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创价值·塑生态·启新程——上海公募基金高质量发展在行动 | 兴证全球基金:以“信托责任”为基石 打造可持续的长期收益曲线
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-25 23:17
《推动公募基金高质量发展行动方案》提出,要强化核心投研能力建设,引导基金公司持续强化人力、 系统等资源投入,加快"平台式、一体化、多策略"投研体系建设。 近年来,兴证全球基金投研体系全面迭代升级,通过专业研究小组搭建、跨组协作、"老带新"人才梯队 建设等系列机制,为公司投资决策提供平台化、专业化、体系化的研究支持,为公司上千亿的权益基金 管理运作提供了有力支撑。 这一迭代效果也初步体现在收益率曲线之上。根据国泰海通基金研究中心数据,截至9月末,兴证全球 基金近一年、近两年、近三年权益类基金绝对收益均位居13家权益类大型公司之首。此外,兴全商业模 式、兴全社会价值三年持有混合、兴全多维价值等多只主动权益基金获7家基金评价机构全五星评级 (国泰海通证券评级结果截至10月末,其余机构评级结果截至9月末)。 面对周期轮转、结构分化的市场行情,精细分工的研究团队如何发挥效能?置身于科技浪潮之中,主动 权益基金如何捕捉机会?近日,中国证券报记者深入兴证全球基金投研团队采访调研,探寻大象起舞背 后的足迹。 专业研究支撑平台化升级 人才建设是资产管理行业的核心,如何让团队有机衔接,对投资决策形成有效助力,兴证全球基金正在 不 ...
兴证全球基金: 以“信托责任”为基石 打造可持续的长期收益曲线
Zhong Guo Zheng Quan Bao· 2025-11-25 21:09
Core Insights - The article discusses the comprehensive upgrade of the investment research system at Xingzheng Global Fund, emphasizing the importance of a platform-based, integrated, and multi-strategy research framework to enhance investment decision-making [1][2][3] Group 1: Research System Development - Xingzheng Global Fund has established specialized research teams focusing on manufacturing, cycles, consumption, technology, and pharmaceuticals, enhancing research efficiency and investment decision support [2][3] - The fund's research teams have shown significant performance, with their equity funds ranking first among 13 large equity fund companies in absolute returns over the past year, two years, and three years [1][2] Group 2: Talent Development and Collaboration - The company emphasizes the importance of talent development, with a focus on creating a seamless connection between research and investment to effectively support decision-making [2][3] - Cross-group collaboration is highlighted as a mechanism to quickly mobilize research resources when significant market opportunities arise, allowing for a more comprehensive analysis of emerging trends [4][5] Group 3: Long-term Investment Philosophy - The company promotes a long-term investment philosophy, encouraging fund managers to develop their investment methodologies over extended periods, which allows for a deeper understanding of market dynamics [7][8] - Fund managers are given the freedom to explore different investment strategies, fostering an environment conducive to personal growth and the development of unique investment approaches [7][8] Group 4: Cultural Transmission and Mentorship - The company values the "old brings new" mentorship approach, where experienced fund managers share their insights and experiences with junior team members, enhancing the overall talent pool [9][10] - The emphasis on learning from past successes and failures is integral to the company's culture, encouraging continuous improvement and adaptation in investment strategies [9][10]