宏利基金独资三周年：全球视野筑基，本土智慧开花

Core Insights - Manulife Fund, the first public fund management company in China to transition from a joint venture to a wholly foreign-owned enterprise, celebrated its third anniversary of full foreign ownership in November 2023 [1][2] - The company has achieved significant milestones, including acquiring 13 million new clients and reaching a total management scale of approximately 100 billion yuan, reflecting a 52% growth since the acquisition [3][6] - Manulife Fund emphasizes its commitment to providing innovative wealth and asset management solutions tailored to the evolving needs of investors, leveraging global resources and local insights [2][3] Company Development - Established in June 2002, Manulife Fund transitioned to full foreign ownership in November 2022, with 100% control by Manulife Financial Group's subsidiary [2] - The company has positioned itself as a leader in active management and global asset allocation, ranking 6th among 127 fund companies in active stock investment capability over the past two years [3][6] Product Innovation - Manulife Fund actively participated in the pilot of floating rate funds, being the only wholly foreign-owned public fund among 26 participating companies [4] - The company launched the first green inclusive finance bond index product in collaboration with Shanghai Pudong Development Bank, aligning with national dual carbon goals [4] Future Strategy - The company aims to deepen its focus on equity investment, fixed income, pension investment, and ESG, providing diversified asset allocation tools for investors [6][7] - Manulife Fund has identified three core competitive advantages: leading active management capability, global asset allocation ability, and a strong focus on local pension finance solutions [6][7] Industry Insights - The event highlighted the challenges in the pension finance sector, including the need for a more integrated service ecosystem and personalized product offerings [8][9] - A recent survey indicated that 80% of respondents felt more confident about retirement with professional financial advisors, underscoring the importance of professional pension education and consultation [9][10]