基金业协会发布公募基金业绩比较基准要素库｜快讯

Core Viewpoint - The China Securities Investment Fund Industry Association has established and released a "Public Fund Performance Benchmark Element Library" to standardize the selection and use of performance benchmarks for public funds, aiming to protect investors' rights and interests [1][2]. Group 1: Benchmark Library Structure - The benchmark library includes operational guidelines and two categories of stock indices, focusing on the selection of stock indices to enhance comparability among similar products [1]. - The library is divided into two tiers: the first tier includes highly recognized and representative indices, while the second tier includes indices with significant usage rates and market capitalization, serving as a supplement to the first tier [2]. - Fund managers can select non-benchmark indices, provided they comply with relevant guidelines and operational details [2]. Group 2: Quality and Objectivity - The guidelines require index providers to improve service quality, including capabilities in index development, operational management, and compliance with disclosure requirements [2]. - An expert working group composed of relevant market participants will ensure the objective and fair management of the benchmark element library, overseeing the inclusion, removal, and adjustments between the two tiers [2].