智通财经12月16日讯(记者 闫军)公募业绩比较基准改革第一轮摸排结束。 不过也有基金公司表示，旗下需要修改业绩比较基准的产品占比并不多，"公司有锐度的行业主题产品 不多，一定程度上避免了业绩比较基准的修改。" 智通财经记者获悉，公募业绩比较基准改革第一轮摸排在12月15日截止，基金公司向监管上报了摸排情 况。 10月31日，证监会下发了《公开募集证券投资基金业绩比较基准指引》征求意见稿，从基金管理人内部 明确业绩比较基准设定、变更、披露规范，完善内部控制机制方面；到外部加强托管、销售、评价等方 面，全链条、多维度地完善业绩比较基准的监管要求。 征求意见下发后，监管开启了第一轮摸排。从多家公募获悉，此次摸排涵盖：有哪些产品要修改业绩比 较基准、变更情况如何、需要变更标准的产品规模及占比、基准变更是否与原基准差距较大、需要开持 有人大会的产品占比等多方面。 "第一轮摸排中，监管较为重视此次需要变更业绩比较基准的产品规模，规模会不会太大以及会不会影 响市场。"某公募人士向智通财经记者介绍称，监管对于改革推进较为审慎，如果需要变动的产品规模 较大的话，可能会考虑延长调整时间，以减少对市场的冲击。 公募基金业绩比较基 ...

Group 1: Regulatory Changes - On October 31, the China Securities Regulatory Commission (CSRC) released the "Guidelines for Performance Comparison Benchmarks of Publicly Raised Securities Investment Funds (Draft for Comments)"[2] - The guidelines aim to enhance the stability of public fund investment behavior, clarify product investment styles, and improve investor satisfaction[5] - The guidelines and operational details are a further refinement of the "Action Plan for Promoting High-Quality Development of Public Funds" issued in May 2023[5] Group 2: Impact on Investment and Products - Investment side: The guidelines emphasize the need for a systematic optimization of performance benchmarks linked to fund manager compensation, addressing the historical disconnect between performance assessments and benchmarks[6][20] - Product side: The new regulations advocate for fund managers to select appropriate performance benchmarks first, ensuring that fund managers operate within their "capability circle" to create value[7][21] - The guidelines require that once a benchmark is selected, it should not be changed arbitrarily, ensuring stability in fund management practices[21] Group 3: International Context and Investor Behavior - The report references international practices, noting that 89% of U.S. households with mutual funds compare fund performance to benchmarks, with 36% considering this comparison "very important"[25] - By 2024, this figure is expected to rise to 93%, indicating a growing trend in investor reliance on performance benchmarks[25] - The establishment of a benchmark element library by the fund industry association is planned to guide the selection of representative benchmarks for equity assets[22]