Enterprise annuity funds

Thanks to its solid long-term investment performance, Taikang Asset has become a widely recognized investment manager of enterprise annuity assets, leading the industry in terms of EA AUM with an expanding market share. 

With continuous improvements, Taikang Asset has established a robust EA business management system and developed a highly qualified EA management team. For the EA business, the company has formed dedicated teams for marketing, client service, investment management, operations and logistics. These teams are composed of excellent investment managers who can ensure the great performance of EA business. In the future, Taikang Asset will continue to exercise its best efforts to increase the value of EA assets as part of its contribution to China’s social security system. 

The company has also developed operating standards and policies based on the characteristics of the EA business, while upgrading our information systems and improving managerial skills. Thanks to these efforts, Taikang Asset has produced satisfactory returns for EA clients. As a result, the company has built a leadership position among its peers thanks to the dramatic growth in the number and value of EA accounts. 

Taikang Asset is also a recognized innovator in EA management. In July 2013, eight of Taikang Asset’s pension products were registered and approved by the Ministry of Human Resources and Social Security, putting the company among the first group of insurers licensed for conducting this business, which will create more options for EA asset consolidation and reduce EA management costs for SMEs. Besides, the company can also achieve economies of scale and produce better returns. 

Significant events: 
June 2016: Taikang Asset was honored by magazine The Asset as “China Fund Management Company of the Year (Enterprise Annuity)” at The Asset Triple A Asset Servicing, Investor and Fund Management Awards 2016. 
June 2015: Taikang Asset was honored by magazine The Asset as “China Fund Management Company of the Year (Enterprise Annuity)” at The Asset Triple A Asset Servicing, Investor and Fund Management Awards 2015. 
January 2014: Taikang Asset was honored by magazine Asia Asset Management as “China: Best EA Product” at the 2013 Best of the Best Awards. 
August 2013: Taikang Asset was the first company in the market to issue three hybrid and stock-oriented pension products in order to achieve better returns. 
November 2012: Taikang Asset was honored by 21st Century Business Herald as the “Best Enterprise Annuity Manager” at the Gold-Shell Award. 
January 2011: Taikang Asset was selected by CNPC from many strong competitors as one of the managers for China’s largest EA project. 
January 14, 2011: A public company from Shanxi province presented an award to the company in recognition of its exceptional performance during the management of the company’s EA investment plan. 
January 11, 2011: The enterprise annuity council of a mining company from Shanxi province presented a trophy to Chairman Chen Dongsheng in recognition of our consistently exceptional performance in the management of the company’s EA investment plan and commended our company as “a reliable asset management company”. 
August 2009: Taikang Asset joined hands with Taikang Pension and became the manager of EA projects for 15 railway bureaus, including Shanghai, Guangzhou, Shenyang, Xi’an, Zhengzhou, Urumqi, Jinan, Lanzhou, Chengdu, Taiyuan, Harbin and Qinghai-Tibet. 
October 2008: The company was selected by the Ministry of Railway as the candidate manager of EA funds for railway companies. 
June 2008: Taikang Asset and Changjiang Pension Insurance Co., Ltd. signed the Contract for the Investment Management of Enterprise Annuity for Shanghai Transitional Enterprise Annuity Plan. The plan was activated in July 2008, with assets totaling RMB one billion. 
November 19, 2007: Taikang Asset was licensed by the Ministry of Labor and Social Security in the second of EA institutional managers, which resulted in the creation of the “Three-in-One” EA service system at Taikang and significantly strengthened the synergistic effect of the Group’s EA business.