兴证全球基金陈锦泉：构建多资产多策略体系 为高校基金会提供稳健、可持续投资回报

Core Insights - The "Investment for Good" seminar held by Fudan University and Xingsheng ESG focused on the collaboration between asset management and university foundations to achieve sustainable investment returns [1][3]. Group 1: Company Strategy - Xingsheng Global Fund emphasizes risk control, long-term investment, and value investment principles while expanding its active management capabilities [3]. - The company has launched a series of social responsibility products since 2016, which allocate part of the investment returns to support university public welfare projects [3]. Group 2: Market Environment - The Chinese economy demonstrates strong resilience amid challenges such as trade friction, with government initiatives aimed at stimulating consumption and promoting infrastructure projects [3]. - In a low-interest-rate environment, equity assets remain attractive, and focusing on companies with core competitiveness is seen as an effective way to achieve excess returns [3]. Group 3: Asset Management Trends - The seminar discussed the complexities of the current investment environment, emphasizing the importance of multi-asset strategies and large asset allocation [4]. - Xingsheng Global Fund aims to enhance understanding and cooperation between university foundations and asset management institutions for mutual growth and value creation [4].