《基金管理公司:新规强化考核,中长期指标权重不低于80%》
Sou Hu Cai Jing·2025-12-06 09:22

Group 1 - The core viewpoint of the article is the issuance of a draft for the "Guidelines for Performance Assessment Management of Fund Management Companies" on December 6, which emphasizes performance evaluation linked to profitability metrics [1] - The draft requires that in the overall quantitative assessment, the weight of long-term investment return indicators over three years should not be less than 80% [1] - For senior management assessments, the weight of investment return indicators should be no less than 50% [1] Group 2 - Fund managers will undergo differentiated assessments, with the performance indicators for actively managed equity fund managers needing to have a weight of at least 80% [1] - Among these, the weight of performance comparison benchmark indicators must not be less than 30% [1] - For senior management responsible for sales and core sales personnel, the weight of investor profit and loss indicators should be no less than 50% [1]