南方基金党委书记陈莉展望“十五五”公募基金发展趋势和使命任务

Core Insights - The speech by Chen Li at the Shenzhen International Financial Expo emphasizes the mission and challenges of public funds during the "14th Five-Year Plan" period, focusing on aligning with national strategies and enhancing core capabilities [1] Industry Trends - The public fund industry is expected to focus on strategic orientation, driven by "industry" and "livelihood" investments, with an emphasis on modern industrial systems and expanding domestic demand [2] - A human-centered approach will deepen the value orientation centered on investors throughout the industry’s entire business chain [2] - The expansion of "index" and "pension" products will solidify the foundation for long-term capital entering the market, driven by passive and long-term investment trends [2] - Accelerated digital transformation will reshape the industry ecosystem and competitive landscape, significantly influenced by artificial intelligence [2] - The industry will seize opportunities for international expansion, with cross-border business becoming a key direction for attracting foreign investment and supporting China's modernization [2] Company Capabilities - Public fund companies must align with national development needs and public expectations, enhancing core capabilities to navigate challenges and seize opportunities [3] - Development of systematic investment research capabilities to support national strategies [3] - Enhancement of client-oriented operational capabilities to meet customer demands [3] - Expansion of business capabilities to cater to long-term capital [3] - Advancement of technological capabilities to support digital transformation [3] - Development of global business capabilities to facilitate both domestic and international circulation [3]