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女将出马!贝莱德基金,迎新任总经理
Core Viewpoint - BlackRock Fund has appointed Yu Peihua as the new General Manager, succeeding Chen Jian, who will transition to a senior advisory role due to personal reasons [1][2]. Group 1: Management Changes - Yu Peihua brings over 30 years of experience in asset management and financial services, having previously served as the General Manager of Puyin Ansheng Fund since 2012 [1][2]. - The management change includes a swap with Puyin Ansheng Fund, where former BlackRock Fund General Manager Zhang Chi will take over as General Manager in July 2024 [1][4]. - Chen Jian joined BlackRock in April 2020 and has held various roles, including Compliance Head and General Manager, before his recent transition [2][4]. Group 2: Company Background - BlackRock is one of the largest asset management firms globally, managing approximately $11.6 trillion in assets as of the end of 2024, with a diverse range of services including equities, fixed income, cash management, and alternative investments [5]. - Since obtaining its public fund business license in 2021, BlackRock has launched 14 products, managing a total asset size of approximately 12.336 billion yuan [6]. - The largest fund under BlackRock is the BlackRock Interbank Certificate Index 7-Day Holding, with a size of 5 billion yuan, followed by the BlackRock China New Horizons at around 2.3 billion yuan [6]. Group 3: Market Context - The entry of foreign-owned public funds like BlackRock is seen as a new trend in China's public fund industry, although the process of localization may face challenges [6]. - The competitive landscape in China's capital market is expected to evolve, emphasizing the need for product competitiveness and sufficient space for foreign public funds to thrive [6].
首次曝光!公募改革方案细节来了!信息量很大
21世纪经济报道· 2025-03-14 08:25
作 者丨黎雨辰 编 辑丨姜诗蔷 图 源丨IC p h o t o 公募业推动中长期资金入市的工作方案,正呼之欲出。 2 1世纪经济报道记者注意到,此次即将落地的公募基金改革方案初步细节有几大关注点。 一是基金考核指标上新,强调客户盈利与业绩基准 。 方案显示,未来的基金公司及从业人员考核,将会以业绩与投资者服务类指标作为重点。 其中在公募基金高级管理人员考核方面,方案提到要降低规模、排名、收入、利润等指标在考 核中的权重,而公司业绩指标权重的占比要保持过半。 在基金经理考核方面, 新增"投资者获得感"的相关指标 ,则是此次方案的一大亮点。方案指 出,要将净值增长率、基金利润率、盈利客户占比、业绩与基准偏离度、基金利润率等指标加 入基金经理考核,并占据相对较高的权重比例。在基金公司分类评价指标中,盈利客户占比、 业绩比较基准对比等指标也将在未来占据一席之地。 二是进一步推动费率与薪酬改革,强化业绩比较基准的约束作用。 方案初稿进一步强调推动公募基金产品业绩表现与费率挂钩,对于超越业绩比较基准的产品适 当提高费率,对低于业绩比较基准的产品要降低费率。不过据了解,现阶段的方案中暂未提及 费率降低的具体比例。同时, ...