新时代·新基金·新价值——北京公募基金高质量发展在行动 | 深耕长期价值创造 持续夯实投资者获得感

Group 1: Core Perspectives - The China Securities Regulatory Commission issued the "Action Plan for Promoting High-Quality Development of Public Funds" to shift the industry focus from "scale" to "investor returns," enhancing the role of public funds in serving the real economy and optimizing resource allocation [1] - Companies in the public fund sector are tasked with anchoring long-term value and building core competitiveness to meet investor demands and align with national strategic directions [1][3] Group 2: Investment Research and Development - The "Action Plan" emphasizes the need to strengthen core investment research capabilities, particularly during the industry's transitional phase, to meet long-term demands for public fund services [3][4] - 建信基金 has restructured its investment research system, establishing a "1+3+5" decision-making framework to enhance asset allocation and investment performance assessment [4][5] Group 3: Team Capability and Performance - 建信基金 has accelerated the development of a "platform-based, integrated, multi-strategy" system, providing clear career paths for research personnel and fostering a collaborative environment among experienced and new fund managers [5][10] - The company has shifted its performance evaluation focus towards long-term results, increasing the weight of medium to long-term performance metrics and incorporating investor experience indicators [5][11] Group 4: Product Development and Market Positioning - The "Action Plan" calls for increasing the scale and proportion of equity investments in public funds, promoting the development of various fund products [7][8] - 建信基金 has proactively developed technology-focused funds and diversified its product offerings to cater to different investor risk preferences and lifecycle stages [8][9] Group 5: Investor-Centric Approach - The "Action Plan" highlights the importance of enhancing investor service levels and ensuring a strong alignment of interests between fund companies and investors [11][13] - 建信基金 has committed to sustainable long-term performance and comprehensive risk management, achieving significant returns for its investors, with a reported 97% of clients experiencing positive returns in 2024 [11][12]