Group 1 - The core viewpoint of the news is the promotion of high-quality development in the public fund industry in China, shifting focus from scale expansion to enhancing investor returns [1][2] - The China Securities Regulatory Commission (CSRC) released the "Action Plan for Promoting High-Quality Development of Public Funds" on May 7, 2025, outlining the direction for the industry [1] - The CSRC revised the "Regulations on the Management of Sales Expenses for Publicly Raised Securities Investment Funds" on September 5, 2025, aiming to standardize sales expense collection and reduce investor transaction costs [1] Group 2 - The "Beijing Public Fund High-Quality Development Series Activities" was launched on September 8, 2025, with the theme "New Era, New Fund, New Value," aimed at creating a new brand for high-quality financial development in Beijing [1] - Taikang Fund is committed to the core requirements of the "Action Plan," focusing on customer-centric practices and enhancing its investment research and service capabilities [1][2] Group 3 - The "Action Plan" encourages fund companies to strengthen core investment research capabilities and accelerate the establishment of a "platform-style, integrated, multi-strategy" investment research system [2] - Taikang Fund emphasizes deep research as a foundation for its professional capabilities, adhering to a value investment philosophy and developing diversified investment styles while focusing on risk control [2] Group 4 - Taikang Fund actively conducts investor companionship activities, utilizing its self-media platform to build a financial knowledge dissemination matrix through various formats [3] - The company aims to enhance investor awareness and risk identification capabilities through diverse thematic activities targeting different demographics, including the elderly, college students, and youth [3] - In response to the revised sales expense management regulations, Taikang Fund plans to optimize product fee structures and sales service models to improve investor experience [3]
泰康基金:以客户为中心,坚定落实高质量发展行动方案
Xin Lang Ji Jin·2025-09-12 10:01