SOLUTIONS

Investment Approaches and Solutions

SOLUTIONS

Investment Approaches and Solutions

E Fund offers a wide range of investment solutions to meet the needs of our onshore and offshore clients. We are one of the few Chinese fund managers with all the required domestic licenses to provide full investment management services to domestic and global investors wanting to capture and capitalize inbound and outbound investment opportunities.

 

We have deep and broad investment experience and expertise across all asset classes. This is proved by our diversified style, clear philosophy, robust research, systematic process, collaborative approaches, and strong and consistent performance.



Active Equity

Our active equity strategies are led by in-depth fundamental analysis, finding values to achieve sustainable and excess returns for our clients.


Index / Quant Investing

Index Investing

Based on passive investing, we provide our clients streamlined, systematic and refined management, aiming for standard, transparent and cost-efficient investment instruments with minimal tracking errors.

Quantitative Investing

Our quantitative investing employs a scientific investment process to diversify investment strategies through quantitative, systemic and engineered methodologies and tools. We also adopt prudent risk management methods to pursue sustainable excess returns.


Fixed Income

Fixed Income

Our fixed income strategies focus on generating a steady stream of income for our clients amid volatility, complex market conditions and low interest rates, while managing risks to preserve your capital and income.


Multi-Asset

Multi-Asset

We combine our capabilities across investment strategies, expertise and regions to deliver diversified solutions that are based on client’s risk appetite. Integrating our qualitative judgement and quantitative model, we optimize our asset allocation to bring reliable returns.


Alternative

Our subsidiary, E Fund Asset Management Co., Ltd., offers a variety of investment capabilities to meet the capital management needs of corporates as well as financial institutions. These include public and private equities (M&A funds, NEEQ funds), real estate investing (REITs), securitizations, PE FOFs, etc. Our offering includes equities, real estates, securitizations, private equity FOFs, M&A funds, NEEQ funds, REITs, quality assets of corporates and financial institutions, and FOF/MOM.


Customized

Customized

In 2008, we became one of the first fund managers in China to obtain the qualification to provide segregated account management services. Since then, we have developed a multi-layered client service ecosystem to provide customized solutions to our segregated accounts.

From our sales process through to investment management and to our client services, we have substantial resources dedicated to maintaining a high service quality.

We take a systematic approach to meet your return targets while managing against your asset-liability dynamics to reduce risk.