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国新国证基金:服贸会聚焦|携手走进服贸会 共谱公募基金高质量发展新篇章
Xin Lang Ji Jin· 2025-09-15 06:46
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 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,共同启动为期一个多月的"北京公募基金高质量发展系列活动"。 本次活动主题为"新时代·新基金·新价值——北京公募基金高质量发展在行动",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。 本届服贸会上,投资者保护成为公募基金展区的重要内容。国新国证基金与工银瑞信基金、中金基金、 中加基金、惠升基金、新浪仓石基金的代表围绕投教创新、数字化应用和投资者陪伴等话题展开深入交 流,分享实践经验,并通过多媒体展示、互动体验和专业咨询等多种形式,为参观者生动讲解金融常识 及反洗钱知识。 展位现场,国新国证基金设置了专门的投教区域,以趣味互动、有奖问答的形式向投资者传播金融知 识,引导树立长期投资、理性投资理念。 国新国证基金积极响应号召,于9月12日携手工银瑞信基金、中金基金、中加基金、惠升基金、新浪仓 石基金等同业机构联合亮相2025年中国国际服务贸易交易会(以下简称"服贸 ...
店铺爆单、直播打赏暗藏陷阱!工银瑞信反洗钱迷宫展亮相服贸会
Core Viewpoint - The article highlights the launch of a series of activities aimed at promoting high-quality development in the public fund industry in Beijing, focusing on anti-money laundering education as a key component for compliance and investor protection [1][3]. Group 1: Event Overview - The Beijing Securities Regulatory Bureau, in collaboration with various financial institutions and media, initiated a series of activities themed "New Era, New Fund, New Value" to enhance the public fund industry's quality [1]. - The "Zheng 'Qian' Fang" anti-money laundering maze exhibition, held from September 10 to 13, showcased immersive experiences aimed at educating the public on compliance and anti-money laundering practices [1][3]. Group 2: Educational Approach - The maze exhibition features four thematic challenges that illustrate core anti-money laundering knowledge through real-life scenarios, moving away from traditional teaching methods [3]. - Participants engage in a hands-on experience that covers essential skills such as customer identity verification, suspicious transaction monitoring, and risk assessment, creating a closed-loop educational model [3]. Group 3: Industry Context - The public fund industry in China is undergoing significant reforms aimed at enhancing quality and efficiency, making high-quality development a crucial mission aligned with national strategies and public expectations [3][4]. - The exhibition serves as a response to the new Anti-Money Laundering Law and emphasizes the importance of compliance in protecting investors [3][4]. Group 4: Compliance and Investor Protection - The exhibition aims to strengthen the financial security framework by showcasing best practices in customer due diligence and monitoring of large and suspicious transactions, thereby clearing risks for high-quality development [4]. - By revealing new money laundering traps, the exhibition helps build investor awareness and trust, which are essential for optimizing customer experience and fostering long-term relationships [4][5]. Group 5: Social Responsibility and Outreach - The company extends compliance education to underserved communities, including rural areas and students, through various outreach programs, ensuring that the benefits of high-quality development reach a broader audience [5]. - The "Zheng 'Qian' Fang" exhibition represents an innovative practice in anti-money laundering efforts and reflects the public fund industry's commitment to empowering high-quality development through compliance education [5].
泰康基金:以客户为中心,坚定落实高质量发展行动方案
Xin Lang Ji Jin· 2025-09-12 10:01
Group 1 - The core viewpoint of the news is the promotion of high-quality development in the public fund industry in China, shifting focus from scale expansion to enhancing investor returns [1][2] - The China Securities Regulatory Commission (CSRC) released the "Action Plan for Promoting High-Quality Development of Public Funds" on May 7, 2025, outlining the direction for the industry [1] - The CSRC revised the "Regulations on the Management of Sales Expenses for Publicly Raised Securities Investment Funds" on September 5, 2025, aiming to standardize sales expense collection and reduce investor transaction costs [1] Group 2 - The "Beijing Public Fund High-Quality Development Series Activities" was launched on September 8, 2025, with the theme "New Era, New Fund, New Value," aimed at creating a new brand for high-quality financial development in Beijing [1] - Taikang Fund is committed to the core requirements of the "Action Plan," focusing on customer-centric practices and enhancing its investment research and service capabilities [1][2] Group 3 - The "Action Plan" encourages fund companies to strengthen core investment research capabilities and accelerate the establishment of a "platform-style, integrated, multi-strategy" investment research system [2] - Taikang Fund emphasizes deep research as a foundation for its professional capabilities, adhering to a value investment philosophy and developing diversified investment styles while focusing on risk control [2] Group 4 - Taikang Fund actively conducts investor companionship activities, utilizing its self-media platform to build a financial knowledge dissemination matrix through various formats [3] - The company aims to enhance investor awareness and risk identification capabilities through diverse thematic activities targeting different demographics, including the elderly, college students, and youth [3] - In response to the revised sales expense management regulations, Taikang Fund plans to optimize product fee structures and sales service models to improve investor experience [3]
【服贸会聚焦】多家基金公司走进服贸会 共探公募基金高质量发展新蓝图
Xin Lang Ji Jin· 2025-09-12 09:52
风险提示:本材料不构成任何投资建议,投资者不应以该等信息取代其独立判断或仅根据该等信息做出 决策。投资者投资基金前应认真阅读《基金合同》《招募说明书》《基金产品资料概要》等法律文件, 在全面了解产品情况、费率结构、各销售渠道收费标准及听取销售机构适当性意见的基础上,选择适合 自身风险承受能力的投资品种进行投资,基金投资须谨慎。 在金融服务专题展现场,多家基金公司齐聚工银瑞信"正钱方"反洗钱卷宗迷宫展,通过"爆单疑云""帮 信暗流""金融迷雾""直播风云"四大沉浸式互动环节,向公众生动传递反洗钱知识与理性投资理念。 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"。本次活动以"新时代·新基金·新价 值"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。 中金基金、中加基金、惠升基金、国新国证基金、北京新浪仓石基金的代表则围绕投教创新、数字化应 用和投资者陪伴等话题展开深入交流,分享实践经验。活动现场,代表们还共同为参观者讲解 ...
视频|东兴基金以战略引领开启公募高质量发展新征程
Xin Lang Ji Jin· 2025-09-12 07:58
Core Viewpoint - The article discusses the high-quality development of public funds in Beijing, emphasizing the new era, new funds, and new values in the investment landscape [1] Group 1: Industry Insights - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [1]
北京公募基金高质量发展在行动|国联基金解读基金销售费用管理新规,洞见行业新方向
Xin Lang Ji Jin· 2025-09-12 01:28
Group 1: Core Themes of the News - The event "New Era, New Fund, New Value" aims to promote high-quality development in the public fund industry, guided by the Beijing Securities Regulatory Bureau and involving various stakeholders [1] - The new regulations proposed by the China Securities Regulatory Commission (CSRC) focus on reducing investor costs, standardizing the public fund sales market, and protecting investor rights [3] Group 2: Key Regulatory Changes - The new regulations consist of 6 chapters and 28 articles, with feedback due by October 5, 2025 [3] - Fund managers are prohibited from charging subscription and sales service fees when selling their own funds directly, which will lower costs for investors [3] - The maximum subscription fee rates for different fund types have been significantly reduced compared to current market levels, which may impact traditional revenue structures of sales institutions [3][4] Group 3: Fee Structures and Investor Impact - The new rules introduce flexibility in fee structures, allowing for both front-end and back-end charging models based on investment amounts and holding periods [4] - The adjustment of redemption fees, particularly the cancellation of the "7-day holding exemption," may influence investor behavior, especially for those preferring short-term bond products [4][5] - Sales service fees are capped for various product types, and no fees can be charged for funds held for over a year, affecting sales institutions' revenues [5] Group 4: Fairness and Compliance - The regulations require fair treatment of all investors in the same fund, preventing differential fee structures [6] - Fund managers must ensure that interest generated from sales settlement funds benefits investors directly, protecting their rights [6] - Existing funds must adjust their fee structures within 6 months of the regulations taking effect, with a possible extension to 12 months for those needing system upgrades [6]
中信建投基金:携手走进服贸会,北京公募基金响应高质量发展行动
Xin Lang Ji Jin· 2025-09-12 01:21
Group 1 - The core theme of the event is "New Era, New Funds, New Value," aimed at promoting high-quality development in the public fund industry in Beijing [1][2] - The series of activities will enhance Beijing's role as a national financial management center and support the transformation and upgrading of the public fund industry [1][2] - The event will include various interactive forms and multi-level promotions to improve the effectiveness of public funds in serving the real economy and strengthen investor education and protection [1][2] Group 2 - Multiple public fund institutions in Beijing have prepared diverse educational materials for investors, including guides on ETF investments and common misconceptions in index investing [2] - The public fund industry in Beijing has shown steady growth and innovation, with a significant number of institutions and high asset management scale, establishing a solid foundation for high-quality development [2] - The activities signify the industry's commitment to high-quality development and its efforts to connect with the public and serve the real economy [2][3]
北京公募基金高质量发展系列活动正式启动
雪球· 2025-09-11 07:56
9月8日 , 为贯彻落实 《 推动公募基金高质量发展行动方案 》 , 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 " 。 本次活动以 " 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 通过为期一个多月的多层次 、 多形式宣传与互动 , 全面推进普惠金融高质量发展 , 推动公募 基金行业转型升级 , 提升服务实体经济能力 , 强化投资者教育与保护 , 打造北京金融高质量 发展新名片 。 华夏基金 、 嘉实基金 、 工银瑞信基金 、 建信基金 、 银华基金等四十余家机构 参与其中 。 多维赋能 构筑高质量发展新生态 本次活动以 " 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 , 精心 构建 " 1+3+N " 系统化推进体系 , 徐徐展开北京金融业改革发展新图景 。 该体系以学术支撑 、 社会传播与媒体放大为三大支柱 , 通过多场景 、 多层次的深度互动 , 形成立体化 、 广覆 盖的传播格局 。 系列活动设计独具 ...
积极响应高质量发展!京东肯特瑞上线投教专区 助力投资者教育服务升级
Xin Lang Ji Jin· 2025-09-11 06:58
Group 1 - The launch of the JD Kentrui Fund Investor Education Zone focuses on providing systematic financial knowledge services to investors, covering four main areas: active money management, stable investment, advanced investment, and lifestyle finance [1] - The initiative aligns with the call for "high-quality development of public funds in Beijing," emphasizing the theme of "New Era, New Fund, New Value" [1] - The education zone includes sections on compliance awareness, risk prevention, and basic fund knowledge, aiming to enhance investors' understanding of financial safety and investment strategies [1] Group 2 - The content of the education zone features practical topics such as money market fund investment strategies and an introduction to gold investment, presented in an accessible manner to help investors grasp fundamental financial concepts [1] - Future plans include continuous optimization of the content and the establishment of an integrated online and offline investor education service system to provide more professional and convenient financial knowledge services [1]
中金基金:积极拥抱变革,推动高质量发展
Xin Lang Ji Jin· 2025-09-11 06:48
近年来,随着我国资本市场有效性不断提升,投资者对投资收益理解持续加深,公募基金产品供给更加 丰富,中国资产管理行业加速向专业化分工的方向发展。展望未来,投资组合中的超额收益与市场收益 将被更精准地相互剥离,以被动指数、指数增强、锚定基准的主动权益等为代表的,定位清晰的公募基 金产品将为长期配置型资金提供更多高效且多样的选择。 需要看到,在《方案》的政策推动下,锚定基准、风格稳定、超额收益稳健的产品管理思路有望成为行 业重要发展方向,这对公募基金投研团队建设,投资框架重构,和风控合规管理等方面都提出了新的要 求,也为行业发展带来新的战略机遇。基金管理人应主动拥抱这一变化,发挥在指数增强业务中积累的 超额获取、风险控制、组合管理等各方面投研优势,做好标准化指数、指数增强等产品管理的同时,积 极赋能主动权益、固收增强等业务领域,打造特色化公募产品体系,提升投资者回报,优化资产配置功 能。 基金管理人须坚持以投资者为本,探索建立适合中国国情的公募基金发展模式,通过打造具备长期配置 价值和研究附加价值的"特色化"产品体系,开展更有针对性的投教活动,使得更多公募产品能够让投资 者"听得懂,看得上,拿得住",满足广大居民财 ...