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Institutional
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Location：Institutional > Segregated Accounts > Core Competencies |
Core Competencies |
| In order to provide customers with “Tailored, Professional and Exclusive” services, Bosera has acquired after years of efforts the following core competences in the management of its segregated account management business: |
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Established on 13 July 1998, Bosera is one of the first five fund management companies established in China. Over the past 13 years, with respectable market image and reputable customer recognition, Bosera has been widely acclaimed by the society in terms of company management, brand-building and investment performance. From 2004 to 2011, Bosera was adjudicated by the World Brand Laboratory as one of the top 500 valued brand names in China for eight years in a row. Other recognitions received by Bosera included 2008 Best Fund Management Company in China, an award organized by the internationally renowned magazine AsianInvestor; and 2009 Golden Ox Fund Management Company.
Starting from 2006, the investment team of Bosera has gradually established five strategic groups namely the value group, growth group, blend group, ETF and quantified investment group and fixed income group during the investment portfolio management and asset allocation process. Each with its own investment style, the five groups basically cover the investment needs of all segregated accounts. The match between the investment styles of the designated investment team of Bosera with the risk-return preferences of the target clients is conducive to the achievement of the target return of the portfolios.
Bosera has been entrusted with investment management of segregated accounts since 2003. As one of the earliest companies developing segregated pension investment management in the industry, Bosera has accumulated extensive experience in account management, and nurtured and trained a professional investment management service team, laying a solid foundation for the development of the specialised asset management business. The majority of the core members of the segregated accounts investment team have served in Bosera for around 5 years, demonstrating commendable stability of our staff.
As one of the largest domestic fund companies in asset management as well as one of the largest domestic investment managers in pension asset management, Bosera manages funds/portfolios with different risk-return profiles, including equity, equity-biased, balanced, fixed income, index-tracking, money market and initial public offerings. Bosera has achieved outstanding investment performance in the management of various types of funds and possesses comprehensive investment management capabilities.
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| With approval from the CSRC, Bosera was qualified for specialised asset management business in February 2008. Since then, the business scope of Bosera diversified into mutual fund investment management, National Social Security Fund investment management, corporate annuity investment management and customised asset management, thereby providing customers with more sophisticated, diversified and comprehensive asset management services. |
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Bosera is a leading asset manager offering individual investors and institutional clients complementary asset management disciplines. Bosera 2024. All rights reserved. |
