资产配置
Robust & Forward-looking
We are committed to providing outstanding Global Asset Allocation Solution
Scope of Services
Provide customized management services according to investment needs of clients
Offer a range of fund products for clients with different risk profiles, including fixed-income funds, hedge fund, private equity fund and real estate fund
Provide corporate and institutional investors with investment advisory services
Team Advantages

Global Investment Experiences

Fosun is one of the Chinese Enterprises with the largest overseas investment amount. The team has invested hundreds of millions of USD in overseas assets and maintains good cooperative relationships with top fund managers worldwide.

Experiences in China-funded Institutions

With extensive working experience in China's top fund houses, team members have deep understanding of Chinese asset management industry and good connections with many major investment institutions.

Investment and Research Capabilities

Solid investment experience in large-scale projects in primary market as well as equities (US Stocks, HK Stocks and A-shares), bonds and various structured products in secondary market.

Support from the Group

Fosun International (listed in HK Exchange with stock code: 656.HK), was ranked 459th in 2021 Forbes Global 2000 List. With total assets over RMB767.7 billion as of 31 December 2020, Fosun International is able to provide continuous support in terms of projects and resources.
Investment Philosophy
Driven by value growth, we embrace meticulous, steady and pioneering vision and adopt both top-down and bottom-up investment strategy
We closely monitor global macroeconomic indicators and thoroughly explore investment opportunities in every industry to pursue China's growth momentum with global resources
We adhere to good management standards and stringent operational procedures, striving to provide long-term value for customers.
氣候相關風險的管理
近年氣候變化日益被視為一種極大的風險來源，同時它亦為商界帶來潛在的財務風險。2018年9月，證監會發表其《綠色金融策略框架》，當中涵蓋以下三大範疇：
(i) 加強上市公司、基金經理及投資產品對環境、社會及管治因素（environmental, social and governance factors，簡稱ESG因素），特別是環境及氣候風險的披露及考慮;
(ii) 促進綠色或ESG相關投資產品的發展，提高投資者對綠色和可持續金融的認知，以及加強各方在貫徹可持續金融方面的能力,及;
(iii) 推動香港成為國際綠色金融中心。

復星恆利資產管理有限公司認為，氣候變遷的相關風險及機會，可能嚴重影響基金的獲利能力及其資產負債表，甚至直接影響客戶的投資方向及影響長期股東價值的創造能力。因此，氣候風險考量必須納入基金的投資策略，企業才能及時有效地管理該等風險及優化投資策略，同時，善用相關契機，為客戶創造長期投資價值及為股東創造長線的永續價值。

以下為復星恆利資產管理有限公司對氣候相關風險的披露【披露文件】
Risk Management
Risk Control Committee is set up to monitor all kinds of risks in fund investment and operation. Fund managers are required to report to the committee regularly on various risk management matters.
Fund managers and team members must strictly abide by the investment management guidelines and operational manuals.
There are respectively investment restrictions and stop-loss rules for each fund which are enforced strictly by fund managers.
Daily reports are prepared as an important tool for monitoring market and operational risks