北京公募基金行业高质量发展倡议书

Core Viewpoint - The Central Financial Work Conference has outlined the direction for financial development in the new era, emphasizing the acceleration of building a strong financial nation and the importance of the "Action Plan for Promoting High-Quality Development of Public Funds" as part of the capital market policy framework [1] Group 1: Mission and Service Enhancement - Financial institutions are urged to integrate into the national development framework, focusing on serving the real economy and prioritizing functional roles [1] - There is a call to shift from a focus on scale to a focus on returns, enhancing the investment research system and aligning management fees with investor interests [2] Group 2: Investment and Compliance - The industry is encouraged to enhance equity investment capabilities and develop a comprehensive asset allocation system, promoting long-term and value investment strategies [2] - Compliance and risk management are emphasized, with a focus on internal controls and preventing illegal activities such as insider trading [2] Group 3: Cultural and Institutional Development - The promotion of a strong financial culture is essential for sustainable industry development, with an emphasis on ethical standards and professional capabilities in talent development [2][3] - The goal is to build modern, first-class investment institutions with improved governance and operational efficiency, while fostering a collaborative industry environment [3] Group 4: Strategic Collaboration - Fund managers are encouraged to take a leading role in the industry, while sales institutions must adhere to investor suitability management [3] - The importance of strategic cooperation among various financial entities is highlighted to create a positive and interactive industry landscape [3]