富达基金总经理孙晨:发挥国际经验优势 与中国市场共成长
Shang Hai Zheng Quan Bao·2025-10-16 19:01

Core Viewpoint - Fidelity International aims to serve as a bridge between Chinese and global capital markets, leveraging its extensive international network and decades of active management experience to adapt successful global strategies to the Chinese market [2][3][4]. Group 1: Strategic Positioning - Fidelity's strategy in China is rooted in its international experience, focusing on creating a two-way capital flow between international and Chinese markets [5][6]. - The company emphasizes a "dual perspective" research system, combining global insights with local market understanding to identify investment opportunities in China [4][6]. - Fidelity seeks to balance its identity as both an international institution and a local company, aiming for an optimal integration of both [4][5]. Group 2: Investment Approach - Fidelity has launched its first multi-asset fund in China, reflecting its global asset allocation strategy while focusing on local assets [6]. - The firm applies artificial intelligence in risk management, drawing from its North American experience to enhance its risk control measures in the Chinese market [6][7]. - Fidelity's active management approach has yielded strong performance, with its equity products ranking among the top in the international asset management sector in 2024 [6][8]. Group 3: Focus on Retirement Finance - The Chinese pension fund market is experiencing significant growth, and Fidelity aims to leverage its extensive global experience in retirement fund management to add value in this sector [8][9]. - Fidelity has been a key player in the development of pension systems in various countries, including the U.S., where it has managed substantial retirement accounts [9]. - The company sees a promising future for target date funds in China, driven by increasing policy support and growing public awareness of retirement investment [9].