blackoutbingowinrealmoney|申万菱信陈晓升:降费是推动行业转折非常重要的触发因素,应该从销售端和投资管理两个角度应对

Date: 5个月前 (04-13)View: 89Comments: 0

Special topic: Morningstar (China) 2024 Investment Summit

blackoutbingowinrealmoney|申万菱信陈晓升:降费是推动行业转折非常重要的触发因素,应该从销售端和投资管理两个角度应对

April thirteenthBlackoutbingowinrealmoneyChen Xiaosheng, chairman of Shen Wanlingxin Fund, participated in the round-table dialogue at the Morningstar (China) 2024 Investment Summit. Faced with the theme of "how do public funds contribute to the new era of wealth management", he said that fee reduction is a very important trigger for the turning point in the industry, and the trend of this change should be dealt with in two aspects:

1. From the sales side, we think that the general sales model of the fund industry in the past many years is that there are too many fees, how much the sales fees are exchanged between the channels, and the way we really want to change is departmentalization. So that sales staff have a stronger ability to invest in research. The ability to invest in research is not simply a matter of a department, in fact, it is externalized. The consultant's way of helping the team on the market line can promote the establishment of trust with partners. This is our way.

2. From the perspective of investment management, what we have been working hard for the past three years is the digitization of investment and research. Investment itself has scientific and artistic elements, and the role of the individual is undoubtedly very important. I think the role of the individual is more often reflected in the part of art. Fund managers need to have more intuition, more research and judgment and the ability to choose and combine, but it may be for institutions. I think institutions should make the scientific elements more extreme, institutions have institutional responsibilities, fund managers have individual responsibilities of fund managers, institutional responsibilities should be done well, institutions are how to set up a system for investment and research, and how to digitize, systematize, systematize and platform the links of research, investment management and risk control, so as to improve the long-term sustainability of asset management institutions. In order to cope with the changes in the market, this is our response.

Ten years later, in the public offering fund industry, I think it will become the most important product provider of wealth management in China.

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