Core Viewpoint - The establishment of the performance benchmark element library aims to standardize the selection of benchmark elements for public funds, encouraging equity investment and clarifying investment styles [1][3]. Group 1: Benchmark Library Structure - The benchmark library is divided into two categories: Category One and Category Two, primarily including stock indices to encourage public funds to increase equity investments [2][4]. - Category One includes 69 indices that are highly representative and widely recognized, while Category Two includes 72 indices that provide innovation and differentiation [2]. - The expert group will regularly evaluate the inclusion and exclusion of benchmark elements and adjustments between the two categories, with quarterly assessments for entry and exit and semi-annual evaluations for category adjustments [2][4]. Group 2: Regulatory Framework - The China Securities Regulatory Commission (CSRC) has released guidelines for public fund performance benchmarks, with the Asset Management Association of China responsible for creating operational details and maintaining the benchmark library [3]. - The establishment of the benchmark library is intended to guide industry institutions in the standardized selection of benchmark elements, providing a reference for their choices [3][4]. - The expert working group consists of representatives from various market institutions, ensuring objective and fair evaluations of benchmark elements [4].
基准库要来了!公募基金业绩比较基准将从这里选
Zhong Guo Zheng Quan Bao·2025-11-04 12:48