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新时代·新基金·新价值|东方基金深耕养老金融,践行公募高质量发展
Xin Lang Ji Jin·2025-09-19 02:43

Core Viewpoint - The development of a multi-tiered pension security system has become a national strategic priority in response to the accelerating aging population in China, with public fund companies actively participating in this initiative [1][3]. Industry Overview - The public fund industry is positioning itself as a core provider of pension products, focusing on personal pension business and developing a product system primarily based on pension target funds (FOF) [3][4]. - As of June 2025, the number of funds included in the personal pension product directory is expected to reach 297, with pension target funds dominating the market, accounting for over 70% of the total [3]. Company Initiatives - Dongfang Fund is actively enhancing its pension financial services by integrating product layout, service upgrades, and investor education to provide professional and diversified pension investment solutions [1][4]. - The company has reported a significant growth in personal pension fund scale, surpassing 12.4 billion yuan, a nearly 36% increase since the establishment of the first batch of personal pension Y shares in November 2022 [4]. Strategic Actions - Dongfang Fund is committed to optimizing its pension financial service capabilities through a multi-dimensional approach, including media collaboration, institutional partnerships, and in-depth content development [7][8]. - The company is also focused on investor education, addressing common investment pitfalls and promoting long-term investment strategies to foster a healthy pension financial ecosystem [8]. Future Outlook - Dongfang Fund plans to continue expanding its product matrix in the pension target fund sector and is actively applying for new index funds to be included in personal pension accounts [5][9].