公募基金高质量发展
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公募基金高质量发展在行动!工银瑞信联合惠升基金、中金基金走进社区开展防非宣传
Xin Lang Ji Jin· 2025-09-29 09:20
Core Points - The article emphasizes the importance of financial education and risk prevention in the context of illegal financial activities, particularly as the National Day holiday approaches [1][2] - The initiative showcases the collaboration among various fund companies to enhance community awareness and protect investors [2] Group 1: Financial Education Initiative - A joint financial education campaign was conducted by ICBC Credit Suisse, Huisheng Fund, and CICC Fund to promote financial knowledge and risk awareness among residents [1] - The campaign included face-to-face interactions where financial educators explained common illegal financial schemes and provided guidance on investor rights and dispute resolution mechanisms [1] Group 2: Industry Collaboration - The cross-institutional educational effort reflects the public fund industry's commitment to investor protection and high-quality development [2] - The initiative aims to deliver financial knowledge effectively to communities, thereby enhancing residents' risk prevention capabilities and demonstrating the industry's determination to work collaboratively for better outcomes [2]
精品化路线满足客户所需 汇安基金有的放矢持续优化产品矩阵
Xin Lang Ji Jin· 2025-09-29 02:50
Core Insights - The public fund market in China has reached a record high of 35.08 trillion yuan in net asset value as of July 2025, with a total of 13,014 fund products available, indicating a competitive landscape with challenges such as product design mismatches and homogenization [1] - The China Securities Regulatory Commission has introduced an action plan for the high-quality development of public funds, emphasizing a shift from scale to investor returns, focusing on the best interests of investors throughout the fund management process [1] - Hui'an Fund has adopted a customer-centric approach since its inception, aiming to create value for clients while achieving sustainable growth through a diverse range of products tailored to different risk profiles and investment needs [2] Group 1 - The public fund industry is facing increasing competition and challenges, necessitating a focus on product differentiation and alignment with investor needs [1][2] - Hui'an Fund manages 71 public fund products across various risk-return profiles, including pure debt, mixed equity, and index funds, to cater to diverse client requirements [2] - The company emphasizes the importance of suitable product offerings, aligning its product development with its strengths and market conditions, rather than following industry trends blindly [3] Group 2 - Hui'an Fund is committed to making difficult yet correct decisions, such as engaging in counter-cyclical investment strategies during market downturns, which reflects its dedication to long-term client interests [4] - The company has a history of launching new equity investment products during market lows, demonstrating its proactive approach to investment opportunities [4] - Looking ahead, Hui'an Fund aims to enhance product innovation and supply, ensuring that it meets client needs and contributes to the high-quality development of the public fund industry [5]
京东肯特瑞基金:走进清华大学五道口金融学院 共话公募高质量发展与青年人才培育
Xin Lang Ji Jin· 2025-09-29 02:50
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 未来,京东肯特瑞基金将继续携手行业伙伴,积极推动产学研深度融合,通过举办系列走进高校活动, 为在校学生构建更多了解行业、接触实践的平台,持续为公募基金行业的高质量发展输送具备前瞻视野 和专业能力的后备人才,共同谱写行业与人才共成长的新篇章。 责任编辑:石秀珍 SF183 活动特设的答疑解惑环节气氛尤为活跃,京东肯特瑞基金的同事们来到学生中间,就同学们关心的实习 要求、技能储备、行业细分领域发展前景等问题进行了耐心细致的解答,提供了许多宝贵的一手信息和 实用建议。有同学表示,通过此次与多家基金公司资深专家的零距离对话,对公募基金行业的实际运作 和人才需求标准有了更清晰、更立体的认识。 MACD金叉信号形成,这些股涨势不错! 9月26日,"新时代・新基金・新价值——北京公募基金高质量发展在行动・走进清华大学"主题活动在 清华大学五道口金融学院举办。本次活动由京东肯特瑞基金联合华夏基金、鹏扬基金、中信建投基金、 中航基金、益民基金、方正富邦基金、英大基金共同承办,旨在将行业前沿动态与深度洞察带入校园, 帮助顶尖学府的学子们把握公募基金行业高质量发展核心, ...
【高质量发展进行时】国寿安保基金:助力资本市场 服务实体经济
Xin Lang Ji Jin· 2025-09-29 02:34
Core Viewpoint - The article emphasizes the importance of public funds in supporting the real economy, aligning with national strategies, and enhancing financial services to meet the needs of various sectors [1][2][4]. Group 1: Support for National Strategies - Public funds play a crucial role in directing investments towards technological innovation and strategic emerging industries, with over 90% of newly listed companies being technology-related [2]. - The market capitalization of the technology sector in A-shares exceeds 25%, with the number of top 50 companies in this sector increasing from 18 to 24 since the end of the 13th Five-Year Plan [2]. Group 2: Innovation in Financial Tools - Public funds are innovating products and strategies to meet the evolving financing needs of the real economy, with a diverse range of products emerging in the bond market [3]. - As of June 2025, the total management scale of public funds is projected to reach 34.39 trillion yuan, holding approximately 6.04 trillion yuan in A-share market value, accounting for 7.37% of the circulating market value [3]. Group 3: Inclusive Finance - Public funds are significantly contributing to wealth management and pension security for residents, with personal holdings in public funds increasing from 3.04 trillion yuan at the end of 2014 to 16.73 trillion yuan by the end of 2024 [4]. - The number of pension target funds has grown to 271, with a total scale of 60.076 billion yuan as of June 2025 [4]. Group 4: Company Case Study - Guoshou Anbao Fund - Guoshou Anbao Fund, a public fund management company under China Life, focuses on serving the real economy and has integrated its operations with national development strategies [5]. - As of June 2025, the asset management scale of Guoshou Anbao Fund exceeds 410 billion yuan, with over 60% dedicated to serving the real economy, and has served 72.66 million individual clients [5]. - The fund's thematic funds targeting major national strategic industries have a total scale of 8.039 billion yuan, with significant performance in specific funds achieving annual growth rates of 81.93% and 97.17% [5].
华商基金走进社区商圈 播撒金融知识种子 守护百姓钱袋子丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-09-29 02:19
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 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 "新时代·新基金·新价值"——北京公募基金高质量发展系列活动持续推进。华商基金积极响应,先后于9 月17日走进北京西城区官园社区(北京中海国际中心)、9月20日走进北京华熙LIVE·五棵松商圈,分 别开展"金融知识进万家"社区活动和"金融生活嘉年华"商圈活动,通过多场景、多层次的深度互动,切 实增强了大众对基金行业发展历程以及当前高质量发展阶段的了解,播撒金融知识的种子,用心守护百 姓的钱袋子。 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"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,强 化投资者教育与保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展 新名片。 作为华商基金系列线下投教活动的首站,2025年9月17日,华商基金走进北京西城区官园社区,在北京 中海国际 ...
新浪基金白话解读《推动公募基金高质量发展行动方案》系列之六主动权益基金的“透明化”改革
Xin Lang Ji Jin· 2025-09-29 02:16
买主动管理权益类基金时,不少人都有过"找信息费劲"的困扰。《推动公募基金高质量发展行动方案》 里的"加强透明度建设",就是专门解决这个问题,让基金的关键信息能让普通投资者轻松看懂。 方案明确要修订主动管理权益类基金的信息披露模板,以后基金得把大家最关心的核心信息都集中展示 出来,一个都不能少。 比如会重点给大家看基金的中长期业绩,像3年、5年的表现,毕竟买基金常是长期事,短期收益说明不 了啥。 登录新浪财经APP 搜索【信披】查看更多考评等级 更实在的是,会告诉大家有多少比例的投资者真的赚了钱、整体平均利润率多少,让你知道自己的收益 在其他持有人里啥水平。 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 作者:新浪仓石基金 还会直接对比基金实际收益和它设定的"业绩比较基准",比如基金目标是跑赢沪深300指数,就会说清 楚到底有没有达标,不用再只看到"赚了钱"却不知道没达到目标。 这样的改革好处很直接,大家选主动权益基金不用再"凭感觉",看披露文件就能快速搞懂基金长期行不 行、费用贵不贵、自己能不能赚钱;对基金公司来说,信息透明了就像多了层监督,会更看重业绩和费 用合理性。这也是公募基金高质量发展 ...
新浪基金带你1 分钟读懂《推动公募基金高质量发展行动方案》的五个指南针
Xin Lang Ji Jin· 2025-09-28 01:25
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 #公募基金高质量发展# #新时代新基金新价值# 家人们!你买的基金未来稳不稳?其实早有方向标!《推动公募基金高质量发展行动方案》里的 "五个 坚持",就是行业发展的 "指南针",每一条都跟咱们的钱袋子息息相关! 第四,坚持以投资者为本。这是最实在的一条!基金公司得把咱们的利益放首位,不盲目追规模,就看 大家实际赚没赚到钱! 第五,坚持市场化、法治化。学国外好经验,更贴合中国实际,三年左右政策落地,未来理财环境更规 范、更透明! 这五个 "坚持",就是公募基金高质量发展的支柱,跟着走,咱们理财更安心! MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 第一,坚持党对金融工作的全面领导。基金行业跟着国家大战略走,支持实体经济、服务民生,咱们投 的钱有 "主心骨",行业根基更稳! 第二,坚持强监管、防风险。不是跟行业 "作对",而是帮它 "守规矩",杜绝歪门邪道,咱们踩 "坑" 的 概率大大降低! 第三,坚持问题导向。看不懂基金信息、理财成本高?这些大家关心的问题,方案都会出实招解决,不 搞 "空架子"! ...
视频|北京公募基金高质量发展在行动!华商基金“金融知识进万家”走进社区活动
Xin Lang Ji Jin· 2025-09-27 00:52
责任编辑:石秀珍 SF183 MACD金叉信号形成,这些股涨势不错! 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 ...
北京公募高质量发展系列活动|惠升基金:走进中央民族大学
Xin Lang Ji Jin· 2025-09-26 14:52
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"。 9月25日,惠升基金延续"走进校园"系列活动步伐,以"'新时代·新基金·新价值'走进校园——走进基金行 业"为主题,走进中央民族大学,将金融知识普及与高校人才培养深度融合,为学子搭建起了解基金行 业、提升金融素养的交流平台。 活动现场,惠升基金讲师围绕金融基础知识展开生动讲解。帮助学子建立对金融市场的基础认知;又聚 焦金融风险识别技巧,通过展示常见金融投资陷阱案例,引导学子树立理性投资观念与风险防范意识。 此外,讲师在分享中融入鲜活案例与通俗表达,让专业金融知识更易理解、更易吸收。 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 活动期间,惠升基金还向在场学子发放了精心编制的投教宣传材料,提升学子金融素养与风险防范能 力,进一步延伸金融知识学习的广度与深度。 未来,惠升基金将持续以《推动公募基金高质量发展行动方案》为指引,不断拓展"走进校园"系列活动 的覆盖范围与内容形式,深入更多高校场景传播投资知识, ...
济安金信|公募基金的高质量发展视频:基金类型知多少
Xin Lang Ji Jin· 2025-09-26 02:33
责任编辑:石秀珍 SF183 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 MACD金叉信号形成,这些股涨势不错! ...