深化团队制与平台化建设 以投研一体化引领高质量发展

Core Viewpoint - The article emphasizes the importance of high-quality development in the public fund industry, as outlined in the regulatory framework, and highlights the proactive measures taken by Penghua Fund to enhance its investment management capabilities and better serve investors [1][11]. Group 1: Investment Research and Team Structure - Penghua Fund recognizes the shift towards a team-based management model, moving away from reliance on star fund managers to a collaborative approach that emphasizes mentorship and multi-dimensional teamwork [1][2]. - The company has established a structured talent development system that integrates experienced fund managers with younger researchers, fostering a clear investment style and complementary skills within the research team [2]. - The firm has multiple "double ten" fund managers, who have managed funds for over 10 years with an annualized return exceeding 10%, showcasing the company's commitment to long-termism and a platform-based research culture [2]. Group 2: Integrated Research and Investment Platform - Penghua Fund aims to create a closed-loop mechanism where research drives investment and vice versa, eliminating internal information barriers and ensuring efficient conversion of research outcomes into investment strategies [3][4]. - The company promotes a collaborative research environment where fund managers and researchers interact and share insights, enhancing their ability to navigate market challenges and maintain consistent investment philosophies [4]. Group 3: Performance and Risk Management - The active equity investment business of Penghua Fund has demonstrated strong long-term performance, with 19 actively managed equity funds recognized in the China public fund long-term performance rankings as of September 30, 2025 [5]. - The fixed income division has developed a robust team known as the "golden team," managing over 1 trillion yuan in assets and serving more than 56 million investors, showcasing its asset management and risk control capabilities [5][6]. Group 4: Technological Integration and Digital Transformation - In response to the regulatory push for technological advancement, Penghua Fund is integrating AI and big data into its investment research processes, enhancing decision-making efficiency and service quality [7][8]. - The company is leveraging AI models to improve operational efficiency across various business functions, aiming to provide a more intelligent and personalized investment experience for clients [8]. Group 5: Commitment to National Strategy and Diverse Asset Allocation - Penghua Fund aligns its product offerings with national strategic initiatives, developing a comprehensive index solution that connects national security, technological innovation, and other key themes to investable financial products [9][10]. - The firm is focused on meeting the diverse asset allocation needs of residents by creating a wide range of investment products that cater to different risk profiles and return expectations [10]. Group 6: Future Outlook - Moving forward, Penghua Fund will continue to focus on team-based, integrated, and platform-oriented investment research capabilities, aiming to enhance its professional, industrial, and digital investment research abilities while supporting national strategies and serving the economy [11].