those not meeting benchmarks concentrated in specific sectors like new energy and semiconductors [4] Group 3 - The industry response to the new assessment guidelines is cautious, with many firms preferring to wait for clearer regulations before making significant changes to their internal assessment systems [5][6] - Some large fund companies have submitted over 180 potential performance benchmark indices to provide a more diverse range of performance standards for their products, although this could complicate operations [6] - Current assessment practices vary, with some firms extending the assessment period to three years and focusing on excess returns relative to benchmarks to maintain investment direction and style consistency [7][8]
682位基金经理“三年大考”不达标,公募基金业绩考核新方案还在“等细则”
Hua Xia Shi Bao·2025-05-20 11:04