Joanna Munro

HSBC Global Asset Management Ltd., part of HSBC Holdings Plc, is a company headquartered in London, UK. The firm provides assert management services. It was founded in 1982. Nicolas Jean-Marie Denis Moreau has been the CEO since 2019.The company says this about itself: HSBC Global Asset Management Limited is a global organisation which provides a wide range of financial products and services. As such, it, or a company with whom it has an association, may from time-to-time have interests which conflict with its clients’ interests or with the duties that it owes to its clients. These include conflicts arising between the interests of HSBC Global Asset Management, its associates & employees, the interests of its clients, and also conflicts between clients themselves.

HSBC-GAM-UK serves as the sub-advisor to the Frontier Markets Equity strategy that is currently offered to existing US clients. The process for the strategy combines bottom-up stock analysis and top-down country analysis, with a strong emphasis on the first. By combining bottom-up and top-down elements the Frontier Markets Equity team believes the investment process allows it to identify compelling investment opportunities. HSBC-GAM-UK follows a multi-dimensional process to invest in a range of active and quantitative investment products including equity, fixed-income, liquidity and multi-asset strategies. On a global basis, they combine a fundamental business cycle approach within a quantitative valuation framework to implement asset allocation, sector selection, and security selection.

HSBC-GAM HK’s investment approach combines top-down asset allocation with bottom-up sector and security selection, and is primarily based on the range of funds managed within the parent group. Research is shared within HSBC. The firm manages country specialist equity funds, focused on Asian countries including China and India, seeking to invest in companies with growth potential, a competitive edge on export markets, quality management, a favorable regulatory environment and access to low-cost labor and raw materials. Key selection criteria include profit margins, return on investment and capital resources. HSBC-GAM HK’s multi-manager strategy results from a global manager selection process across asset classes and market-cap, combining quantitative analysis with qualitative research which leverages the parent group's on-the-ground presence and local expertise. They also actively manage cash assets. Their liquidity funds cover a variety of currencies and markets globally.