新时代·新基金·新价值——北京公募基金高质量发展在行动 | 以平台之力筑牢投资者财富获得感根基

Core Viewpoint - The public fund industry in China is evolving towards high-quality development, emphasizing investor interests and long-term value creation, supported by recent regulatory reforms [1][2][8] Group 1: Industry Development - The public fund industry has become an essential part of the capital market, with a focus on serving national strategies and enhancing public welfare [1] - The "Action Plan for Promoting High-Quality Development of Public Funds" outlines a roadmap for the industry, prioritizing investor interests [1][2] - The Beijing region is setting an example for high-quality development in the public fund sector, with local institutions collaborating under regulatory guidance [1] Group 2: Long-term Investment Philosophy - The industry must address fundamental questions about its purpose and beneficiaries to achieve high-quality development [2] - Long-termism is identified as the foundation for value creation, contrasting with short-term performance pressures that can lead to irrational investor behavior [2][3] - Platforms should promote long-term holding through structured investment education and product offerings [2] Group 3: Service Optimization - High-quality development should reflect in both investment performance and investor satisfaction, necessitating a shift in service delivery [4] - Service experiences must cover the entire investor lifecycle, enhancing decision-making through systematic education and disciplined investment practices [4] - Upgrading technological capabilities is crucial for improving service efficiency and matching investor needs [4] Group 4: Collaborative Ecosystem - High-quality development in the public fund industry requires collaboration among asset managers, distribution channels, and investors [5][6] - Compliance is essential for sustainable development, ensuring that innovations occur within a regulatory framework [6] - A culture of long-termism and professional integrity is vital for the industry's long-term health [6] Group 5: Company Practices - 京东肯特瑞 is committed to integrating investor-centric principles throughout its operations, enhancing asset allocation services [7] - The platform aims to protect investor interests by optimizing asset structures, with a target of 68% in active equity and index funds by September 2025 [7] - Significant growth has been observed, with a 77% increase in new fund users and a 95% customer satisfaction rate [7] Group 6: Future Outlook - 京东肯特瑞 plans to continue leveraging technology and service excellence to drive the public fund industry towards higher quality and sustainability [8] - The collective efforts of the industry are expected to enhance the professional advantages of public funds, contributing to national economic development [8]