大家好！我是兴证全球基金的陈锦泉。非常高兴在这个秋意渐浓的日子里，与各位一同相聚在一年一度 的复旦管院·兴动ESG大讲堂。我谨代表公司，对各位的到来表示热烈的欢迎和诚挚的感谢！ 专题："投资·向善"——复旦管院·兴动ESG大讲堂暨高校基金会慈善资产管理研讨会 2025年9月22日，兴证全球基金、兴银理财、复旦大学管理学院携手举办的"投资·向善"复旦管院·兴动 ESG大讲堂暨高校基金会慈善资产管理研讨会圆满落幕。兴证全球基金党委书记、副总经理陈锦泉出席 致辞。 全文摘录如下，与你分享： 尊敬的各位来宾、各位同仁， 利能力和竞争力的公司逐渐显现出来。我们相信，低利率环境下，权益资产的持续吸引力已经成为共 识。面对资产荒和充裕流动性，聚焦具备核心竞争力的企业，仍是获取超额回报的最优解。 眼前，投资环境愈发复杂，因此，除了权益资产，今天的话题也探讨大类资产配置与多资产策略，除了 市场展望，也会探讨高校基金会资产管理在新环境下的进化。我们期待今天的交流，能够进一步推动高 校基金会与资管机构之间的理解与合作，真正成为长期陪伴、共同成长、价值共创的同行者。 我的致辞就到这里，祝愿本次"投资·向善：复旦管院·兴动ESG大讲堂 ...

Core Insights - The "Investment for Good" seminar held by Fudan University and Xingsheng ESG focused on the collaboration between asset management and university foundations to achieve sustainable investment returns [1][3]. Group 1: Company Strategy - Xingsheng Global Fund emphasizes risk control, long-term investment, and value investment principles while expanding its active management capabilities [3]. - The company has launched a series of social responsibility products since 2016, which allocate part of the investment returns to support university public welfare projects [3]. Group 2: Market Environment - The Chinese economy demonstrates strong resilience amid challenges such as trade friction, with government initiatives aimed at stimulating consumption and promoting infrastructure projects [3]. - In a low-interest-rate environment, equity assets remain attractive, and focusing on companies with core competitiveness is seen as an effective way to achieve excess returns [3]. Group 3: Asset Management Trends - The seminar discussed the complexities of the current investment environment, emphasizing the importance of multi-asset strategies and large asset allocation [4]. - Xingsheng Global Fund aims to enhance understanding and cooperation between university foundations and asset management institutions for mutual growth and value creation [4].

Core Viewpoint - The conference "Investment for Good" emphasizes the importance of ESG (Environmental, Social, and Governance) principles in investment strategies, particularly in the context of managing charitable assets for university foundations [1][3]. Group 1: Company Strategy - The company, Xingzheng Global Fund, has maintained deep cooperation with multiple university foundations, focusing on risk control, long-term investment, and value investment principles [3]. - Xingzheng Global Fund has developed a multi-asset and multi-strategy investment system to provide stable and sustainable returns for university foundations [3]. - The company launched a series of social responsibility dedicated products in 2016, which include provisions for reinvesting part of the investment returns into university public welfare projects [3]. Group 2: Market Environment - The current investment environment is increasingly complex, prompting discussions on asset allocation and multi-asset strategies beyond equity assets [4]. - The company highlights the resilience of the Chinese economy amid challenges such as trade friction, with government measures aimed at stimulating consumption and promoting infrastructure projects [3]. - In a low-interest-rate environment, equity assets remain attractive, and focusing on companies with core competitiveness is seen as an effective way to achieve excess returns [3]. Group 3: Collaboration and Future Outlook - The conference aims to enhance understanding and cooperation between university foundations and asset management institutions, fostering a collaborative environment for value creation and long-term growth [4].