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迎接被动投资时代——2003~2020年国泰基金发展ETF基金案例

文章摘要

国泰基金近年来前瞻性布局行业ETF,在积极的营销推广和稳健的基金管理下,准确把握了近年来ETF的发展机会,实现了管理规模“弯道超车”,2020年ETF管理规模已达860。69亿元,非货币基金管理规模已位列行业第二名。旗下多只ETF在2020年收益率超过50%,为投资者创造了可观的投资回报。国泰基金在ETF领域具有鲜明特色,具有产品布局前瞻性强、基金运作扎实稳健、营销推广立体化的特点。本文以证券ETF和芯片ETF为例,回顾了国泰基金ETF产品开发的背景及发展历程。

Abstract

In recent years,Guotai Fund has strategically issued a series of industry ETFs. With its active marketing and prudential management,Guotai Fund successfully seized the growth opportunity in the ETF market and had a big step up in terms of AUM—in 2020,the total net asset value of ETFs was 86.069 billion CNY,which ranks the second among all non-currency ETF managers. Many of its ETFs’ annual return had exceeded 50% during 2020 which gave an impressive investment return for its investor. Guotai Fund had many unique characters in the ETF market,such as its ability to grasp the trend of the market,its prudential management,and its multi-dimensional marketing strategy. This paper will use Securities ETF (512880) and Chip ETF (512760) as example to review the development of Guotai ETF products.

作者简介
黄岳:黄岳,现任国泰基金量化投资事业部基金经理助理,主要从事国内指数基金研究和管理运作研究。