CUAM Today
Founded in 2005, China Universal Asset Management Co., Ltd. ("China Universal" or "CUAM") is today one of the most respected and innovative asset managers in China. Growing rapidly over the past 18 years, the firm now employs more than 900 staff and manages client assets in excess of USD 150 billion as of Dec 31, 2023
Founded in 2005, China Universal Asset Management Co., Ltd. ("China Universal" or "CUAM") is today one of the most respected and innovative asset managers in China. Growing rapidly over the past 18 years, the firm now employs more than 900 staff and manages client assets in excess of USD 150 billion as of Dec 31, 2023
Stable ownership structure and solid corporate governance
CUAM was the first among the top 20 mutual fund companies to implement the Employee Stock Ownership Plan in 2015.
Highly stable team with very low turnover rate
The internal talent training program and effective evaluation mechanism from long-term perspective have built us a very stable investment and research team.
Highly stable team with very low turnover rate
The internal talent training program and effective evaluation mechanism from long-term perspective have built us a very stable investment and research team.
Clear investment philosophy and process
At CUAM, we believe that through solid bottom-up fundamental analysis as well as consistent and complete investment process, we will find those undervalued high-quality stocks to furthest deliver prominent returns to our clients.
Full range of investment solutions with convincible long-term track record
We have built our upmost strength on A-share investment, and further extended such capabilities in investing all China related assets including Hong Kong and U.S. listed names. Among all active equity mutual funds having 10-Year track record in China, CUAM has three products ranking in top 15*.
Full range of investment solutions with convincible long-term track record
We have built our upmost strength on A-share investment, and further extended such capabilities in investing all China related assets including Hong Kong and U.S. listed names. Among all active equity mutual funds having 10-Year track record in China, CUAM has three products ranking in top 15*.
Complete compliance and risk management system
CUAM has established an independent regulatory and compliance system, as well as an efficient, well-bedded risk internal control scheme.
Persistent participation in social responsibility and public welfare projects, as well as responsible investing
We've started our charity education program "River•Children" since 2008, and delivered the first Social Responsibility Report in the industry in 2009. CUAM has also established its ESG investment policy, which is overseen by the independent ESG Committee.
Persistent participation in social responsibility and public welfare projects, as well as responsible investing
We’ve started our charity education program “River•Children” since 2008, and delivered the first Social Responsibility Report in the industry in 2009. CUAM has also established its ESG investment policy, which is overseen by the independent ESG Committee.
Source: Morningstar, CUAM, as of Dec 31, 2023.