Hang Seng Investment

𝐓𝐡𝐞 𝐈𝐧𝐬𝐢𝐝𝐞 𝐓𝐫𝐚𝐇𝐊: 𝐊𝐞𝐲 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫𝐬 𝐒𝐡𝐚𝐫𝐞 𝐓𝐡𝐞𝐢𝐫 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞𝐬   To mark 25 eventful years of the Tracker Fund of Hong Kong (“TraHK”), we collaborated with the South China Morning Post SCMP to interview key TraHK stakeholders from the financial industry who share their perspectives on the past, present and future significance of the fund for Hong Kong, financial innovation and investors at home and overseas.   Rosita Lee, CEO of Hang Seng Investment; and three other key Industry leaders George Hongchoy, Chairman of the Supervisory Committee of TraHK; Julia Leung, CEO of Securities and Futures Commission (SFC); and Bonnie Y Chan, CEO of Hong Kong Exchanges and Clearing Limited (HKEX) shared their unique insights and opinions, united by the common themes of TraHK’s ground-breaking status, tremendous success and more exciting growth opportunities to come.   Get the on what makes TraHK the embodiment of Hong Kong.   #HangSengInvestment #HSVM #ETF #TraHK #25thAnniversary   *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝗡𝗲𝘄 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝘄𝗶𝘁𝗵 𝗛𝗦𝗕𝗖 𝗕𝗮𝗻𝗸 (𝗖𝗵𝗶𝗻𝗮) 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 ("𝗛𝗦𝗕𝗖 𝗕𝗮𝗻𝗸 (𝗖𝗵𝗶𝗻𝗮)") 𝗲𝘅𝘁𝗲𝗻𝗱𝘀 𝗛𝗦𝗩𝗠'𝘀 𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝘀𝗲𝗿𝘃𝗲 𝗺𝗮𝗶𝗻𝗹𝗮𝗻𝗱 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 We are delighted to announce our new partnership with HSBC Bank (China)! HSBC Bank (China) is now a distribution partner for the Hang Seng Index Fund and Hang Seng China Enterprises Index Fund in the mainland effective on 20 March. Both funds are part of the Mutual Recognition of Funds scheme, under which eligible mainland and Hong Kong funds can be distributed in each other’s market through a streamlined authorisation process. Both Hang Seng Index (HSI) and Hang Seng China Enterprises Index (HSCEI) have shown strong performance in the last one year. This new arrangement with HSBC Bank (China), which has one of the largest geographical reaches by foreign banks in the market, significantly extends our ability to reach new clients. We look forward to a fruitful working relationship with our new mainland partner! #HangSengInvestment #HSVM #MutualRecognitionofFund #MRF #HSI #HSCEI #InvestmentFund *Investments involves risk (including the loss of capital invested), no one should make their investment decisions based on this content. Before investing, the relevant investment product’s offering document should be read, and independent advice should be sought. Past performance is not indicative of future performance. SFC authorization is not an endorsement or recommendation. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝗖𝗵𝗶𝗻𝗮 𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗮𝗹𝗹𝘆 𝟮𝟬𝟮𝟱: 𝗔 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗕𝗲𝗮𝘁   The Chinese equity market rally so far this year looks different from the previous rounds. It has been aided by domestic technology breakthroughs and a return of animal spirits among private tech companies, instead of merely pro-growth top-down policy assurance from the government. In the insight article, we argue that the return of the private tech has the potential to drive this market rally higher for longer.   View more: https://lnkd.in/gAFYbYyb   #HangSengInvestmenet #HSVM #China #EquityMarket #Technology #PrivateTechCompany   *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors

𝐈𝐧𝐝𝐞𝐱 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: 𝐒𝐩𝐨𝐭𝐥𝐢𝐠𝐡𝐭 𝐨𝐧 𝐈𝐧𝐝𝐞𝐱 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐚𝐬 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐓𝐨𝐨𝐥 𝐭𝐨 𝐀𝐜𝐡𝐢𝐞𝐯𝐞 𝐀𝐬𝐬𝐞𝐭 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧   The latest offering in our series of investor education videos focuses on asset allocation and achieving diversification through index investments. The video hones in on several key reasons that make investing in index products a good option for investors targeting long-term investment returns:   • Cost-efficient and transparent: Index products generally charge lower fees and have a clear investment focus, making them a good choice for individuals who want to invest for the long term but have limited time available to manage their portfolio. • Outperform actively managed funds: Over the past decade, index funds have outperformed a significant majority of those that are actively managed according to the S&P SPIVA Report. • The importance of asset allocation: Research has shown that long-term portfolio returns depend on asset allocation rather than specific stock picks.   Watch the video to get a clear picture.   Hang Seng Investment offers a wide range of index products. To learn more you may visit : https://lnkd.in/g4epVTca   #InvestorEducation #ETF #HangSengInvestment #HSVM #Indexes #SmartInvestor #AssetManagement   *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝐈𝐧𝐝𝐞𝐱 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: 𝐈𝐧𝐝𝐞𝐱-𝐭𝐫𝐚𝐜𝐤𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐚𝐫𝐞 𝐚 𝐠𝐨𝐨𝐝 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐜𝐡𝐨𝐢𝐜𝐞 𝐟𝐨𝐫 𝐭𝐢𝐦𝐞-𝐩𝐫𝐞𝐬𝐬𝐞𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 Thank you for the invitation from Hang Seng Bank, Yvonne Ngai, our Head of Product Specialist, joined Clement Lai, Chief of Fund Advisory from the CIO and Investment Advisory Department of Hang Seng Bank. In this episode, we will explain why index-tracking investments are a good option for busy individuals looking for market and/or sector diversification as well as long-term growth opportunities. As the video explains, index-tracking investments offer: • A simpler way to invest: Index-tracking strategies enable investors to closely mirror index performances, reducing the time to analyse a large number of different stocks and/ or bonds. • Cost and time savings: Lower fees and less frequent trading make index-tracking investments one of the viable choices for long-term growth opportunities. • Diverse exposure options: Index-tracking strategies provide access to a diverse range of local and overseas markets, such as in Hong Kong through the Hang Seng Index and in the US through the S&P 500 Index offering broad-based returns, as well as to instruments such as US Treasuries, which provide the potentials for stable returns.   Watch the video to learn more. #InvestorEducation #ETF #HangSengInvestment #HSVM #Indexes #SmartInvestor #AssetManagement *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝐒𝐡𝐚𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐞𝐜𝐫𝐞𝐭𝐬 𝐨𝐟 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐞𝐭𝐢𝐪𝐮𝐞𝐭𝐭𝐞 𝐚𝐭 𝐇𝐚𝐧𝐠 𝐒𝐞𝐧𝐠 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭   There’s no second chance to make a good first impression! Professional development shouldn’t be limited simply to strong product knowledge and investment expertise – effective soft skills are also an important element of delivering excellence.   During a recent internal workshop, ‘Professional Etiquette: How to speak like a leader’, our team members Brenda Bux, Patrick Wong, Florey Yeung, and Faye Tse shared actionable advice and tips for confident communication covering appropriate attire, the importance of body language and essential preparation techniques for delivering presentations.   Many thanks to our facilitators for sharing their experience with colleagues. Our team is passionate about working together in the spirit of mutual support and continuous professional growth!    *HSVM does not warrant, guarantee, or represent the accuracy, validity or completeness of any information.   #HangSengInvestment #HSVM #ProfessionalDevelopment #PresentationSkills #PublicSpeaking #Training #Leadership #ColorPsychology #BodyLanguage

Our CEO Rosita Lee shared that the outperformance of the three Hong Kong flagship indexes could be attributed to the rise of new AI models in China and the government’s supportive stance toward Chinese private tech enterprises.   #HangSengInvestment #HSVM #AI #HangSengIndex #HangSengChinaEnterprisesIndex #HangSengTECHIndex   *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐢𝐧 𝐌𝐞𝐞𝐭𝐢𝐧𝐠 𝐄𝐯𝐨𝐥𝐯𝐢𝐧𝐠 𝐅𝐚𝐦𝐢𝐥𝐲 𝐍𝐞𝐞𝐝𝐬 𝐰𝐡𝐢𝐥𝐞 𝐄𝐱𝐜𝐞𝐥𝐥𝐢𝐧𝐠 𝐚𝐭 𝐖𝐨𝐫𝐤 Our CEO, Rosita Lee, drew upon her personal experience as the 'Chief Family Officer' of her own household, as well as her professional expertise, during her session on the Wealth Symposium held by Hang Seng Bank. Rosita provided valuable insights on juggling both short-term budgeting and long-term financial planning tailored to various life stages, including education, potential medical expenses, and retirement. Throughout her sharing, she emphasized the importance of asset allocation, and the advantages of using index funds as building blocks of investment portfolios to effectively navigate the financial journey of a family. #HangSengInvestment #HSVM #Prestige #PrestigePrivate #FamilyCFO #CFOInsight2025 #Investment #Family #IndexFunds #FinancialPlanning *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐄𝐓𝐅𝐬 𝐢𝐧 𝐀𝐬𝐢𝐚’𝐬 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭𝐬   Our Head of Product, Carmen C., took part in an Asian Market Access panel session to discuss how structural changes in Asia’s markets are delivering greater transparency and liquidity for international investors. The panel was organised as part of the Pan Asia Securities Lending Association’s (PASLA) 2025 Annual Conference.   Innovation emerged as a key theme of the discussion, with Carmen sharing her insights into how innovations in the ETF space have enhanced market structure and trading dynamics, leading to improved liquidity and better price discovery. Other key topics covered included what strengths ETFs offer as an investment product and opportunities around equity financing and future development.   Many thanks to PASLA for inviting Carmen to participate and to her fellow panellists for a lively and insightful session!   #HangSengInvestment #HSVM #Investment #ETF #AssetManagement #PASLA *Investments involve risks. Investors should seek independent advice. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.

𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 𝐀𝐈 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞 𝐨𝐟 𝐇𝐚𝐧𝐠 𝐒𝐞𝐧𝐠 𝐓𝐄𝐂𝐇 𝐈𝐧𝐝𝐞𝐱 𝐩𝐨𝐬𝐭 𝐪𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 𝐢𝐧𝐝𝐞𝐱 𝐫𝐞𝐯𝐢𝐞𝐰 The Hang Seng TECH index has been under the spotlight given its robust performance spurred by China’s AI frenzy. In the latest quarterly index review, Tencent Music Entertainment Group, a music streaming provider, and Horizon Robotics, a smart driving solutions provider, replaced the other two in the index. We consider both new index members as beneficiaries of the latest AI development. Based on market close data as at February 21, after the index review, nearly half of the index constituents are beneficiaries of AI., with their index weight representation slightly increasing to 62.8%. The enhanced AI exposure is expected to continue to help the Hang Seng TECH Index ride on China’s AI momentum. #HangSengInvestment #HSVM #AI #HSTech #Investment #ETF Source: HSVM, HSIL, data as at 21 February 2025. AI beneficiaries are identified by HSVM as the companies that can leverage AI development in China in the near to middle term. *Investments involves risk (including the loss of capital invested), no one should make their investment decisions based on this content. Before investing, the relevant investment product’s offering document should be read, and independent advice should be sought. Past performance is not indicative of future performance. SFC authorization is not an endorsement or recommendation. This content has not been reviewed by the Securities and Futures Commission and is intended for Hong Kong investors only.