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 local 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 its 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][4]. - The company is also among the first to manage floating-rate funds, showcasing its unique perspective and strong innovation capabilities in the global capital market [3][4]. Group 4: Pension Financial Services - Manulife Fund aims to build a differentiated pension financial service capability, leveraging its global experience to create products that meet the lifecycle characteristics of Chinese investors [4][5]. - The company has established a comprehensive pension product line catering to various risk preferences and retirement plans, benefiting from its early entry into the pension FOF management space [5][6]. Group 5: Research and Investment Framework - Manulife Fund emphasizes a long-term investment philosophy, establishing a performance evaluation system focused on three-year investment results to align investment behavior with long-term performance [6][7]. - The investment research system operates on a "platform-based, integrated, multi-strategy" model, ensuring thorough research support for investment decisions through a structured decision-making process [7][8].
新时代·新基金·新价值——北京公募基金高质量发展在行动 | 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 23:25