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汇丰晋信基金总经理李选进,最新发声!
Zhong Guo Ji Jin Bao· 2025-12-30 02:13
Core Viewpoint - HSBC Jintrust Fund emphasizes the importance of long-termism in investment, aiming to simplify the investment experience for clients while focusing on sustainable investment strategies [1][2]. Group 1: Company Philosophy and Development - The company was founded with the principle of "making investment simpler," which reflects its commitment to enhancing investor experience and focusing on long-term needs [1][2]. - Over its 20-year history, the company has maintained a consistent operational philosophy, emphasizing the importance of long-term commitment in a rapidly evolving industry [2][4]. - HSBC Jintrust Fund has achieved significant recognition in the public fund industry, with its equity asset scale reaching 27 billion yuan, placing it in the top third of the industry as of September 30, 2025 [2]. Group 2: Investment Performance and Recognition - The company has consistently delivered positive returns on most of its actively managed equity products since inception, with many funds ranking highly in Morningstar ratings over various time frames [2][4]. - HSBC Jintrust Fund has received recognition from institutional investors, including insurance asset management firms, validating its long-term investment capabilities [4][5]. Group 3: Research and Investment Framework - The company has developed a systematic investment research framework that is transparent, replicable, and predictable, enhancing the investment experience for clients [6][7]. - The investment process includes macro and strategy input, industry research, stock selection, and portfolio construction, all of which are traceable and can be reviewed [7][8]. Group 4: Future Directions and Market Trends - The public fund industry is transitioning from providing basic tools to offering comprehensive investment solutions, with a focus on multi-asset allocation to meet diverse investor needs [10][11]. - HSBC Jintrust Fund aims to enhance its global asset allocation capabilities and develop products that align with global best practices, particularly in response to increasing demand for overseas investments [12][13]. Group 5: Talent Development and Organizational Growth - The company identifies talent development as a critical area for future growth, emphasizing the need for professionals who can adapt to a systematic investment framework and possess a global perspective [17][18]. - HSBC Jintrust Fund plans to launch a series of multi-asset products, focusing on long-term performance to build investor trust and contribute to the broader financial ecosystem [18].