Business Models
“Active Management” has been a long-term spirit of ZOAM. Amongst top 20 asset managers in Mainland China (from Wind Data), ZOAM was the only one with pure “active-managed” products (as the end of year 2021).
The investment styles are also highly recognized by the industry, as being the long-term winner in various onshore awards. Now along with the setup of ZOAM Intl, such investment capabilities could be well introduced to global investors, in the forms of asset management and investment advisory. The investment coverage includes equites in the Greater China region, fixed incomes, and multi-asset management.
ZOAM Intl. has been dedicated to the corporate philosophy of “authenticity, excellence, customer first, and win-win cooperation”.
We deliver leading return on investment. We listen to our customers and make every effort to seek suitable solutions. We endeavor to improve profitability to exceed what they expect. We are committed to becoming an investment management company that insists on "sincerity makes a better life" and cherish the trust from customers. We will always leverage our expertise to create long-term value for the society and enable a fulfilling life.
The investment group setup includes portfolio management teams providing a wide range of investment solutions, an independent risk management team, and a centralized trading team. Research platforms are also well centralized for both equity and fixed income supporting investment teams.
Fixed Income Strategy
Aim to provide a stable level of income as well as capital appreciation for investors, through investing in debt securities issued by governments, government-related entities, and corporations in Asia with a focus on Greater China region.
Equity Strategy
Aim to identify quality Chinese companies with growth potentials through a conviction-driven stock selection process backed up by strict risk-management procedures in order to generate long-term stable return. The investment teams are setup by different strategies, value strategy, growth strategy and sector selection (balanced strategy).
Multi-Asset Allocation
Aim to seek long-term capital appreciation at lower levels of volatility through a diversified portfolio combining different types of assets, such as stocks, bonds, cash and cash equivalent, mutual funds, and etc. Hybrid strategy requests certain expertise of experienced professionals for decision makings, including allocation adjustments, marking timing, and risk measurements.
Climate - Related Risks
Due to growing global concerns on climate change, the Hong Kong Securities & Futures Commission (“SFC”) has introduced new requirements for Hong Kong fund managers with respect to taking climate-related risks into consideration in investment management and risk management processes, and to make appropriate disclosures to fund investors, subject to relevance and materiality to the types of investment strategies or funds under management.
For further details on the Company’s Climate-Related Risks Disclosures, please refer to the attachment.
