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太平中证A500指数增强
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太平基金总经理、副总双双离任,董事长代任总经理!
Zhong Guo Jing Ji Wang· 2025-10-16 08:47
中国基金报记者若晖 又有基金公司迎来高管变更。 10月16日,太平基金发布公告称,因工作调整原因,总经理曹琦、副总经理邓先虎卸任。目前该公司总 经理职务暂由公司董事长刘冬代任。 太平基金是中国太平保险集团旗下基金管理公司,太平资产为其第一大股东。Wind数据显示,截至今 年二季度末,太平基金管理的公募基金规模为576.11亿元,其中,非货基金规模为504.72亿元,位居行 业第72名。 太平基金总经理及副总经理双双卸任 继去年年底迎来新任董事长之后,近期,太平基金的总经理及副总经理也出现调整。 10月16日,太平基金发布高级管理人员变更公告,因工作调整原因,总经理曹琦、副总经理邓先虎于同 一天卸任,目前由该公司董事长刘冬代任总经理职务。 事实上,董事长刘冬加入太平基金也仅一年左右时间。他曾任职于海南港澳资讯产业股份有限公司、光 大证券股份有限公司、天同证券有限责任公司、中原证券股份有限公司、Platinum Capital Management、天津港(集团)有限公司等;2009年7月起,先后任华夏人寿保险股份有限公司副总裁、首 席风险官,瑞众人寿保险有限责任公司副总裁人选、首席风险官人选;2024年5月至1 ...
这家公募总经理、副总双双离任,董事长代任总经理!
Zhong Guo Ji Jin Bao· 2025-10-16 08:23
太平基金总经理及副总经理双双卸任 继去年年底迎来新任董事长之后,近期,太平基金的总经理及副总经理也出现调整。 10月16日,太平基金发布高级管理人员变更公告,因工作调整原因,总经理曹琦、副总经理邓先虎于同 一天卸任,目前由该公司董事长刘冬代任总经理职务。 【导读】太平基金总经理、副总双双离任,董事长代任总经理 又有基金公司迎来高管变更。 10月16日,太平基金发布公告称,因工作调整原因,总经理曹琦、副总经理邓先虎卸任。目前该公司总 经理职务暂由公司董事长刘冬代任。 太平基金是中国太平保险集团旗下基金管理公司,太平资产为其第一大股东。数据显示,截至今年二季 度末,太平基金管理的公募基金规模为576.11亿元,其中,非货基金规模为504.72亿元,位居行业第72 名。 非货基金规模超过500亿元 | 离任高级管理人员职务 | 总经理 | | --- | --- | | 离任高级管理人员姓名 | 曹琦 | | 离任原因 | 工作调整 | | 离任日期 | 2025年10月15日 | | 转任本公司其他工作岗位的说明 | 元 | | | 副总经理 | | --- | --- | | 离任高级管理人员职务 | | | ...
这家公募总经理、副总双双离任,董事长代任总经理!
中国基金报· 2025-10-16 08:19
【导读】太平基金总经理、副总双双离任,董事长代任总经理 中国基金报记者 若晖 又有基金公司迎来高管变更。 10 月 16 日,太平基金发布公告称,因工作调整原因,总经理曹琦、副总经理邓先虎卸任。 目前该公司总经理职务暂由公司董事长刘冬代任。 太平基金是中国太平保险集团旗下基金管理公司,太平资产为其第一大股东。 Wind 数据显 示,截至今年二季度末,太平基金管理的公募基金规模为 576.11 亿元,其中,非货基金规 模为 504.72 亿元,位居行业第 72 名。 太平基金总经理及副总经理双双卸任 继去年年底迎来新任董事长之后,近期,太平基金的总经理及副总经理也出现调整。 10 月 16 日,太平基金发布高级管理人员变更公告,因工作调整原因,总经理曹琦、副总经 理邓先虎于同一天卸任,目前由该公司董事长刘冬代任总经理职务。 | 离任高级管理人员职务 | 总经理 | | --- | --- | | 离任高级管理人员姓名 | 曹琦 | | 离任原因 | 工作调整 | | 离任日期 | 2025年10月15日 | | 转任本公司其他工作岗位的说明 | 元 | 不过,今年一季度,该公司管理规模有所缩水。截至今年二季度末 ...
太平基金韩聪、张子权:建立“股债对冲+动态再平衡”机制
Core Insights - The recent market sentiment has improved, leading to increased investor interest in A-shares and "fixed income +" products due to declining bank deposit rates [1] - Taiping Fund launched a new "fixed income +" product, Taiping Jiayu Bond, managed by fund managers Han Cong and Zhang Ziquan, who have previously collaborated on public fund products [1][2] Investment Strategy - The equity portion of Taiping Jiayu Bond will focus on a quantitative enhancement strategy centered around the CSI A500 index, which offers better stock selection breadth and industry representation compared to the CSI 300 [2] - The fund aims for absolute returns, with Han Cong managing the fixed income part, emphasizing credit safety and liquidity management while maintaining a high credit quality bond portfolio [3] Performance Metrics - As of August 21, the jointly managed Taiping Jiayu Bond has shown strong performance, with returns exceeding 11% since inception and another product managed by Zhang Ziquan achieving over 25% returns this year [2][4] - The collaboration between Han Cong and Zhang Ziquan has resulted in consistent top-tier performance in their previous products, with a focus on shared goals in asset allocation [4] Market Outlook - Both fund managers maintain an optimistic outlook on the A-share market, citing healthy market conditions and increasing retail investor participation [5] - Despite challenges in the bond market, Han Cong believes there are significant capital gain opportunities, especially with potential interest rate declines driven by external factors [5][6] Product Design - The Taiping Jiayu Bond emphasizes "sharpness" and "flexibility," utilizing an open-ended structure with a core focus on quantitative enhancement for equities and enhanced yield flexibility for fixed income [6]
太平基金韩聪、张子权: 建立“股债对冲+动态再平衡”机制
Core Viewpoint - The recent market sentiment has improved, leading to increased investor interest in A-shares and "fixed income +" products due to declining bank deposit rates [1] Group 1: Product Overview - Taiping Fund launched a "fixed income +" product called Taiping Jiayu Bond on September 1, managed by fund managers Han Cong and Zhang Ziquan, who have previously collaborated on public fund products [1] - The product is a mixed secondary bond fund, with a focus on absolute returns [2] Group 2: Investment Strategy - The equity portion of Taiping Jiayu Bond will primarily utilize a quantitative enhancement strategy centered around the CSI A500 index, which offers better stock selection breadth compared to the CSI 300 [2] - The index has a low annualized volatility, making it a stable benchmark for the "fixed income +" product [2] - The quantitative strategy employs multi-factor alpha models, risk control models, and trading cost models to capture investment opportunities [2] Group 3: Fixed Income Management - The fixed income investments are managed by Han Cong, who emphasizes credit safety and liquidity management, focusing on high credit quality bonds [3] - Han Cong's investment philosophy is rooted in insurance fund management, aiming for positive annual returns while strictly controlling maximum drawdown [3] Group 4: Collaborative Management - Data shows that the jointly managed Taiping Jiayu Bond has ranked in the top half of its category over various time frames, indicating stable net value growth [4] - The collaboration between Han Cong and Zhang Ziquan has lasted over eight years, with a shared goal of maximizing product returns [4] Group 5: Market Outlook - Both fund managers are optimistic about the A-share market, noting that the current market is healthy with increasing retail investor participation and supportive policies [5] - In the bond market, Han Cong acknowledges challenges due to low interest rates but sees potential for capital gains, especially with external factors like Fed rate cuts [6] - The product design emphasizes "sharpness" and "flexibility," aiming to provide a competitive investment tool in the current market environment [6]
建立“股债对冲+动态再平衡”机制
□本报记者 魏昭宇 近期市场情绪持续回暖,越来越多的投资者关注A股的配置价值。同时,伴随银行存款利率持续走 低,"固收+"产品以其"进可攻退可守"的特性再度成为投资者关注的热门品种。 在此背景下,太平基金于9月1日发行一只"固收+"产品——太平嘉裕债券。据悉,该产品为混合二级债 基,由基金经理韩聪与张子权共同管理。近期,两位基金经理在接受中国证券报记者采访时表示,这并 非两人第一次共管公募产品。早在2022年,由两位基金经理共同管理的太平嘉和三个月定开产品便已成 立。在太平资产任职时,两人亦搭档共管寿险等绝对收益类产品。 以绝对收益为目标 在权益部分,太平嘉裕债券将主要围绕中证A500指数开展量化增强策略,这部分策略主要由张子权负 责。张子权向中国证券报记者表示,中证A500属于宽基大盘指数,行业分布均衡,相比沪深300具有更 优的选股宽度和行业代表性,更有利于量化策略捕捉超额收益。此外,该指数年化波动率不高,属于相 对稳健的权益基准,符合"固收+"产品对权益部分控制波动、追求稳健增强的定位。 在今年4月底,由张子权管理的太平中证A500指数增强便已开始运作。Wind数据显示,截至8月21日, 该产品成立以来 ...