中欧基金再次“向前一步”，以“工业化”制造可持续的业绩

Core Insights - The core viewpoint of the articles revolves around the recent launch of the "Industrialized" investment research system by China Europe Fund, emphasizing a shift from individual reliance to a systematic approach in investment management [1][2]. Group 1: Investment Strategy - China Europe Fund is transitioning its investment approach from individual performance to a systematic framework, aiming to fundamentally change the "manufacturing" of funds [1]. - The company introduced the concept of "Industrialization" in asset management in 2023, focusing on a strategy that combines specialization, industrialization, and digital intelligence [1][2]. - The ultimate goal is to cultivate a new generation of fund managers that align with future investment frameworks, referred to as the "third generation fund managers" [1]. Group 2: Implementation and Results - The investment director detailed how the "Industrialization" concept is being materialized through clear and visualized processes, particularly in multi-asset investments [2]. - The technology team within the fund has developed a specialized group of 13 fund managers and 12 researchers, each focusing on specific areas, which has led to the identification of significant investment opportunities in sectors like optical modules and AI [2]. - After three years of transformation, the "Industrialized" system has shown initial success, with improved performance in active equity, fixed income, multi-asset, and quantitative teams, achieving notable rankings in absolute returns among large equity fund companies [2].