Together with three Outstanding Achiever House awards in three asset classes and one Best-in-class awardHONG 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.
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.
BEA Union Investment Management Limited
As a Hong Kong-based asset management company specialising in Asian equities and fixed income, BEA Union Investment is committed to delivering quality investment solutions and client services.
The Bank of East Asia, Limited
Incorporated in 1918,
BEA provides a comprehensive range of corporate banking, personal banking, wealth management, and investment services to customers through an extensive network of approximately 180 outlets covering Hong Kong, the rest of Greater China, Southeast Asia, the United Kingdom, and the United States. For more information, please visit
Union Asset Management Holding AG
Founded in 1956, the
Investment involves risk. The awards are not indicative of the actual or future performance. This document is prepared by BEA Union Investment Management Limited for information purposes only. BEA Union Investment Management Limited is not soliciting any action based upon this information, or giving any advice or recommendation. Neither this document nor any of its contents shall be construed as an offer, invitation, advertisement, inducement, undertaking, warranty, or representation of any kind or form whatsoever and BEA Union Investment Management Limited hereby expressly disclaims any liabilities in relation thereto. The information contained in this document is based upon information which BEA Union Investment Management Limited considers reliable and is provided on an "as is" basis. Whilst every effort has been made to ensure accuracy, neither BEA Union Investment Management Limited nor any of its directors / officers accept any responsibility whatsoever for the accuracy, completeness, or timeliness of the information contained in this document. The information remains the property of BEA Union Investment Management Limited. Neither this document nor any of its contents should be copied or distributed to third parties without the prior written consent of BEA Union Investment Management Limited. This document and the website have not been reviewed by the Securities and Futures Commission in Hong Kong.
Issuer: BEA Union Investment Management Limited
The issuer is solely responsible for the content of this announcement.