ICBC Credit Suisse Asset Management Co., Ltd.(“ICBCCS”) is a fund management company established jointly by the Industrial and Commercial Bank of China and Credit Suisse, in June 2005.
Since the Company was founded, it has upheld the mission of “Providing Excellent Wealth Management Services for Clients with Prudent Investment”. With its strong shareholder support, prudent management philosophy, scientific investment process, robust risk control system and experienced management team, the Company commits to providing first-class investment management services to investors in a professional and regulated manner that lives up to international standards.
ICBCCS acquired business qualifications for managing mutual funds, QDII, Enterprise Annuity (corporate pension), Separately Managed Account (SMA) and National Social Security Fund. Also by the end of 2014, the company has provided asset management services to over 8 million mutual fund clients and multiple pension and SMA clients with products covering over 50 mutual funds as well as dozens of pension and SMA portfolios. Today the total asset under management is near RMB 600 billion.
ICBC Credit Suisse Asset Management (International) Company Limited (“ICBCCSI”) is the Company’s wholly-owned Hong Kong subsidiary company that was set up in 2011. ICBCCSI is licensed to carry on Type 4 and Type 9 activities, providing overseas investment products and services. Since July 2012, ICBCCS was awarded a mandate by the Social Security Fund to invest in offshore IPOs and placements. In August 2012, ICBCCSI received the RQFII qualification approved by the CSRC, and therefore was permitted to launch RQFII products and further expand overseas business.
The Company is among the first batch in the industry to set up its wholly owned subsidiary, ICBCCS Investment Management Co. Ltd., in November, 2012, to carry out SMA business. And thus the Company has become one of the domestic fund companies with the most comprehensive business qualification. Therefore, the Company is well capable of providing investors with more flexible wealth management instrument and solutions.
Adhering to the “people-oriented” approach, the Company has attracted talent from home and abroad and has built a credible, diligent, and cohesive professional team. Company has near 400 staff members who are 32 years old on average and more than 70% of the staff have master’s degree or above. The investment and research team of the Company is composed of approximately 100 experienced investment and research experts. Amongst them, the portfolio managers have an average of 10 years’ experiences.
Data
600 billion/RMB
total asset under management is near RMB 600 billion
8 million
services to over 8 million mutual fund clients
70%
more than 70% of the staff have master’s degree or above
10 years
portfolio managers have an average of 10 years’ experiences
Awards
《中国证券报》 Golden Bull Asset Management Company for Rookies in 2006
Golden Bull Asset Management Company in 2008 and 2011
Golden Bull Bond Investment Fund Company in 2013
《上海证券报》 The Fastest Improving Asset Management Company in 2006
The Asset Management Company with Best Risk Control in 2007
The Fastest Improving Asset Management Company in 2008
Asset Management Company with Excellent Bond Investment Return in 2010, 2012 and 2013
《证券时报》 Asset Management Company with Best Potential in 2005
Star Asset Management Company in Investor Education in 2007
China Star Asset Management Company in 2008
Top 10 Star Asset Management Company in 2011 and 2012
Star Asset Management Company in Fixed Income in 2012 and 2013