In October 2023, CISFC held the 2023 Q4 Investment Strategy Meeting in the combined form of written reports and on-site meeting. Investment advisors, investment managers and portfolio management related personnel attended the meeting.

    The meeting analyzed in detail managers’ and investment advisors’ views about the market and operating strategies for the next stage and had one-on-one communication with some managers regarding the management of entrusted assets in the next stage.

    The meeting stressed the following requirements: first, seizing market opportunities and striving to achieve the investment return targets for the year. Investment managers should strengthen prospective study of policies and the market, enhance research of the trends of the bond market, maintain the stable investment strategy, and increase portfolio return. Investment managers should ensure a good job in the year-end investment work and strive to complete the annual investment return targets. Second, actively cooperating in business inspections, sorting businesses and remedying problems. Investment managers should comprehensively sort the work regarding investment management, investment supervision, operation management, etc., give a timely explanation of key problems found in the process, and continue to make remediation. Third, continuing to strengthen communication and laying out the investment plan for next year. Investment managers should continue to maintain close communication with CISFC, actively participate in CISFC’s relevant subject research, and intensify investment research support. At the same time, investment managers should, based on the current new situation and characteristics, give helpful suggestions and advice on CISFC’s investment management to provide reference for the policy making and business development for the management of entrusted assets in 2024.