Fortis Haitong Investment Management Co.,Ltd (hereafter "Fortis Haitong") was among the first group of joint venture investment management firms approved by the Chinese government. Its domestic shareholder Haitong Securities Co.,Ltd. is one of the most innovative brokerage firms in China, while its foreign shareholder Fortis Investment Management is one of the largest fund management companies in Europe.
In September 2004, Fortis Haitong became the first mutual fund house in China who invites the world famous Fitch Rating Ltd. to evaluate overall corporate performance in asset management. The company has been rated as “M2”(China) for three consecutive years from 2005 to 2007; in 2008, Fortis Haitong received “M2+” rating from the agency. Such achievement clearly reflects the improving capability of Fortis Haitong’s investment team as well as its strong commitment in governance and pursuing profitability.
Since August 2003, Fortis Haitong has raised nine funds: FHT Best Selection Balanced Fund, Income Growth Balanced Fund, Equity Fund, Money Market Fund, Style Rotation Equity Fund, Enhanced Return Balanced Fund, Best Selection II Balanced Fund, China Overseas Equity Fund and Stable Interest Bond Fund. Every fund managed by Fortis Haitong strictly follows all regulations required by law and contract.
Fortis Haitong has always been devoted to promote the development of enterprise annuity (EA) in China. In August 2005, Fortis Haitong was among the first group of companies recognized by the Ministry of Labour and Social Security to manage the investment of EA.
With outstanding expertise on managing investment in China, Fortis Haitong has gradually established its international prestige over the years. As business opportunities oversea continue to expand, Fortis Haitong has become the leading investment advisor for many international institutions interested in China’s capital market. It provides valuable advises for funds issued by Fortis Investments including Flexifund Equity China A (Yangzi Fund), Flexifund Small Cap China A Fund, Flexifund China RMB MMF Fund, Primera Fund Equity China B, Flexifund China Opportunity Fund and Flexi III Short-term Bond Fund RMB.
In addition, Fortis Haitong helps Hanwa Group manage the Hanwha Dream and Green China Fund as investment advisor. Hanwa Group is one of the largest financial institutions in Korea that provides services in securities, insurance, and asset management.
Fortis Private Bank offers wealth management service tailored to customers with high net-worth. As its sole investment consultant in China, Fortis Haitong advises Fortis Private Bank (Singapore) on investments in B Shares and H Shares. In March 2008, Fortis Haitong was granted the license for “Segregated Account Business” by China Securities Regulatory Commission (CSRC).
In March 2008, Fortis Haitong was granted the license for “Segregated Account Business” by China Securities Regulatory Commission (CSRC).
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Business Principles
Fortis Haitong is devoted to becoming the premier asset-management firm in China. Our operating philosophy is based on two core principles: assist our clients to achieve their financial objectives and conduct ourselves according to the strictest professional standards.
Assisting our clients to achieve their financial objectives is a value that drives our research and product development, while adhering to the strictest industry standards. To achieve this vital objective we employ the high caliber professionals experienced in both domestic and international markets and also identify our culture and core values. This ensures the entire organization with unwavering dedication, focus, professionalism, and commitment to ensuring long-term client satisfaction.
Facing the rapid changes taking place domestically and internationally, we fully recognize that teamwork, trust, partnership, and dedication are critical for our organization to better serve our customers. Our success thus far has been characterized by a very strong commitment by the JV partnership to developing an organization that will excel in the market with professional talent, corporate governance, investment strategies, risk management, and client focus.
