Gao Jian, general manager of Yuanxin Yongfeng, balanced development of two wheel drive, specialty s

Mondo Education Updated on 2024-02-27

Yuanxin Yongfeng** is a maverick existence in the industry. Haixi's first cross-strait joint venture **investment management company, backed by mountains and facing the sea, "Haixi culture" has created a unique spirit; The proportion of equity investment is much higher than the industry average, and the "small but beautiful" development has many fans in the industry; When the performance is bright, it does not blindly expand, and when the performance is under pressure, it uses actions to appease people's hearts, and does not slow down, so as to become a representative ...... in the industryIn November 2023, Gao Jian will be the general manager of the company, and the Yuanxin Yongfeng ** she is facing is such a state of development. However, the development of the industry is advancing rapidly, the market is changing, and the "specialty student" Yuanxin Yongfeng needs to catch up with the new development. Gao Jian, the "handsome woman" from the insurance capital, made it clear from the beginning: strong advantages, make up for shortcomings, take the right path, follow the trend, standardize development, consolidate equity advantages, make up for fixed income shortcomings, and form new energy, new trend and new quality supported by multiple businesses.

Gao Jian holds a master's degree in economics from Nankai University. He is currently the director and general manager of Yuanxin Yongfeng ** management. He has successively served as a researcher in the Bond Business Division of the Capital Operation Center of Industrial Bank and a local and foreign currency investment manager. Director of the Fixed Income Division of the Capital Utilization Department of Bohai Property Insurance Co., Ltd.; Deputy General Manager of the Research Department and General Manager of the Innovation Business Department of Anbang Asset Management Co., Ltd.; General Manager of Fixed Income Investment Department, Director of Fixed Income Investment of Dajia Asset Management Co., Ltd., Member of the Company's Investment Committee, Chairman of the Fixed Income Special Committee; Senior Consultant of Yuanxin Yongfeng **Management***.

Ten-year-old Yuanxin YongfengFounded on January 2, 2014, YSH Yongfeng** has just passed its 10th birthday. Yuanxin Yongfeng ** is a joint venture between Xiamen International Trust and Taiwan Yongfeng ** Investment Trust Co., Ltd., which is the first investment management company in Xiamen and the first cross-strait joint venture in Haixi. According to the data, after ten years of steady development, as of December 31, 2023, Yuanxin Yongfeng has managed 31 public offering products (Class A, Class B, Class C and Class E), covering various types such as **, hybrid, bond, currency, etc., with a total asset management scale of more than 40 billion yuan. Since its establishment ten years ago, Yuanxin Yongfeng has always adhered to the long-term investment philosophy, constantly tempered and forged its own investment and research system, strengthened the professionalism of the team, and achieved outstanding long-term performance. According to Galaxy ** ratings, Yuanxin Yongfeng's **active** investment has a return of 111 in the past 7 years (January 1, 2017 - December 31, 2023).56%, ranking 1 in the industry 73;Active bond investments have yielded 33 over the past 7 years31%, ranking 3 52 in the industry. Compared with the opening and closing of the industry, Yuanxin Yongfeng is not a Fengyun company, but its existence and development are very distinctive. "Haixi culture", relying on the mountains and facing the sea, between the mountains and the sea, has both benevolence and wisdom. What kind of "waves" will be stirred up when encountering a rational and objective asset management industry? Yuanxin Yongfeng** provides a rather interesting case. The development speed of Yuanxin Yongfeng ** obviously does not belong to the "first echelon" in the public offering industry, but in its business composition, it has selected the "cabbage heart" of the public offering industry - the scale of active equity (hybrid, **type**) accounts for more than 50%. Yuanxin Yongfeng ** has hard work and more ingenuity, just like a "shrewd" Haixi people, love to fight is not a rush, to win but to win. Yuanxin Yongfeng** has such a temperament, and Gao Jian is "in love". According to public information, Gao Jian graduated from Nankai University with a master's degree in economics. He has long-term experience in investment and asset management institutions. In his early years, Gao Jian was a researcher at the Bond Business Division of the Capital Operation Center of Industrial Bank and a local and foreign currency investment manager. Since then, she has worked for insurance companies for a long time. Whether it is a bank or an insurance company, they are all big buyers in the market, and the liabilities and risk appetite are very different from the public offering. At the emotional level, looking back on the past, Gao Jian has always missed the passion of entrepreneurship. Especially during the period of insurance institutions, Gao Jian and his colleagues fought side by side, and when earth-shaking changes occurred in their institutions, they broke out a new path of development on the basis of poverty and whiteness. But when everything is on the right track, innovation returns to the process, and Gao Jian is looking for the possibility of breakthrough day after day. It came naturally, Gao Jian turned around bravely, and she looked forward to practicing a "second entrepreneurship" in the public offering industry. Behind the emotional needs of the sensibility is a natural extension of the main line of Gao Jian's career. During his work in banking and insurance institutions, Gao Jian has actually been in contact with and actually allocated ** assets. However, the previous contact and investment is one of the investment categories of Gao Jian, and when joining the public offering company, Gao Jian will choose a profound path of exploration. Equity consolidation"Second entrepreneurship" is not only Gao Jian's, but also Yuanxin Yongfeng's. Both must love to fight, and both must win. Yu Gaojian herself, when everything was in order and orderly, she chose to challenge herself. Fighting, for Gao Jian, is love, and developing love into winning is a "compulsory course" that she will continue to experience. Standing at a new starting point for the high-quality development of the public offering industry, Yuanxin Yongfeng will continue to anchor the vision of "realizing dreams and enriching wealth", cherish every investment and every trust of holders, resonate with the times, move forward side by side with the industry, work together with investors, strengthen confidence, and go to the next new decade together. It can be seen that Gao Jian has a pursuit, and Yuanxin Yongfeng ** has a dream. Things in the world sometimes depend on opportunities. Gao Jian is seeking a "second venture" on the platform of Yuanxin Yongfeng, in fact, he has grasped a very favorable baton in the relay race: the distinctive Yuanxin Yongfeng, in terms of equity investment, has created a reputation in the industry, among the managers, Fan Yan, Hu Chunxia, Xiao Shiyuan, Wang Ping and a number of managers have a certain amount of voice in the market; A number of first-class products such as Yuanxin Yongfeng Youjia Life and Yuanxin Yongfeng Premium Life have formed a sticky investor group in the industry. Moreover, in Gao Jian's view, Yuanxin Yongfeng has formed an investment research team with Fan Yan and other managers as the core in equity investment. This team has formed a good atmosphere for the integration of investment and research. Taking the investment research conference as an example, Gao Jian observed that at the investment research meeting of Yuanxin Yongfeng**, the manager and the researcher could have a straightforward dialogue on specific issues and even challenge each other. In her opinion, this kind of interactive feedback and integration can effectively avoid the process of investment and research cooperation, and can make investment and research truly collide and integrate, spark innovation in it, and discover laws and truths in continuous challenges and debates. Such an atmosphere is one of the "cultural genes" of Yuanxin Yongfeng. Gao Jian will not be its "destroyer", but will become its maintainer and promoter. Gao Jian said that in the equity investment team, Yuanxin Yongfeng will continue the previous investment and research cooperation model, and further support and promote such a model. For example, the assessment of researchers is further closer to qualitative standards, because in her view, encouraging researchers to conduct in-depth research, actively share, and work closely with managers is one of the key elements to form a joint force for the integration of investment and research. In addition, Gao Jian also keenly found that in the equity investment of Yuanxin Yongfeng**, knowing and doing is not only a concept, but also a practice. Gao Jian found that the manager of Yuanxin Yongfeng has a clear understanding of the boundaries of management, and has a simple understanding of the relationship between strategy and scale, scale and income, net worth performance and investors' sense of gain: if the scale exceeds the capacity of the strategy, if the scale is not conducive to income acquisition, and if the scale becomes larger and is harmful to the real acquisition of investors, then this is an ineffective scale, or even a harmful scale. Gao Jian said that Yuanxin Yongfeng** is just like an eighteen-year-old boy, eighteen is coming, and his previous "specialty" has made him stand out. Nowadays, the "specialty students" are rushing to take the new development, and it is natural to inherit the excellent experience, consolidate the foundation, and strengthen the basic plate. Fixed income is taking advantage of the trend"Specialty students" rush to take the exam, and in the face of new exam questions, they can't just consolidate their existing advantages. Instead, in the face of new industry development requirements, we should look for new growth points, breakthrough points and explosion points on the basis of giving full play to our strengths. Fixed income investment is Gao Jian's "trick" for Yuanxin Yongfeng**. On the one hand, fixed income investment is a specialty that Gao Jian has always specialized in, and focusing on it for a long time, he will naturally be able to mobilize more resources and open up a new situation for the new platform. On the other hand, Gao Jian believes that the needs of investors are diverse, and the "small and beautiful" equity-based development model has indeed brought dividends, but with the change of investor needs, fixed income products have become an important part of asset allocation. Yuanxin Yongfeng needs to form a new situation of "two-legged walking" of equity and fixed income. Gao Jian did not shy away from the impact of the public offering industry fee reduction on the company, and she also bluntly said that the development of fixed income products has the advantages of rapid increase in volume and steady growth in scale. However, the self-improvement of Yuanxin Yongfeng is not to passively respond to industry and market changes, but to take the initiative to make strategic choices at the key nodes of the company's development. Gao Jian believes that equity and fixed income assets naturally have different attributes, and it is relatively rare for the two to rise and fall at the same time, so the layout of equity and fixed income is an arrangement to diversify risks and seize opportunities in multiple dimensions, which is the faithful practice of the wise saying that "diversified investment is the only free lunch in the world". So, how does Yuanxin Yongfeng plan for fixed income investment? The changes brought about by Gao Jian are systemic. At present, Yuanxin Yongfeng** emphasizes the independence of fixed income research in terms of organizational structure, and intends to form a credit risk checks and balances management model through structural adjustment; In terms of product system, Yuanxin Yongfeng focuses on the layout of fixed income products, and gradually builds a complete product line; In terms of sales system, Yuanxin Yongfeng is reconstructing channel business departments and other links closely related to the promotion of fixed income products, forming a systematic sales and promotion method; In terms of middle and back office support, considering that fixed income products "fly into the homes of ordinary people", it is increasingly necessary to rely on new forms to reach investors in fixed income products, so on the online platform, live broadcast interaction, investor accompaniment and other work are being carried out one after another. Moreover, it is precisely because he regards the follow-up development of Yuanxin Yongfeng ** as his "second entrepreneurship", Gao Jian said frankly that he will use the superior resources accumulated before to provide support for the further development of Yuanxin Yongfeng ** in the fixed income line. "Now I try to be personally involved in roadshows and marketing efforts to communicate our development strategy to the market. After getting on the horse, it was up to them to gallop on their own. Gao Jian said. "The overall plan is to achieve two-wheel drive through balanced development. Follow the trend, standardize development, strengthen advantages, make up for shortcomings, and take the right path. Our personnel assessment, product system, market line, etc., will be carried out around this development goal. "Handsome woman" Gao Jian is undoubted.

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