【导读】又有绩优基金经理或将离职，所管产品纷纷增聘基金经理 中国基金报记者 若晖 增聘信息透露出绩优基金经理即将离职的信号。 9 月 17 日，中信保诚基金经理江峰管理的中信保诚景气优选混合、中信保诚安鑫回报债券基 金双双增聘基金经理。无独有偶，近期，交银施罗德基金经理刘鹏管理的多只基金也增聘基 金经理。目前，上述两名基金经理已无单独管理的基金。 从过往情况看，增聘基金经理之后往往会伴随卸任或离职等相关人事变动。据业内人士透 露，上述两名基金经理近期确有离职的考虑。 业内人士表示，随着公募基金高质量发展行动方案落地，基金经理薪酬考核也迎来改革，叠 加行业 " 马太效应 " 愈演愈烈，部分基金经理选择 " 奔私 " ，而部分基金经理选择去大的 平台，由此带来了一波基金经理变更潮。 又有绩优基金经理或将离职 近期，多位基金经理旗下基金增聘他人共管，引发了行业对其未来动向的关注。 9 月 17 日，中信保诚基金 发布 公告 称 ，中信保诚景气优选混合、中信保诚安鑫回报债券 基金增聘基金经理。其中，中信保诚景气优选混合增聘王颖 与江峰共管 ，中信保诚安鑫回报 债券增聘王颖与陈岚、江峰共同管理。而在 8 月下旬，江峰管 ...

Group 1 - Zhongyin Securities has appointed Zhou Quan as the new chairman, bringing extensive management experience from the Bank of China, particularly in asset-liability management and risk control [1] - This leadership change is expected to inject new vitality into corporate governance and strengthen risk management capabilities within the company [1] - The shift in leadership may prompt industry peers to enhance their governance structures, reflecting ongoing reforms in the financial sector and potentially improving market stability expectations [1] Group 2 - The revised regulations for public fund sales management now stipulate that all redemption fees will belong to the fund's assets, encouraging sales institutions to shift from "traffic" income to "retention" income [2] - This change is anticipated to enhance long-term performance for fund companies and boost investor confidence, while also promoting higher service quality from sales institutions [2] - The new rules are likely to guide long-term capital allocation, contributing to the healthy development of the capital market and the professionalization of the wealth management industry [2] Group 3 - The resignation of veteran fund manager Zou Xi from Rongtong Fund, who has managed multiple funds since 2001, signals a trend of talent mobility within the public fund industry [3] - The departure of seasoned managers amidst a bull market highlights a generational shift, with younger managers stepping in, which may reshape investment styles and impact fund performance [3] - The public fund industry is currently at a crossroads of compensation reform and market cycles, leading to increased turnover among fund managers and a potential reassessment of governance capabilities by investors [3] Group 4 - In September, nearly 100 new funds are set to launch, with equity funds dominating the market, particularly passive index and enhanced index products, indicating strong demand for index investments [4][5] - The continuous expansion of ETFs and the introduction of new indices by China Securities Index Co. reflect a trend towards more refined and strategic index investment [4][5] - The active issuance of funds suggests that institutions recognize current market valuations, which may attract new capital and optimize the investor structure [5]

Group 1 - The core point of the news is the resignation of Zhai Xiangdong as the manager of the招商优势企业混合基金, with Lu Wenkai taking over the management responsibilities [1][2] - Zhai Xiangdong is recognized as a high-performing fund manager, achieving a cumulative return of 124.59% and an annualized return of 27.96% during his tenure [1] - The fund was initially a small fund with a size of less than 40 million yuan, but it achieved significant positive returns of 27.25% and 30.16% in 2023 and 2024, respectively [1] Group 2 - Lu Wenkai, who has over 14 years of investment research experience and nearly 7 years in public fund management, will manage the fund moving forward [2] - Lu Wenkai's investment strategy focuses on valuation and growth, employing a contrarian investment approach while ensuring continuity in investment strategies [2] - The public fund industry has seen a trend of high-performing fund managers leaving, with a total of 4,066 fund managers as of August 8, 2023, and 235 departures this year [3]

Core Viewpoint - The recent appointment of additional fund managers for funds managed by Bao Wuke has sparked discussions about potential changes in his position, although the company has confirmed that no such changes have been communicated yet [1][11]. Group 1: Fund Manager Profile - Bao Wuke has 17 years of experience in the securities and fund industry, having joined Invesco Great Wall Fund in December 2009 and becoming a fund manager in June 2014 [2]. - Since becoming a fund manager, Bao Wuke has achieved an annualized return of 15.18%, with six out of eight funds under his management yielding over 10% [3]. - His investment style is characterized by a focus on risk control, with a maximum drawdown of only 15% over the past three years, particularly during the volatile A-share market from 2022 to 2024 [6]. Group 2: Investment Philosophy - Bao Wuke emphasizes the importance of "safety margin" in his investment philosophy, stating, "I would rather gain less than lose more" [9]. - He prefers a steady investment approach, likening it to "warm water" that values consistent returns over fleeting market trends [6]. Group 3: Fund Manager Appointments - The recent appointments of four experienced fund managers to Bao Wuke's funds are seen as a strategy to enhance management capabilities, with all new appointees having over 14 years of experience in the securities industry [10]. - The new managers have diverse investment styles, which may lead to potential strategy conflicts, raising questions about how the company will maintain its investment approach [10]. Group 4: Industry Trends - The trend of co-managing funds and appointing additional fund managers is becoming more common in the public fund industry, reflecting the need for adaptability in a competitive market [11]. - This co-management model is believed to mitigate investment risks, enhance management flexibility, and provide a more diversified investment strategy [11].