权益产品

Search documents
6500亿公募巨头老帅离场,继任者如何破解“跛脚”困局?
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-19 06:42
执掌近八年后,中银基金"掌舵人"章砚卸任。 6月17日,中银基金发布公告称,董事长章砚因工作安排离任,离任日期为6月16日,且不再转任公司其 他岗位。在新帅到位前,由在公司已经任职超十年的"老中银人"、现任执行总裁张家文代行董事长职 责。 据Wind统计,截至6月17日,中银基金旗下基金总规模超过6510亿元,目前排在全市场第18位,其中货 币基金规模超过3300亿元。 据知情人士透露,章砚下一站或将回归中国银行,就任中国银行上海人民币交易业务总部常务副总裁。 中银基金前身为中银国际基金管理有限公司,于2004年7月29日正式开业,由中银国际和美林投资管理 合资组建(2006年美林投资管理有限公司与贝莱德投资管理有限公司合并,合并后的新公司名称为"贝 莱德投资管理有限公司")。2007年12月25日,经证监会批准,被中国银行直接控股,后于2008年1月16 日正式更名为中银基金。 21世纪经济报道记者杨娜娜 上海报道 中银基金管理规模变迁 来源:Wind,数据截至2025年一季度末 不过,中银基金近8年以来的规模增长高度依赖固收产品,权益产品规模持续缩水。 章砚是中银基金历任董事长中任职时间最久的,2017年 ...
基金公司自购旗下权益产品原因分析
news flash· 2025-05-18 23:03
Core Viewpoint - The recent fluctuations in the A-share market have prompted several public funds, including Jianxin Fund and Founder Fubon Fund, to announce self-purchases of their equity products, indicating a strategic response to market conditions [1] Group 1: Reasons for Fund Self-Purchases - The first reason for self-purchases is to demonstrate alignment of interests between the fund company and investors during the initial fund launch, which helps in promoting fund issuance; typically, these companies will hold their self-purchased shares without selling [1] - The second reason arises when a fund faces potential liquidation, prompting the fund company to invest in order to preserve the fund's existence, particularly when the fund size is relatively small [1] - The third reason is a strategic move to buy at a low point in a declining market, as fund companies may perceive the current market conditions as an opportune entry point [1]
金鹰基金:提升投资者获得感 推动公募行业长期可持续性发展
Xin Lang Ji Jin· 2025-05-09 05:45
Group 1 - The core viewpoint of the news is the release of the "Action Plan for Promoting High-Quality Development of Public Funds" by the China Securities Regulatory Commission, which aims to reform the public fund industry and enhance its quality of development [1] - The plan proposes policies to optimize fund operation models, improve industry assessment systems, increase the scale and proportion of equity investments, accelerate the establishment of top-tier investment institutions, and maintain risk control [1][2] - The implementation of the plan is expected to stabilize the capital market, enhance resource allocation, better serve the real economy, and improve market transparency and international attractiveness [2] Group 2 - The plan introduces a floating management fee mechanism linked to fund performance and reforms the performance assessment system for fund companies, emphasizing long-term investment returns [3] - Fund managers will be assessed primarily based on product performance, with at least 80% weight on investment returns over a long-term period [3] - This fee reform aims to balance interests between fund managers and investors, enhancing investor trust in public funds and promoting sustainable industry development [3] Group 3 - The plan encourages fund companies to innovate and optimize product structures, leading to the introduction of more market-demand-driven products, such as low-volatility and asset allocation products [2][4] - The focus on long-term performance and risk management is expected to reshape the competitive landscape of the industry, pushing fund companies to enhance their research and service quality [2][4] - The plan also aims to attract long-term capital into the market, such as pension and insurance funds, to stabilize fund sizes and promote sustainable industry growth [2] Group 4 - From the investor's perspective, the plan is expected to lower investment costs and enhance returns through reduced management fees and sales expenses [5] - Strengthened investor protection measures, such as improved suitability management and enhanced information disclosure, will help investors better assess product risk and return characteristics [5] - The diversified product offerings will cater to different risk preferences and investment goals, fostering rational investment habits among individual investors [5]
湘财证券:逐步迈向财富管理新维度
Zheng Quan Ri Bao Zhi Sheng· 2025-04-30 11:15
本报讯 (记者马宇薇)4月30日,《证券日报》记者从湘财股份有限公司(以下简称"湘财股份")获 悉,公司全资子公司湘财证券股份有限公司(以下简称"湘财证券")正加速开辟增长空间。 湘财证券经纪交易收入成为一季度经纪业务主要的收入利润增长点,通过搭建多场景、多客户、多策略 的交易服务体系,如面向个人客户的量化交易产品与网格交易工具,面向机构客户的自研策略平台与交 易通道等交易服务带动一季度证券交易量同比大幅度跃升96%,远超市场交易量提升幅度近50%;两融 利率市场竞争力承压,通过完善两融投顾产品矩阵,实现客户服务增值,提升两融账户转化率。一季度 两融日均余额规模环比提升超20%,市场占有率环比提升4%;投顾业务进入高速发展通道,通过聚 焦"客户-产品-运营-制度-投顾队伍-科技能力"六大核心,发挥明星投顾工作室投顾服务的标杆作用,全 面提升投顾产品与工具的客户服务能力与市场竞争力,实现投顾业务收入爆发性增长。 据介绍,金融产品费改背景下,湘财证券持续探索产品收入增长的新来源。围绕一季度市场配置方向, 聚焦自有资管品牌发力,实现资管权益产品销售额同比提升近6倍。 近年来,湘财证券经纪业务通过加速数智化服务落地、 ...