Institutional Business
Southern Asset Management provides professional, comprehensive and one-stop asset management services for institutional investors. As one of the first fund companies to provide professional services to institutional investors, we are committed to creating value and delivering high-quality service experience for institutional investors, with value creation as the core and product innovation as the engine. As of June 30, 2024, Southern Asset Management has a total of 204,000 corporate clients.
Client Base
Our clients span from domestic clients including commercial banks, investment banks, insurers, trust companies to international clients including central banks, sovereign wealth funds, pension funds, endowment funds and global fund houses, etc.
Products & Services
Southern Asset Management is dedicated to delivering top-notch asset management expertise through our mutual funds, separate accounts and investment advisory service. As one of the first fund managers in China, our investment service has been highly recognized by renowned domestic and international clients. We also commit to help clients invest in China market through QFII, RQFII, Stock Connect, Bond Connect programs and deliver sustained value to these clients. In addition, we offer a variety of value-added services including tailored training, themed-research and knowledge sharing sessions, etc.
Mutual Funds
Mutual Funds
We offer a comprehensive product line of mutual funds to onshore institutional clients as well as investors in offshore markets through programs such as Mainland-Hong Kong Mutual Recognition of Funds, SZSE and SGX ETF link and cross-listing of ETFs with other markets.
Separately Managed Accounts
Separately Managed Accounts
We are dedicated to providing Institutional clients with best-in-class China investment solutions. Clients can leverage our investment expertise by investing in our bespoke single-client and multi-client asset management plans.
Investment Advisory
Investment Advisory
With tested investment expertise in China markets, we are also a trusted partner of investors seeking external investment advice for more robust performance of their portfolios or launching China-focus investment products in foreign markets. We pride ourselves in being your trusted partner of consistent performance.
Business Advantages