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建信基金廿载新程:以体系化提升投研“硬实力” 践行长期主义价值
Sou Hu Cai Jing· 2025-09-19 03:40
驶入权益投资的"深水区",公募基金比拼的不再是单一的基金经理,而是整个投研平台的系统战斗力。 中国公募基金行业正在经历历史性跨越。在总规模突破35万亿元大关的同时,行业发展重心已从单纯的规模扩张,全面转向质量提升与可持续增长。 在这一转型过程中,提升权益投资能力成为行业共识的核心议题。《推动公募基金高质量发展行动方案》明确提出,大力提升公募基金权益投资规模与占 比,促进行业功能发挥。政策指引下,公募机构纷纷加码权益布局,尤其引人注目的是,今年以来,一批以固收见长的"银行系公募",正以前所未有的力 度,加速布局充满挑战与机遇的权益投资领域。 建信基金正是这一趋势下的典型样本。截至2025年上半年,建信基金资产管理总规模已经突破1.43万亿元,服务近9300万客户。在成立二十周年之际,建 信基金正系统性地推进从投研架构、产品设计、风控体系到公司文化的深度变革,展现出坚定的战略转向。 当前行业共识逐渐清晰:过度依赖基金经理个人能力的时代正在退场,取而代之的是"平台化、一体化、多策略"的投研体系建设,这才是支撑长期稳健回 报的根本。建信基金的转型逻辑也围绕这一核心展开——用平台把基金经理的长板拉得更长,用机制降低基金 ...
建信基金廿载新程:以体系化提升投研“硬实力” 践行长期主义价值
券商中国· 2025-09-19 01:26
Core Viewpoint - The Chinese public fund industry is undergoing a historic transformation, shifting focus from mere scale expansion to quality improvement and sustainable growth, with a consensus on enhancing equity investment capabilities as a core issue [1][2]. Group 1: Industry Trends - The total scale of the public fund industry has surpassed 35 trillion yuan, indicating a significant milestone in its development [1]. - The emphasis on a platform-based, integrated, and multi-strategy research and investment system is replacing the previous reliance on individual fund managers [2]. - The "Action Plan for Promoting High-Quality Development of Public Funds" calls for a substantial increase in the scale and proportion of equity investments [1]. Group 2: Company Transformation - Jianxin Fund exemplifies the trend of enhancing equity investment capabilities, with total assets under management exceeding 1.43 trillion yuan and serving nearly 93 million clients as of mid-2025 [1]. - The company is systematically transforming its research and investment framework, product design, risk control system, and corporate culture to align with its strategic shift [1][2]. Group 3: Research and Investment System - Jianxin Fund has initiated a comprehensive upgrade of its research and investment system, aiming to establish a systematic and platform-based capability [3]. - The "3+3+3+1" integrated research framework includes three key investment departments (equity, fixed income, multi-asset), three strategic business departments (quantitative, overseas, REITs), and three flexible research platforms [3]. Group 4: Product Strategy - Jianxin Fund has accelerated the innovation and layout of equity products, focusing on a "pyramid-shaped" product system that covers various asset classes [8][10]. - As of June 30, 2025, over 64% of Jianxin Fund's investments in strategic emerging industries are in the technology sector, reflecting its commitment to participating in China's economic transformation [8]. Group 5: Risk Management and Culture - Jianxin Fund has established a multi-layered risk management system that covers the entire investment process, adhering to the "four early" principles [11]. - The company's culture emphasizes stability and a sense of fiduciary responsibility, which is deeply embedded in its operational practices and decision-making processes [12]. Group 6: Future Outlook - The public fund industry is entering a new development stage, where the ability to build a sustainable talent cultivation system and define stable investment styles will be crucial [13][14]. - Jianxin Fund aims to transition from being a "fixed income stronghold" to a "platform-based asset management institution," focusing on creating long-term value [14].