宝盈基金杨凯：以“获得感”破局 构建资管行业共赢新范式

Core Viewpoint - The article emphasizes the importance of enhancing investor satisfaction as a strategic focus for the mutual fund industry, particularly in the context of the ongoing transformation towards high-quality development in 2025 [1][5][16]. Group 1: Strategic Shift in the Industry - The mutual fund industry is transitioning from a "product-driven" approach to a "demand-driven" model, focusing on the real needs of investors [5][7]. - Enhancing "investor satisfaction" is crucial for measuring service quality and building long-term brand value for fund companies [5][7]. Group 2: Client-Centric Business Model - The company prioritizes client interests as the core of all business activities, aiming to create value and ensure stable asset growth for clients [7][14]. - The company implements a three-pronged mechanism to uphold this principle: product innovation, long-term performance assessment, and a focus on investor protection [7][8][14]. Group 3: Product and Service Innovation - The company is committed to developing innovative products that cater to long-term investment needs, including low-volatility and asset allocation products [8][14]. - A diverse product matrix is essential for meeting the varied demands of investors, covering different asset classes and investment strategies [10][11]. Group 4: Research and Technology Integration - The company aims to strengthen its investment research capabilities by establishing a specialized, integrated research system that enhances decision-making and investment performance [13][14]. - Utilizing technology and data analysis, the company seeks to create a comprehensive view of investors to facilitate precise matching of products to their needs [10][11]. Group 5: Collaborative Industry Development - The article calls for a collaborative effort among regulatory bodies, industry associations, and fund companies to achieve high-quality development and enhance investor satisfaction [16][17]. - The focus should be on establishing a regulatory framework, promoting self-discipline within the industry, and ensuring that client interests are integrated into all aspects of fund management [16][17].