1. according to the working guidelines for fund managers to concurrently serve as investment managers of private equity management plans (for trial implementation) (hereinafter referred to as the guidelines), there are several quantitative indicators and requirements for fund managers to manage public offerings and private equity products at the same time.
2. First of all, you must have more than 5 years of investment management experience in equity Public Offering of Fund, equity private equity asset management plan or annuity social security portfolio.
3. Secondly, fund managers should ensure that part-time fund managers are fully capable of performing their duties, and rationally allocate the number of Public Offering of Fund and private equity asset management plans managed by the same fund manager, in principle, no more than 1 (except for products that are invested in full proportion to the relevant indexes).
4. according to WIND data, there are 7 fund managers who have worked for five years or more, but there are 282 fund managers who have worked for 1 or more funds. Judging from these two conditions, there are about 418 fund managers in Public Offering of Fund who meet the requirements. Of course, other fund managers may also meet the management conditions if they have had management experience in private placement or annuity social security portfolio before taking up public offering. Therefore, on the whole, the number of fund managers who can meet the requirements of public and private positions at present should be greater than 418.
1. The latest fund semi-annual report shows that many fund managers have started to hold both public and private positions before the new regulations, but some fund managers started to hold both public and private positions after the new regulations. For example, Shen Xuefeng of Huatai Bairui, the public offerings currently under management include Huatai Bairui Incentive Power Hybrid, Huatai Bairui Quality Optimization and Huatai Bairui Advantage Pilot Hybrid being released. The semi-annual report of Huatai Bairui Incentive Power Hybrid shows that Shen Xuefeng is also the investment manager of six private asset management plans, and the net assets of these six products are close to 5.5 billion yuan.
2. Shen Kun of cathay pacific fund not only manages Cathay Pacific Jin Xin stock and Cathay Pacific Growth Optimization, but also manages one other portfolio, and the cumulative net asset value managed by public offering and private placement exceeds 7 billion yuan. Deng Shifeng, the former fund manager of Guotai Min 'an Pension 24, which is also a subsidiary of cathay pacific fund, left his post at the end of July due to internal work adjustment. Before leaving his post, he also managed another portfolio with a net asset value of nearly 14 billion yuan.