Morningstar China Chairman Chen Peng: China’s fund industry has already passed the turning point of the buy-side investment advisory (advisor) era

“2026 Morningstar (China) Investment Annual Conference” was held in Shanghai. Morningstar China Chairman Chen Peng stated that the sell-side model of the Chinese fund industry is outdated, and the industry turning point of the buy-side investment advisory era has arrived, and has even crossed the turning point into an accelerated transformation stage. He believes that the buy-side investment advisory era not only requires the traditional “30% investing, 70% advising,” but also demands the fund industry to have the capability of “100% investing, 100% advising,” with asset management institutions providing investment research empowerment, wealth institutions offering advisory services, professional division of labor and integration, to serve investors collectively. (People’s Financial News)

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