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浦银安盛基金总经理张弛:奋进“三个家”战略,助推高质量发展
Zhong Guo Ji Jin Bao· 2026-02-17 01:15
展望未来,面对基金行业涌动的发展浪潮和变革趋势,浦银安盛基金将在集团"数智化"的战略引领和中 外方股东的赋能加持下,全面推进公司改革发展,在优化投研体系、客户服务、产品布局和合规风控等 方面持续深耕,推动"全球科创家"、"指数家"与"固收家"三大战略业务发展,努力成为投资者可信赖 的"多资产管理专家"。 一是全面加强人才与技术的双向赋能,夯实投研能力,优化投研体系。我们将以人才队伍建设为抓手, 聚焦科技投资、新固收策略、指数增强等重点领域,做好人才培养与引进工作,增强投研人才储备。同 时,我们还要加快投资研究体系的改革升级,进一步拥抱新技术,加强量化工具和量化指标的应用。 马踏祥云,岁启新程。 过去一年,资本市场在经济基本面回暖和科技产业快速发展的支撑下,展现出积极向上的走势,上证指 数时隔十年之后,再次站上4000点关口。受内外部多重利好因素的影响,公募基金行业也迎来了发展新 机遇,《推动公募基金高质量发展行动方案》的发布,为行业长期向好发展指明了方向、锚定了目标。 2026年是"十五五"开局之年。在党的二十届四中全会和中央经济工作会议精神指引下,开年以来,政 策"组合拳"因势推出,培育发展新动能,挖掘成长 ...
浦银安盛基金总助、首席权益投资官蒋佳良离职
Zhong Guo Jing Ji Wang· 2025-11-12 00:22
Core Points - The resignation of Jiang Jialiang, the Assistant General Manager and Chief Equity Investment Officer of Puyin Ansheng Fund Management Co., Ltd., has been announced, effective November 7, 2025, due to personal reasons [1] - Jiang has a rich background in finance, having worked in various roles at major financial institutions before joining Puyin Ansheng Fund in June 2018 [1] - Under Jiang's management, the Puyin Ansheng New Economy Structure fund achieved a return of 169.87% since November 1, 2018, with an annualized return of 15.19%, ranking in the top 20 among peers [2] - However, other funds managed by Jiang, such as the Puyin Ansheng Quality Selection, experienced significant losses, with a return of -45.34% since December 2021, ranking near the bottom among similar funds [2] - Puyin Ansheng Fund has a total management scale of 344.51 billion yuan, primarily supported by fixed-income products, while equity funds remain small in scale [3] - Following Jiang's departure, the focus will be on how the company, under the leadership of Zhang Chi, will implement its three major business strategies: "Global Sci-Tech," "Index Family," and "Fixed Income Family" [3]
推进三大业务发展战略 浦银安盛加快高质量转型发展
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-27 04:55
Core Insights - The "2025 Asset Management Annual Conference" held in Shanghai focused on the theme of "Breaking the Deadlock and Restructuring - Rebuilding Competitiveness in Asset Management" amidst ongoing transformations in the fund industry [1] - The company aims to enhance its competitiveness through three strategic business developments: "Global Tech Innovator," "Index Innovator," and "Fixed Income Innovator" [1][6] Group 1: Global Tech Innovator - The "Global Tech Innovator" brand was launched to strengthen investment research capabilities and identify investment opportunities in global technology assets [2] - The company's advanced manufacturing and high-end equipment fund achieved a one-year return of 123.15%, while its technology innovation fund saw a return of 92.42% [3] - A specialized research team has been established to track trends in emerging technology sectors such as semiconductors and renewable energy [3] Group 2: Index Innovator - The "Index Innovator" brand focuses on passive investment strategies, combining active and passive management advantages to create stable alpha for clients [4] - The company utilizes AI technology to enhance model construction and capture emerging market trends [5] - The "Index Innovator" series includes quantitative investment, index enhancement, and ETF solutions, catering to diverse investment needs [5] Group 3: Fixed Income Innovator - The "Fixed Income Innovator" brand was developed to provide stable returns in a low-interest-rate environment, addressing investor demand for low volatility and high liquidity [6] - The company's fixed income products have shown resilience, with returns ranking in the top third of their categories [6][7] - The fixed income team employs a multi-asset allocation strategy to meet various investor needs while enhancing returns [7]