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新时代·新基金·新价值——北京公募基金高质量发展在行动 | 鹏扬基金:以专业践行信义 以创新驱动发展
Zhong Guo Zheng Quan Bao·2025-10-18 01:54

Core Viewpoint - The public fund industry in China is entering a critical phase of deepening reform and improving quality and efficiency, with a focus on high-quality development to meet national strategies and public expectations [1] Group 1: Industry Development - The China Securities Regulatory Commission issued an action plan in May to guide the public fund industry towards high-quality development, addressing challenges and providing direction [1] - The industry is tasked with enhancing investment capabilities, optimizing customer experience, and building investor trust while achieving scale growth [1] Group 2: Investment Research and Capabilities - The action plan emphasizes a focus on investor-centric approaches and strengthening core investment research capabilities, utilizing emerging technologies like AI and big data [2] - The investment research system aims to be "platform-based, integrated, multi-strategy," promoting collaboration and efficiency in a complex investment environment [3] - Talent development is prioritized, with initiatives to attract and cultivate versatile talent, enhance knowledge in frontier fields, and encourage innovative thinking [3] Group 3: Technological Integration - The company is leveraging technology to enhance investment research and risk management, having developed a big data-based intelligent investment research and risk control platform [4] - This platform improves decision-making and risk management efficiency, ensuring a balance between achieving returns and maintaining risk controls [4] Group 4: Product Innovation - The company is expanding its product offerings to meet diverse investor needs, focusing on actively managed equity funds aligned with China's economic transformation [5] - The development of index investment products is emphasized, with a focus on broad-based indices to provide transparent and efficient investment solutions [6] Group 5: Pension and Long-term Investment - The company is committed to supporting personal pension systems, offering targeted risk FOFs and equity index funds to meet varied investor demands [7] - A professional investment team and rigorous research and risk control processes are established to ensure the long-term growth of pension funds [7] Group 6: Compliance and Ethics - The company emphasizes integrity and compliance as foundational principles, ensuring that investor interests are prioritized throughout operations [8] - A robust compliance culture is cultivated, integrating ethical financial practices into the company's operations and enhancing its soft power [8] Group 7: Investor Engagement - The action plan aims to shift the industry focus from scale to investor returns, enhancing the investment experience through tailored product recommendations [9] - The company actively engages in investor education and social responsibility initiatives, promoting scientific investment concepts and community support [9]