华商金海螺投研平台
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华商基金:持续强化核心投研能力建设 | 北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-10 02:22
Core Insights - The article discusses the high-quality development of public funds in Beijing, emphasizing the importance of enhancing investment research capabilities and establishing a robust evaluation system for the industry [3][4]. Group 1: Industry Development - The China Securities Regulatory Commission (CSRC) issued an "Action Plan for Promoting High-Quality Development of Public Funds," which includes improving industry assessment systems and reinforcing long-term evaluation and incentive mechanisms [3]. - The plan aims to accelerate the establishment of a "platform-based, integrated, multi-strategy" research system within the public fund industry [3][4]. Group 2: Company Initiatives - Huashang Fund, with nearly 20 years in the public fund sector, focuses on enhancing its active management capabilities and building a strong research talent team, aligning with the CSRC's action plan [3]. - As of the end of 2024, Huashang Fund's research team consists of 65 members, with an average experience of nearly 8 years, including 17 senior fund managers with over 10 years of experience [3]. Group 3: Research and Development - Huashang Fund emphasizes "deep research" as a foundation for investment, establishing a clear career progression for researchers to ensure effective investment recommendations [4]. - The company is developing the "Huashang Jin Hailuo" research platform to integrate historical data and enhance the efficiency of research-to-investment conversion [4][5]. Group 4: Communication and Culture - Huashang Fund values a culture of active communication and resource sharing among research personnel, facilitating real-time information sharing and shortening the research-investment conversion chain [5]. - Regular research exchange meetings enhance collaboration between fund managers and researchers, promoting strategy optimization and ensuring research outcomes translate effectively into portfolio returns [5].