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【公募基金高质量发展】之工银瑞信:20年,与客户伙伴知心相伴访谈特辑(第四期)
Xin Lang Ji Jin· 2025-10-17 08:10
Core Viewpoint - The article highlights the formation of a MACD golden cross signal, indicating a positive trend in certain stocks [1] Group 1 - The MACD golden cross signal is a technical indicator suggesting potential upward momentum in stock prices [1] - Several stocks are experiencing notable gains as a result of this signal [1]
【公募基金高质量发展】之工银瑞信:20年,与客户伙伴知心相伴访谈特辑(第五期)
Xin Lang Ji Jin· 2025-10-17 08:10
Core Insights - The article highlights the formation of a MACD golden cross signal, indicating a potential bullish trend in certain stocks [1] Group 1 - The MACD golden cross signal is a technical indicator that suggests a possible upward momentum in stock prices [1] - Several stocks are experiencing notable price increases as a result of this signal [1]
京东肯特瑞:以创新服务助力北京公募基金高质量发展
Xin Lang Ji Jin· 2025-10-17 02:48
二、强化与投资者利益绑定,共筑行业发展良性生态 行业高质量发展的关键,在于构建"与投资者利益一致"的长效机制。京东肯特瑞从"产品+服务"多维度 深化与投资者利益的绑定。 产品端,建立严格筛选标准,综合考量基金公司投资能力、风控水平及"利益共享机制"(如浮动费率产 品探索),优先推荐以投资者利益为核心、追求长期价值的基金。 服务端,构建"全流程服务体系",从开户、选基到持有、赎回,持续关注投资者体验,在市场波动时及 时提供陪伴与建议,减少短期非理性操作。通过"卖好基金,更做好持有服务",让投资者利益与平台、 基金公司长期发展紧密相连,践行北京公募基金高质量发展"利益共生"的理念。 三、以内部机制优化为保障,夯实高质量发展基础 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 在北京公募基金高质量发展行动的大背景下,推动基金行业更好服务投资者、实现行业与投资者利益共 生共荣,成为金融机构的核心使命。京东肯特瑞基金销售有限公司(以下简称:京东肯特瑞)深耕基金 服务领域,积极响应行动号召,通过创新投资者陪伴模式、强化与投资者利益绑定等举措,并以内部机 制优化为保障,为北京公募基金高质量发展注入新动能。 一 ...
国新国证基金:公募基金高质量发展行动方案解读之投资者的选基新视角
Xin Lang Ji Jin· 2025-10-17 02:45
Core Insights - The "Action Plan for Promoting High-Quality Development of Public Funds" will transform the fee structure and assessment methods of fund companies, reshaping the competitive landscape and development direction of the industry [1] Group 1: Shift in Focus - The Action Plan emphasizes a transition from a "scale-oriented" approach to a "capability-oriented" one, highlighting the importance of the core competitiveness of fund managers [2] - Investors are encouraged to abandon the "size equals return" mentality and instead focus on the "investment research capability" of fund managers, with regulatory bodies establishing evaluation metrics for fund companies [2] Group 2: Investment Strategy Evolution - The investment strategy is shifting from "chasing stars" to establishing a "trust system," as long-term assessment mechanisms will replace the individual heroism of fund managers with a more collaborative investment research framework [3][4] - Investors should prioritize the professionalism and efficiency of the investment research systems behind fund products, viewing fund selection as choosing a comprehensive and reliable investment methodology rather than relying on a single manager's short-term market predictions [4] Group 3: Emphasis on Long-Term Investment - The reforms aim to encourage long-term investment, with fee reforms designed to lower the long-term holding costs for investors [5] - Investors are advised to avoid frequent trading due to short-term market noise and to select fund managers whose interests are aligned with theirs, focusing on long-term performance to benefit from the compounding returns of capital markets [5] - The Action Plan is guiding the public fund industry towards a more regulated, transparent environment centered on investor returns, urging fund companies to enhance their management structures and service systems while improving both investment performance and investor experience [5]
雪球基金多维发力 赋能公募高质量发展宣传
Xin Lang Ji Jin· 2025-10-17 02:45
Core Insights - The event series "High-Quality Development of Public Funds" in Beijing aims to connect the industry with the public, promoting the theme of "New Era, New Funds, New Value" [1] Group 1: Online Initiatives - A dedicated webpage titled "NewEraNewFundsNewValue" was launched, aggregating authoritative content from over 40 institutions, including investment logic analysis and long-term investment insights from fund managers [2] - The webpage attracted over 5 million user views within a month, indicating strong public interest [2] - A user discussion activity on public fund reforms involved 60 experienced investors discussing topics such as long-term investment strategies and digital transformation, generating high-quality content with over 10,000 reads [2] Group 2: Offline Education Efforts - On October 15, a campus event at Central University of Finance and Economics featured expert sharing and interactive Q&A sessions, focusing on themes like technology-driven investment [3] - The event utilized case studies and visual aids to help students understand concepts like cost averaging and risk diversification [3] - The approach of combining online outreach with offline education aims to create a new path for investor education, closely aligned with user needs and real-world scenarios [3]
新时代·新基金·新价值——北京公募基金高质量发展在行动 | 京管泰富基金总经理朱瑜:以金融报国之志行价值创造之事
当前,中国公募基金行业正迈入高质量发展的关键新阶段。随着经济结构向高质量转型升级不断深入, 作为资本市场"压舱石"和"稳定器"的公募基金,也正迎来发展路径的全面重塑。与此同时,行业竞争格 局持续优化,各类机构依托自身资源禀赋推进差异化布局,头部机构与中小机构之间的战略定位愈发清 晰。 随着监管政策持续引导行业回归资产管理本源,行业也在积极探索解决"基金赚钱、基民不赚钱"等问题 的有效路径。过去以规模扩张为导向的发展模式正在转变,取而代之的是一场围绕"投研核心化、服务 专业化、发展特色化"的全面升级。在这一进程中,国有公募基金因其独特的股东背景和资源禀赋,被 赋予了服务国家战略、践行金融报国的更高使命。它们将如何平衡市场化运营与政策性担当?如何在竞 争中开辟一条可持续的特色发展路径?这成为检验行业高质量发展成色的关键试金石。 近日,京管泰富基金总经理朱瑜在接受中国证券报记者专访时,结合公司实践,对这一问题给出了答 案。 服务大局 夯实高质量发展战略根基 "公募基金的高质量发展,首先体现在其战略定位与国家战略、实体经济发展需求的契合度上。"朱瑜开 宗明义地指出,"京管泰富从成立之初,就肩负着服务国家战略、赋能国企 ...
新时代·新基金·新价值——北京公募基金高质量发展在行动 | 以金融报国之志行价值创造之事
当前,中国公募基金行业正迈入高质量发展的关键新阶段。随着经济结构向高质量转型升级不断深入, 作为资本市场"压舱石"和"稳定器"的公募基金,也正迎来发展路径的全面重塑。与此同时,行业竞争格 局持续优化,各类机构依托自身资源禀赋推进差异化布局,头部机构与中小机构之间的战略定位愈发清 晰。 随着监管政策持续引导行业回归资产管理本源,行业也在积极探索解决"基金赚钱、基民不赚钱"等问题 的有效路径。过去以规模扩张为导向的发展模式正在转变,取而代之的是一场围绕"投研核心化、服务 专业化、发展特色化"的全面升级。在这一进程中,国有公募基金因其独特的股东背景和资源禀赋,被 赋予了服务国家战略、践行金融报国的更高使命。它们将如何平衡市场化运营与政策性担当?如何在竞 争中开辟一条可持续的特色发展路径?这成为检验行业高质量发展成色的关键试金石。 服务大局 夯实高质量发展战略根基 "公募基金的高质量发展,首先体现在其战略定位与国家战略、实体经济发展需求的契合度上。"朱瑜开 宗明义地指出,"京管泰富从成立之初,就肩负着服务国家战略、赋能国企改革、引领价值增长的使 命,这决定了我们必须走一条兼具市场效率与战略价值的发展路径。" 他进一步 ...
万亿巨头,二十周年!工银瑞信基金站在新起点
Core Viewpoint - The article highlights the growth and achievements of ICBC Credit Suisse Asset Management Company (工银瑞信基金) over the past 20 years, emphasizing its role in the high-quality development of the public fund industry in Beijing [1] Group 1: Company Overview - ICBC Credit Suisse Asset Management, established in 2005, is the first bank-affiliated fund company in China, managing over 2 trillion yuan in assets [1] - The company has served more than 90 million clients and leads the industry in pension fund management [1] Group 2: Industry Development - In September, under the guidance of the Beijing Securities Regulatory Bureau, a series of activities aimed at promoting high-quality development in the public fund sector were launched [1] - The theme of the activities is "New Era, New Fund, New Value," focusing on enhancing Beijing's role as a national financial management center and promoting the transformation and upgrading of the public fund industry [1] Group 3: Future Outlook - ICBC Credit Suisse expresses gratitude for the recognition it has received and commits to professionalism and collaboration as it moves forward on its long-term development path [1] - The company looks forward to its 20th anniversary in 2025, standing at a new starting point with new expectations [1]
万亿公募总经理获晋升,35年银行业老将掌舵博时基金,财富管理短板有望补齐
3 6 Ke· 2025-10-16 11:06
Core Viewpoint - The leadership change at Bosera Asset Management has been officially confirmed, with Zhang Dong taking over as Chairman and acting General Manager following Jiang Xiangyang's resignation, marking a significant transition in the company's management structure [1][2]. Group 1: Management Changes - Jiang Xiangyang resigned as Chairman on October 15, 2025, after a decade of leadership, during which Bosera maintained a top ten position in the public fund industry [2][8]. - Zhang Dong, with over 36 years of experience in the financial sector, has been appointed as the new Chairman and will also serve as acting General Manager for a period not exceeding six months [1][5]. - Zhang Dong's previous roles include significant positions at China Merchants Bank, where he contributed to the development of the bank's wealth management system [6][9]. Group 2: Company Performance - Bosera Asset Management has achieved a management scale of 1.09 trillion yuan, ranking 8th among 214 public funds in China [9]. - In the first half of 2025, the company reported revenue of 2.356 billion yuan, a year-on-year increase of 6.36%, and a net profit of 763 million yuan, up 0.20% [9]. - The company has seen a significant increase in the performance of its equity products, with 17 products doubling their performance over the past year [9]. Group 3: Strategic Direction - Under Zhang Dong's leadership, Bosera aims to enhance its integrated investment research capabilities and provide multi-asset allocation solutions, focusing on value orientation and long-termism [10]. - The company plans to coordinate the development of fixed income and equity, active and passive management, and both domestic and international markets to create customer value and discover investment opportunities [10].
守护广大投资者权益 国新国证基金在行动
Xin Lang Ji Jin· 2025-10-16 09:21
在2025年中国服贸会现场,国新国证基金通过多媒体展示、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。在金融街核心商圈,国新国证基金通过设置游戏关卡、有奖问答、专 家咨询等环节,将金融知识转化为通俗易懂的趣味项目,让公众在轻松愉快的氛围中学习投资理财知 识。在什刹海街道养老文旅市集,国新国证基金聚焦银发群体的特殊需求,提供量身定制的防非反诈知 识科普,以实际行动守护百姓"钱袋子"。大家纷纷表示,这样的讲解"听得懂、记得住、用得上",有效 提升了自身的风险识别和防范能力。通过一系列"接地气、有温度、诚意足"的实践活动,国新国证基金 深入不同场景、触达不同客群,生动诠释了公募基金高质量发展的时代内涵。 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 近期,在北京证监局指导下,北京证券业协会携手北京四十余家公募基金管理人、基金销售机构、基金 评价机构以及多家主流媒体,共同启动"北京公募基金高质量发展系列活动"。国新国证基金积极响应活 动倡议,先后走进2025年中国国际服务贸易交易会、北京西城区金融街购物商圈、什刹海社区养老集市 等多元化场景,开展投资者保护系列活动,构建覆盖国际 ...