Affected by the structured market last year, the performance of social security funds bottomed out.
On July 3 1 day, the National Social Security Fund Council released the annual report of the National Social Security Fund Council (20 17). The data shows that in 20 17 years, the social security fund's equity investment income was18461400 million yuan, and the investment return rate was 9.68%. The return on investment is close to 200 billion yuan.
In order to meet the challenge of aging population, as a social pension system, the security, preservation and appreciation of social security funds have attracted much attention from the market.
Since the establishment of the National Social Security Fund in August 2000, the average annual investment return rate is 8.44%, and the accumulated investment income exceeds 1 trillion yuan.
Report card of social security fund in recent ten years:
China Fund
At the end of 20 17, the total assets of social security funds reached 2.22 trillion yuan. These include:
The direct investment assets are 941491000000 yuan, accounting for 42.35% of the total assets of the social security fund; Entrusted investment assets1.2,81.633 billion yuan, accounting for 57.65% of the total assets of the social security fund.
Domestic investment assets are 2,055.75 billion yuan, accounting for 92.47% of the total assets of the social security fund; Overseas investment assets reached 654.38+67.374 billion yuan, accounting for 7.53% of the total assets of the social security fund.
Screenshot of the annual report of the National Social Security Fund Council (20 17).
From the investment performance, in 20 17 years, the social security fund's equity investment income was1841400 million yuan, and the return on investment was 9.68%. Among them, the realized income is 1, 011970,000 yuan (realized rate of return is 5.58%), and the fair value of trading assets changes by 834,654,387,000 yuan.
From 2065438 to 2007, the national social security fund was allocated 59.757 billion yuan. Among them, the central budget allocated 20 billion yuan; State-owned shares reduction funds and shares were 7.959 billion yuan; Lottery public welfare fund 310.824 billion yuan. Financially, 59.783 billion yuan of funds and shares were allocated to the National Social Security Fund. When industrial investment projects were listed, the social security fund, as a state-owned shareholder, fulfilled its obligation to reduce its holdings by 26 million yuan.
Judging from the return on equity investment of social security funds in recent years, the return on investment of 20 12 to 20 15 reached 7.0 1%, 6.2%,1/0.69% and15./respectively. In 20 16, the return on equity investment of social security funds hit a five-year low. With the improvement of the market, the return on equity investment in 20 17 years reached 9.68%, exceeding the historical average.
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According to reports, the relevant person in charge of the National Social Security Fund Council said that in 20 17, the social security fund will strive to realize the security, preservation and appreciation of the social security fund from four aspects.
First, scientifically and rationally allocate fund assets. Closely follow and judge the domestic and international economic situation and market trends, rationally formulate and implement asset allocation plans, enhance the penetration of asset allocation, actively adapt to changes in market style, scientifically allocate the proportion of stocks and bonds, adhere to the principle of consistency of returns and risks, and integrate risk allocation and management throughout the whole process of asset allocation and investment implementation.
The second is to strengthen the management of fund investment operation. According to the structural characteristics of the domestic stock market, closely focus on the investment benchmark, carefully sort out the stock product strategy, carry out product transformation in depth, and strengthen the penetration of allocation strategy. Actively respond to the structural differentiation of the bond market, strengthen the selection of bond products and categories, investigate bond credit risks, strengthen the analysis of medium and long-term credit risks of banks, and handle time deposits in time. Adhere to financial services to the real economy, effectively increase industrial investment, and the scale and quality of investment have reached a new high in recent years. Strengthen the analysis and forecast of overseas markets, dynamically adjust the structure of overseas investment, and over-allocate investment in emerging markets. Strengthen the classified management of capital liquidity and improve the efficiency and income level of capital use.
The third is to strictly implement risk management and control measures. Facing the complicated market situation, it is necessary to strengthen risk prevention and control and implement risk prevention and control measures. Strengthen the investigation and inspection of entrusted investment institutions and major investment projects, carry out risk monitoring and early warning, strictly manage credit bond risks, increase the monitoring of compliance risks of major investment projects, and actively identify and effectively resolve compliance risks. Improve the entrusted investment evaluation system, optimize the entrusted product investment policy, and highlight the guidance of long-term performance and performance stability evaluation indicators.
The fourth is to promote the construction of internal control system. Establish an internal control committee to promote the construction of a three-dimensional internal control system from the aspects of organization, control means and business chain. Study and formulate normative documents such as internal control basic system and business basic system, study and establish internal control execution system, and improve internal control risk reporting, evaluation, inspection and accountability mechanism. Seriously carry out internal control inspection and internal audit, find potential risks and problems in time, effectively plug loopholes and prevent risks.
Source: Phoenix Network Information