Group 1 - The core of investment research capability lies in "people" [4] - The public fund industry is focusing on long-termism, emphasizing the need for a shift from scale-oriented to investor return-oriented strategies [3][6] - Recent regulatory changes aim to optimize fee structures and encourage long-term investment practices among fund companies [3][6] Group 2 - Investment teams should cultivate a culture of deep research and long-term investment understanding, ensuring the transmission of investment philosophy across generations [4][5] - A systematic mechanism for talent development is essential, including clear career paths and mentorship for new researchers [4][5] - Breaking down research silos and fostering collaboration among different research fields is crucial for identifying long-term competitive investment opportunities [5] Group 3 - Long-term performance assessment and innovative technology are vital for supporting investment research [6][7] - Emphasis on long-term metrics in performance evaluations helps align fund managers' interests with those of investors [7][8] - The integration of financial technology enhances research efficiency and promotes a focus on fundamental value discovery [8] Group 4 - Continuous development of investment products that cater to long-term investor needs is necessary, alongside efforts to reduce management fees [8] - Engaging in investor education and providing advisory services can help maintain rational investment behavior during market fluctuations [8]
财富观 | 公募基金践行长期主义,提升投研“硬实力”是关键
Sou Hu Cai Jing·2025-09-12 07:44