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静水流深——甄颖和她的“信任之桥”
Hua Xia Shi Bao· 2025-11-26 03:57
自2004年我国全面推行企业年金制度以来,这项关乎亿万职工"第二养老金"的制度实现了从无到有、从 小到大的跨越式发展。人社部数据显示,截至2025年二季度末,全国企业年金积累基金已达3.84万亿 元,投资资产净值达3.81万亿元,正稳步逼近4万亿大关——这不仅是一组数字的跃升,更承载着数千 万家庭对体面养老的殷切期待。 在金融世界的宏大叙事里,尽管规模庞大,但"以稳为主"的年金投资如同一场静水流深的远航,它并不 追求惊涛骇浪般的短期收益,而是以稳健、专业和持久的耐力缓缓驶向未来。在这背后,是一群看不见 的"掌舵人"——他们不直接买卖股票债券,却决定着谁来管理这笔千万家庭未来养老的资金;他们深谙 数据与模型,更懂得如何用语言化解客户的焦虑,平安养老险北京业务总部MOM(管理人的管理人) 经理甄颖,正是其中一员。 在年金投资这艘巨轮上,作为受托资产管理的关键一环,甄颖并不直接参与交易每一笔资金,却凭借对 数据的敏锐洞察、对风险的精准把控和对客户的深度共情,用专业与智慧,为这艘巨轮校准航向、规避 风浪。 自2007年初入平安,历经离别与回归,甄颖将"省心、省时、省钱"的服务理念转化为一次次精准响应与 长期陪伴,架起 ...
年金出手了,组团买进ETF
Zhong Guo Ji Jin Bao· 2025-07-24 11:45
Group 1 - The article highlights the increasing presence of pension plans among the top holders of ETFs, indicating a shift in investment strategies towards equity assets [1][7] - The report details that on July 22, the Fortune China Securities Hong Kong Stock Connect Technology ETF will be listed with a total of 1.119 billion shares, and pension plans occupy 9 out of the top 11 holders [1][2] - The largest holder is the China Post Group Enterprise Pension Plan, owning 28 million shares, which is 2.5% of the total fund [1][2] Group 2 - Other notable pension plans include Shandong Province (No. 5) and Beijing (No. 1) occupational pension plans, each holding 18 million shares, representing 1.61% of the total [1][2] - The article mentions that pension plans are increasingly investing in ETFs, with 92 pension plans appearing in the top 10 holders of 79 ETFs, holding a total of 5.819 billion shares, a significant increase compared to the first half of 2024 [7] - The total investment scale of occupational pension funds in China reached 3.11 trillion yuan by the end of 2024, indicating the growing importance of these funds in the capital market [7][8] Group 3 - The article notes that regulatory encouragement for long-term capital to enter the market may lead to an increase in equity investment ratios among pension plans, as they seek higher long-term returns [8] - The implementation of long-term performance assessment guidelines for pension fund managers is expected to alleviate short-term performance pressures, allowing for more strategic investment approaches [8]