The investment in monetary assets allocated to the national social security fund is not less than 50% in cost, of which the proportion of bank deposits is not less than 65,438+00%, the proportion of corporate bonds and financial bonds is not higher than 65,438+00%, and the proportion of securities investment funds and stock investments is not higher than 40%. Among them, the investment scope of the National Social Security Fund directly operated by the National Social Security Fund Council is limited to bank deposits and the purchase of government bonds in the primary market. Other investments need to be managed and operated by the social security fund investment manager and entrusted to the national social security fund custodian. The assets entrusted by the social security fund to a single social security fund investment manager shall not exceed 20% of the total assets entrusted by the annual social security fund.
Investment situation
According to China News and other media reports, the Audit Commission today announced the audit results of the fund management of social security funds, the implementation of the 20 13 budget and other financial revenues and expenditures. The announcement shows that the target index range of self-operated indexed investment of social security funds is narrow, and the investment income is poor in recent years.
From 20 10 to 20 13, the social security fund's self-operated indexed portfolio lost 6.953 billion yuan, including 2147 billion yuan. In addition, at the end of 20 13, the social security fund did not make provision for six transferred stocks whose lock-up period expired, and underestimated the impairment loss of103.02 million yuan.
Chronicle of events
20 10 10th anniversary of the establishment of the National Social Security Fund. In the past ten years, the national social security fund has experienced a development process from scratch and from less to more. While the asset scale has further developed and expanded, the investment and operation level has also been further improved.
The national social security fund is a strategic social security reserve concentrated by the central government, which is mainly used to make up for the social security needs and other social security needs during the peak period of population aging in the future. Its sources mainly include: central budget allocation; The central government allocated lottery public welfare funds; Reduction or conversion of state-owned shares into funds or equity assets; Funds raised by other means approved by the State Council; Investment income, etc.
The following are the memorabilia of the National Social Security Fund since its establishment ten years ago:
On August 6th, 2000, with the approval of the Central Committee of the Communist Party of China, the State Council decided to establish the National Social Security Fund and the National Social Security Fund Council. The National Social Security Fund Council is a ministerial organization directly under the State Council, and is entrusted by the State Council to manage and operate the National Social Security Fund.
200 1 12 13 Approved by the State Council, the Ministry of Finance and the Ministry of Labor and Social Security promulgated the Interim Measures for the Investment Management of the National Social Security Fund. The Interim Measures clarified the basic principles, investment scope, investment proportion and investment mode of the social security fund, and established the supervision, reporting and financial system of the social security fund.
In June 2003, the National Social Security Fund entered the securities market by way of entrusted investment. As of June 65438+February 3, 20091,the total investment income of the securities market entrusted by the National Social Security Fund was nearly160 billion yuan.
In June 2004, the National Social Security Fund successfully invested 654.38+000 billion yuan in Bank of Communications, and the National Social Security Fund embarked on the journey of direct equity investment. In recent years, the National Social Security Fund has successfully invested in projects such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, Beijing-Shanghai High-speed Railway, China UnionPay, Datang Holdings, China Energy Saving Wind Power, and AVIC International.
In March 2006, the Ministry of Finance, the Ministry of Labor and Social Security and the People's Bank of China jointly promulgated the Interim Provisions on the Administration of Overseas Investment of the National Social Security Fund, and the overseas investment of the National Social Security Fund was officially launched.
From June 5 to February 2006, the National Council of Social Security Fund officially started the investment and operation management of central subsidy funds for personal accounts. As of June 5438+February 3, 20091,the National Social Security Fund Council was entrusted to manage the personal account funds of nine provinces, autonomous regions and municipalities, with interest of 43.953 billion yuan, with an average annual rate of return of 18.9%.
In April 2008, the Ministry of Finance and Ministry of Human Resources and Social Security approved the National Social Security Fund to invest in stock funds, and the National Social Security Fund became the national team in the stock fund market.
In June 2009, China's state-owned share transfer policy was formally implemented. By the end of March 20 10, the transfer (reduction) of state-owned shares at home and abroad had raised about 162 billion yuan for the national social security, accounting for 42% of the accumulated net financial funds.
On March 20 10, the National Social Security Fund Council held the third meeting of the third Council, and clearly proposed to build a first-class social security asset management institution.
2011September financial release 20 10 annual social security fund final accounts. In 20 10, the total income of social insurance funds such as enterprise employees' basic endowment insurance fund, unemployment insurance fund, urban employees' basic medical insurance fund, work injury insurance fund and maternity insurance fund was 1707 1000 billion yuan, an increase of 16% over the previous year, and the budget was1. Total expenditure 133 1 100 million yuan, an increase of 2 1% over the previous year, accounting for 98% of the budget; The balance of income and expenditure was 376,654.38 billion yuan, and the accumulated balance at the end of the year was 21438 million yuan, an increase of 2 1% over the previous year.
On July 20 12, it became the third largest shareholder of CCB Life Insurance.