首次系统描绘中国大陆慈善组织资产管理全景的《慈善组织投资专项调研报告》近日由招商证券ESG公 益金融实验室联合招商证券公益基金会、深圳市创新企业社会责任促进中心共同发布。报告深入分析了 慈善组织资产管理面临的挑战与机遇，为慈善资产实现保值增值提供了前瞻性建议和实操参考。 近年来，我国慈善事业持续健康发展，2024年，中国大陆社会组织捐赠收入达1297.9亿元，基金会总量 已突破9800家。然而，行业在快速发展的同时，也面临资产管理能力不足、投资收益偏低等结构性挑 战。在此背景下，报告通过详实的数据与案例，梳理了海内外慈善资产管理模式，聚焦中国慈善组织在 投资管理中的核心痛点与发展趋势。 慈善资产投资收益偏低，专业管理能力待提升 当前我国慈善资产年均投资收益率不高，资产实际面临缩水压力。随着利率长期下行，以往依赖银行存 款的模式难以为继，同时专业人才缺失、管理制度不健全、区域发展不平衡等问题凸显。新《慈善法》 及配套政策的实施，既为慈善投资提供了更清晰的规范，也对其专业化、规范化提出了更高要求。 从"保守闲置"向"专业增值"转型关键期 报告指出，中国慈善组织的资产管理正站在从"保守闲置"迈向"专业增值"的历史性 ...

Group 1 - The first fund advisory public welfare portfolio in the brokerage industry has been launched in Shenzhen, with the first donation completed for elderly care public welfare [1][2] - The "Yizhao Xiangshan" series of fund advisory public welfare portfolios has signed contracts exceeding 800 million yuan since its launch in September 2023, covering nearly a thousand investors [2][3] - The company aims to integrate public welfare financial innovation with ESG concepts to contribute to common prosperity and high-quality development [2][3] Group 2 - The company has established a dual-channel promotion and full transparency service system through its app and offline network, allowing investors to track donation flows and project progress in real-time [2] - The company encourages voluntary donations from investment returns to expand the public welfare funding pool and establish a long-term service mechanism [2][3] - Other financial institutions have previously allocated a portion of management fees from public funds and asset management products to public welfare initiatives [4]