Fund manager changes have been frequent since the beginning of the year. According to statistics, by March 1st, a total of 68 funds have undergone personnel changes involving 30 fund companies. Analysts say that before and after the New Year is often the peak period for fund managers to leave after receiving bonuses. On the other hand, with fund companies planning for the new year, many companies have made overall adjustments to their teams of fund managers.
On the first day of March, seven funds from four fund companies announced a change in fund managers. Among them, three funds managed by Taixin underwent collective management changes: Cai Guanglu was appointed co-manager of Taixin Blue Chip along with Liu Jing; Dai Yuhong became the new manager of Taixin Quality Life, replacing the original manager Zhu Zhiquan who has left; Liang Jian, the original manager of Taixin Strategy Stock, has also left, replaced by Zhu Zhiquan and Yuan Yuan. Records show that Cai Guanglu started serving as an assistant manager of Taixin Blue Chip in September 2010. Dai Yuhong and Yuan Yuan were previously assistants to fund managers at Taixin Fund Management Company. From the overall adjustment route, it is evident that promoting new talent and strengthening the investment research team are clear priorities.
On the same day, Guuangda Bao德Xin Money Market Fund announced that the original manager Ling Chao had left, replaced by Han Aili. Xingquan He Run分级Stock announced the appointment of Zhang Huiping as a new fund manager, with the original manager Wang Haitao leaving due to internal company arrangements and being reassigned to another position within the company. Additionally, Tang Zong, the original manager of华夏Small and Medium Board ETF, resigned for personal reasons. Huaxia Blue Chip appointed Chen Bing as the new fund manager, while the original managers Liu Wendong and Yang Zegui have left.
In fact, the simultaneous change in multiple fund managers reveals just the tip of the iceberg regarding the frequent changes among fund managers since the beginning of the year. Statistical data shows that since 2012, a total of 68 funds have changed managers, involving more than 80 fund managers. From the perspective of fund companies, this involves over 30 fund companies, accounting for about half of the current number of fund companies in the industry.
Records indicate that quite a few funds have frequently changed managers since their inception. For example, the Taixin Strategy Stock Fund has seen nine different managers since its establishment. The Wanjia Public Utility Fund and the Invesco Preferred Fund have each seen more than seven different managers.