安联基金沈良： 立高远之志 行务实之事

Core Insights - Allianz Fund aims to integrate international vision with local practices in China's asset management market, emphasizing a long-term, stable investment experience for investors [1][3] - The company is positioned to leverage its strong data advantages, extensive market investment experience, and deep risk management culture to meet the evolving needs of Chinese investors in the "Wealth Management 2.0" era [1][3][4] Group 1: Company Vision and Strategy - Allianz Fund is committed to providing customized asset allocation solutions and one-stop services, reflecting its ambition in the "Wealth Management 2.0" era [2][4] - The firm emphasizes a pragmatic approach, focusing on professional research, product development, and service quality to build trust with investors [1][5] Group 2: Team and Research Capabilities - The investment research team at Allianz Fund comprises a significant portion of its workforce, indicating a strong focus on research-driven asset management [5][6] - The team utilizes grassroots research methods to gain insights into market opportunities, enhancing its competitive edge in the foreign asset management sector [6][5] Group 3: Product Development and Market Positioning - Allianz Fund launched its first product, the Allianz China Select Mixed Fund, in a challenging market environment, demonstrating confidence in the Chinese asset market [7][8] - The company plans to expand its product offerings, including fixed-income products and potentially cross-border investment products, to cater to diverse investor needs [8][7] Group 4: Market Outlook and Investment Opportunities - Allianz Fund identifies significant value re-evaluation potential in the Chinese stock market, supported by structural economic transformations and advancements in technology [10][11] - The firm highlights the importance of high-quality alpha opportunities in China, emphasizing the need to focus on sustainable development and long-term investment quality [12][11]