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“基金业要走得更健康、更长远,必须要有三个需要改变的地方。第一,提升基金公司的管理、优化经营理念、强化风险意识,戒除攀比、竞赛心理。第二,减少基金业绩的短期排名,避免对投资者的误导。第三,在基金销售中,增加基金公司的自主空间,强化与客户之间的有效沟通。”申万巴黎基金公司董事长姜国芳日前表示。 姜国芳认为,中国资本市场要进一步做大、做强、做优,需要大力培养机构投资者,就基金行业而言,必须要改变一些现状。 具体而言,首先就要戒除公司之间的攀比、竞赛心理,基金业履行着“受人之托,为人理财”的信托义务,切实保护投资者利益,始终坚持严谨的风控体系,不合规的坚决不做,长期来看,才会得到投资者的认同。 其次,尽量降低基金业绩短期排名的影响,减少对投资者的误导。姜国芳认为,基金业绩的短期业绩排名,不利于帮助投资者树立正确的长期价值投资的理念,反而容易产生误导,诱发投资者行为的短期性。 其三,在基金销售中,增加基金公司的自主空间,强化与客户之间的有效沟通。通过有效宣传,找到合适的投资者,是基金公司需要花大力气去做的一项工作。 “事实证明,市场动荡的情况下,通过证券公司渠道购买基金的投资者,相对于通过银行购买基金的投资者,心态相对较稳定,主要原因在于,前者大都经历过证券市场的洗礼。今后,基金的销售,要逐步扩大销售渠道、多扩充网上交易,找到合适的投资者。” 姜国芳说。 姜国芳还透露,申万巴黎基金成立四年来,建立了较为完整的产品线;强化投资人教育和服务工作;在业内首家采用监察稽核部与风险管理部分别设置模式,实行"双线独立运作模式";设置了员工企业年金计划、内部招聘机制;断优化公司的经营管理。目前公司的经营管理已到了一个比较好的时期,中外方股东之间也已建立了较好的信任和交流。
郑重声明:本站所载内容不作为投资依据,仅供参考,据此入市,风险自担。
Fund companies need to kick the psychological contest
"The fund industry should take a more healthy and more long-term, there must be three need to change the place first, enhance the Fund's management and optimize the business philosophy, and strengthen risk awareness and kick competition, the psychological contest. Second, to reduce fund performance The short-term position, to avoid misleading investors. Third, the fund sales, to increase the Fund's independent space, strengthening and effective communication between customers. "Shanghai million fund Paris-chairman Jiang said the other day. Jiang Fang, China's capital market to further expand and become strong and do the best efforts to cultivate institutional investors, the fund industry, the need to change some of the status quo. In particular, we must first get rid of the competition between companies, race psychology, the fund industry performing "in the care of people, financial people," the trust obligations and effectively protect the interests of investors, always adhere to strict control of the wind system, not the firm is not regulated So, the long term, investors will receive the recognition. Secondly, as far as possible to reduce fund performance rankings of the short-term impact on the reduction of misleading investors. Jiang Fang believes that the performance of the short-term performance rankings, will help investors establish the correct long-term investment value of the idea, but easy to be misleading, induced investors of short-term. Third, the fund sales, to increase the Fund's independent space, strengthening and effective communication between customers. Through effective advocacy, to find suitable investors, fund companies need to spend a great effort to do the work. "Facts have proved that the market turbulence of the circumstances, the channels through securities companies to buy fund investors through banks in relation to the purchase of fund investors, the mentality of relatively stable, mainly because, most of the former experienced a baptism of the securities market in the future, Fund sales, it is necessary to gradually expand sales channels, and more expansion of Internet transactions, to find suitable investors. "Jiang Fang said. Jiang Fang also revealed that Shanghai million fund set up in Paris over the past four years, established a fairly complete product line; strengthen investor education and service work in the industry's first use of risk management and monitoring Ji Hebu set up some other model, the "two-independence Mode of operation "; staff set up a corporate pension plan, internal recruitment mechanisms; optimize the company's fault management. The company's management have reached a relatively good period, the foreign shareholders have been established between the trust and good communication.
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