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外商独资公募高管走马灯,富达基金官宣换帅,公司面临长不大困境
Sou Hu Cai Jing·2025-07-22 07:41

Core Viewpoint - The article discusses the recent executive changes at Fidelity Fund Management (China) Co., Ltd., highlighting the broader trend of leadership shifts among foreign-funded public fund management companies in China [3][8]. Group 1: Executive Changes - Huang Xiaoyi resigned as Chairman of Fidelity Fund for personal reasons, having led the company to significant milestones, including obtaining a public fund license and launching 10 public funds in a challenging market [3][4]. - Li Shaojie has been appointed as the new Chairman, while Sun Chen has been named General Manager, tasked with implementing the company's business strategies [3][5]. - Other foreign-funded public fund companies, such as BlackRock Fund Management and Morgan Fund Management, have also experienced executive changes this year [8][10]. Group 2: Fund Performance and Management - As of July 18, Fidelity Fund has launched 10 funds, managing a total of 5.21 billion yuan, down 23.69% from 6.83 billion yuan at the end of last year [5][6]. - The funds established before the end of last year have all seen varying degrees of scale decline, with the most significant drop being 92.38% for the Fidelity Central Debt 0-2 Year Policy Financial Bond [6][7]. - In terms of returns, the active equity funds have performed relatively well, with annual returns of 17.91% and 17.20% for two specific funds, while bond funds have underperformed, with some yielding as low as 0.01% [7]. Group 3: Industry Trends - The frequent executive changes in foreign-funded public funds are attributed to the high marketization and global background of these firms, requiring executives to adapt to different market environments [10]. - BlackRock Fund has accelerated its localization efforts in China, optimizing risk management and performance metrics, which has led to improved product performance despite a 36.39% decline in total scale from last year [10][11]. - In contrast, Morgan Fund and Manulife Fund have seen growth in total scale, with Morgan Fund increasing by 2.49% and Manulife Fund by 19.88% compared to the previous year [11].