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浙商汇金量化臻选股票型基金
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浙商汇金新兴消费增聘陈顾君,叶方强离任
Cai Jing Wang· 2025-08-11 11:17
陈顾君拥有10年证券及投资管理经验,历任海通证券、浙商证券量化研究员及基金经理助理,现任浙商 汇金量化臻选股票型基金、中证A500指数型基金经理。 8月11日,浙江浙商证券资产管理有限公司公告,浙商汇金新兴消费增聘陈顾君,叶方强离任。 截至2025年8月8日,浙商汇金新兴消费合计规模0.23亿元,年内收益率为15.25%,总回报为12.81%,累 计净值为1.1823元。 (基金公告、wind数据) wind数据统计显示,浙商汇金新兴消费成立于2020年5月29日,离任基金经理叶方强在管2.72年期间, 任职总回报13.79%,任职年化回报4.88%,同类排名501/2097。 ...
公募基金扎堆纠偏业绩基准 “基准库”或已在路上?
Core Viewpoint - The public fund industry is experiencing a wave of adjustments regarding performance benchmarks, with nearly 80 funds changing their benchmarks since the beginning of the year to better reflect risk-return characteristics and improve comparability with performance benchmarks [1][3][4]. Group 1: Adjustments in Performance Benchmarks - As of May 20, 2023, around 80 public funds have changed their performance benchmarks, significantly higher than in previous years [3]. - Fund companies are adjusting benchmarks to scientifically and reasonably evaluate fund performance [4]. - The adjustments mainly fall into three categories: 1. Significant changes in the weight of indices within the benchmark [6]. 2. Updating the main weights in thematic fund benchmarks [6]. 3. Complete overhaul of the performance benchmark [6]. Group 2: Regulatory Environment - The regulatory framework is evolving, with plans to establish a "benchmark library" to standardize the setting of performance benchmarks [9][12]. - The "Action Plan for Promoting High-Quality Development of Public Funds" emphasizes the constraint role of performance benchmarks, indicating that more funds will actively adjust their benchmarks [7][10]. - Regulatory measures will include strict oversight of the establishment, modification, disclosure, and ongoing evaluation of performance benchmarks [11]. Group 3: Challenges and Future Directions - Fund companies face challenges in selecting appropriate benchmarks that accurately reflect their investment strategies and styles [14][15]. - There are concerns that standardizing performance benchmarks may limit innovation in fund products [13]. - Future adjustments will require fund companies to manage benchmarks more effectively and establish regular evaluation mechanisms to ensure alignment with actual investment strategies [14].