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倒计时3天!公募业齐聚合肥,共约首届高质量发展论坛
财联社· 2025-11-04 06:39
Core Viewpoint - The first "Building a First-Class Investment Institution: High-Quality Development Forum for Public Funds" will be held in Hefei on November 7, co-hosted by Caixin and Ping An Bank, focusing on the high-quality development of the public fund industry [1][4]. Group 1: Forum Overview - The forum will gather over a hundred public fund participants, including leaders from the Shenzhen Stock Exchange and the Anhui Securities Regulatory Bureau, to share experiences and insights from both large and small institutions [4]. - The event will feature a closed-door exchange among public fund executives, focusing on development directions, assessment criteria, and key business areas [6][7]. - The establishment of the Evergreen Think Tank will be announced, aiming to provide strategic support and decision-making references for industry development [5]. Group 2: Key Discussion Topics - The closed-door session will address critical issues such as strategic positioning, governance structure optimization, and the balance between shareholder demands and long-term sustainability [6][7]. - The assessment mechanisms will be a focal point, discussing how performance evaluation systems can adapt to new product offerings and incorporate qualitative metrics [7]. - The shift from merely selling products to building customer trust will be emphasized, with executives sharing practical experiences on service-oriented business models [7]. Group 3: Main Forum Highlights - The main forum will include deep dialogues among leading public fund executives, focusing on the industry's role in supporting the real economy [10]. - Four key speeches will address critical areas such as research and investment system restructuring, differentiated development, product innovation, and ecological cooperation [11]. - Two roundtable discussions will explore the implications of recent reforms and the transition from scale competition to value creation in the public fund industry [12][13]. Group 4: Significance of the Event - The forum symbolizes a pivotal moment for the public fund industry, which is undergoing profound changes amid a shift towards high-quality development [10][14]. - The establishment of the Evergreen Think Tank reflects the industry's commitment to integrating asset management with wealth management, enhancing its role in serving the real economy and managing residents' wealth [14].