A Market-Leading Presence in China

The Huatai-PineBridge Joint Venture

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

¹ Securities Association of China, as of 31 December 2021.

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.

Assets Under Management

Huatai-PineBridge manages over US$65 billion¹ of assets across four key areas of the business including active quantitative equities, active fundamental equities, ETFs and fixed income.

Onshore ETF Innovator

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.²

First-mover in Onshore Quant Investing

As one of the largest active quant fund managers in China², Huatai-PineBridge is a seasoned onshore quant investor with decades of experience.

¹Source: Huatai-PineBridge, as of 24 March 2024. ²Source: Wind, as of 31 December 2022.

Our Joint Venture Partner

Huatai Securities Company Limited

Huatai Securities Company Limited, one of China’s largest securities brokerage by assets under management¹, 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.

¹Securities Association of China, as of 31 December 2021.

Solutions

Huatai-PineBridge manages approximately US$43 billion¹ across a comprehensive offering of onshore solutions covering active equities, ETFs and fixed income solutions:

Active Quantitative Equity

One of China’s largest active quant fund managers by assets.²
Active quant strategies covering most major benchmarks in A-shares, including the CSI 300 Index, CSI 500 Index, MSCI China A international Index, ChiNext Growth Board Index

Active Fundamental Equity

Targeting medium- to long-term alpha opportunities through focused fundamental research and disciplined bottom-up investment philosophy and process
Active fundamental equity range targets alpha across diversified sectors and themes, including Consumer, Medical, Financials & Real Estate, Services, and others

Exchange Traded Funds (ETFs)

Third largest ETF provider in China²
Launched the first, and currently the largest, onshore CSI 300 ETF tracking the China A-share market²
A comprehensive and diversified range of ETF offerings across market cap, smart beta, and thematic exposure of the China A-share market

Fixed Income Bonds / Money Market

Actively managed open-end bond funds, money market funds and separately managed accounts focused on China’s dynamic bond market

¹Source: Huatai-PineBridge, as of 31 December 2022. ²Wind, as of 31 December 2022.

Investment Spotlight

China A-shares Quantitative Investing

Among the first movers in quant investing in China is Huatai-PineBridge, a joint venture of PineBridge and Huatai Securities. As one of China’s largest active quant fund managers¹, 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 16-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.² 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.

¹Wind, as of 31 December 2022. ²As of 31 December 2022.

Yong Han

Chief Executive Officer, Huatai-PineBridge

The continued growth and development of China’s capital markets underpinned by growing wealth is driving a fast-growing need for diverse range of investment solutions. Huatai-PineBridge have been at the forefront of developing meaningful active and passive solutions across onshore asset classes and continues to be dedicated to launching innovative new products for targeted investment opportunities.”