HTSC: Optimization of public fund performance evaluation, focusing on high-quality finance

36Kr
2025.12.19 00:01

36Kr learned that a research report from Huatai Securities stated that in December, the "Guidelines for Performance Assessment Management of Fund Management Companies (Draft for Comments)" will be issued, strengthening the long-term performance orientation, increasing the mandatory co-investment ratio, and clarifying the quantifiable salary reduction accountability mechanism, which will deeply bind the interests of fund companies and their core investment research personnel with the long-term interests of investors. The medium to long-term steady upward trend in the capital market remains unchanged, laying the foundation for the development of asset management products. It is recommended to seize high-quality individual stocks, with banks recommending retail and wealth management benchmarks, and companies that enhance the strategic position of wealth management; securities firms recommend companies with strong advantages in the large wealth management industry chain