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从被动竞速到生态赋能,嘉实基金的“超级”进化路|ETF领航者
Core Viewpoint - The article discusses the shift of Jiashi Fund towards high-quality development in index investment, emphasizing the optimization of the index investment ecosystem and the introduction of standardized naming conventions for its index products to enhance investor experience and decision-making efficiency [1][2]. Group 1: Product Optimization and Standardization - Jiashi Fund has changed the trading names of 22 index products, including 21 ETFs and 1 LOF product, to a standardized format that includes the underlying index name, enhancing product recognition for investors [1]. - The standardized naming convention aims to improve the identification of index products, thereby optimizing the investment decision-making process for investors [1][2]. Group 2: ETF Ecosystem Development - The China Securities Regulatory Commission (CSRC) has initiated an action plan to promote high-quality development in index investment, which includes enhancing the index investment ecosystem [1]. - Jiashi Fund is committed to building a robust ETF ecosystem that includes diverse product offerings, improved operational mechanisms, and enhanced investor services [1][2]. Group 3: Investor Engagement and Experience - Jiashi Fund launched the "Super Index Festival" and introduced the "Super Jiabei" mini-program to enhance investor engagement and provide comprehensive services tailored to investor needs [2][5]. - The "Super ETF" brand upgrade focuses on four dimensions: Super Broad-based, Super Opportunities, Super Convenience, and Super Tools, aiming to improve the overall ETF investment experience [2][5]. Group 4: Innovative Product Offerings - Jiashi Fund has developed a range of innovative ETFs targeting high-growth sectors such as technology, rare earths, and new energy, aligning with government-supported emerging industries [7]. - The fund's product matrix includes various ETFs with competitive management fees, such as 0.15% per year for several broad-based products [2]. Group 5: Active-Passive Investment Collaboration - Jiashi Fund emphasizes the collaboration between active research capabilities and passive investment strategies to enhance product development and performance [8][9]. - The fund's index team integrates active investment insights into the index construction process, focusing on high-end manufacturing and other growth sectors [8]. Group 6: Comprehensive Investor Services - Jiashi Fund has established a three-tiered index architecture to cater to diverse client needs, including retail and institutional investors, providing tailored investment solutions and educational resources [9]. - The fund prioritizes client profitability and aims to create a sustainable investment environment through meticulous service and collaboration within the ETF market [9].