Manulife Asset Management (Hong Kong) Limited
Manulife Asset Management Services Berhad has appointed MAMHK as the Fund Manager for Manulife Investment Greater China Fund and Manulife Investment Indonesia Equity Fund.
Manulife Asset Management (Hong Kong) Limited (“MAMHK”) was incorporated in Hong Kong on 21 June 1994 and it commenced operations as an investment manager in June 2000. MAMHK’s ultimate parent company is Manulife Financial Corporation. MAMHK is part of Manulife Asset Management, the asset management arm of Manulife Financial Corporation. MAMHK provides comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world.
MAMHK is licensed with the Securities and Futures Commission (“SFC”) under the Securities and Futures Ordinance (“SFO”) to conduct the following regulated activities in Hong Kong:
Type 1 – Dealing in securities
Type 2 – Dealing in Futures Contracts
Type 4 – Advising on securities
Type 5 – Advising on futures contracts
Type 9 – Asset management
MAMHK has more than 16 years of experience in the investment management industry. The investment professionals of MAMHK form part of Manulife Asset Management’s global network of more than 360 investment professionals in 16 countries and territories. As at 31 December 2018, MAMHK has assets under management of USD49 billion.
Designated Fund Manager
Mr. Chay Kai Kong, CFA (Senior Portfolio Manager - Equities) – designated fund manager for Manulife Investment Greater China Fund
Mr. Chay Kai Kong is a Managing Director and Senior Portfolio Manager for Greater China Equities. Based in Hong Kong, he oversees the Greater China equity desk and works closely with investment specialists based across Hong Kong, China and Taiwan to lead management of the firm's Greater China portfolios and strategies.
Mr. Chay Kai Kong is a seasoned investment professional with more than 20 years of investment experience covering Greater China markets, including 17 years as a portfolio manager. His career spans lead manager roles at Reliance Asset Management in Singapore and Standard Life Investments (Asia) in Hong Kong. He has also managed Greater China funds for Pioneer Investments and CMG First State in Singapore. He has a strong performance track record which includes managing top-quartile-performing Greater China funds in his previous roles.
Mr. Chay Kai Kong holds a Bachelor of Accountancy from Nanyang Technological University. He is a Chartered Financial Analyst (CFA) charter holder and a member of the Association for Investment Management and Research (AIMR).
Mr. Marshall Li, FRM (Senior Analyst - Equity) – designated fund manager for Manulife Investment Indonesia Equity Fund
Mr. Marshall Li is a Senior Equity Analyst for the company’s ASEAN equity strategies, based in Hong Kong. Working closely with the ASEAN portfolio managers, he strengthens the investment capability in ASEAN equities and provides support for the ASEAN portion of the company’s Asian equity strategies. Marshall helps develop the company’s ASEAN research expertise, liaising closely with the equity team in Hong Kong as well as throughout the ASEAN region.
Mr. Marshall Li has 13 years of research experience focusing on the ASEAN equities market. Prior to joining Manulife, he spent 3 years at Value Partners as an analyst for the ASEAN region. Before that, he was with Credit Suisse Asset Management for 2 years as an Asia Pacific analyst and HT Capital Management for 2 years as an ASEAN analyst.
Mr. Marshall Li holds a Bachelor of Commerce with a major in Actuarial Studies from the University of Melbourne and a Master of Business from Monash University in Melbourne, Australia.
Manulife Investment Management (US) LLC
Manulife Asset Management Services Berhad has appointed Manulife Investment Management (US) LLC as the fund manager for Manulife Shariah Global REIT Fund.
Manulife Investment Management (US) LLC (a wholly-owned subsidiary of Manulife Financial Corporation) was organized in 1968 in the state of Delaware and registered with the Securities and Exchange Commission (SEC) on August 4, 1992. Manulife Investment Management (US) LLC and its affiliates provide comprehensive asset management solutions for institutional investors and investment funds in key markets around the world since 1992. Its investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solution. Manulife Investment Management (US) LLC’s investment teams operate in a boutique environment1, empowered to make investment decisions in line with their singular philosophy and their clients’ long-term objectives, are backed by the global network and resources of a trusted leader. As at 31 December 2018, Manulife Investment Management (US) LLC has assets under management of USD184.6 billion.
1Means a market segment that requires highly individualized services (i.e. private mandate funds).
Designated Fund Manager
Mr. Joseph P. Marguy, (Managing Director) - designated fund manager for Manulife Shariah Global REIT Fund
Mr. Marguy is a managing director and portfolio manager at Manulife Investment Management (US) LLC. Mr. Marguy is the lead portfolio manager of the Global Real Estate strategy and he is also a member of the capital appreciation team. He provides dedicated research on the real estate sector for the Bank Opportunities and Financial Industries strategies, as well as diversified strategies managed by the capital appreciation team. Earlier in his career, he was an investment analyst with the company’s risk management area, responsible for attribution and risk exposure reports for our investment teams. Mr. Marguy began his career at Chase Global Financial Services.
CIMB-Principal Asset Management Berhad ("CIMB-Principal")
Manulife Asset Management Services Berhad has appointed CIMB-Principal as the Fund Manager for Manulife Investment-CM Flexi Fund and Manulife Investment-CM Shariah Flexi Fund.
CIMB-Principal holds a Capital Markets Services License for fund management and dealing in securities restricted to unit trusts products under the CMSA and specialises in managing and operating unit trusts for investors, both institutional and retail. CIMB-Principal’s responsibilities include managing investment portfolios by providing fund management services to insurance companies, pension funds, unit trust companies, corporations and government institutions in Malaysia. In addition, CIMB-Principal is an approved private retirement scheme provider in Malaysia. It originally commenced its operations as a unit trust company in November 1995. CIMB-Principal has more than 22 years of experience in the unit trust industry. The shareholders of the company are CIMB Group and Principal International (Asia) Ltd (“PIA”).
CIMB Group is held in majority by CIMB Group Holdings Berhad. It is a fully integrated investment bank. It offers the full range of services in the debt markets, the equity markets and corporate advisory. Member companies of CIMB Group also provide services in lending, private banking, private equity, Islamic capital markets as well as research capability in economics, equity and debt markets.
PIA is a private company incorporated in Hong Kong and its principal activity is the provision of consultancy services to other PFG group of companies. PIA is a subsidiary of the Principal Financial Group, which was established in 1879 and is a diversified global financial services group servicing more than 15 million customers. As at 31 December 2018, CIMB-Principal has assets under management of RM81.29 billion.
Designated Fund Manager
The designated Fund Manager for Manulife Investment-CM Flexi Fund and Manulife Investment-CM Shariah Flexi Fund is Mr Patrick Chang Chian Ping.
Mr. Patrick Chang Chian Ping joined CIMB-Principal in 22 February 2016 and currently holds the positions of Chief Investment Officer for Malaysia and Chief Investment Officer Equities, ASEAN region effective 1 October 2018. He comes with an extensive 18 year of experiences in asset management and is backed by numerous ASEAN awards from Malaysian pension funds in 2013 and 2015. He was previously the Head of ASEAN equities at BNP Paribas Investment Partners, Malaysia where he oversees ASEAN equities for both Malaysian and offshore clients from 2012. Prior to that, he served as Senior Vice President for CIMB-Principal where he specialized in Malaysia, ASEAN and Asia specialist funds. He also worked as a portfolio manager at Riggs and Co International Private Banking in London specializing in managing global ETF portfolios and holds the Capital Markets Services Representative License. He graduated with a Master of Finance from City University Business School and Bachelor of Accounting and Financial Analysis from University of Warwick (Chevening Scholar), UK.
Affin Hwang Asset Management Berhad ("Affin Hwang AM")
Manulife Asset Management Services Berhad appointed Affin Hwang AM as the Fund Manager for Manulife Investment-HW Flexi Fund, Manulife Investment Shariah Progress Fund and Manulife Investment-HW Shariah Flexi Fund.
Affin Hwang AM was incorporated in Malaysia on 2 May 1997 under the Companies Act 1965 and began its operations under the name Hwang-DBS Capital Berhad in 2001. In early 2014, Affin Hwang AM was acquired by the Affin Banking Group (“Affin”) and hence, is now supported by a home-grown financial services conglomerate. Affin has over 40 years of experience in financial industry which focuses on commercial, Islamic and investment banking services, money broking, fund management and underwriting of life and general insurance business. Meanwhile, Affin Hwang AM has more than 15 years’ experience in the fund management industry. Additionally, Affin Hwang AM is also 30% owned by Nikko Asset Management International Limited (“Nikko AM”), a wholly-owned subsidiary of Tokyo-based Nikko Asset Management Co. Ltd, an Asian investment management franchise.
Affin Hwang AM distributes its funds through various channels as follows:-
(i) In-house/internal sales team;
(ii) IUTA & CUTA (Corporate Unit Trust Advisers); and
(iii) Unit trust consultants.
Affin Hwang AM’s head office is located in Kuala Lumpur and has a total of 7 main sales offices located in Peninsular and East Malaysia. The sales offices are in Penang, Ipoh, Johor Bharu, Melaka, Kuching, Miri and Kota Kinabalu. As at 31 December 2018, Affin Hwang AM has assets under management of RM47.79 billion.
Designated Fund Manager
The designated Fund Manager for Manulife Investment-HW Flexi Fund, Manulife Investment Shariah Progress Fund and Manulife Investment-HW Shariah Flexi Fund is Ms Cheryl Kaur Pola.
Cheryl Kaur Pola joined Affin Hwang AM in August 2006 and currently holds the position of Deputy Head of Equities. Her area of focus is managing the insurance, retirement and conservative mandates. She has accumulated more than 15 years of investment experience, both as an analyst and a fund manager. Prior to joining Affin Hwang AM, Cheryl was Deputy Manager of Investments at Prudential Assurance (Malaysia) Berhad where she was responsible for co-managing one of the investment-linked funds. Cheryl also worked as an investment analyst in Amanah SSCM Asset Management for 3 years, specialising in the property, plantation and construction sectors following a short stint as an auditor in KPMG. Cheryl graduated with a Bachelor of Commerce (Accounting & Finance) from Monash University, Clayton, Australia and is a Chartered Financial Analyst (CFA) charterholder.