Investment Capabilities



BEA Union Investment is a specialist Asian Equity and Fixed Income manager.

We are based in Hong Kong, employ investment professionals with deep local experience and are well connected across the regional investment community.

In addition, BEA Union Investment receives integral support on global macroeconomic and asset allocation strategies from our joint venture shareholder, Germany’s Union Investment.



Equities

BEA Union Investment’s Equity team employs an active investment strategy using bottom-up fundamental analysis for both stock selection and portfolio construction. A proprietary quantitative screening process will also be used for idea generation and risk management.

We currently offer the following Equity strategies:

  • Asia ex-Japan
  • Asia Pacific ex-Japan High-Dividend
  • Greater China
  • China A-share
  • China MSCI
  • Hong Kong
  • Global

Fixed Income

BEA Union Investment’s Fixed Income team combines top-down macro analysis for country, currency and duration, with a bottom-up analysis of sectors, industries and credit risk. In addition, the team employs a proprietary credit research model for bonds not rated by international credit agencies.

We currently offer the following Fixed Income strategies:

  • Asian High-Yield
  • Asian Investment-Grade
  • Asian Local Currency
  • Renminbi
  • Chinese High-Yield
  • Hong Kong Dollar
  • Global

Multi-Asset

Using the strengths of its Equity and Fixed Income teams, BEA Union Investment also offers a range of multi-asset products. Asset allocation decisions are set in collaboration with Union Investment’s Investment Committee based on a range of regional and global macroeconomic factors.

Our view of the macroeconomic environment is expressed through the RoRo Meter, a proprietary framework developed by Union Investment which incorporates “risk on, risk off” factors such as absolute and relative asset prices, inflation expectations, central bank action and geopolitical risk.

We currently offer the following Multi-Asset strategies:

  • Asia Pacific ex-Japan (with a fixed income bias)
  • Asia Pacific ex-Japan (with an equity bias)
  • Hong Kong
  • Global