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]

Core Viewpoint - Manulife Fund, the first public fund management company in China to transition from a joint venture to a wholly foreign-owned enterprise, celebrates its third anniversary as a wholly foreign-owned entity, emphasizing its commitment to the Chinese market and the future of pension finance [2][4]. Group 1: Company Achievements - Over the past three years, Manulife Fund has added 13 million new clients, with total assets under management reaching approximately 100 billion yuan, reflecting a 52% increase since the full acquisition [5][6]. - The company's active stock investment capability ranks 6th out of 127 fund companies in the past two years, and 11th out of 98 in the past five years [5][6]. Group 2: Strategic Focus - Manulife Fund aims to leverage its global resources and local insights to provide innovative wealth and asset management solutions, focusing on three core areas: active management, global asset allocation, and pension finance [4][9]. - The company has established three differentiated core advantages: leading active management capability, global asset allocation ability, and a deep understanding of local pension finance needs [8][9]. Group 3: Pension Finance Initiatives - Manulife Fund collaborates with various partners to explore pension solutions tailored to Chinese residents, including reports and products aimed at addressing retirement needs [6][12]. - The company actively participates in the first batch of floating rate fund trials in China and has launched green financial products in response to national carbon reduction goals [6][12]. Group 4: Future Outlook - The company is optimistic about the Chinese pension market, anticipating significant opportunities due to demographic changes and the need for a strengthened pension system [8][9]. - Manulife Fund is committed to becoming a key player in the high-quality development of the pension industry, emphasizing the importance of collaboration among all stakeholders in the pension ecosystem [13][15].