Alternative Investment Awards 2016

awards alternative investment wealth & finance2016 54 Management (HK) Co., Ltd. Company: E Fund Management Name: Jessie Lam – Executive Director, Head of European Business Address: Suites 3501-02, 35/F, Two International Finance Centre, 8 Finance Street, Central, Hong Kong Phone: +852 3929 0960 Email: [email protected] Website: www.efundsglobal.com/europe AI16004 E Fund E Fund Management (HK) Co,, Ltd was officially established in 2008 and is licensed by the Se- curities and Futures Commission of Hong Kong to conduct Type 1, Type 4 and Type 9 regulated activities. Jessie Lam, the firm’s Executive Director and Head of European Business provides us with a unique insight into the firm and the services it provides which have helped it to achieve industry leading success. Established in 2001, the parent company E Fund Management Co., Ltd (“E Fund”) is headquartered in Guangzhou with branch offices in Bei- jing, Guangzhou, Shanghai, Chengdu, Nanjing, and subsidiaries includ- ing E Fund HK. E Fund has grown tremendously in the past 10 years to become one of the largest asset managers in China. As at December 2015, E Fund mange assets for both institutional and retail investors total to RMB 964billion (approximately USD148billion). E Fund is also one of the largest segregated manager in China serving over 100 insti- tutional clients mandate including pension fund for the National Council for Social Security Fund, and Stock Exchange of Shenzhen and major national banks and insurance institutions in China. The firm is licensed to cover a full spectrum of asset management services in China including mutual funds, national social security fund, corporate annuities, discretionary accounts, QDII, QFII and RQFII, as well as being a qualified investment manager for entrust insurance funds. E Fund passed the independent verification of the Global Investment Performance Standards (GIPS) in August 2014, signifying an important step forward to becoming more internationalized with unified perfor- mance reporting. As a premier global business platform for the parent company, E Fund HK has listed a total of 18 RQFII ETFs and RQFII/QFII public funds, at six stock exchanges locations across the US, Europe and the Asia-Pa- cific. As of 31 Dec, 2015, our total assets under management exceeded RMB 26 billion (over US$4 billion). Capitalizing the investment and research ability of our parent company, E Fund HK maintains three investment research teams, each specializ- ing in RQFII/QFII, overseas and alternative investing. As part of its global expansion strategy, the company recently launched its first UCITS fund investing in onshore RMB high quality Bond via the Luxembourg SICAV platform to target international investors. E Fund HK is committed to providing quality asset management ser- vices for onshore and offshore investors in Greater China and US ADR markets. Via the construction of a global-facing asset allocation plat- form, E Fund HK serves as the ultimate window for investors in China to asset allocation exposures all over the world. RMB Asset Manager of the Year – China & Best Fixed Income Fund (Since Inception): E Fund RMB Fixed Income Fund