Core Insights - The article emphasizes the importance of the "Action Plan for Promoting High-Quality Development of Public Funds" released by the China Securities Regulatory Commission, which aims to enhance the scale and proportion of equity investments in public funds, guiding the industry towards high-quality development [1][8] - Huatai Fund, known for its active equity capabilities, has aligned its strategic reforms with the guidelines of the Action Plan, reinforcing its commitment to enhancing research and service levels [1][2] Investment Philosophy and Research System - The company has consistently adhered to a deep fundamental analysis approach, focusing on selecting high-quality securities for long-term investment, which has become the foundation of its high-quality research system [3][4] - Huatai Fund has established a unique vertical integrated research system, emphasizing teamwork and collaboration across various investment styles and sectors, which has created a competitive edge in active equity investment [2][3] Team Development and Management - The company has focused on building a diverse investment team by nurturing talent internally while also attracting experienced investment managers, thereby enhancing team stability and research effectiveness [3][4] - A structured management system has been implemented to ensure alignment between client needs, product positioning, and investment strategies, enhancing the overall investment process [4][5] Fee Structure and Performance Evaluation - Huatai Fund has proactively responded to the Action Plan by lowering management and custody fees for active equity funds, aiming to enhance investor satisfaction and align interests with clients [5][6] - The company has established a performance evaluation system that emphasizes long-term assessments and accountability, ensuring that fund managers are incentivized to achieve superior returns [5][6] Client Service and Market Adaptation - The company prioritizes a client-first approach, developing a comprehensive wealth management system that includes various fund solutions tailored to meet investor needs [6][7] - Huatai Fund has adapted its service offerings to better align with market conditions and client demands, enhancing the efficiency and professionalism of its service teams [7][8] Future Outlook - The implementation of the Action Plan is expected to significantly enhance the role of public funds in wealth management, capital market stability, and support for the real economy, with equity investment being a key area for future growth [7][8] - Huatai Fund aims to leverage the Action Plan to further its mission of delivering stable investment returns and contributing to the development of a robust financial market in China [8]
厚植“选股专家”投研底蕴书写高质量发展新篇章
Zhong Guo Zheng Quan Bao·2025-11-09 20:13