登录新浪财经APP 搜索【信披】查看更多考评等级 投资方面，考核对标业绩基准，强调利益绑定。响应证监会《行动方案》，强化业绩比较基准的约束作 用，要求组合配置与基准匹配，鼓励均衡配置，突出基金经理通过选股创造超额收益的能力。考核对标 业绩基准，强调长周期考核，坚持以三年以上长期收益为核心的考核评价制度，确保基金经理专注于长 期价值创造而非短期博弈。强调利益绑定，响应浮动管理费收取机制，将基金管理人的收入直接与基金 业绩挂钩，促进基金经理与投资者的利益一致化。 专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 人员方面，构建长期投研体系，培养完善人才团队。用好主动权益研究队伍人员配置，实现内部培养机 制的良性发展，深化长期投资研究体系的构建。提升研究团队服务产品和外部客户的能力，将研究能力 在投资业绩转化、外部客户投后服务质量提升两项工作上做实做细。优化研究员考核导向，提高研究员 服务产品和投后工作的主动型、积极性。 《推动公募基金高质量发展行动方案》（以下简称《行动方案》）的出台，标志着公募基金行业进入了 系统性变革、深度转型的新阶段。《行动方案》针对经营理念有偏差、功能发挥不充分、发展结构不均 ...

Core Viewpoint - The public fund industry in China is entering a critical stage of deepening reform and improving quality and efficiency, focusing on enhancing investment capabilities, optimizing customer experience, and increasing investor trust [1][2]. Group 1: Understanding the Importance of High-Quality Development - Reform is necessary for the public fund industry, which has grown to manage over 30 trillion yuan and serve over 800 million investors, but still faces challenges in operational philosophy and governance [4]. - The industry must address issues arising from rapid growth, which hinder its development and service quality, necessitating reforms that focus on core business and diverse financial products [4][5]. - The action plan emphasizes a problem-oriented approach, aiming to align the industry's development with the interests of investors and enhance service quality [5]. Group 2: Creating a New Fund Ecosystem - The Beijing Securities Regulatory Bureau is guiding the industry to innovate and optimize its business structure to align with high-quality development requirements [6][7]. - Business innovation is being promoted, including the introduction of floating fee rate products and an increase in equity fund offerings, with 73 new equity funds launched in the first half of 2025, totaling 41.5 billion yuan [7]. - The industry is shifting towards an investor-centric service model, enhancing personal pension product offerings and improving investor engagement through digital transformation [8]. Group 3: Enhancing Service to the Real Economy - The public fund industry in Beijing is actively supporting national strategies, with 48 managed science and technology innovation funds totaling 173.236 billion yuan as of mid-2025 [10]. - The industry is also promoting green development through ESG products, with 37 ESG-themed funds amounting to 24.809 billion yuan [10]. - The development of REITs is being encouraged, with 3 new products launched in the first half of 2025, raising 3.803 billion yuan [10]. Group 4: Strengthening Investor Protection - The industry is prioritizing investor rights, with ongoing fee reforms leading to a savings of 7.2 billion yuan for investors in 2024 [12]. - Innovative investor education initiatives are being implemented to ensure that product risks align with investor risk tolerance [12]. - A robust complaint handling mechanism is being established to ensure efficient resolution of investor disputes [12]. Group 5: Risk Prevention and Control - The industry is enhancing its risk management capabilities through a comprehensive regulatory framework and proactive monitoring of operational risks [12]. - A zero-tolerance policy is in place for illegal activities, ensuring strict penalties for violations [12]. - Key risks such as governance, liquidity, and credit risks are being closely monitored to prevent systemic risks [12].

Core Viewpoint - The public fund industry in China is entering a critical phase of deepening reform and enhancing quality and efficiency, focusing on improving investment capabilities, optimizing customer experience, and enhancing investor trust [1][2]. Group 1: Industry Reform and Development - The China Securities Regulatory Commission (CSRC) released an action plan on May 7, 2025, marking a new development stage for the public fund industry aimed at high-quality development [2]. - The public fund industry has over 30 trillion yuan in managed assets and more than 800 million investors, playing a crucial role in serving the real economy and maintaining financial stability [3]. - The action plan aims to address issues arising from rapid growth, encouraging institutions to focus on their core business and optimize supply to create diverse financial products and services [3][4]. Group 2: Innovation and Service Optimization - The Beijing Securities Regulatory Bureau is guiding local fund institutions to innovate and optimize their business structures, promoting the development of floating fee rate products and increasing the number of equity funds [5][6]. - As of the first half of 2025, 73 new equity funds were launched in the region, totaling 41.5 billion yuan, with 1,106 equity funds under management amounting to 1.66 trillion yuan [5][6]. - The industry is shifting towards an "investor-centered" service model, enhancing personal pension product offerings and improving investor support systems [6][7]. Group 3: Enhancing Research and Investment Capabilities - The industry is focusing on building a research and investment system that aligns with high-quality development, including the establishment of digital research platforms and integrated research teams [7]. - There is an emphasis on optimizing investment decision-making processes and strengthening talent development to cultivate skilled investment management professionals [7]. Group 4: Contribution to the Real Economy - The public fund industry is actively supporting national strategies, including technology innovation and green development, with 48 managed science and technology innovation funds totaling 173.236 billion yuan as of mid-2025 [8][9]. - The industry is also involved in the development of REITs, with 37 REITs issued, amounting to 103.395 billion yuan, to support infrastructure projects [8][9]. Group 5: Investor Protection and Risk Management - The industry prioritizes investor protection, implementing fee reforms that have saved investors 7.2 billion yuan since July 2023, and enhancing investor education [10]. - A comprehensive risk management framework is being established to identify and mitigate key risks, ensuring the stability of the financial system [10].

四是深化投资者陪伴与教育。通过多层次、多形式的投教内容与服务，人保公募基金引导投资者树立理 性投资、长期投资理念，帮助投资者应对市场波动，践行"长期正确"的资产配置策略。 专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 近日，在北京证监局指导下，北京证券业协会联合四十余家公募基金管理人、销售及评价机构与主流媒 体，共同启动"北京公募基金高质量发展系列活动"。本次活动以"新时代·新基金·新价值"为主题，聚焦 投资者教育与保护，推进行业转型升级，增强服务实体经济能力，助力北京打造金融高质量发展新名 片。 当前，我国公募基金行业正处于从"规模扩张"向"回报为王"转变的关键时期。2025年5月，证监会印发 《推动公募基金高质量发展行动方案》，进一步明确行业应以提升投资者获得感为核心，实现与国家战 略和人民财富管理需求同频共振。 一是强化投研核心能力建设。人保公募基金充分发挥保险资管背景优势，构建了以宏观、产业和信用研 究为支撑的投研体系，注重资产配置与风险控制协同，致力于实现持续稳健的投资回报。 二是持续优化指增产品布局。现已形成涵盖中证800、A500、红利低波等多类宽基指数的"基础层+创新 层"产品 ...

Core Viewpoint - The public fund industry in China is entering a critical phase of deepening reforms and enhancing quality, focusing on improving investment capabilities, optimizing customer experience, and increasing investor trust [1][3][4]. Group 1: Industry Development - The public fund industry has grown to manage over 30 trillion yuan, with more than 800 million investors, playing a vital role in serving the real economy and maintaining financial stability [3]. - The China Securities Regulatory Commission (CSRC) released an action plan on May 7, 2025, marking a new development stage for the public fund industry [1][2]. - Beijing aims to create a "Beijing model" for high-quality public fund development, leveraging its financial resource advantages [2]. Group 2: Reform and Innovation - The action plan emphasizes the need for reforms to address issues such as the focus on scale over returns and to enhance investor satisfaction [4]. - The industry is encouraged to innovate and optimize its business structure, including the introduction of floating fee rate products and the development of equity products [6][7]. - As of the first half of 2025, 73 new equity funds were launched in the region, totaling 41.5 billion yuan, with 1,106 equity funds managing a total of 1.66 trillion yuan [6]. Group 3: Service Enhancement - The public fund industry is shifting towards an "investor-centered" service model, enhancing the supply of personal pension products and improving investor engagement [7]. - A total of 81 public fund products have been included in the personal pension product catalog, providing more options for retirement investment [7]. - The industry is also focusing on digital transformation to improve service efficiency and investor experience [7]. Group 4: Contribution to the Economy - The public fund industry is actively supporting national strategies, including technology innovation and green development, with 48 managed science and technology innovation funds totaling 173.236 billion yuan [8]. - As of the first half of 2025, there are 37 ESG-themed funds with a total scale of 24.809 billion yuan [8]. - The industry is also involved in the development of REITs, with 37 products issued, totaling 103.395 billion yuan [8][9]. Group 5: Investor Protection and Risk Management - The industry prioritizes investor protection, implementing fee reforms that have saved investors 7.2 billion yuan since July 2023 [10]. - A comprehensive complaint handling mechanism has been established to ensure efficient resolution of investor disputes [10]. - The regulatory framework is being strengthened to enhance risk prevention and control, focusing on governance, liquidity, and credit risks [11].

Core Viewpoint - The public fund industry in China is entering a critical phase of deepening reform and enhancing quality and efficiency, focusing on improving investment capabilities, optimizing customer experience, and enhancing investor trust [1][2]. Group 1: Industry Development and Reform - The China Securities Regulatory Commission (CSRC) released an action plan on May 7, 2025, marking a new development stage for the public fund industry, emphasizing high-quality development [2]. - Beijing, as a national financial management center, is expected to leverage its financial resource advantages to create a "Beijing model" for high-quality public fund development [2][4]. - The public fund industry has over 30 trillion yuan in managed assets and more than 800 million investors, playing a crucial role in serving the real economy and maintaining financial stability [3]. Group 2: Key Initiatives and Innovations - The action plan aims to address issues such as the focus on scale over returns and to enhance investor satisfaction through various policy measures [4]. - The Beijing Securities Regulatory Bureau is guiding local fund management institutions to innovate and optimize their business structures, including the introduction of floating fee rate products and the development of equity products [5][6]. - As of the first half of 2025, 73 new equity funds were launched in the region, with a total scale of 41.5 billion yuan [6]. Group 3: Enhancing Investor Services - The industry is shifting towards an "investor-centered" service model, with an increase in personal pension product offerings and a focus on long-term investment education [6][7]. - A total of 81 public fund products have been included in the personal pension product catalog, providing more options for investors [6]. - The industry is also advancing digital transformation to improve service efficiency and enhance investor experience [7]. Group 4: Supporting National Strategies - The public fund industry is actively supporting national strategic initiatives, including technology innovation and green development, with 48 managed science and technology innovation board funds totaling 173.236 billion yuan as of mid-2025 [8][9]. - The industry is also promoting the development of ESG products, with 37 ESG-themed funds amounting to 24.809 billion yuan [8]. - The issuance of REITs products has reached a cumulative scale of 103.395 billion yuan, supporting infrastructure development [8][9]. Group 5: Investor Protection and Risk Management - The industry prioritizes investor protection, implementing fee reforms that have saved investors 7.2 billion yuan since July 2023 [10]. - A comprehensive regulatory framework is being established to enhance risk management, focusing on early identification and resolution of operational risks [10]. - The industry is committed to a "zero tolerance" policy for illegal activities, ensuring strict enforcement against violations [10].

Core Viewpoint - The public fund industry in China is entering a critical phase of deepening reform and improving quality and efficiency, focusing on enhancing investment capabilities, optimizing customer experience, and increasing investor trust [1][2][3] Group 1: Industry Development - The China Securities Regulatory Commission (CSRC) released the "Action Plan for Promoting High-Quality Development of Public Funds," marking a new development stage for the industry [2] - The public fund industry has over 30 trillion yuan in managed assets and more than 800 million investors, playing a vital role in serving the real economy and maintaining financial stability [3] - The industry faces challenges in operational philosophy, functionality, and governance, necessitating reforms to better align with national strategies [3] Group 2: Reform Initiatives - The action plan aims to address market and social concerns, encouraging institutions to focus on core business, optimize supply, and enhance value creation capabilities [3][4] - Beijing is positioned to lead by example in high-quality development due to its concentration of financial resources and institutions [4] Group 3: Business Innovation - The industry is encouraged to innovate and optimize business structures, including the introduction of floating fee rate products and the development of equity products [5][6] - In the first half of 2025, 73 new equity fund products were launched, totaling 41.5 billion yuan, with 1,106 equity funds under management amounting to 1.66 trillion yuan [6] Group 4: Investor Services - The focus is on enhancing the service system centered around investors, including the introduction of personal pension products and a comprehensive investor support system [6][7] - Digital transformation is being promoted to improve service efficiency and enhance investor experience [7] Group 5: Research and Investment Capabilities - The industry is urged to build a research and investment system that aligns with high-quality development, including the establishment of digital research platforms and integrated research teams [7] - Strengthening talent development and optimizing investment decision-making processes are key priorities [7] Group 6: Contribution to the Real Economy - The public fund industry is actively supporting national strategies, including technology innovation and green development, with 48 managed science and technology innovation funds totaling 173.236 billion yuan [8][9] - The industry is also involved in urban modernization projects through REITs, with 37 REITs issued, amounting to 1.03995 trillion yuan [9] Group 7: Investor Protection and Risk Management - Investor protection is prioritized, with ongoing fee reforms leading to significant savings for investors, totaling 7.2 billion yuan in 2024 [10] - A comprehensive risk management framework is being established to enhance regulatory oversight and prevent systemic risks [10]

Core Viewpoint - The public fund industry in China is entering a critical phase of deepening reform and improving quality and efficiency, with a focus on enhancing investment capabilities, optimizing customer experience, and increasing investor trust [1][2]. Group 1: Importance of High-Quality Development - The public fund industry has become a significant institutional investor in the capital market, managing over 30 trillion yuan and serving more than 800 million investors, playing a crucial role in supporting the real economy and maintaining financial stability [2][3]. - There is a pressing need for reform to address existing deficiencies in operational philosophy, functionality, and governance within the industry, aiming to better serve national strategies [2][3]. Group 2: Reform Initiatives - The action plan aims to address market and societal concerns by encouraging institutions to focus on their core business, optimize supply, and enhance value creation capabilities [2][3]. - The plan emphasizes the importance of aligning the interests of fund managers with those of investors, reducing costs, and improving services to strengthen the industry's commitment to the public [3]. Group 3: Business Innovation and Service Optimization - The industry is encouraged to innovate and optimize its business structure, including the introduction of floating fee rate products and the development of equity products, with 73 new equity funds launched in the first half of 2025, totaling 41.5 billion yuan [4]. - There is a focus on enhancing the investor service system, including the introduction of personal pension products and a comprehensive investor support mechanism [4][5]. Group 4: Enhancing Research and Investment Capabilities - The industry is urged to build a research and investment system that aligns with high-quality development, including the establishment of digital research platforms and a team-based investment decision-making process [5]. - Strengthening talent development and creating a robust talent management system is also a priority to cultivate skilled investment management professionals [5]. Group 5: Contribution to the Real Economy - The public fund industry is actively supporting national strategic initiatives, including technology innovation and green development, with 48 managed science and technology innovation funds totaling 173.236 billion yuan as of mid-2025 [6]. - The industry is also involved in the development of REITs, with 37 REITs issued, amounting to 103.395 billion yuan, to support infrastructure projects [6][7]. Group 6: Investor Protection and Risk Management - The industry prioritizes investor protection, implementing fee reforms that have saved investors 7.2 billion yuan in 2024, and enhancing investor education to ensure product risk levels match investor capabilities [8]. - A comprehensive risk management framework is being established to identify and mitigate key risks, ensuring the prevention of systemic risks [9].

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 2022年4月26日，中国证监会发布《关于加快推进公募基金行业高质量发展的意见》：持续深入开展"合 规、诚信、专业、稳健"行业文化建设工作，加强从业人员职业操守和道德规范培训，摒弃急功近利、 拜金主义等不良文化现象；强化发起人道德操守等审核，将合规风控水平、长期投资业绩等纳入绩效考 核，严格执行薪酬递延制度等。 2023年4月14日，中国证券投资基金业协会发布《公募基金行业文化建设自律公约》：要求行业坚持党 的领导，牢记初心使命，切实服务实体经济和国家战略；恪守守法合规、践行信义义务等底线，针对少 数从业人员不良行为明确监管态度，强化行业机构人员、薪酬管理的主体责任，共同践行和营造风清气 正的行业生态。 2025年5月7日，中国证监会印发《推动公募基金高质量发展行动方案》：要求夯实行业文化根基。建立 健全行业文化建设工作评估评价体系，定期开展评估反馈，加大对正面典型的宣传推广。完善从业人员 执业操守自律准则，更好发挥行业自律监督作用。定期开展廉洁从业现场检查，强化行业政商"旋转 门"综合治理，大力弘扬和践行"五要五不"的中国特色金融文化。 东兴基金 ...

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 编者按：9月8日，在北京证监局指导下，北京证券业协会携手北京公募基金管理人、基金销售机构、基 金评价机构及多家主流媒体，共同启动"北京公募基金高质量发展系列活动"。活动以"新时代·新基金·新 价值——北京公募基金高质量发展在行动"为主题，旨在贯彻落实《推动公募基金高质量发展行动方 案》，进一步提升北京作为国家金融管理中心的引领作用，打造北京金融高质量发展新名片。 强化投资者保护，反洗钱与高质量发展的深层联动 工银瑞信始终深入践行金融工作的政治性、人民性，坚持金融服务实体经济的宗旨，恪守"受人之托、 忠人之事"的信义义务，工银瑞信基金始终相信，投资者是市场之本，最深沉的力量源于与投资者需求 的共鸣。 在提升投资者回报的同时，工银瑞信将投资者权益保护工作纳入公司顶层规划和日常经营中，全力擘画 投保生态"新蓝图"。一方面，创新构建"投教宣讲伙伴"、"渠道营销伙伴"、"客户成长伙伴"的三位一体 服务体系，以"三光同辉、伙力同心、伴你同行"为理念，整合投教、营销与服务资源，形成协同联动效 应。通过与银行、券商等渠道的深度合作，打造贯穿投前、投中、投后的全生命 ...