BEA Union Investment is crowned Provider of the Year (Onshore) 2021 by Benchmark

HONG KONG SAR –
Media OutReach – 6 April 2022 – BEA Union Investment Management Limited (“BEA Union Investment”) is pleased to announce that we are crowned the Provider of the Year (Onshore) 20211 by Benchmark, which translates that we were recognised as one of the top performed fund manager amongst all competing peers, after being assessed comprehensively with the consideration across different investment and operational capabilities. Our sound risk management, deep industry experience and strong investment expertise in Asia are fundamental factors that contribute us to the prestigious honour.

BEA Union Investment is pleased to announce that we are crowned as the Provider of the Year (Onshore) 20211 by Benchmark, together with three Outstanding Achiever House awards in three asset classes and one Best-in-class award.

BEA Union Investment is pleased to announce that we are crowned as the Provider of the Year (Onshore) 20211 by Benchmark, together with three Outstanding Achiever House awards in three asset classes and one Best-in-class award.

Alongside the outstanding performer award, we also scooped multiple accolades across asset classes, further testifying our outperformance in the respective areas. Award details below:

Benchmark Fund of the Year Awards 2021

  • Benchmark Provider of the Year (Onshore) 20211
  • Benchmark House Award 2021
    • Outstanding Achiever: China Equity1
    • Outstanding Achiever: Asia Fixed Income1
    • Outstanding Achiever: Asia Allocation Mixed Asset1
  • Benchmark Top Fund Award 2021
    • Best-in-class: HKD Fixed Income2

Producing investment alpha with decent performance is the prime function of investment managers. This could only be done with rigorous and well-established risk management process in the ever-changing economic environment and capital markets.

“One of the main drivers to our top class performance was our rigorous risk management being key to the investment process. We always believe that it is our top priority to protect clients’ interest. Maximising investment return is definitely one of our responsibilities, while mitigating risks transparently during down time is also indispensable to ensure that our clients feel secured and well protected,” said
Eleanor Wan, Chief Executive Officer of BEA Union Investment.

Our professional expertise and experience in managing portfolios across asset classes in Asia, consisting of equity, fixed income and mixed assets, provide us a solid foundation to consistently seek alpha and offer outstanding performance.

The reputable judges also made a commendation on our dedicated efforts in integrating ESG in our investment process. With superior resources from our shareholder, Union Investment, which is an award winning sustainable investor, we are confident that we can continuously elevate our ESG capabilities.

1 Source: Benchmark, March 2022.

2 Source: The fund is BEA Union Investment Hong Kong Dollar (HK$) Bond Fund, Benchmark, March 2022.

 

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