汇丰晋信基金总经理李选进,最新发声!
中国基金报·2025-12-30 01:50

Core Viewpoint - The core philosophy of HSBC Jintrust Fund is to "make investment simpler," emphasizing a long-term perspective in investment strategies and investor experience [2][5][29]. Group 1: Company Philosophy and Development - HSBC Jintrust Fund has maintained a consistent commitment to "long-termism" over its 20-year history, focusing on sustainable investment systems and long-term investor needs [5][7]. - The company emphasizes the importance of clear product positioning and consistency in investment style, ensuring that products align with investor expectations [7][8]. - As of September 30, 2025, the company managed assets totaling 56.16 billion yuan, with equity assets amounting to 27 billion yuan, placing it in the top third of the industry [8]. Group 2: Investment Performance and Recognition - The majority of HSBC Jintrust's actively managed equity products have shown positive returns since inception, with many ranking in the top 10 across various time frames in Morningstar rankings [8][9]. - The company has been recognized by institutional investors, including insurance asset management firms, for its long-term investment capabilities [9]. Group 3: Research and Investment Framework - HSBC Jintrust has developed a systematic investment research framework that is "explainable, replicable, and predictable," enhancing the investment experience for clients [13][14]. - The investment process includes macro and strategy input, industry research, stock selection, and portfolio construction, all of which are transparent and traceable [14][15]. Group 4: Future Directions and Market Trends - The public fund industry is transitioning from providing "tools" to offering "solutions," focusing on multi-asset allocation and risk management to meet investor needs [18][19]. - HSBC Jintrust aims to enhance its global asset allocation capabilities and is actively developing multi-asset products to cater to both retail and institutional investors [21][22]. - The company recognizes the growing demand for overseas investment among domestic investors and is launching products that align with global asset allocation models [21][22]. Group 5: Talent Development and Organizational Growth - Talent development is identified as a critical area for growth, with a focus on cultivating professionals who can adapt to the evolving investment framework [28]. - HSBC Jintrust is committed to building a diverse and mature talent pool through both internal training and external recruitment [28][29].

汇丰晋信基金总经理李选进,最新发声! - Reportify