公募基金行业改革

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“王牌”基金经理出走之后: 是“一地鸡毛 ”还是“下一任更好”
Zhong Guo Zheng Quan Bao· 2025-08-08 07:16
那些失去知名基金经理的中小基金公司,如今过得还好么? 从业绩端来看,刘晟在单独接手中庚价值领航后,截至6月27日,中庚价值领航今年以来和自2024 年7月21日(丘栋荣官宣离职日)以来的回报率分别为15.90%和18.83%,这两项数据均跑赢了沪深300 指数和万得偏股混合型基金指数的同期涨幅。其他产品中,中庚价值品质一年持有期今年以来的回报率 达到11.31%,跑赢了同期沪深300指数和万得偏股混合型基金指数,但把时间拉长至2024年7月21日, 截至2025年6月27日,该产品的回报率稍稍落后于沪深300指数同期涨幅。再看另一只产品中庚小盘价 值,该基金自2024年7月21日以来的回报率达16.53%,跑赢了同期沪深300指数,但今年以来的表现略 显疲软,回报率不足4%。 2024年4月,圆信永丰基金公告,圆信永丰基金副总经理兼首席投资官、基金经理范妍正式离职, 旗下基金将由胡春霞、陈臣、肖世源等基金经理接任。由肖世源接任管理的圆信永丰聚优A在今年6月 初创下净值新高,截至6月27日,该基金近一年回报率已超40%。从持仓方向上看,肖世源已将圆信永 丰聚优A从范妍时的全市场配置策略改造成一只医药主题基金。公 ...
张坤卸任副总 易方达基金高管重新布阵背后有何深意?
经济观察报· 2025-05-17 08:43
Core Viewpoint - The resignation of Zhang Kun, a prominent figure in the mutual fund industry, reflects significant adjustments in the management structure of E Fund this year, indicating a strategic shift towards focusing on investment management rather than executive roles [2][4]. Management Changes - E Fund announced the resignation of Zhang Kun as Vice President due to "work adjustments," effective May 15, 2025, while he will continue to focus on investment management [2][4]. - Zhang Kun has been with E Fund since 2008 and has played a crucial role in the active equity research team, managing funds totaling 60.822 billion yuan as of the first quarter [4]. - This resignation is part of a broader trend within E Fund, as other executives like Chen Hao and Xiao Nan have also stepped down from management roles to concentrate on fund management [8]. Industry Trends - There is a growing trend in the mutual fund industry where executives with investment backgrounds are choosing to "lighten their load" by stepping down from management positions to focus on investment [11]. - The increasing competition and market volatility in the mutual fund sector have led to heightened performance pressure on fund managers, making it more beneficial for them to concentrate on investment rather than administrative duties [11][12]. - Regulatory reforms are pushing fund companies to establish performance-based assessment systems, which may further incentivize fund managers to prioritize investment performance over management responsibilities [13].