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贝莱德中债投资优选绿色债券指数证券投资基金
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“十四五” 绿色贷款年均增速超20%|绿色金融周报
Core Insights - The rapid development of the green finance market is leading to an increase in relevant information and data, providing decision-making references for participants in the green finance sector [1] Group 1: Green Loan Growth - During the "14th Five-Year Plan" period, the average annual growth rate of green loans in China exceeded 20%, indicating a stable growth trend in green financing [2] - The financial system is playing a positive role in supporting the green and low-carbon transition of society, laying a solid foundation for the deepening development of green finance in the "15th Five-Year Plan" period [2] Group 2: Carbon Accounting Standards - The People's Bank of China is developing carbon accounting standards for financial institutions and revising sustainable information disclosure guidelines to enhance carbon accounting and disclosure requirements [3] - As of the end of Q2, the balance of green loans in China reached 42.4 trillion yuan, and the balance of green bonds exceeded 2.2 trillion yuan, both ranking among the highest globally [3] Group 3: Steel Industry Financing Needs - The Climate Bonds Initiative (CBI) reports that the Chinese steel industry will require at least $18 billion in capital expenditures over the next five years for low-carbon technologies [4] - The report emphasizes the need for a unified standard and policy incentives to address financing bottlenecks and direct capital towards decarbonization efforts [4] Group 4: Securities Firms Evaluation - The China Securities Association has released evaluation results for securities firms focusing on the "Five Major Financial Articles," which include green finance, aiming to enhance the role of securities firms in supporting green transitions [5] Group 5: Biodiversity Financing Gap - The Paulson Institute's report indicates that the global financing gap for biodiversity has expanded to $942 billion, highlighting the urgent need for effective policies and innovative financing mechanisms [7] Group 6: Carbon Market Developments - The national carbon market saw a maximum price of 60.33 yuan per ton last week, with a total trading volume of 8,127,135 tons and a total transaction value of approximately 484.87 million yuan [8][9] Group 7: Regional Carbon Market Cooperation - A memorandum of cooperation was signed among four exchanges in the Guangdong-Hong Kong-Macao Greater Bay Area to promote the development of the regional carbon market and green finance ecosystem [11] - This collaboration aims to enhance market liquidity and pricing efficiency while fostering innovation in green financial products [11] Group 8: Innovative Financing Products - The first biodiversity and carbon reduction-linked loan in Guangdong was issued, amounting to 10 million yuan, aimed at ecological restoration projects [12] - This innovative loan structure links financing costs to carbon reduction outcomes, promoting both ecological protection and the diversification of green financial products [12] Group 9: Green Bond Index Fund - BlackRock announced the establishment of a green bond index fund with a subscription amount of approximately 6 billion yuan, aligning with the policy direction of enhancing green finance [13] - This fund is expected to attract more international capital into China's green bond market, enhancing market vitality and global connectivity [13]
贝莱德基金管理有限公司关于聘任贝莱德中债投资优选绿色债券指数证券投资基金基金经理助理的公告
特此公告。 贝莱德基金管理有限公司 因工作需要,本公司决定聘任邹立波先生、朱希梓先生担任贝莱德中债投资优选绿色债券指数证券投资 基金的基金经理助理。上述聘任事项自2025年9月25日起生效。 附:基金经理助理简历 邹立波先生,现任贝莱德基金管理有限公司固定收益投资部基金经理、基金经理助理,曾任专户投资部 投资经理,具备8年投资研究相关从业经验,曾就职于信银理财有限责任公司、中信银行总行资产管理 业务中心、中信银行上海分行、南瑞集团有限公司。邹立波先生拥有新西兰奥克兰理工大学硕士学位、 奥克兰大学学士学位。 朱希梓先生,现任贝莱德基金管理有限公司固定收益投资部基金经理助理,曾任投资策略部产品策略 师,具有7年证券从业经历,曾于贝莱德日本(BlackRock Japan Co., Ltd.)担任债券产品策略师。朱希 梓先生拥有康奈尔大学运筹学硕士学位、纽约大学数学经济专业学士学位。 2025年9月27日 ...
贝莱德中债投资优选绿色债券指数成立 规模60亿元
Zhong Guo Jing Ji Wang· 2025-09-25 02:55
中国经济网北京9月25日讯 今日,贝莱德基金发布贝莱德中债投资优选绿色债券指数证券投资基金 基金合同生效公告。 募集期间净认购金额5,999,997,152.72元,认购资金在募集期间产生的利息0元,募集份额合计 5,999,997,152.72份。 基金经理王洋现任贝莱德基金管理有限公司固定收益投资部基金经理。历任贝莱德伦敦基金经理, 贝莱德新加坡指数研究员以及利率/外汇交易员,美国资产管理公司股票研究员。 刘鑫现任贝莱德基金管理有限公司首席固定收益投资官、基金经理。曾于贝莱德新加坡固定收益部 担任负责人及基金经理职务,并曾任安本资产管理公司基金经理、三菱日联金融集团投资经理、新加坡 科技资产管理公司基金经理等职务。 | 1. 公司在个旧区 | | | | | --- | --- | --- | --- | | 基金名称 | | 贝莱德中债投资优选绿色债券指数证券投资基金 | | | 基金简称 | | 贝莱德中债投资优选绿色债券指数 | | | 基金主代码 025117 | | | | | 基金运作方式 | | 製的型开放式 | | | 基金合同生效日 | | 2025年9月24日 | | | 基金管理人名 ...
融合东西方智慧 打造系统化投资特色平台
Core Viewpoint - BlackRock views the Chinese market as a crucial growth engine within its global strategy, managing $12.5 trillion in assets and recognizing the significant scale and potential of the Chinese market [1][2]. Group 1: Business Development and Achievements - Since its establishment as a public fund management company in June 2021, BlackRock Fund has managed 16 public products with a total scale of approximately 15 billion yuan [2]. - The company has built stable relationships with channels, institutional clients, and partners, while also enhancing brand recognition in the Chinese public fund industry [2]. - BlackRock Fund has faced challenges such as longer decision-making processes compared to local institutions, but has improved governance structures and decision-making efficiency over the years [2][3]. Group 2: Localization Strategy - BlackRock's localization strategy focuses on talent, decision-making, and product development, achieving significant progress in these areas [3][4]. - The company has shifted from an "international" to a "localized" talent strategy, prioritizing professionals familiar with the Chinese market [3]. - Decision-making processes have been streamlined to enhance responsiveness to market changes, allowing for quicker product launches and strategy adjustments [3][4]. Group 3: Product Innovation and Focus - BlackRock Fund emphasizes diverse product offerings tailored to Chinese investors' needs, balancing absolute and relative returns [4][6]. - The company is launching innovative products such as the BlackRock China Bond Investment Preferred Green Bond Index Fund, addressing domestic green finance requirements [4]. - Future product development will focus on systematic investment, multi-asset management, and global asset allocation, including the reintroduction of QDLP products and preparations for QDII qualifications [7][8]. Group 4: Management Team Adjustments - Recent personnel changes, including the appointment of Yu Peihua as General Manager, are aimed at optimizing the organization and implementing strategic initiatives [5][6]. - The new management team is expected to enhance customer engagement and market expansion, leveraging local expertise to strengthen the fixed income platform [5][6]. Group 5: Systematic Investment Approach - BlackRock Fund is prioritizing systematic investment strategies, combining quantitative and fundamental stock selection to improve decision-making efficiency [8][9]. - The company is leveraging its Systematic Active Equity (SAE) platform, which has over 40 years of investment experience and utilizes AI technology for enhanced investment opportunities [8][9]. - This platform approach aims to provide stable long-term returns, aligning with the evolving preferences of Chinese investors for consistent performance [9][10]. Group 6: Global and Local Integration - BlackRock aims to integrate global expertise with local market needs, focusing on systematic investment and global asset allocation as key differentiators [10]. - The company emphasizes long-term investment strategies and responsible investing, reflecting its commitment to sustainable investment practices in the Chinese market [10].