Core Viewpoint - The article discusses the development path of Manulife Fund in the context of China's public fund industry moving towards high-quality development, emphasizing the integration of global methodologies and localized organizational capabilities [1][2]. Group 1: Industry Development - The Chinese public fund industry has seen significant changes over the past two decades, characterized by scale expansion, industry maturity, and concept upgrades [2]. - Recent policies, including the "New National Nine Articles" and the 2025 "Action Plan for Promoting High-Quality Development of Public Funds," indicate a shift from quantity to quality, providing clear boundaries and directions for foreign institutions in China [2][3]. Group 2: Manulife Fund's Strategy - Since becoming a wholly foreign-owned entity in 2022, Manulife Fund has entered a new development phase, enhancing communication with the global investment expert team and diversifying its investment strategies [2][3]. - The company has optimized its investment research system and organizational structure, expanding into various fund types such as pure bond funds, FOFs, and QDII funds to meet diverse investor needs [3][4]. Group 3: Innovation and Product Development - Innovation is a strategic focus for Manulife Fund, which has launched China's first green inclusive finance bond index fund in response to national carbon neutrality goals [3][5]. - The company aims to leverage its global pension management experience to create tailored pension financial products that meet the lifecycle characteristics of Chinese investors [5][6]. Group 4: Pension Financial Services - Manulife Fund has established a comprehensive pension financial system, emphasizing investor returns and building a diverse product line to cater to different risk preferences and retirement plans [4][6]. - The company has a strong market presence in international pension management, ranking first in Hong Kong's strong fund market and second in the U.S. and Canada for certain pension plans [5][6]. Group 5: Research and Long-Term Investment - Manulife Fund prioritizes absolute returns and long-term value for investors, implementing a performance evaluation system focused on three-year investment results [7][8]. - The investment research system operates on a platform-based, integrated, and multi-strategy model, ensuring thorough research support for investment decisions [8][9].
宏利基金总经理丁闻聪： 融合全球经验与本土智慧 探索高质量发展新路径
Zhong Guo Zheng Quan Bao·2025-10-14 21:36