It is a well-known brand in the fund industry and a comprehensive asset management company in China, providing asset management services for insurance companies, financial companies, enterprise annuities, other institutional investors and high-net-worth individuals
E Fund Management Co., Ltd. was established on April 17, 2001 with a registered capital of RMB 120 million and has branches in Beijing, Guangzhou, Shanghai, Nanjing and Chengdu. The company adheres to the tenet of "winning the trust of the market and the society", adheres to the business philosophy of "achieving sustainable and steady growth through professional operation and teamwork under the premise of integrity and standardization", and wins market recognition with strict management, standardized operation and good investment performance. In October 2004, E Fund obtained the qualification of investment manager of the National Social Security Fund. In August 2005, E Fund obtained the qualification of enterprise annuity fund investment manager. In December 2007, E Fund was granted the Qualified Domestic Institutional Investor (QDII) qualification. In February 2008, E Fund obtained the qualification to engage in asset management business for specific clients. As of March 31, 2011, the company managed a total of 24 open-end funds, 1 closed-end fund and a number of national social security fund asset portfolios, enterprise annuities and special accounts for specific customer asset management, with assets under management of nearly 200 billion yuan.
E Fund attaches great importance to improving the internal management system and improving the risk prevention mechanism, and has taken the lead in formulating the "Internal Control Outline" in the industry since its establishment, standardizing the corporate governance structure, internal control system and system management, basic points of internal control, control environment, and continuous control inspection, and on this basis, it has formulated a large number of rules and regulations, and initially formed a set of institutionalized management system with the company's characteristics and in line with the standard operation requirements of the fund industry, ensuring the company's compliance and efficient operation. It has been fully affirmed by the national competent authorities and intermediary evaluation agencies.
The fund industry is a "people's business", and E Fund has strived to build a highly professional fund management team since its establishment. As of March 31, 2011, the company had 324 employees (including 12 in Hong Kong subsidiary), with an average age of 32 years old, of which 55.6% had a master's degree or above, and 31.5% had a compound professional background. The company's senior executives have more than 17 years of experience in finance, and all of them have an education background in economics or management. The company's investment research team is professional, stable and enterprising, with a total of 71 investment and research personnel, including 34 fund managers and investment managers, with an average of 10 years of experience in the securities industry, all of whom have a master's degree or above, 52.9% of whom have a science and engineering background, and 47.1% of whom have a compound professional background; There are a total of 38 researchers, all of whom have a master's degree or above, 73.7% have a science and engineering background, and 52.6% have a compound professional background.
Perfect system, strict management and standardized operation have enabled the company to maintain a benign development trend of continuous growth in all aspects of business, and the comprehensive ranking of investment performance has always been among the best among domestic fund companies. As of March 31, 2011, the company's funds have accumulated dividends of more than 46 billion yuan, creating good returns for investors.
Research-led, investment-research benign interaction
The company has always adhered to the concept of value investment, emphasizing the leading role of research in investment, and constantly pursuing the depth and forward-looking of research. At present, the company has independently cultivated and established a team of high-quality researchers, formed a research-led investment culture, and the research focuses on in-depth excavation, field research, continuous tracking, mutual promotion and benign interaction between investment and research, which has laid a solid foundation for the company to achieve excellent investment performance.
Professionalism and honesty are E Fund's service philosophy. The company is constantly committed to improving the quality of customer service, strengthening multi-party communication and coordination, and improving and innovating service methods. At present, the company has signed cooperation agreements with a number of institutions, and launched an online trading platform for open-end funds, striving to provide customers with more trading convenience and preferential treatment.
E Fund will continue to adhere to the integrity and performance of the foundation, continue to innovate, proactive, and strive to create the best returns for investors.
