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银行系公募巨头换帅,接班人定了
券商中国· 2025-06-06 13:12
一位公募基金元老级人物离开行业一线。 6月6日,交银施罗德基金发布高管变更公告,公司原总经理谢卫转任资深专家,总经理一职由原交通银行总行 金融机构部总经理、资产管理业务中心总裁袁庆伟接任。 谢卫于2019年2月起担任交银施罗德基金总经理至今,据悉将于今年夏天正式退休。 谢卫卸任交银基金总经理 谢卫是公募基金行业为数不多的元老级总经理,完整见证了中国公募基金行业27年的发展历程。 谢卫历任中央财经大学金融系教员;中国社会科学院财贸所助理研究员;中国电力信托投资公司基金部副经 理;中国人保信托投资公司证券部副总经理、总经理、北京证券营业部总经理、证券总部副总经理兼北方部总 经理;1997年底参加中国证监会主办的首届基金培训班,1998年参与筹备"老十家"之一的富国基金并担任富国 基金副总经理,作为行业首批"拓荒者"开启了他长达27年的公募基金从业生涯。 2008年,谢卫加入交银施罗德基金担任副总经理,2019年2月起任交银施罗德基金总经理至今,在公司任职17 年之久。 作为行业元老,谢卫与公募基金共同成长,不仅亲历行业从萌芽探索到高质量发展,并且在2008年成为公募基 金行业唯一的全国政协委员,在历年全国两会期间 ...
信用债ETF质押回购正式生效 债市创新激活千亿流动性
Xin Hua Cai Jing· 2025-06-06 12:27
Core Viewpoint - The launch of the first credit bond ETF repo business marks a significant innovation step in the bond market, enhancing liquidity and efficiency for investors [1][2][6]. Group 1: Launch and Approval - The first credit bond ETF repo business officially took effect on June 6, with several fund companies, including E Fund, Ping An Fund, and Bosera Fund, receiving approval for their credit bond ETFs [1][2]. - This initiative follows a notice from China Clearing in March, allowing eligible credit bond ETFs to pilot general repo business, expanding the scope of fund product repurchase trials [2][3]. Group 2: Market Impact and Liquidity - Credit bond ETFs have shown significant inflows, with a net inflow of 67 billion yuan in the first five months of the year, accounting for nearly 80% of the total net inflow in bond ETFs [4]. - As of May 31, the total market size of credit bond ETFs surpassed 140 billion yuan, representing close to half of the bond ETF market [4]. - The inclusion of credit bond ETFs in the repo collateral pool is expected to enhance liquidity and trading activity, benefiting long-term product development [4][6]. Group 3: Investment Convenience - Credit bond ETFs provide a more convenient investment method for investors, allowing for diversified exposure and reduced credit risk through a combination of bonds [5][6]. - The ability to use credit bond ETFs as collateral for short-term funding enhances their role as both low-risk investment tools and liquidity management instruments [6][7]. - The new repo functionality is anticipated to attract more capital into the market, creating a positive cycle of growth and liquidity enhancement for credit bond ETFs [4][6][7].
基金经理学历大盘点!97%以上是硕士,这三所大学输送人数最多
天天基金网· 2025-06-06 11:02
六月盛夏骄阳,高考如约而至。据 教育 部5月28日公布的数据,2025年全国高考报名人数 1335万人,较上年减少7万人,为2016年以来首次下降。数据显示,2024年全国高考报名 人数为1342万人,该年高校招生人数为1068.9万人,均创历史新高。 如果想当一名基金经理,应该具有什么样的 教育 背景?或是有志于从事投资行业的家 长和 学子最为关心的。 东方财富 Choice数据显示,目前全市场共有约3850位基金经理,3842位基金经理披露了学 历信息。其中,最高学历为硕士的基金经理有3360位,占比87.45%;博士学历有377位, 占比9.81%;本科学历105位,占比2.73%;硕博比例高达97.27%。 据不完全统计,最盛产基金经理的五大高校分别是北京大学、复旦大学、清华大学、上海交 通大学和上海财经大学,在任基金经理人数分别为208人、179人、174人、135人和122 人。中国人民大学、南开大学、中央财经大学、武汉大学、厦门大学、香港大学、南京大学 也为公募基金行业输送了30位以上基金经理。此外,中国科学院作为专业性的研究机构,亦 有近30位毕业生担任基金经理一职。 免责声明 以上观点来自相 ...
多次流拍再上架!东海基金22%股权招商询价,竟喊出未来6年营收年均增长近30%的目标
Mei Ri Jing Ji Xin Wen· 2025-06-06 10:02
Group 1 - The core point of the news is that 22% of Donghai Fund's equity is currently being solicited for bids on Alibaba's asset platform after previous failed auctions on JD's platform [1][3][5] - Donghai Fund is projected to achieve an operating income of approximately 150 million yuan and a net profit of around 37 million yuan by 2029, with an average annual growth rate of 29.86% for revenue and 10.69% for net profit over the next six years [1][9][12] Group 2 - In 2024, Donghai Fund reported a net profit of -4.36 million yuan, indicating ongoing financial challenges [2][11] - The fund's management scale was approximately 27.9 billion yuan at the end of 2024, showing growth from 22.1 billion yuan at the end of 2023, but it decreased to about 26.1 billion yuan by the end of Q1 2025 [12]
6月6日电,证监会核准中央汇金投资有限责任公司成为长城国瑞证券有限公司、东兴证券股份有限公司、信达证券股份有限公司、东兴基金管理有限公司、信达澳亚基金管理有限公司、长城期货股份有限公司、东兴期货有限责任公司、信达期货有限公司实际控制人。
news flash· 2025-06-06 09:54
智通财经6月6日电,证监会核准中央汇金投资有限责任公司成为长城国瑞证券有限公司、东兴证券股份 有限公司、信达证券股份有限公司、东兴基金管理有限公司、信达澳亚基金管理有限公司、长城期货股 份有限公司、东兴期货有限责任公司、信达期货有限公司实际控制人。 ...
Treasury debt ratio declines by 5% upon settlement of HF-Fund
Globenewswire· 2025-06-06 09:27
The proposal for the settlement of HF-Fund was presented at meetings held on 10 April 2025 with bondholders in series HFF34 and HFF44. It was approved by a majority of votes. The value of the HFF bonds in the settlement is estimated at ma.kr 651. Thereafter, in a proposed fiscal budget supplement, authorisation for settlement was requested in accordance with the proposal. The proposed budget supplement was recently passed by Parliament. The settlement of HF-Fund’s obligations will take place on 12 June 202 ...
工银投资、交银投资等在北京亦庄成立股权基金 出资额25亿
news flash· 2025-06-06 06:46
智通财经6月6日电,天眼查App显示,北京亦庄工融交融股权投资基金合伙企业(有限合伙)近日成 立,执行事务合伙人为交银资本管理有限公司,出资额25亿人民币,经营范围为以私募基金从事股权投 资、投资管理、资产管理等活动。合伙人信息显示,该基金由北京亦庄国际投资发展有限公司、工银金 融资产投资有限公司、交银金融资产投资有限公司等共同出资。 工银投资、交银投资等在北京亦庄成立股权基金 出资额25亿 ...
公募REITs“上新”步伐加快,总市值突破2000亿大关
Huan Qiu Wang· 2025-06-06 05:29
Group 1 - The public REITs market has accelerated its new product launches this year, with a total market capitalization reaching 201.99 billion yuan as of June 5, successfully surpassing the 200 billion yuan mark [1] - A total of 66 public REITs have been established in the market, with a total fundraising scale of 174.4 billion yuan, including 7 new public REITs launched this year with a fundraising scale of 11.3 billion yuan [1] Group 2 - Recent developments include the launch of three public REITs by China International Capital Corporation (CICC), Bank of China Fund, and Guotai Junan Asset Management, with CICC's REIT set to price between 2.754 yuan and 3.366 yuan per share, totaling 500 million shares [3] - Bank of China Fund's REIT covers multiple logistics projects with a total building area of 305,400 square meters and a leasable area of 299,700 square meters [3] - Guotai Junan Asset Management's REIT has acquired infrastructure assets in the Shanghai Kangqiao project, with a building area of 182,400 square meters and a leasable area of 104,600 square meters [3] Group 3 - The introduction of niche public REITs has enriched the asset categories, with the first public REIT for agricultural markets, E Fund Huawai Market REIT, launched in January, achieving a subscription multiple of 78.718 times for institutional investors and 407.025 times for the public [4] - Other first-of-their-kind public REITs include those focused on heating infrastructure, urban renewal, pharmaceutical warehousing, and automotive manufacturing, with the first data center public REIT currently under application [4]
首批浮动费率基金发售正酣::东方红核心价值提前结束募集 易方达嘉实超3亿 交银万家不足亿
Xin Lang Ji Jin· 2025-06-06 04:16
近期,公募基金市场迎来了一股新风潮,新型浮动费率基金成为发行端的一大亮点。新型浮动费率基金的募集情况呈现出明显的分化态势。东方 红核心价值提前结束募集。据不完全统计易方达成长进取混合中行渠道已售4.33亿,嘉实成长共赢中行渠道已售3.61亿,天弘品质价值浦发渠道 已售3.55亿,大成至臻回报混合工行渠道已售2.1亿。万家新机遇同享混合工行渠道销售4308万,交银瑞安在浦发渠道销售5900万。 新型浮动费率基金发行热潮 知名基金公司自购参与其中 浮动费率产品对基金公司和基金经理都提出了全新的要求 新型浮动费率基金的推出,无疑是公募基金行业发展中具有里程碑意义的事件。它不仅是对传统盈利模式的重大革新,更是行业回归本源、真正 以投资者利益为中心的一次积极探索。过往浮动费率基金也有一定探索,截止昨日,与规模、业绩、持有期挂钩的浮动管理费型产品基金近204 只(AC份额单独计算)合计资产规模3042亿。然而,创新伴随着挑战。浮动费率产品对基金公司和基金经理都提出了全新的要求。这类产品最 关键的一点是没有封闭期,管理费的计提需要实时跟踪每笔份额的持有期限与收益情况,这在技术上对基金公司的运营管理能力和数据处理系统 提出了 ...
基金降费潮持续推进,年管理费率0.15%及以下产品超千只
Huan Qiu Wang· 2025-06-06 02:41
Group 1 - A significant number of funds have announced fee reductions since June, with a focus on bond funds [1][3] - Citic Securities Fund reduced the custody fee rate for its bond fund from 0.1% to 0.05% effective June 9 [1] - Other funds, including those managed by China Construction Bank and Southern Fund, have also lowered their management and custody fees [3] Group 2 - The current wave of fee reductions began in July 2023, following the China Securities Regulatory Commission's announcement of a three-step fee reform plan for public funds [3] - As of now, over 1,000 funds have management fee rates at or below 0.15%, and over 2,100 funds have custody fee rates at or below 0.05% [4] - This trend of fee reductions is expected to lower investment costs for investors and promote healthier development within the fund industry [4]