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中金基金:完善未来产品布局,构建高质量发展“产品矩阵”
Xin Lang Ji Jin· 2025-09-30 02:36
Core Viewpoint - The issuance of the "Action Plan for Promoting High-Quality Development of the Public Fund Industry" sets higher requirements for the ability of the public fund industry to serve investors, guiding fund companies to optimize resource allocation in investment research, product design, risk management, and market promotion to achieve better returns for investors [1][3] Group 1: Action Plan and Industry Direction - The "Action Plan" emphasizes long-term, value, and rational investment, aligning with the mixed asset business as a key approach to meet investors' wealth management needs [1] - Mixed asset business features a wide coverage of types, diverse underlying assets, and high team requirements, including various product types such as primary and secondary bond funds, flexible allocation, and debt-type FOFs [1] Group 2: Product Strategy and Development - The future product layout of CICC Fund's mixed assets will focus on "precision, tool-based, and strategy-oriented" approaches to create a clear, risk-return characteristic product system that meets different client needs [1] - The "Fixed Income+" strategy aims to deepen traditional approaches and pursue absolute return goals, with series like "Steady+" focusing on high-grade credit bonds and low-volatility strategies, and "Balanced+" increasing equity asset allocation flexibility [2] - The development of multi-asset and multi-strategy products aims to enhance the breadth and depth of strategies, including the establishment of asset allocation FOF/MOM and quantitative hedging strategies to meet the needs of institutional investors and high-net-worth clients [2]