The reporter learned that the draft for comments on the “Performance Evaluation Management Guidelines for Fund Management Companies” has been issued. The draft for solicitation of comments strengthens indicators such as performance assessment and profit ratio, and links are achieved in many places. In the overall quantitative assessment, it is required that the weight of medium- to long-term indicators over three years in the fund's investment income index should not be less than 80%. Among them, according to the senior management assessment, the weight of the fund's investment income index should not be less than 50%. In differentiated assessments such as fund managers, the assessment weight for fund product performance indicators should not be less than 80% for active equity fund managers, of which the performance comparison benchmark should not be less than 30%; for senior managers and core sales personnel responsible for sales, the assessment weight for investor profit and loss indicators should not be less than 50%.

Zhitongcaijing · 2d ago
The reporter learned that the draft for comments on the “Performance Evaluation Management Guidelines for Fund Management Companies” has been issued. The draft for solicitation of comments strengthens indicators such as performance assessment and profit ratio, and links are achieved in many places. In the overall quantitative assessment, it is required that the weight of medium- to long-term indicators over three years in the fund's investment income index should not be less than 80%. Among them, according to the senior management assessment, the weight of the fund's investment income index should not be less than 50%. In differentiated assessments such as fund managers, the assessment weight for fund product performance indicators should not be less than 80% for active equity fund managers, of which the performance comparison benchmark should not be less than 30%; for senior managers and core sales personnel responsible for sales, the assessment weight for investor profit and loss indicators should not be less than 50%.