新时代·新基金·新价值——北京公募基金高质量发展在行动 |坚守初心使命 为行业高质量发展贡献“东方”力量

Core Viewpoint - The public fund industry in China is undergoing significant transformation, driven by capital market reforms, diverse wealth management needs, and financial technology innovations, positioning public funds as a crucial bridge between capital markets and individual wealth [1] Group 1: Investment Research and Capabilities - The foundation of public funds lies in their investment research capabilities, with the company focusing on building a comprehensive, platform-based, and multi-strategy investment research system [2] - A unified research platform and decision support system are being developed to enhance the efficiency of research outcomes and the scientific nature of investment decisions [2] - The company is expanding its investment strategy tools, focusing on sectors such as total cycle, healthcare consumption, technology, new energy, quantitative investment, multi-asset allocation, and absolute return strategies to meet diverse investor needs [2] Group 2: Service to the Real Economy and National Strategy - The development of the public fund industry is closely linked to the real economy, with the company committed to helping investors share in the long-term growth of the Chinese economy [3] - The company has launched various products across different risk-return profiles in areas such as active equity management, index enhancement, fixed income, and multi-asset allocation [3] - The focus is on sectors like innovative technology, new energy vehicles, artificial intelligence, and high-end manufacturing to support the growth of technology-driven enterprises [3] Group 3: Enhancing Investor Experience and Trust - The principle of "investor-centric" is fundamental to high-quality development, emphasizing the importance of improving investor experience and fostering a rational investment mindset [4] - The company is transitioning its marketing team from a product sales focus to a customer service orientation, enhancing investor education through various channels [4][5] - Collaborative efforts with banks and universities aim to promote investment knowledge and encourage long-term investment culture among younger demographics [5] Group 4: Future Outlook - The public fund industry is at a critical juncture towards high-quality development, with new opportunities and challenges arising from deepening capital market reforms and evolving investor demands [6] - The company aims to integrate the service of the real economy and national strategy into its development, focusing on enhancing internal control systems, investment research platforms, and industry culture [6] - Continuous improvement in investment capabilities and investor service is prioritized to meet the wealth management needs of diverse investors and enhance their investment experience [6]