基金行业大消息！公募基金业绩比较基准要素库发布

Core Viewpoint - The China Securities Investment Fund Industry Association has established a performance benchmark element library for public funds to standardize the selection and use of performance benchmarks, thereby protecting investors' rights and interests [1]. Group 1: Benchmark Library Overview - The benchmark library is applicable to actively managed public funds investing in domestic A-shares and Hong Kong stocks, allowing the selection of benchmark elements from the library [3]. - The benchmark library is divided into two categories: Category One includes highly representative and widely recognized indices, while Category Two includes larger-cap indices with certain usage rates, providing effective supplementation to Category One [3]. Group 2: Benchmark Selection Criteria - For performance benchmarks using bonds, funds, commodities, or multi-asset indices, strong market representation and high recognition of mainstream elements should be selected [3]. - For indices outside the benchmark library, they must comply with the relevant requirements of the "Guidelines for Publicly Offered Securities Investment Fund Performance Benchmarks" and "Operational Details for Publicly Offered Securities Investment Fund Performance Benchmarks" [3]. Group 3: International Market Considerations - For investments in overseas markets excluding Hong Kong, strong market representation and high recognition of mainstream indices should be chosen, with the principle that the index provider's regulatory body has signed a bilateral cooperation memorandum with the China Securities Regulatory Commission [4]. Group 4: Monitoring Mechanism - A dynamic monitoring mechanism has been established by the expert group, which will evaluate the entry and exit of benchmark elements quarterly and conduct adjustments between the two categories semi-annually [5].