以投资者为本 共筑行业高质量发展新生态

Core Viewpoint - The company emphasizes the importance of "long-termism" in investment strategies, aligning with national economic goals and focusing on sustainable value creation for investors [1][4][12] Group 1: Financial Industry Context - The current economic environment in China is transitioning towards high-quality development, with the Central Financial Work Conference outlining a blueprint for building a strong financial nation [1] - The release of the new "National Nine Articles" provides strong momentum for the reform and steady development of the capital market [1] - The introduction of the "Action Plan for Promoting the High-Quality Development of Public Funds" aims to correct industry positioning and emphasize investor return orientation [1] Group 2: Investment Philosophy - The company's investment philosophy prioritizes "long-term returns," focusing on creating sustainable profits for clients while managing risk-return ratios [2] - A team-based, integrated research and investment system is established, promoting collaboration between experienced fund managers and researchers to enhance investment performance [2] Group 3: Performance Assessment and Incentives - The company has optimized its performance assessment by extending evaluation periods, with a focus on medium to long-term performance metrics, which now account for 80% of the assessment [3] - Emphasis is placed on the stability of performance and risk-adjusted returns, ensuring that fund managers are aligned with long-term investor interests [3] Group 4: Value Creation and Client Focus - The company recognizes the deep connection between the long-term interests of fund companies and investors, emphasizing the need to create continuous value for clients [4] - A shift towards a client-centered approach is underway, focusing on customized asset allocation and comprehensive client support throughout the investment cycle [7] Group 5: Business Model Innovation - The company is developing floating fee rate products to align its income with client profitability, thereby enhancing investment management capabilities [5] - A comprehensive "fixed income plus" product line is being established to meet diverse client needs while managing risk effectively [6] Group 6: Social Responsibility and Economic Service - The company actively engages in serving the real economy, aligning its investment strategies with national priorities and supporting key sectors such as technology and green finance [9][10] - Continuous innovation in product offerings is being pursued to enhance service to the real economy, including the development of various specialized funds [10] Group 7: Future Outlook - The company is committed to maintaining its focus on "long-termism," value creation, and social responsibility, aiming to contribute to the preservation and appreciation of residents' wealth while supporting economic innovation [12]