How to treat Haifutong Fund Company?
Haifutong Fund Management Co., Ltd. is the first Sino-foreign joint venture fund management company in China, which was established in April 2003. Haitong Securities Co., Ltd. (600837), the Chinese shareholder of Haifutong, is one of the innovative securities firms with strong comprehensive strength in China. Fortis Fund, a foreign shareholder, was established in 1999 and is one of the largest fund management companies in Europe. As of June 65438+February 3, 20081day, the global assets managed by Fortis Fund were about170 billion euros. In September 2004, Haifutong took the lead in hiring Fitch Ratings, a world-renowned asset manager evaluation agency, to rate the company's asset management business. In 2005, 2006 and 2007, Haifutong won the excellent rating of "Yu Hui M2 (China)" asset manager, and in 2008, it won the "Yu Hui M2+ (China)" asset manager. The upgrade reflects Haifutong's growing business diversification, experienced management team, high attention to corporate governance structure and profitability above the industry average. In 2008, Fitch's upgrade rating showed that Haifutong reached international standards in organizational structure, independence, internal control, customer communication, investment management and risk management. FitchRatings is the number one asset manager rating agency in Europe and a professional leader in the field of asset manager rating. The open-end funds managed by Haifutong strictly abide by laws and regulations and fund contracts. Since August 2003, Haifutong has successively raised and established Haifutong Select Mix, Haifutong Income Growth Mix, Haifutong Currency, Haifutong Stock, Haifutong Enhanced Return Mix, Haifutong Style Advantage Stock, Haifutong Select No.2 Mix, Haifutong China Overseas Stock (QDII), Haifutong Stable Margin Bond and Haifutong Leading Growth Stock (Haifutong Select Mix, Haifutong Leading Growth Stock, Haifutong has long been committed to promoting the development of enterprise annuity in China, and has a clear organizational structure and division of responsibilities for independently managing and operating enterprise annuity business. In August, 2005, Haifutong was approved by Ministry of Human Resources and Social Security as the first investment manager of enterprise annuity fund. With excellent professional investment experience and management ability in the domestic market, Haifutong has established a reputation in the international market, and its overseas business has continued to develop, becoming an investment consultant for many well-known overseas institutions to invest in China. In addition, Haifutong also serves as the investment consultant of Fortis China Yangzi A-share Fund, Fortis China B-share Fund, Fortis Small-cap Fund, Fortis QFII China Opportunity Fund and Fortis QFII RMB Money Market Fund respectively. Fortis Private Bank is a private banking company under Fortis Group, providing comprehensive financial and wealth management services for high-end individual customers. Fortis Private Bank relies on Haifutong's strong China stock research strength to provide customers with special account wealth management services, and takes Haifutong as an investment consultant to invest in China stocks other than A shares, including B shares and H shares. Haifutong was approved by China Securities Regulatory Commission in August 2007, and obtained the qualification of qualified domestic institutional investor (QDII). At present, Haifutong's first QDII fund product "Haifutong China Overseas Select Stock Securities Investment Fund" was established in June 2008. Haifutong was approved by China Securities Regulatory Commission in March 2008, and obtained the qualification of asset management business for specific customers, which laid a solid foundation for the further development of Haifutong's diversified business.