如何寻觅指数投资的“主动灵魂”？来看这份样本

Core Viewpoint - The article discusses how Huatai Fund, known for its active investment research, is leveraging its expertise to enhance index investment, positioning itself as a proactive player in a competitive market [2][3]. Group 1: Index Investment Growth - As of September, Huatai Fund's equity index fund scale exceeded 177 billion, with equity ETFs surpassing 100 billion, reaching 128.865 billion [1]. - The net inflow of Huatai's index business this year has reached 48.116 billion, indicating strong growth momentum [1]. Group 2: Active Selection Strategy - Huatai Fund emphasizes "active selection" in index investment, focusing on long-term sectors like consumption, pharmaceuticals, energy, and finance [3][4]. - The company aims to differentiate itself by not just replicating indices but by designing products that reflect deep market insights and strategic foresight [3][5]. Group 3: Product Design and Operation - The "smile curve" theory guides Huatai's focus on high-value product design and operation, ensuring each product serves a distinct purpose without overlapping risks [6][7]. - The company adopts a patient approach to nurturing products, as seen with the Consumer ETF, which grew from 7 billion to 22 billion despite market pressures [8]. Group 4: Solution-Oriented Approach - Huatai Fund aims to provide comprehensive index product solutions, driven by actual client needs rather than merely promoting its own products [11][12]. - The firm emphasizes in-house development of strategies to maintain control over its core capabilities, ensuring continuous improvement and adaptation to market conditions [12].