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人保资产公募基金:践行金融为民使命,谱写高质量发展新篇章
Xin Lang Ji Jin· 2025-09-16 04:20
四是深化投资者陪伴与教育。通过多层次、多形式的投教内容与服务,人保公募基金引导投资者树立理 性投资、长期投资理念,帮助投资者应对市场波动,践行"长期正确"的资产配置策略。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 近日,在北京证监局指导下,北京证券业协会联合四十余家公募基金管理人、销售及评价机构与主流媒 体,共同启动"北京公募基金高质量发展系列活动"。本次活动以"新时代·新基金·新价值"为主题,聚焦 投资者教育与保护,推进行业转型升级,增强服务实体经济能力,助力北京打造金融高质量发展新名 片。 当前,我国公募基金行业正处于从"规模扩张"向"回报为王"转变的关键时期。2025年5月,证监会印发 《推动公募基金高质量发展行动方案》,进一步明确行业应以提升投资者获得感为核心,实现与国家战 略和人民财富管理需求同频共振。 一是强化投研核心能力建设。人保公募基金充分发挥保险资管背景优势,构建了以宏观、产业和信用研 究为支撑的投研体系,注重资产配置与风险控制协同,致力于实现持续稳健的投资回报。 二是持续优化指增产品布局。现已形成涵盖中证800、A500、红利低波等多类宽基指数的"基础层+创新 层"产品 ...
61家公募出席!这场论坛,有料!
券商中国· 2025-07-26 14:45
Core Viewpoint - The forum highlighted the growth and innovation in the public fund ecosystem, emphasizing the importance of collaboration among various stakeholders to enhance wealth management services and product offerings [2][5][10]. Group 1: Forum Overview - The first public fund ecosystem summit organized by Founder Securities took place in Shanghai, attended by over 150 representatives from 61 public fund companies [1][2]. - Founder Securities' president, Jiang Zhijun, welcomed attendees and shared the company's achievements, including a research coverage of 31 industries and a financial product scale exceeding 100 billion, with ETF scale surpassing 24 billion, both reaching historical highs [4][5]. Group 2: Key Discussions - Taiwan Fubon Securities' chairman, Huang Zhaotang, discussed the rapid growth of actively managed ETFs globally, driven by the relaxation of semi-transparent investment portfolio disclosure [7]. - A roundtable discussion featured leaders from various financial institutions analyzing the development trends in wealth management and asset allocation in a low-interest-rate environment [10]. Group 3: Strategic Insights - Founder Securities' chief economist, Yan Xiang, summarized the characteristics of the U.S. public fund market, noting the increasing dominance of passive products and the declining importance of star funds and managers, suggesting opportunities for domestic public funds in broad-based and sector-specific products [14]. - The company aims to build a first-class public fund service system and has established a PMO organization to enhance collaboration and service quality [16][18]. Group 4: Service Offerings - Founder Securities' wealth and product service system was presented, highlighting the growth in public equity distribution and the company's commitment to providing comprehensive services across fund issuance, ETF ecosystems, and institutional wealth management [18][19].