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新时代·新基金·新价值——北京公募基金高质量发展在行动 坚守初心使命 为行业高质量发展贡献“东方”力量
Zheng Quan Ri Bao Wang· 2025-10-14 10:44
当前,我国公募基金行业正处在深刻变革与转型的关键时期。随着资本市场改革持续深化、居民财富管 理需求日益多元、金融科技赋能行业创新,公募基金作为连接资本市场与居民财富的重要桥梁,肩负着 更为重大的历史使命与社会责任。 此外,东方基金围绕绿色、低碳、养老进行产品布局,产品线已覆盖主动权益投资、债券投资和养老 FOF等。 践行责任:深化服务内涵筑牢信任根基 今年5月份,中国证监会印发《推动公募基金高质量发展行动方案》,为行业未来的发展绘制了清晰的 蓝图,指明了前进的方向。作为资本市场的重要参与者和居民财富管理的主力军,公募基金业肩负着服 务实体经济与国家战略、助力资本市场健康发展、提升居民福祉的重要使命。东方基金深刻认识到,高 质量发展是行业可持续发展的必由之路。我们将积极顺应趋势,守正创新,从投研核心能力建设、产品 战略布局、投资者服务与陪伴三大维度协同发力,为行业迈向新征程贡献"东方"力量。 固本强基:持续强化核心投研能力 投研能力是公募基金的立身之本。东方基金持续完善投研队伍及投研体系建设,持续加大投研团队投 入,致力于打造"一体化、平台化、多策略"的投研体系。 首先,通过搭建统一的研究平台和决策支持系统,促 ...
新时代·新基金·新价值——北京公募基金高质量发展在行动|坚守初心使命 为行业高质量发展贡献“东方”力量
专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 当前,我国公募基金行业正处在深刻变革与转型的关键时期。随着资本市场改革持续深化、居民财富管 理需求日益多元、金融科技赋能行业创新,公募基金作为连接资本市场与居民财富的重要桥梁,肩负着 更为重大的历史使命与社会责任。 今年5月,中国证监会印发《推动公募基金高质量发展行动方案》,为行业未来的发展绘制了清晰的蓝 图,指明了前进的方向。作为资本市场的重要参与者和居民财富管理的主力军,公募基金业肩负着服务 实体经济与国家战略、助力资本市场健康发展、提升居民福祉的重要使命。东方基金深刻认识到,高质 量发展是行业可持续发展的必由之路。我们将积极顺应趋势,守正创新,从投研核心能力建设、产品战 略布局、投资者服务与陪伴三大维度协同发力,为行业迈向新征程贡献"东方"力量。 固本强基:持续强化核心投研能力 投研能力是公募基金的立身之本。东方基金持续完善投研队伍及投研体系建设,持续加大投研团队投 入,致力于打造"一体化、平台化、多策略"的投研体系。 首先,通过搭建统一的研究平台和决策支持系统,促进研究成果的高效转化和投资决策的科学化、系统 化。平台化运作有助于汇聚投研团队 ...
新时代·新基金·新价值——北京公募基金高质量发展在行动 |坚守初心使命 为行业高质量发展贡献“东方”力量
Core Viewpoint - The public fund industry in China is undergoing significant transformation, driven by capital market reforms, diverse wealth management needs, and financial technology innovations, positioning public funds as a crucial bridge between capital markets and individual wealth [1] Group 1: Investment Research and Capabilities - The foundation of public funds lies in their investment research capabilities, with the company focusing on building a comprehensive, platform-based, and multi-strategy investment research system [2] - A unified research platform and decision support system are being developed to enhance the efficiency of research outcomes and the scientific nature of investment decisions [2] - The company is expanding its investment strategy tools, focusing on sectors such as total cycle, healthcare consumption, technology, new energy, quantitative investment, multi-asset allocation, and absolute return strategies to meet diverse investor needs [2] Group 2: Service to the Real Economy and National Strategy - The development of the public fund industry is closely linked to the real economy, with the company committed to helping investors share in the long-term growth of the Chinese economy [3] - The company has launched various products across different risk-return profiles in areas such as active equity management, index enhancement, fixed income, and multi-asset allocation [3] - The focus is on sectors like innovative technology, new energy vehicles, artificial intelligence, and high-end manufacturing to support the growth of technology-driven enterprises [3] Group 3: Enhancing Investor Experience and Trust - The principle of "investor-centric" is fundamental to high-quality development, emphasizing the importance of improving investor experience and fostering a rational investment mindset [4] - The company is transitioning its marketing team from a product sales focus to a customer service orientation, enhancing investor education through various channels [4][5] - Collaborative efforts with banks and universities aim to promote investment knowledge and encourage long-term investment culture among younger demographics [5] Group 4: Future Outlook - The public fund industry is at a critical juncture towards high-quality development, with new opportunities and challenges arising from deepening capital market reforms and evolving investor demands [6] - The company aims to integrate the service of the real economy and national strategy into its development, focusing on enhancing internal control systems, investment research platforms, and industry culture [6] - Continuous improvement in investment capabilities and investor service is prioritized to meet the wealth management needs of diverse investors and enhance their investment experience [6]
坚守初心使命 为行业高质量发展贡献“东方”力量
首先,通过搭建统一的研究平台和决策支持系统,促进研究成果的高效转化和投资决策的科学化、系统 化。平台化运作有助于汇聚投研团队的集体智慧,形成可持续、可复制的投资管理能力,力求为投资者 创造长期稳健的投资回报。公司不断拓展和丰富投资策略工具,积极布局以总量周期、医药消费、科技 新能源、量化投资、多资产配置、绝对收益目标策略为主导的多投资策略权益投研体系,不断增强应对 市场波动的能力,努力满足投资者多元化、差异化的资产配置需求。 目前,在投研团队建设和投研文化建设方面,东方基金按照长期主义的理念和"稳健投资创造持久价 值"的核心价值观,通过外部招聘与内部培养相结合的方式,建立了成熟的投研人员培养、选拔机制 和"传帮带"的团队氛围,形成了"长期投资、价值投资的理念和多元化投资风格"的投研文化,在投资管 理、产品布局和基金运营等方面,逐步走出了一条"专业化、特色化、精品化"的发展路径。 聚焦本源:服务实体经济与国家战略 公募基金行业的发展与实体经济血脉相连。(下转A04版) (上接A01版)东方基金始终将服务实体经济、帮助投资者分享中国经济长期发展成果作为基金管理的 根本宗旨,按照"合适的产品放在合适的方向上"的工作 ...