Hang Seng Investment

𝐇𝐚𝐩𝐩𝐲 25𝐭𝐡 𝐀𝐧𝐧𝐢𝐯𝐞𝐫𝐬𝐚𝐫𝐲 𝐭𝐨 𝐭𝐡𝐞 𝐓𝐫𝐚𝐜𝐤𝐞𝐫 𝐅𝐮𝐧𝐝 𝐨𝐟 𝐇𝐨𝐧𝐠 𝐊𝐨𝐧𝐠 (𝐓𝐫𝐚𝐇𝐊) Sincere thanks to everyone who joined us to celebrate the success of this respected homegrown ETF that has developed and flourished alongside the people of HK since its establishment in 1999.   As No.1 ETF manager in Hong Kong^ with deep ties to local community, Hang Seng Investment is proud to embrace our mission: driving the continued development of TraHK with our good Hong Kong story while contributing to a thriving and vibrant future for our city. Together, let us reach new heights.  #TrackerFund #TraHK #25thAnniversary #HangSengInvestment  ^Based on AUM of HK listed and domiciled ETFs. Source: HSVM, 31 Oct 2024   *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.

𝐓𝐫𝐚𝐇𝐊 - 25 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐇𝐨𝐧𝐠 𝐊𝐨𝐧𝐠 Part of the pride we take in managing the Tracker Fund of Hong Kong (TraHK) is its special place in the history of our city, representing the hard work, determination and positive spirit of Hong Kong people.   As part of our activities to celebrate the 25th anniversary of TraHK last month, we produced a video to showcase the development and achievements of the fund, from its early days as Hong Kong’s first ETF in 1999, to its significant growth and opening up to investors in overseas markets under HSVM’s management.   We invite you to experience TraHK’s exciting journey over the past 25 years by watching the video   #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.

𝐄𝐧𝐡𝐚𝐧𝐜𝐢𝐧𝐠 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲 𝐚𝐧𝐝 𝐈𝐧𝐜𝐥𝐮𝐬𝐢𝐨𝐧 𝐢𝐧 𝐓𝐨𝐝𝐚𝐲’𝐬 𝐖𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞 We were honored to host Penelope Shen and Tze-wei Ng from Stephenson Harwood LLP for an insightful discussion on "Under-represented Talents and Working Parents”. They shared valuable insights into the latest trends and regulations regarding board diversity and parental care in the global and local context, along with discrimination laws in Hong Kong. The seminar fostered open dialogue through real-world scenarios, exploring actionable strategies for enhancing diversity and inclusion in the workplace. #HangSengInvestment #HSVM *HSVM does not warrant, guarantee, or represent the accuracy, validity or completeness of any information.

𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝗶𝗻𝗴 𝗼𝗻 𝟮𝟬𝟮𝟰 𝗵𝗶𝗴𝗵 𝗻𝗼𝘁𝗲𝘀 𝗮𝘁 𝗳𝗲𝘀𝘁𝗶𝘃𝗲 𝗧𝗼𝘄𝗻𝗵𝗮𝗹𝗹 𝗮𝗻𝗱 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗼𝗻 With a new year just around the corner, our colleagues came together for a Townhall last week to look back on HSVM’s achievements during 2024, discuss the strategic direction for 2025, and map out the company’s longer-term goals and aspirations. CEO of HSVM Rosita Lee shared her views on several major highlights for the firm in the second half of the year, thanking staff for their dedication to developing and delivering world-class products and services for clients. As the formal part of the gathering came to a close and our Christmas party got into full swing, our Head of Wealth and Personal Banking, Rannie Lee, joined us a special guest to express her heartfelt appreciation to the HSVM team for their hard work and contributions throughout the year. We’re excited to continue our journey of innovation and excellence in 2025 in anticipation of new milestones and even greater achievements ahead!  #HangSengInvestment #HSVM *HSVM does not warrant, guarantee, or represent the accuracy, validity or completeness of any information.

𝐒𝐡𝐚𝐫𝐢𝐧𝐠 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐚𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐞𝐀𝐬𝐢𝐚'𝐬 6𝐭𝐡 𝐂𝐡𝐢𝐧𝐚 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐒𝐮𝐦𝐦𝐢𝐭    We were honoured to participate in FinanceAsia’s 6th China Fixed Income Summit, where our Head of Fixed Income, Winnie Leung, shared insights on the evolving landscape of sustainable finance in China. Winnie explored China’s expanding green and transition bonds landscape, highlighting China’s potential as a strong supplier in sustainable debt markets. She underscored the necessity for collaboration among stakeholders to drive progress in this vital sector. #HangSengInvestment #HSVM #ETFs #Investment #FixedIncome *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.

In 2024, the US election confirmed that the Republicans are poised to take full control of the US government. Simultaneously, the National People's Congress announced relevant fiscal policy initiatives. In HSVM CEO Rosita Lee’s latest article, she shared the impact of these activities on the asset allocation. #HangSengInvestment #HSVM #Assetallocation *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.

𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐇𝐨𝐧𝐠 𝐊𝐨𝐧𝐠 𝐄𝐓𝐅𝐬’ “𝐒𝐮𝐩𝐞𝐫-𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐨𝐫” 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥    While we celebrate the 25th anniversary of the first ETF listed in the city, we understand the potential of Hong Kong ETFs has not been fully unlocked. The international financial center can leverage its unique position as the offshore Chinese financial market to connect fund flows between mainland China and the rest of the world, our CEO Rosita Lee opined. The ETF Connect Program is one example. Besides, ETF providers can also tap into depositary receipts or the master-feeder fund structure to bring Hong Kong ETFs to the rest of the world. #HangSengInvestment #HSVM #ETF #HongKong #SuperConnector *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.

In the latest article for am730, HSVM CEO Rosita Lee shared why Asian bonds have outperformed global bonds this year and expects the underlying factors to continue supporting the fundamentals of Asian bonds. #HangSengInvestment #HSVM #Asianbonds *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 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐚𝐭 2024 𝐇𝐀𝐂𝐍 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐅𝐨𝐫𝐮𝐦 We were honoured to participate in the 2024 HACN Wealth Management Forum in Shanghai, where our Fund Manager, Harrison Chiu, CFA, FRM, shared insights on the market and passive investment strategies. Harrison Chiu, CFA, FRM shared the significance of passive investment as a low-cost, efficient tool to gain market exposure and the factors to be considered for achieving long-term financial goals. He introduced, from a prudent investment perspective, the core and satellite investment strategy where investors can utilize passive investment as the core portfolios to gain a relatively stable, diversified and long-term market return and utilize active investment as satellite portfolios to gain alpha at higher risk level. A heartfelt thank you to HACN for hosting such an enlightening forum! #HangSengInvestment #HSVM #ETFs #Investment #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.

We are honoured to celebrate the 25th anniversary of the Tracker Fund of Hong Kong (TraHK) with over 100 heavyweights gathered together to commemorate this milestone.   We are proud to be contributing to TraHK’s continued growth, which is part of our missions to drive the development of HK’s ETF market and the broader financial ecosystem by opening up new investment opportunities for investors at home and overseas.   Embracing a global perspective, and with the people of Hong Kong always in our heart, we will continue moving forward with our mission to help create a bright and prosperous future for our city.  #TrackerFund #TraHK #25thAnniversary #HangSengInvestment *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.