E Fund

E Fund Management Co., Ltd. (E Fund) is one of China's leading public mutual fund management companies. Established in 2001 and headquartered in Guangdong, China, it is a financial institution specializing in fund management, investment consulting, and asset management.

Key developments in E Fund's history include:

1. E Fund was established in 2001 with the approval of the China Securities Regulatory Commission. It holds the qualification to operate publicly offered fund business and is among the first fund companies in China to engage in index investment, quantitative investment, overseas investment, etc. It is also the first domestic fund company to obtain multiple overseas investment qualifications, including QDII, QFII, and RQFII.
2. In 2007, E Fund established the E Fund Public Welfare Foundation, making it one of the earliest fund companies in China to set up a public welfare foundation.
3. In 2016, E Fund officially signed the United Nations Principles for Responsible Investment, becoming one of the first fund companies in China to implement responsible investment.

E Fund is one of the largest public mutual fund management companies in China. As of March 31, 2023, E Fund and its subsidiaries manage nearly 3 trillion yuan in assets, serving individual investors as well as institutional investors such as social security funds, corporate annuities, pensions, banks, insurance companies, foreign central banks, and pension funds, and reinsurers.

Organizational structure of E Fund Management Co., Ltd.:

1. Shareholders: E Fund's shareholders include GF Securities, YF Group, Yuecai Trust, Guangsheng Holdings, Guangyong State-owned Assets, and several investment partnerships. GF Securities, YF Group, and Yuecai Trust each hold a 22.65% share, making them the largest shareholders of E Fund.
2. Board of Directors: The board of directors of E Fund consists of 9 members, including the chairman Zhan Yuyin, general manager Liu Xiaoyan, deputy general manager Zhou Zequn, independent directors Gao Jian, Liu Ren, Wang Chengzhi, etc. The board of directors is the decision-making body of E Fund, responsible for formulating the company's development strategy and major issues.
3. Supervisory Board: E Fund's supervisory board consists of 3 members, including the chairman of the supervisory board Liu Fahong, supervisors Li Xiaojun, Wang Lu, etc. The supervisory board is responsible for overseeing the company's financial condition and business management.
4. Fund Managers: E Fund has 75 fund managers, managing over 100 public mutual fund products.

E Fund has a diversified strategy and product offerings in investment directions to meet the needs of different investors. The main investment directions of E Fund include:

1. Equity Investment: E Fund invests in domestic and international stock markets, including blue chips, growth stocks, value stocks, etc.
2. Bond Investment: E Fund invests in various bonds, including government bonds, corporate bonds, convertible bonds, etc.
3. Mixed Investment: E Fund also provides mixed funds, combining different asset classes such as stocks and bonds in their investment.
4. Index Funds: E Fund has launched a series of index funds aimed at tracking the performance of specific indexes.