Group 1 - The core viewpoint of the news is the launch of the Huaan CSI A500 Enhanced Strategy ETF, which aims to track the CSI A500 Index while utilizing an AI and Fundamental (AF) quantitative investment system to capture excess returns and provide flexible trading options for investors [1][2] - The CSI A500 Index is the first core broad-based index released after the new "National Nine Articles," selecting 500 securities with larger market capitalization and better liquidity from various industries, reflecting the overall characteristics of representative listed companies [1][2] - The CSI A500 Index has a higher weight in industries such as industrials, consumer discretionary, materials, and information technology compared to the CSI 300 Index, highlighting the characteristics of "new productive forces" and the direction of economic new momentum [2] Group 2 - The Huaan Fund's quantitative team has developed the AF quantitative investment system, which will primarily use multi-factor and AI models to enhance returns while meeting tracking error requirements [2][3] - The proposed fund manager, Zhang Xu, has 8 years of experience in the financial and fund industry and has been managing funds since May 2020, demonstrating a strong track record with the Huaan Event-Driven Quantitative Strategy Mixed Fund outperforming its benchmark over five consecutive years [3] - Huaan Fund has over 22 years of experience in managing index products and offers a diverse range of public funds covering domestic A-shares, bonds, commodities, as well as Hong Kong and US stocks, providing investors with various asset allocation tools [3]

当ETF赛道深陷费率战与规模焦虑时，中证A500指数却以另类姿态撕开市场——这只诞生即被贴上"新锐"标 签的宽基指数，凭借对科创属性与中小市值的倾斜性覆盖，成为近两年机构博弈"贝塔收益"的主战场。 除了密集成立的指数基金以外，截至今年4月，全市场已有26只指数增强产品参与竞逐，不同产品之间分化 剧烈：两只成立时间间隔不到一个月的A500指数增强基金，目前的超额收益差值已经接近10%。 归根结底，A500指数"市值+行业双轮筛选"的编制原则，使得成份股市值和流动性分层显著，为量化模型留 足了"翻石头"的空间。因此，在选择A500指数增强基金时，基金经理的投资能力与增强策略变得至关重 要。 华安基金量化投资部助理总监、基金经理张序的突围密码，藏在八年磨一剑的"行业轮动+多因子"双擎模型 里。通过对行业轮动的深度理解和持续迭代，其管理的华安事件驱动量化基金自2020年执掌以来，连续五 年跑赢偏股混基指数，年化超额收益达9.3%，无论在公募量化还是主动股基均排名前1%。 而当市场还在争论主动量化与被动投资的边界时，华安基金已悄然完成中证A500产品线的战术合围。继 2024年精准卡位A500ETF之后，再次推出了由张 ...

华安基金指数家族再扩容。4月10月，华安中证A500指数增强基金（A 类：023466； C类：023467）将 启动发行。据了解，华安中证A500指数增强基金将在有效跟踪指数的基础上，利用AF量化投资体系， 即AI+Fundamental，从行业、选股两维度入手，挖掘和捕捉超额收益。 作为业内最有影响力的指数基金投资团队之一，华安基金此前已成功布局华安中证A500ETF联接基金 （A类：022465； C类：022466）、华安中证A500ETF（159359）。此次新品的推出，将进一步丰富华 安基金在中证A500指数领域的布局。 业内人士认为，中证A500指数是适合普通投资者投资的新一代核心宽基指数。从指数构成来看，中证 A500指数从各行业中选取市值较大、流动性较好的500只证券作为指数样本，反映各行业最具代表性上 市公司证券的整体特征。 中证A500指数集结细分赛道龙头，纳入更多新兴上市公司。相较于沪深300指数，中证A500指数在信息 技术、材料、医疗保健、工业、可选消费等行业权重更高，而在金融、日常消费、能源等传统行业权重 相对更低，"新质生产力"特质更突出，体现经济新动能发展方向。 以张序202 ...