For decades, PineBridge has been providing investment management solutions and strategies to onshore institutional clients in China. In 2004, PineBridge further strengthened its presence through the establishment of a joint venture with Huatai Securities Company, one of China’s top five largest securities brokerages by assets under management.1
Combining the power of global reach with onshore expertise, the Huatai-PineBridge joint venture was established between major stakeholders Huatai Securities Company and PineBridge Investments, with a minority stake by Suzhou New District High-Tech Industrial Company Limited. Headquartered in Shanghai, the company has branch offices in Beijing and Shenzhen.
Huatai-PineBridge manages over US$34 billion2 of assets across four key areas of the business including active quantitative equities, active fundamental equities, ETFs and fixed income.
Features a successful onshore ETF business, including the country’s first CSI 300 ETF with T+0 settlement – currently the largest and most liquid CSI 300 ETFs in the world.1
As one of the largest active quant fund managers in China1 with US$1 billion in active quant mutual fund assets, Huatai-PineBridge is a seasoned onshore quant investor with decades of experience.
1Source: Wind, Huatai-PineBridge, as of 30 September 2021. 2Source: Huatai-PineBridge, as of 30 September 2021.
Huatai Securities Company Limited, China’s third largest securities brokerage1, is a leading integrated securities group serving institutional and retail investors alike via its extensive e-trading platform and full-service investment business. Huatai Securities was established in May 1991. With over two decades of operating history, Huatai Securities achieved rapid growth by successfully capitalizing on the transformation and innovation opportunities of China's capital market and securities industry. The firm’s major financial indicators and business indicators are amongst the forefront of the domestic securities industry.
1Soure: Wind, as of 30 September 2021.
Huatai-PineBridge manages over US$33 billion2 across a comprehensive offering of onshore solutions covering active equities, ETFs and fixed income solutions:
1Source: Wind, as of 30 September 2021. 2Source: Huatai-PineBridge, as of 30 June 2021.
Among the first movers in quant investing in China is Huatai-PineBridge, a joint venture of PineBridge and Huatai Securities. As the largest active quant fund manager in China, the highly experienced onshore Huatai-PineBridge team has decades of experience and manages several quantitative China funds using a systematic model underpinned by fundamental signals. The 14-member quant team is headed by Hanqing Tian, former portfolio manager of Barclays Global Investor’s (BGI) Asia ex Japan market-neutral fund with over 20 years of relevant experience.1 The team combines global experience with local knowledge and uses a dynamic quantitative model along with qualitative inputs to maximize the China A-share opportunity.
1As of 30 September 2021.