Delegated mandates

Introduction

Apart from managing the assets of Taikang Group, Taikang Asset also manages the assets of external institutional clients and provides investment advice. It is committed to delivering long-term, stable investment returns for clients by leveraging its professional asset composition strategies.
Currently, our investment scope covers fixed-income, equity, offshore open-market assets, infrastructure and real estate as well as stocks and financial products, etc.

Licenses & qualifications

Thanks to our exceptional investment expertise, performance and rigorous risk control system, Taikang Asset has been licensed and certified by regulatory authorities for various investment activities, including third-party asset management, QDII business, stock index futures, the issuance of insurance investment products that can invest in secondary stock markets, infrastructure project investment, innovative debt investment plans, the creation and issuance of real estate investment products, RMB interest rate swaps, unsecured bond investment, credit risk management and GIPS.

Team & service

The company has set up dedicated sales and investment teams, with dedicated investment, account and sales managers as well as client service teams to manage the assets of external institutions, which will ensure the separate and equal operations of client’s assets.

Diverse investment options： Compared with asset management products, delegated investment mandates have more options in terms of investment strategy and tool. Customized investment offers greater flexibility in catching investment opportunities and can better satisfy client needs and achieve higher returns.

Highly qualified investment manager：Based on track records and investment styles, the company selects a dedicated investment manager who is backed by a strong investment research team. The client may directly communicate with the investment manager to ensure clients will access timely and efficient services.

Customized services：The company provides various kinds of investment reports on a regular basis, including investment analysis and advice. We can customize an investment plan based on the nature of your funds as well as your risk preferences and expected return.

Diverse client activities and personalized service：The company leverages its platform advantages to provide personalized and integrated, one-stop services for clients, including organizing various kinds of activities such as investment workshops and client salons.

AUM & clients

Thanks to our outstanding investment performance, our ability to invest across markets and asset classes as well as our extensive experience in client service, the company’s AUM has been growing at a fast pace. With a market leadership position, the company has built a high reputation in the market. Compared with its peers, the company serves the largest client base that covers the broadest variety of institutions, including banks, foreign and domestic insurers, interbank institutions, financial companies, policy funds, QFIIs and other financial and non-financial institutions.