Core Insights - The Chinese public fund industry is experiencing continuous growth, with total assets surpassing 35 trillion yuan for the first time this year, driven by professional investment capabilities and a commitment to national strategies and economic service [1][2] Group 1: Long-termism as a Consensus - Long-termism is recognized as a necessary path for the development of public funds, becoming a common consensus within the industry [2] - High-quality development is emphasized as a primary task for building a modern socialist country, requiring financial services to focus on long-term goals [2] - The China Securities Regulatory Commission's action plan for promoting high-quality development in public funds serves as a crucial guideline for the industry [2] Group 2: Integration of Research and Investment - The integration of research and investment is seen as a bridge to translate long-termism from concept to practice, with a focus on building a robust talent base and utilizing digital platforms [3][4] - Investment firms are increasingly emphasizing long-term performance in their evaluation metrics, with a significant portion of assessments based on medium to long-term results [3][4] Group 3: Talent Development and Team Building - Talent development is central to enhancing research and investment capabilities, with firms implementing structured training and collaboration models [4] - Companies like ICBC Credit Suisse have maintained a focus on building a platform-based, team-oriented, and integrated research system over the past 20 years [4] Group 4: Leveraging Digitalization - Public fund institutions are actively utilizing digital tools to enhance operational and research efficiency, integrating scattered resources into a collaborative value network [6] - Companies are investing in financial technology teams and exploring the integration of AI and asset management to support sustainable long-term growth [6]
以专业投研与数智化赋能高质量发展 公募基金的长期主义新实践
Zheng Quan Ri Bao·2025-09-12 16:12