以“获得感”为坐标 公募基金加快系统性变革
Zhong Guo Zheng Quan Bao·2025-11-11 22:11

Core Viewpoint - The public fund industry is positioned to play a significant role in wealth management and economic development during the "15th Five-Year Plan" period, focusing on enhancing investor experience and adapting to new wealth management demands [1][4][6]. Group 1: Industry Development and Trends - The public fund industry has undergone significant reforms aimed at prioritizing investor interests, including fee reductions and enhanced performance benchmarks [2][3]. - There is a notable shift in wealth management needs, with residents moving from real estate investments to diversified financial assets, indicating a new phase in wealth management during the "15th Five-Year Plan" [4][5]. - The industry anticipates a transformation in wealth management trends, emphasizing long-term, diversified, and experience-focused investment strategies [5][6]. Group 2: Investment Research and Product Innovation - Investment research capability is deemed essential for asset management, with firms like China Europe Fund implementing a "professional, industrialized, and intelligent" research strategy to enhance product quality [3][7]. - Companies are focusing on product innovation and aligning offerings with investor needs, aiming to provide stable long-term returns and improve investor experiences [7][8]. - The emphasis on performance benchmarks is expected to guide investment strategies and enhance accountability within the industry [3][8]. Group 3: Enhancing Investor Experience - The industry aims to improve investor satisfaction by prioritizing long-term sustainable returns and adjusting performance evaluation metrics to focus on long-term outcomes [8]. - Companies are adopting service principles that emphasize regular communication and innovation to enhance investor engagement and experience [7][8]. - The public fund sector is transitioning from a scale-driven approach to one that prioritizes investor interests, aiming for a symbiotic relationship between value creation and investor satisfaction [8].