Yinhua Fund Management Co., Ltd. (referred to as Yinhua Fund) is a comprehensive asset management company established in Beijing in 2001 by Southwest Securities, First Capital Securities, Northeast Securities, and Shanxi Haixin Industrial. Yinhua Fund holds qualifications for enterprise annuity fund investment management, qualified domestic institutional investor (QDII), specific client asset management, domestic trustee investment management of social security funds, insurance funds investment management, and basic pension management.
The following is the development history of Yinhua Fund:
- 2001: Yinhua Fund Management Co., Ltd. was established.
- August 2005: Obtained qualifications as an enterprise annuity fund investment manager, becoming one of the first fund management companies in China to receive this qualification.
- End of October 2007: Acquired qualified domestic institutional investor (QDII) status, allowing the conduct of overseas securities investment management business.
- February 2008: Obtained specific client asset management business qualification.
- December 2010: Acquired "domestic trustee investment management of social security funds" qualification.
- October 2012: Obtained insurance funds investment manager qualification.
- December 2016: Selected as one of the first basic pension insurance fund securities investment management institutions.
- June 2021: Received qualifications for a pilot fund investment advisory business.
The services provided by Yinhua Fund mainly include the following areas:
Public fund management: Yinhua Fund manages and operates a variety of public funds, such as equity funds, mixed funds, index funds, ETFs, bond funds, and money market funds, providing asset management services to investors.
Social security fund investment management: Yinhua Fund holds the qualification of a domestic trustee investment manager for social security funds, providing customized investment management services to social security funds.
Specific client asset management: Yinhua Fund is qualified as a specific client asset manager, offering asset allocation plans and investment management services for institutional and high-net-worth clients.
Enterprise annuity management: Yinhua Fund is qualified as an enterprise annuity fund investment manager, providing investment management services for enterprise annuity plans.
Pension management: Yinhua Fund is qualified as a basic pension insurance fund securities investment management institution, offering professional investment management services for pensions.
Domestic institutional investor (QDII) asset management: Yinhua Fund holds qualified domestic institutional investor (QDII) status, providing domestic institutions and individual clients with investment opportunities in overseas markets and options for risk diversification.
Fund investment advisory business: Yinhua Fund has qualifications for a pilot fund investment advisory business, offering investment advice and consulting services to clients.
