Core Viewpoint - The China Fund Industry Association has released a benchmark library to standardize the selection and use of performance comparison benchmarks for public funds, aiming to enhance comparability among fund products and guide industry practices [2][6][7]. Summary by Sections Benchmark Library Overview - The benchmark library includes operational guidelines and categorizes stock indices into two tiers, with major indices like the CSI 300 and CSI A500 included in the first tier, while others like the SSE 180 and CSI 2000 are in the second tier [2][7]. Key Regulations - The guidelines aim to address industry issues such as "ambiguous benchmarks," "style drift," and "fund blind boxes," ensuring that fund managers select benchmarks that accurately represent their investment strategies [6][7]. Selection and Categorization of Indices - The first tier of the benchmark library consists of widely recognized indices that reflect market performance, while the second tier includes indices with significant usage and market capitalization, serving as a supplement to the first tier [11][12]. Dynamic Management of the Benchmark Library - The library will be dynamically updated and managed to ensure the objectivity and fairness of the benchmarks, with an expert working group established to evaluate and decide on the inclusion and adjustment of benchmark elements [14][16]. Encouragement of Compliance and Quality - The guidelines also set requirements for index providers to enhance their service quality, including governance, compliance, and transparency in index maintenance [16].
告别“基金盲盒”!监管又有新动作
中国基金报·2026-01-28 01:41