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千亿公募掌门人变更!年内多位公募高管到龄退休
Zheng Quan Shi Bao Wang·2025-10-10 06:37

Core Insights - The retirement of He Yanping, the general manager of Western Li De Fund, marks a significant leadership change in the public fund industry, as she has led the company for nearly a decade and transformed it from a small fund with less than 10 billion in assets to a mid-sized player with over 100 billion in assets under management [1][3]. Group 1: Leadership Change - He Yanping has retired due to reaching retirement age, and He Fang will take over as acting general manager [1]. - Under He Yanping's leadership, Western Li De Fund established a stable and differentiated positioning as a "basic product supplier" [2][3]. - The company has seen a compound annual growth rate of over 25% in non-monetary fund management scale, achieving a total management scale exceeding 100 billion, ranking within the top 50 in the industry [3]. Group 2: Organizational Development - Western Li De Fund has developed a "shared" organizational system centered around a "modular matrix structure" and the "WISE system," enhancing operational efficiency and decision-making [2]. - The "WISE system" is a self-developed technology core that improves research efficiency and allows fund managers to standardize their investment logic and experience [2]. Group 3: Industry Context - The public fund industry has seen a trend of leadership changes due to retirement, with several high-profile executives stepping down in 2023 [4]. - The industry is transitioning from rapid growth to a phase of high-quality development, with new talent expected to bring fresh perspectives [5].