大揭秘！直击公募研究员的一天

Core Insights - The article emphasizes the importance of research in public fund investment, highlighting that effective research provides a solid foundation for investment decisions and helps fund managers navigate market dynamics and optimize asset allocation [2]. Group 1: Research Department Overview - The research department at ICBC Credit Suisse Fund acts as a think tank, focusing on investment-oriented research based on macroeconomic conditions, industry trends, and company characteristics [2]. - The department consists of nine specialized research teams, including sectors like pharmaceuticals, TMT (Technology, Media, and Telecommunications), new energy, financial real estate, cyclical industries, overseas markets, macro strategy, quantitative analysis, and consumer sectors [2]. - Each team is staffed with multiple researchers who actively seek investment opportunities across various segments, functioning like "radars" to assist fund managers in broadening and deepening their investment coverage [2]. Group 2: Daily Activities of Researchers - Researchers' daily routines are characterized by a tight schedule, starting with a review of overnight market dynamics, followed by participation in morning meetings and various strategy discussions, company research, and roadshow communications [3]. - They are responsible for producing meeting minutes and research notes, and must provide timely professional interpretations of significant events, especially during peak reporting periods for quarterly, semi-annual, and annual reports [4]. Group 3: Professional Development and Research Focus - The high-intensity research environment contributes to the professional development of researchers, with a typical career progression from research assistant to researcher, mid-level researcher, senior researcher, assistant fund manager, and fund manager [4]. - Research directions are broadly categorized into two types: macro research (including macroeconomic, strategy, bond, and quantitative research) and industry research (covering sectors like computing, electronics, finance, pharmaceuticals, and consumer goods) [4].