Mainland China(中国内地)
Fixed Income Investment
  • Overview
  • Highlights
Overview
Leveraging extensive research, E Fund fixed-income team integrates top-down and bottom-up approaches to effectively pursue clients' investment objectives while managing risks. Throughout the years, we have built a team of experts who specialize in managing specific sub-asset types and constitute forward-looking research and investment capabilities. Our products have stood tests across multiple market cycles, consistently delivering stable investment returns in the long term.
Highlights
  • Research-driven investment framework
    In-depth research serves as the foundation for our investment decision-making. Meanwhile, we actively cultivate and strengthen our internal research teams and are committed to further enhancing our research capability. Over a decade, we have built a proprietary credit research framework that helps to closely monitor credit risk from multiple dimensions. We also have formed highly specialized teams to conduct strategy research that generate deep insights for each fixed-income sub-asset class.
  • Efficient investment management
    Leveraging our team specialization and advanced system support, our investment team has a proven long-term track record. The AUM enjoyed a steady growth while we continue to improve efficiencies. Our client base comprises a diverse range of institutional investors, including social security funds, pension funds, banks, insurance companies, and trusts.
  • Systematic risk management
    We pay close attention to risk management, as we believe reducing risk creates value. The team scrutinizes investment performance via its extensive suite of risk-adjusted return indicators. By incorporating standardized and disciplined processes within our proprietary systems, we employ rigorous risk management approaches across ex-ante, interim, and ex-post stages. These meticulous approaches guarantee smooth and efficient investment operations.
  • Client-oriented services
    We strive to anticipate the evolving needs of our clients. Our team of account managers is dedicated to gaining a deep understanding of our clients and their risk and return appetites. This allows us to provide tailored solutions that align with specific requirements and preferences.