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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


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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 approximately US$21 billion2 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 one of the largest and most liquid CSI 300 ETFs in the world.1

First-mover in Onshore Quant Investing

As the #1 largest active quant fund manager in China1 with over US$2.1 billion in active quant mutual fund assets, Huatai-PineBridge is a seasoned onshore quant investor with decades of experience.

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1Source: Wind, Huatai-PineBridge, as of 30 June 2020. 2Source: Huatai-PineBridge, as of 30 June 2020.

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Our Joint Venture Partner

Huatai Securities Company Limited

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.

About Huatai-PineBridge

1Soure: Wind, as of 30 June 2020.

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Solutions

Huatai-PineBridge manages over US$21 billion2 across a comprehensive offering of onshore solutions covering active equities, ETFs and fixed income solutions:

Active Quantitative Equity
Active Quantitative Equity
  • China’s largest active quant fund manager by assets.1
  • 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
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)
Exchange Traded Funds (ETFs)
  • Third largest ETF provider in China1
  • Launched the first, and currently the largest, onshore CSI 300 ETF tracking the China A-share market1
  • 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
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: Wind, as of 30 June 2020. 2Source: Huatai-PineBridge, as of 30 June 2020.

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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 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 June 2020.

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Featured Strategy

PineBridge China A-Shares Quantitative Strategy

 


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A different source of alpha to complement investor’s existing portfolio


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A competitive track record of consistent risk-adjusted alpha


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Management with a highly experienced onshore investment team

 

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Investment Manager

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