Workflow
欧拉资产管理系统
icon
Search documents
南方基金茅炜:以投研一体化筑牢长期根基
Core Viewpoint - The article emphasizes the importance of long-termism in the development of public funds, highlighting the need for integrated research and investment capabilities to transform this philosophy into practice [1][5]. Group 1: Long-termism and Research Integration - The "Action Plan" supports a team-based management model for fund managers, focusing on strengthening research teams as the core of investment capabilities [1]. - The company has established a three-tiered talent development structure within its research department, emphasizing continuous growth and effective transmission of investment philosophies [1][2]. - A dual-track training mechanism for new researchers includes mentorship from experienced fund managers and systematic training covering various research methodologies and financial valuation models [2]. Group 2: Digital Transformation and Research Platform - The company has prioritized "digital transformation" as a strategic focus, developing the "Euler Asset Management System" to create an integrated research and investment platform [3]. - The Euler system covers the entire investment process, from pre-investment research to post-investment review, ensuring a comprehensive digital approach [3]. - The system has established a repository for research outcomes, allowing for long-term reuse and collaboration across different markets [3]. Group 3: Mechanism and Institutional Support - The "Action Plan" calls for a comprehensive assessment system centered on fund investment returns, implementing long-term evaluation mechanisms [4]. - The company enhances the sense of belonging among research teams through value recognition, career growth opportunities, and organizational support [4]. - The assessment framework for researchers includes performance metrics, compliance, and risk management, with a strong emphasis on long-term performance over short-term rankings [4].