Xue Feng Shen

Huatai-PineBridge FM is a long-term manager which employs active and passive strategies to manage a range of ETF, equity, mixed, bond and currency funds, following indexes as well as selecting equities through top-down, bottom-up and quantitative approaches. Through their funds, the firm invests in a variety of instruments including equities, bonds, alternative instruments, Chinese listed shares, money market instruments, warrants, asset-backed securities, government bonds, financial bonds, corporate bonds, convertible bonds, central bank bills, bonds repurchase, interbank deposits, cash, notice deposits, bank fixed deposits, certificates of deposit, short-term financing bonds and bond repurchase.

HuaAn Funds is an active, research-based, long-term manager which follows a value and growth-oriented approach to investments in Chinese equity and debt, convertible bonds and money market instruments. Their strategic asset allocation is defined by an investment committee. Their equity investment strategies include large-caps, small-caps, high growth and value-and-growth stocks. The firm's equity investment approach is both top-down and bottom-up, based on research that combines fundamental analysis, quantitative stock screening using a proprietary model and quantitative forecasts. HuaAn Funds’ fixed-income investment approach is top-down and based on macroeconomic analysis complemented by bond analysis.

HFM combines top-down and bottom-up approaches and concentrates investments in specific sectors. The firm has their investment decision-making, risk control team and research and development department. The investment decision making team is responsible for the major investment decisions such as fund asset allocation. The risk control team is responsible for the risk prevention measure proposal for the investment portfolio. The research and development department is responsible for the construction and maintenance of fund stock pool.