E Fund Management Co., Ltd. was established on April 1 2006, with six branches in Beijing, Guangzhou, Shanghai, Chengdu, Dalian and Nanjing, as well as subsidiaries such as E Fund International Holdings Co., Ltd. and E Fund Management Co., Ltd. E Fund adheres to the tenet of "winning the trust of the market and society", adheres to the business philosophy of "achieving sustained and stable growth through professional operation and teamwork" on the premise of "integrity and standardization", and wins market recognition with strict management, standardized operation and good investment performance.
From June 5438 to 10, 2004, Yifangda obtained the qualification of investment manager of national social insurance fund. In August 2005, E Fund obtained the qualification of investment manager of enterprise annuity fund. From June 5438 to February 2007, E Fund obtained the qualification of qualified domestic institutional investor (QDII). In February 2008, E Fund obtained the qualification of asset management business for specific customers. 20 12, 10 obtained the qualification of insurance entrusted asset management. As of June 365438+February 3 1 February 20 1 May 5, E Fund * * managed 88 open-end funds,1closed-end funds and a number of national social security fund portfolios, enterprise annuities and asset management services for specific customers, with a total asset management scale of 826.958 billion yuan.
public fund
As of June 365438+February 3 1 20 15, E Fund managed 88 open-end funds and 1 closed-end funds, covering active stock funds, fully replicated index funds, enhanced index funds, hybrid funds, bond funds and money market funds.
Social insurance fund
On June 5438- 10, 2004, E Fund was comprehensively evaluated by the National Social Security Council and obtained the qualification of investment manager of social security funds. In the process of managing the social security fund portfolio, the company adheres to the principle of steady operation and long-term income, and has achieved good management performance, which has been recognized by the National Social Security Council.
Supplementary pension
As one of the first fund companies to obtain the qualification of annuity investment manager, E Fund signed the first enterprise annuity investment management contract of China fund industry in March 2006, and operated according to Order No.23. On June 12, 2006, the annuity fund managed by the company officially entered the market for investment, which was the first time that China enterprise annuity entered the market.
Special account business
E Fund is one of the first fund companies in China to obtain the qualification of special account business. By the end of February, 2015,65438, our company * * * had 54 single customer-specific asset management accounts in operation; * * * There are 1 1 asset management plans invested and operated by specific clients.
International business
E Fund obtained QDII (Overseas Securities Investment Management) business qualification in June 5438+February 2007, and established a wholly-owned subsidiary in Hong Kong in August 2008. Now it has obtained RQFII and QFII qualifications. By the end of 20 15 and 12, Hong Kong subsidiary * * * had issued 10 RQFII funds, with a total asset management scale of nearly 26.29 billion yuan.