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建信基金谢海玉:深耕长期价值创造 持续夯实投资者获得感
Xin Lang Ji Jin· 2025-09-22 02:15
Group 1 - The core viewpoint of the article emphasizes the importance of transforming the public fund industry from focusing on scale to prioritizing investor returns, as outlined in the "Action Plan" issued by the China Securities Regulatory Commission [1][11] - The "Action Plan" aims to enhance the role of public funds in serving the real economy, optimizing resource allocation, and meeting residents' wealth management needs, contributing to sustainable and healthy industry development [1][11] - Companies are encouraged to strengthen their core investment research capabilities and align their services with long-term value creation and national strategic directions [2][11] Group 2 - The company has established a "1+3+5" decision-making system to enhance investment research performance, breaking traditional departmental barriers and fostering collaboration across various asset classes [3] - A comprehensive strategy management system has been developed, integrating asset allocation, style, and trading strategies to better meet diverse investor needs [3][4] - The company has implemented a clear growth path for investment professionals, promoting a culture of teamwork and knowledge transfer among fund managers [4] Group 3 - The company has proactively developed equity products in response to the "Action Plan," focusing on low-volatility and asset allocation products to support inclusive finance [5][6] - A robust product matrix has been created to cater to different risk preferences and life cycles, allowing investors to capitalize on market opportunities [6][7] - The company has accelerated its investment in technology-focused funds, providing investors with access to high-growth sectors and comprehensive research on the technology industry [6][7] Group 4 - The company emphasizes the importance of long-term performance in its evaluation mechanisms, shifting focus from short-term fluctuations to sustainable returns for investors [4][8] - A significant portion of the company's products has been designed to align with investor interests, including floating fee rate products that enhance investor satisfaction [8] - The company has established a risk management framework that adheres to national policies, ensuring a balanced approach to risk and return [9] Group 5 - The company has prioritized investor education and support, creating a comprehensive investment education platform and innovative advisory solutions tailored to client needs [10] - The company aims to enhance the quality of investor engagement through various educational initiatives and personalized investment strategies [10] - The commitment to long-term value and sustainable development is reflected in the company's operational strategies and product offerings [11]
新时代·新基金·新价值——北京公募基金高质量发展在行动 | 深耕长期价值创造 持续夯实投资者获得感
Group 1: Core Perspectives - The China Securities Regulatory Commission issued the "Action Plan for Promoting High-Quality Development of Public Funds" to shift the industry focus from "scale" to "investor returns," enhancing the role of public funds in serving the real economy and optimizing resource allocation [1] - Companies in the public fund sector are tasked with anchoring long-term value and building core competitiveness to meet investor demands and align with national strategic directions [1][3] Group 2: Investment Research and Development - The "Action Plan" emphasizes the need to strengthen core investment research capabilities, particularly during the industry's transitional phase, to meet long-term demands for public fund services [3][4] - 建信基金 has restructured its investment research system, establishing a "1+3+5" decision-making framework to enhance asset allocation and investment performance assessment [4][5] Group 3: Team Capability and Performance - 建信基金 has accelerated the development of a "platform-based, integrated, multi-strategy" system, providing clear career paths for research personnel and fostering a collaborative environment among experienced and new fund managers [5][10] - The company has shifted its performance evaluation focus towards long-term results, increasing the weight of medium to long-term performance metrics and incorporating investor experience indicators [5][11] Group 4: Product Development and Market Positioning - The "Action Plan" calls for increasing the scale and proportion of equity investments in public funds, promoting the development of various fund products [7][8] - 建信基金 has proactively developed technology-focused funds and diversified its product offerings to cater to different investor risk preferences and lifecycle stages [8][9] Group 5: Investor-Centric Approach - The "Action Plan" highlights the importance of enhancing investor service levels and ensuring a strong alignment of interests between fund companies and investors [11][13] - 建信基金 has committed to sustainable long-term performance and comprehensive risk management, achieving significant returns for its investors, with a reported 97% of clients experiencing positive returns in 2024 [11][12]
深耕长期价值创造 持续夯实投资者获得感
Core Viewpoint - The article emphasizes the importance of transforming the public fund industry from focusing on scale to prioritizing investor returns, aligning with national strategic directions and enhancing the role of public funds in supporting the real economy and wealth management needs of residents [1][9]. Investment Research and Development - The company is committed to enhancing its core investment research capabilities, focusing on long-term value creation through professional asset allocation and counter-cyclical strategies, as outlined in the regulatory action plan [1][2]. - A new decision-making framework, "1+3+5," has been established to improve investment research efficiency, integrating various asset classes and strategies to enhance collaborative efforts [2]. - The investment team is categorized by distinct styles and strategies, ensuring alignment between personnel, strategies, and products to meet diverse investor needs [2]. Performance Assessment - The company has shifted its performance evaluation focus towards long-term results, emphasizing three-year performance metrics and incorporating investor experience indicators to enhance the alignment of interests with investors [3]. - The introduction of floating fee rate products aims to strengthen the connection between the company and its investors, enhancing their overall experience [6]. Strategic Positioning - The company is actively expanding its equity investment offerings, particularly in sectors aligned with new production capabilities, to create value for clients during market fluctuations [4][5]. - A comprehensive product matrix has been developed to cater to various risk preferences and life cycles, ensuring timely investment opportunities for clients [4]. Investor-Centric Approach - The company prioritizes investor service and risk management, implementing a robust risk control framework and enhancing investor education initiatives to improve overall investor experience [7][8]. - The company has achieved significant milestones, including serving 92.9 million individual and institutional investors and distributing a total of 169 billion yuan in dividends to investors [6]. Commitment to Sustainable Development - The company remains dedicated to long-termism and sustainable development, aligning its operations with the regulatory action plan to enhance the public fund industry's quality and stability [9].