Jake Li

CITIC Securities Co., Ltd. (Broker) (CITICS) is the brokerage division of CITIC Securities Co., Ltd. (SHA: 600030) in China. Headquartered in Beijing, CITICS was founded in 1995 and provides securities brokerage services to institutional clients.

CITIC International Financial Holdings Ltd. engages in the provision of commercial banking and non-banking financial services. It also offers retail banking services such as savings and investments, loans, credit cards, insurance, business banking, and China banking. The company was founded in November 2002 and is headquartered in Hong Kong.

Guolian Trust Co. Ltd. provides investment advice. The company is based in Wuxi, China and ultimately controlled by the City of Wuxi. The Chinese company was founded in 1987. The CEO is Wen Ge Zhu.

Zhonghai Fund Management Co., Ltd. operates as an independent investment adviser. It manages a range of funds and provides investment advice. Its business scope covers fund raising, fund sales, and asset management. The company was founded on March 18, 2004 and is headquartered in Shanghai, China.

Guolian Life Insurance Co. Ltd. operates as a Chinese life insurance company. The private company is based in Jiangsu, China.

JPMorgan Asset Management (China) Co., Ltd. (JPMAM China) is a fund management firm headquartered in Shanghai, China. The firm was founded as China International Fund Management Co., Ltd. in 2004 through a joint venture between Shanghai International Trust Co., Ltd. and JPMorgan Asset Management (UK) Ltd. In 2023, they became a subsidiary of JPMorgan Asset Management (UK) Ltd., which is ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMAM China provides investment advisory and mutual fund management services to Chinese individual and retail investors as well as international institutions.

China International Capital Corp. Ltd. (Invt Management) (CICC-IM) is the investment management division of China International Capital Corp. Ltd. (SHA: 601995, HKG: 3908) in China. The firm was founded in 1995 as the first joint venture investment bank in China. Headquartered in Beijing, CICC-IM provides a range of financial and advisory services for corporations, government agencies and multinational financial institutions.

China Southern Asset Management Co., Ltd. (CSAM) is an independent Chinese fund management firm which was founded in 1998. Headquartered in Shenzhen, the firm launched China's first listed open-ended fund in 2004 and manages a range of close-ended and open-ended investment funds for institutional clients and private individuals. They are one of the investment managers selected by the Chinese government to manage an institutional mandate for the National Social Security Fund. In 2007, CSAM acquired QDII status (Qualified Domestic Institutional Investors) allowing them to invest in the overseas capital markets under the foreign exchange control system in China. They announced the launching, in cooperation with US-based Mellon Financial Corporation, of their first QDII investment fund in 2007.

Wuxi Guolian Development (Group) Co., Ltd. engages in the provision of financial services. It also operates industrial and investment businesses. Its Financial Services segment manages securities, futures, life insurance, trusts, venture capital funds, asset management, property rights transactions, and other financial institutions. Its Industrial Operations segment includes environmental protection energy, new energy, high end textile, and modern logistics businesses. Its Investment Operations segment involves in the investment in infrastructure projects. The company was founded on May 28, 1992 and is headquartered in Wuxi, China.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Jiangsu Asset Management Co., Ltd. provides asset management services and is ultimately controlled by the City of Wuxi. The company is based in Wuxi, China and was founded in 2013.

Part of Comtec Solar Systems Group Ltd., Guolian Financial Holding Group Co. Ltd. manufactures and develops solar wafers & ingots. The company is based in Hong Kong, Hong Kong.

Wuxi Guofa Capital Operations Co., Ltd. provides asset management services. Wuxi Guofa Capital Operations Co., Ltd. is based in Wuxi, China. The Chinese company is ultimately controlled by the City of Wuxi. The company was founded in 2018. The CEO is Wei Rong Hua.

Harvest Global Investments Ltd. (HGI) is the wholly-owned, Hong Kong-based investment management subsidiary of Harvest Fund Management Co., Ltd. (HFM), an asset management company headquartered in China. Founded in 2008, HGI provides discretionary portfolio management services to their clients, sometimes with the assistance of HFM, serving as the investment adviser to pooled investment vehicles sponsored by other financial firms. They also provide investment advisory services on behalf of sophisticated institutional investors to separately managed accounts.

Manulife TEDA Fund Management Co. Ltd. (Manulife TEDA FM) is the fund management joint venture between Northern International Trust & Investment Co. Ltd. and Manulife Asset Management (Hong Kong) Ltd. Formerly known as ABN AMRO TEDA Fund Management Co. Ltd., the firm was established in 2002 as Tianjin TEDA Investment Holding Co., Ltd. Manulife TEDA FM is located in Beijing and manages a range of open-end funds, including equity, hybrid, bond and currency funds, for individual and institutional customers.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

CITIC Securities International Company Limited (“CITIC Securities International” or “CSI”) is a wholly-owned subsidiary of CITIC Securities. CITIC Securities International acts as a conduit for CITIC Securities to spearhead its expansion into global financial markets. This includes Hong Kong, where the Firm is based. The Firm aims to carry out its core corporate vision of becoming a leading China-focused international investment bank.

China Southern Securities Co. Ltd. provides securities trading and financial advisory services. The company is based in Shenzhen, China. The Chinese company is ultimately controlled by the Government of China.

CITIC Holdings Co., Ltd. manages investments made by CITIC Group in financial enterprises both domestically and internationally. The Chinese company is ultimately controlled by the Government of China.

China Life Asset Management Co., Ltd. (China Life-AM) is the Beijing-based asset management subsidiary of China Life Insurance Co., Ltd. The firm is headquartered in Beijing and was founded in 2003. China Life-AM manages assets for China Life as well as for authorized funds. They also provide consultation on insurance funds management and provide other asset management services in accordance with Chinese law.

The Securities Association of China is a non-profit organization that provides services for the securities industry. The non-profit company is based in Beijing, China.

China Asset Management (Hong Kong) Ltd. (CAMHK) is the wholly-owned fund management subsidiary of China Asset Management Co. Ltd., which is a subsidiary of CITIC Securities Co. Ltd. (SHA: 600030). Headquartered in Hong Kong, the firm was founded in 2008 and provides services to US-based registered investment companies, including ETFs. CAMHK also provides discretionary investment management, investment advisory and related support services to a wide range of non-US clients, including pension and profit-sharing plans, pooled investment vehicles and corporations.

CITIC Group Corp. provides financial services. It operates through the following business segments: Financial and Non-financial. The Financial segment includes banking, securities, trust, and insurance. The Non-financial segment includes resources and energy, manufacturing, engineering contracting, and real estate and infrastructure. The company was founded by Yi Ren Rong in October 1979 and is headquartered in Beijing, China.