深耕量化“指数＋”投资 博道基金打造工具化产品新标杆

Core Viewpoint - The article highlights the differentiated development path of small and medium-sized fund companies in China's public fund industry, focusing on the success of博道基金's "Index+" series in the quantitative investment field, which has grown to over 27 billion yuan by the end of Q3 2025, positioning it among the top three in the public quantitative investment sector [1][2]. Group 1: Company Development and Strategy - 博道基金 began its exploration of quantitative investment in 2013 and officially entered the public quantitative field in 2018 with the launch of its first public product,博道启航 [2]. - The quantitative team at 博道基金 is composed of graduates from prestigious universities and operates under a collaborative model, ensuring effective communication and strategy iteration [2][7]. - The "Index+" series has consistently outperformed benchmark indices, with products like博道中证500指数增强 achieving a cumulative return of 105.42% since its inception, significantly exceeding its benchmark [4][6]. Group 2: Product Offerings - The "Index+" series includes a diverse product matrix with categories such as standard index enhancement, flexible index enhancement, Smart Beta enhancement, and quantitative fixed income, catering to various risk preferences [4][5]. - The Smart Beta series represents an innovative direction for 博道基金, focusing on clear styles and enhanced excess returns, with products like博道大盘价值 and博道大盘成长 targeting specific investment styles [5][7]. - The company has also developed a "基金增强" strategy product,博道远航, to address investor challenges in selecting funds, marking a new path in public quantitative investment [3][5]. Group 3: Performance and Risk Management - 博道基金's "Index+" series has shown consistent competitive performance, with multiple products ranking in the top 20 of their categories since inception [6]. - The company has integrated AI into its quantitative strategies, evolving to a "双均衡" multi-factor model framework that balances traditional and AI-driven approaches to enhance excess return sustainability [7][8]. - Future goals include refining the quantitative risk management system to improve investor experience and reduce volatility in excess returns [8].