Workflow
主动管理业务
icon
Search documents
王小青卸任、钟文岳代任董事长,招商基金ETF规模突破600亿元
Sou Hu Cai Jing· 2025-09-24 10:22
9月23日晚,招商基金管理有限公司发布公告,因工作安排,王小青自9月24日起离任董事长,公司总经理钟文岳将代任该职务。这一人事变动,在当前业内 高管更替频繁的浪潮中,成为业界聚焦的焦点。 事实上,今年以来,招商基金在董事长、副总经理、基金经理等多个层级持续发生调整和变动。人才流失、治理结构微调与战略方向选择叠加,使得这次换 帅不仅是一次岗位更替,更像是公司进入新阶段的一次关键节点。谁能稳定队伍、重构信心、实现战略落地,成为新任"舵手"最大的考题。 换帅"代任"与高管变更:官宣与权力结构的微调 早在8月,王小青就已辞去招商银行(600036)副行长职务,并转任招商金控党委书记,这一职务变化被普遍解读为他即将卸任基金端领导岗位的前兆。在 这次高管变动的官方公告中,招商基金把本次调整定性为"因工作安排"离任。 与此同时,由钟文岳代行董事长职责,自9月24日起生效。公告披露,钟文岳的职业履历较为全面:早年曾在中农信、申银万国、招商银行等机构任职, 2015年加入招商基金后历任党委副书记、常务副总经理、财务负责人、分公司总经理等职务。2023年7月至2025年5月,他曾出任招银理财的党委副书记、总 裁。2025年5月回 ...
招商基金“换帅”
9月23日,招商基金发布公告称,自9月24日起,王小青因工作安排离任董事长,钟文岳代任招商基金董 事长。钟文岳自2025年7月起担任招商基金党委书记、董事、总经理。 | 基金管理人名称 | 招商基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《证券基金经营 | | | 机构董事、监事、高级管理人员及从业人员监督管理办法》 | | 高管变更类型 | 离任基金管理人董事长、代任基金管理人董事长 | 具体来看,招商基金将在以下方向持续发力: 一是以"主动管理业务"和"被动指数业务"双轮驱动,打造招商基金高质量发展转型核心势能,不断强化 公司核心业务布局。招商基金聚焦守正创新,持续打造"长期、稳定、较好"投资业绩,深化践行"本 分、专注、开放"投研文化,深入推进投研平台化建设,不断提升投研核心能力;聚焦均衡发展,坚持 双轮驱动,强化多元资产配置解决方案,持续发力做强养老金融业务,持续提升产品和资产组织能力。 二是持续围绕"客户导向化、投研平台化、经营数智化、管理科学化"四大战略举措迭代优化,不断提升 投研、资产组织、风险管理、科技支撑、业务创新、人才队伍建 ...
规模稳住之后 信托公司如何提质
Jin Rong Shi Bao· 2025-08-08 07:52
Core Insights - The trust industry is experiencing significant growth, with the total managed assets surpassing 27 trillion yuan in 2024, up from approximately 22.78 trillion yuan in 2023, indicating a robust increase in asset scale [1][2] - The top five trust companies now manage over 10 trillion yuan, accounting for 37% of the industry's total assets, highlighting a pronounced head effect within the sector [2] - Despite overall growth, some companies are still downsizing, with 13 firms reporting a year-on-year decrease in asset scale, and five of those experiencing declines exceeding 20% [3] Asset Scale Growth - As of May 6, 2024, 57 trust companies reported a combined asset scale of approximately 27.11 trillion yuan, with 44 companies showing an increase compared to the previous year [1] - The number of trust companies with assets between 5 billion and 10 billion yuan has risen to 15, an increase of two from 2023 [2] - Five companies, including Jingu Trust and Huazhong Trust, have seen their asset scales double, with growth rates ranging from 106.77% to 151.88% [2] Structural Challenges - Some trust companies are focusing on "thinning" their operations, with examples like China Ocean Trust reducing its scale by over 40% in 2023 and continuing to decrease by about 20% in 2024 [3] - The industry is facing a "quantity increase but profit decline" phenomenon, indicating structural contradictions in the transition process, driven by conflicts between traditional practices and new regulatory guidelines [4][5] - The reliance on channel business for asset scale expansion has led to concerns about "scale inflation," as these low-value passive management strategies consume resources that could be better allocated to active management [5] Profitability and Management - Among the 13 companies with declining asset scales, five reported an increase in net profit, suggesting that profitability can be maintained despite a reduction in scale [4] - The average fee rate for channel business is significantly lower (0.1% to 0.3%) compared to active management (1.5% to 3%), indicating a disparity in revenue contribution versus resource consumption [5] - Experts recommend that trust companies enhance their research and investment capabilities and shift towards service trusts and family trusts to break free from traditional non-standard business inertia [5]