随着《推动公募基金高质量发展行动方案》在行业内逐步落地,基金业绩比较基准的约束性与指导性被提升至新高度。监管层明确要求,基金的业绩比较基准未来在确定产品定位、明晰投资策略、表征投资风格、衡量产品业绩、约束投资行为上要发挥重要的作用。那么对于普通投资者而言,如何读懂基金的业绩比较基准?晨星中国表示,第一步,通过基准判断基金是否匹配自身偏好。在选择基金前,先查看其基准构成:若基准以宽基指数为主,如...
Source Link随着《推动公募基金高质量发展行动方案》在行业内逐步落地,基金业绩比较基准的约束性与指导性被提升至新高度。监管层明确要求,基金的业绩比较基准未来在确定产品定位、明晰投资策略、表征投资风格、衡量产品业绩、约束投资行为上要发挥重要的作用。那么对于普通投资者而言,如何读懂基金的业绩比较基准?晨星中国表示,第一步,通过基准判断基金是否匹配自身偏好。在选择基金前,先查看其基准构成:若基准以宽基指数为主,如...
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