南方基金党委书记陈莉：借助AI深度赋能 塑造服务国家战略核心能力

Core Viewpoint - The public fund industry will focus on modern industrial system construction and expanding domestic demand, emphasizing "investment in things" and "investment in people" as key strategies, leveraging AI and digital transformation to enhance capabilities in serving national strategies and wealth management needs [1] Group 1: Investment Strategies - The key to effective "investment in things" and "investment in people" lies in developing systematic research capabilities and establishing a long-term research framework based on national strategic directions, which includes a broad asset allocation and a deep understanding of national strategic intentions [1] - Fund companies should strengthen platform-based, integrated, and multi-strategy research systems, focusing on cutting-edge technology, new consumption, green low-carbon initiatives, regional coordination, and livelihood security to enhance industry insight and demand perception [1] Group 2: Service Enhancement - The public fund industry must align its services with the best interests of investors, integrating across the entire business chain to enhance financial service adaptability and accessibility [2] - Active products should feature distinct investment styles and innovative designs to improve customer experience, while passive products need to focus on high-quality index development and tracking accuracy [2] - The transition from asset management to wealth management requires a shift towards buy-side advisory roles, expanding service reach and optimizing the comprehensive financial service system for clients [2] Group 3: Digital Transformation - The digital transformation of the fund industry is a long-term process that requires continuous resource investment and innovation [3] - Leading fund companies are currently focusing on platform development and AI application, aiming to enhance the breadth and quality of platforms and strengthen comprehensive AI applications [3] Group 4: Business Expansion - The industry should adapt to new characteristics of passive, long-term, and international investments, particularly in the ETF sector, to improve product and service quality and innovate marketing strategies [3] - There is a need to enhance capabilities in pension fund business expansion and cross-border operations to support China's technological innovation and industrial upgrades [3] Group 5: Market Trends - The Chinese capital market is undergoing profound changes, with a shift towards passive and long-term investment characteristics, where ETFs are becoming a key tool for both individual and institutional investors [4] - Pension funds, as a representative of long-term capital, can optimize asset allocation through ETFs, contributing to market capacity expansion and providing ample long-term funding [4] - The ETF will become a core tool for long-term capital allocation, necessitating collaborative efforts to create a favorable ecosystem [4] Group 6: Pension Fund Development - Public fund companies need to enhance business development efforts in pension funds, encouraging clients to increase equity asset allocation through ETFs and optimizing pension target fund product systems [5] - There is a push to include more index funds in the pension product pool to stimulate individual investor participation in the three-pillar pension system, aiding the transition of the capital market towards a mature, institution-led, long-term allocation market [5]