1. According to the Guidelines for Fund Managers as Investment Managers of Private Equity Management Plans (Trial) (hereinafter referred to as the Guidelines), there are several quantitative indicators and requirements for fund managers to manage public offerings and private equity products.
2. First of all, you must have more than 5 years of investment management experience in equity Public Offering of Fund, equity private 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 fund management plans managed by the same fund manager. In principle, the quantity shall not exceed 65,438+00 (except for products fully invested according to the relevant index proportion).
4.WIND data shows that there are 700 fund managers who have been fund managers for five years or more, but there are 282 fund managers who have 10 funds. Judging from these two conditions, there are about 465,438+08 fund managers in Public Offering of Fund. Of course, other fund managers may also meet the management conditions if they have experience in managing private placement or annuity social security portfolio before engaging in 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 4 18.
1, the latest fund semi-annual report shows that many fund managers have started to hold public and private positions before the new regulations, but some fund managers have started to hold public and private positions after the new regulations. For example, Shen Xuefeng of Huatai Bairui currently manages public offerings including Huatai Bairui Incentive Hybrid, Huatai Bairui Quality Optimization and Huatai Bairui Advantage Pilot Hybrid. According to the semi-annual report of Huatai Bairui Incentive Power, 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 Jin Xin stock and Cathay Pacific growth optimization mix, but also manages 1 other portfolios, and the accumulated net asset value of public offering and private placement management exceeds 7 billion yuan. Deng Shifeng, the former fund manager of Guotai Min 'an Pension 2040, a subsidiary of cathay pacific fund, resigned at the end of July due to internal work adjustment. Before leaving the company, he also managed 1 other portfolios, with a net asset value close to1400 million yuan.