Guotai Fund Management Co., Ltd. (referred to as Guotai Fund) was established in Shanghai in 1998 as a fund management company. Its business scope includes public fund investment management, social security fund investment management, corporate annuity investment management, specific customer asset management, qualified domestic institutional investor, occupational annuity investment management, qualified foreign institutional investor, fund investment advisory business, and insurance fund entrusted investment management.
The development history of Guotai Fund can be divided into the following stages:
- 1998: Guotai Fund Management Co., Ltd. was established.
- 2004: Became a national social security fund investment manager.
- 2006: Obtained investment advisory business qualifications.
- 2007: Acquired the qualification for corporate annuity investment management from the Ministry of Labor and established the "Red Candle Charity and Poverty Alleviation Plan."
- 2008: Acquired the qualification as a Qualified Domestic Institutional Investor (QDII), and established a wealth management center.
- 2009: Italy's Generali Group invested in the company and signed a "Memorandum of Investment and Cooperation."
The business scope of Guotai Fund includes the following aspects:
- Public Fund Investment Management: The company manages several public funds, including equity funds, index funds, balanced funds, bond funds, QDII funds, and money market funds.
- Social Security Fund Investment Management: Authorized by the National Social Security Fund Council as one of its investment managers, it provides investment management services for social security funds.
- Corporate Annuity Investment Management: As one of the fund companies qualified for corporate annuity investment management, it offers investment management plans for corporate annuities.
- Specific Customer Asset Management: It offers specialized entrusted investment management services for specific clients, formulating investment strategies and portfolio allocations based on different risk preferences and return objectives.
- Qualified Domestic Institutional Investor (QDII): Acquired QDII business qualifications, providing domestic investors with investment opportunities and risk diversification in overseas markets.
- Occupational Annuity Investment Management: Approved as an occupational annuity investment manager, providing investment management services for occupational annuities.
- Fund Investment Advisory Business: Offers fund investment consulting services, including market analysis, product recommendation, and portfolio optimization.
- Insurance Fund Entrusted Investment Management: In collaboration with Italy's Generali Group, it provides insurance fund entrusted investment management services for its affiliate insurance companies.