BEA Union Investment Management Janet Li
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$7 Billion BEA Union Investment Launches BEA Union Investment Global Quality Bond Fund with at Least 70% of Investment in Global Investment-Grade Debt Securities & Monthly Dividend Distribution, Currency Available in USD, HKD & RMB, Subscription Period Between 26th August to 10th September 2024 with Official Launch on 10th September 2024

27th August | Hong Kong

BEA Union Investment Management with $7 billion AUM is launching the BEA Union Investment Global Quality Bond Fund with at least 70% of investment in global investment-grade debt securities & monthly dividend distribution.  The fund currency is available in USD, HKD & RMB, and the subscription period is between 26th August to 10th September 2024 with official launch on 10th September 2024.  Announcement: “BEA Union Investment Management Limited (“BEA Union Investment”) today announced the distribution of BEA Union Investment Global Quality Bond Fund (“the Fund”) will commence on 10 September 2024, with an IPO subscription period between 26 August and 10 September.  The Fund aims to offer investors a high-quality bond strategy with reduced volatility and risk that can ride out potential market fluctuations while offering compelling income potentials. The Fund primarily invests in US Treasuries and USD-denominated Investment-grade bonds spanning across developed markets, including the US, Europe, Japan, and Australia from an array of sectors, such as banks, financials, industrials, and technology, media, and telecommunications (TMT). The portfolio is characterized by strong credit fundamentals, relatively low risks, and a defensive nature, with the model portfolio having an average credit rating of A^. Since 2022, the US Federal Reserve has repeatedly raised interest rates, pushing short-term bond yields higher. Bonds with maturities below two years present the most appealing yields. The duration of the model portfolio is under one year, with the aim of capitalizing on higher income from short-term bonds.”

“ $7 Billion BEA Union Investment Launches BEA Union Investment Global Quality Bond Fund with at Least 70% of Investment in Global Investment-Grade Debt Securities & Monthly Dividend Distribution, Currency Available in USD, HKD & RMB, Subscription Period Between 26th August to 10th September 2024 with Official Launch on 10th September 2024 “

 



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BEA Union Investment CEO Janet Li: “The global rate-cutting cycle will soon kick off as inflationary pressures steadily decline, dimming the allure of banks’ savings rates. In response to investors seeking an alternative to interest income from banks, we are launching ‘BEA Union Investment Global Quality Bond Fund’. Riding on our core expertise in fixed income, and our seamless collaboration with our German parent company Union Asset Management, we are well-placed to capture quality income investing opportunities by allocating assets worldwide.  Economic situations and monetary policies across global markets are increasingly diverging. For instance, the European Central Bank has already lowered interest rates, whereas Japan, encouraged by the virtuous cycle of rising wages and prices, is just beginning its monetary policy tightening. These differing circumstances create varied investment opportunities across countries. In the face of a plethora of uncertainties, we believe global short-term bond strategies are defensive and offer alluring income, enabling risk-averse investors to capture investment prospects worldwide while achieving risk diversification.”

Pheona Tsang, Chief Investment Officer of Fixed Income at BEA Union Investment: “Inflation is gradually subsiding. While the US economy displays signs of softening, it remains broadly resilient. Until inflation declines to its target, interest rates are expected to remain at a relatively high level for an extended period of time. Consequently, we believe that short-term bond yields will stay at attractive levels.  Despite an impending shift in monetary policy, short-term bonds experience relatively lower price volatility because the asset class is less sensitive to rate movements and, as a result, less impacted by interest rate fluctuations. For the past five years as of end-May this year, the daily return of the ICE BofA 1-3 Year US Corporate and Government Bond Index hovered within the range of +/-0.5%, indicating limited volatility.  Due to the fact that it is easier to take the pulse of an issuer’s near-term financial and operational health, the likelihood of any sudden deterioration in credit fundamentals is lower. Moreover, short-term bonds benefit from ample supply and demand, representing sufficient liquidity. Hence, the mark-to-market risk is lower.”

 

BEA Union Investment Global Quality Bond Fund is managed by Pheona Tsang and her team, integrating macroeconomic research and views of Union Asset Management’s fixed income team into the investment process. With a solid 17-year track record, BEA Union Investment, a joint venture established by Hong Kong’s Bank of East Asia and Germany’s Union Asset Management, allocates assets worldwide and actively manages equities, bonds, and multi-asset portfolios.

 

 

$7 Billion BEA Union Investment Hires Mercer Janet Li as CEO Succeeding Eleanor Wan, Allianz Global Investors Samson Chan Hired as COO Succeeding Keith Cheung

BEA Union Investment Management Janet Li

15th September 2023 – BEA Union Investment with $7 billion AUM (Assets under Management) has hired Mercer Janet Li as CEO succeeding Eleanor Wan (12/9/23), and Allianz Global Investors Samson Chan hired as COO succeeding Keith Cheung (1/9/23).  Janet Li has more than 20 years of experience in the financial industry, including 5 years at Mercer (Partner & Wealth Business Leader Asia) and 16 years at Willis Towers Watson (WTW).   Samson Chan joins from Allianz Global Investors after 16 years (last role as Business & Operations Transformation Director, APAC), and prior was with JP Morgan Securities & AccentureEleanor Wan will continue as advisor to BEA Union Investment.  BEA Union Investment was amongst the first to set up public funds under open-ended fund company (OFC) structure, and also the first to incorporate an Investment Management Wholly-Foreign Owned Enterprise (IM-WFOE) in Qianhai, Shenzhen.  BEA Union Investment is a joint venture formed in 2007 between The Bank of East Asia (largest independent local bank in Hong Kong) & Union Asset Management (2nd largest asset manager in Germany).

Eleanor Wan: “It has been an honour to serve as CEO of BEA Union Investment, growing the franchise and leading our close-knit teams through various market cycles. I would like to express my gratitude to Keith, who has been instrumental in implementing a spate of new operation initiatives to facilitate asset growth. As I embark on a new chapter, I am delighted to pass the baton to Janet. Her leadership, deep industry knowledge, and proven track record in driving business performance will inspire and further accelerate the firm’s strategic growth. Together with Samson’s rich experience in operational workflow, I am confident that they will bring fresh perspectives into the franchise, lifting it to new heights.”

Janet Li: “I am thrilled to be appointed as CEO by the Board and have the opportunity to take the helm of this great organisation, which is poised for the next growth phase. As a leading Hong Kong-based asset manager, BEA Union Investment has the benefit of leveraging quality research and extensive network of both Bank of East Asia and Union Investment Group. We understand our markets in Asia and are nimble in partnering with our clients. I look forward to working with the team to continue growing the business, delivering solid and consistent track record, and bringing BEA Union Investment to its next milestone.”

 

BEA Union Investment

BEA Union Investment is a joint venture formed in 2007 between The Bank of East Asia (largest independent local bank in Hong Kong) & Union Asset Management (2nd largest asset manager in Germany). BEA Union Investment is an active manager of Asian equities, bonds and mixed-asset portfolios. Headquartered in Hong Kong, our investment professionals are supported by their counterparts in Germany. We serve retail, private bank and institutional investors in Greater China as well as institutional investors across Europe, with sales representatives in Hong Kong Shanghai, Shenzhen (Qianhai) and London.  The Bank of East Asia has grown into having the most extensive network of any foreign bank in China, Asia’s growth engine. Union Investment, established in 1956, is the investment arm of DZ Bank Group, the second largest bank by asset size in Germany.




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