太平資產(chǎn)簡介中英文版

太平資產(chǎn)管理有限公司簡介TAIPINGASSETMANAGEMENTCO.,LTD.01關(guān)于我們AboutUsTaipingAssetManagementCo.,Ltd.(hereinafterreferredtoas“TPAM”)isaprofessionalassetmanagementinstitutionunderChinaTaipingInsuranceGroupLtd.(hereinafterreferredtoas“ChinaTaiping”).EstablishedinSeptember2006,TPAMisoneofthefirstnineinsuranceassetmanagementcompaniesestablishedinChina.BytheendofJune2019,TPAMismanagingassetsworthoverRMB600billion.Itsinvestmentperformancemaintainssteady.太平資產(chǎn)管理有限公司簡介太平資產(chǎn)管理有限公司是中國太平保險集團(tuán)旗下專業(yè)資產(chǎn)管理機構(gòu)，成立于2006年9月，是國內(nèi)首批成立的9家保險資產(chǎn)管理公司之一。截至2019年6月底，太平資產(chǎn)管理資產(chǎn)規(guī)模超過6000億元，投資業(yè)績保持穩(wěn)健。ABOUTTAIPINGASSETMANAGEMENTCO.,LTD.比利時富杰是一家擁有超過180年歷史的國際保險公司，業(yè)務(wù)分布于荷蘭、比利時、英國、歐洲大陸及亞洲。比利時富杰20%中國太平控股于2000年6月在香港聯(lián)合交易所掛牌上市（代碼HK00966），是我國首家在境外上市的保險企業(yè)，連續(xù)多年入圍《財富》“中國500強”，2018年、2019年連續(xù)兩年榮登《財富》“世界500強”。中國太平控股80%ChinaTaipingHoldingswaslistedontheHongKongStockExchangeinJune2000(codeHK00966).ItisChina‘sfirstinsurancecompanylistedoverseas.IthasbeenontheFortuneChina500listformanyyearsconsecutivelyandhasbeenontheFortuneGlobal500listsince2018.AgeasInsuranceInternationalNV(Ageas)isaninternationalinsurancecompanywithahistoryofmorethan180years.ItsbusinessreachextendstotheNetherlands,Belgium,theUK,EuropeandAsia.AgeasInsuranceChinaTaipingHoldings太平資產(chǎn)管理有限公司簡介ABOUTTAIPINGASSETMANAGEMENTCO.,LTD.中國太平于1929年在上海創(chuàng)立，是中國歷史上持續(xù)經(jīng)營最為悠久的民族保險品牌，是中國唯一一家總部在境外的中管金融企業(yè)。中國太平經(jīng)營范圍涉及中國內(nèi)地、中國香港、中國澳門、北美、歐洲、大洋洲、東亞及東南亞等國家和地區(qū)。FoundedinShanghaiin1929,ChinaTaipingisthelongest-runningnationalinsurancebrandinChina'shistory.Itisthe

onlyChinese-controlledfinancialenterpriseheadquarteredoutsideChina.ItsbusinessterritoryspreadsovermainlandChina,HongKong,Macao,NorthAmerica,Europe,Oceania,EastAsia,SoutheastAsiaandothercountries®ions.股東實力：跨境綜合經(jīng)營的保險集團(tuán)STRENGTHOFSHAREHOLDERS:CROSS-BORDERINTEGRATEDINSURANCEGROUP

60萬名員工600,000Employees

24家子公司24Subsidiaries2000余家營業(yè)機構(gòu)over2,000businessinstitutions

截至2018年底Bytheendof2018股東實力：綜合金融服務(wù)的提供者中國太平業(yè)務(wù)范圍涵蓋壽險、財險、養(yǎng)老保險、再保險、再保險經(jīng)紀(jì)及保險代理、互聯(lián)網(wǎng)保險、資產(chǎn)管理、證券經(jīng)紀(jì)、金融租賃、不動產(chǎn)投資、養(yǎng)老醫(yī)療健康產(chǎn)業(yè)投資等領(lǐng)域。目前，中國太平是國內(nèi)保險業(yè)經(jīng)營體系最為完善的公司之一，基本形成了投資保險聯(lián)動、境內(nèi)境外互動的經(jīng)營格局。STRENGTHOFSHAREHOLDERS:PROVIDERSOFCOMPREHENSIVEFINANCIALSERVICESChinaTaiping’sbusinesscoversareassuchaslifeinsurance,propertyinsurance,pensioninsurance,reinsurance,reinsurancebrokerage&insuranceagency,internetinsurance,assetmanagement,securitiesbrokerage,financiallease,realestateinvestmentandpensionindustryinvestment.Atpresent,ChinaTaipingisoneofthecompanieswiththemostcomprehensiveoperationsystemindomesticinsuranceindustry.Ithasbasicallyformedabusinessstructurethatconsistsofinvestment-insurancecombinationanddomestic-overseasinteraction.

太平人壽人身保險業(yè)務(wù)TaipingLifeLifeInsuranceBusiness太平財險財產(chǎn)保險業(yè)務(wù)TaipingGeneralInsurancePropertyInsuranceBusiness太平養(yǎng)老養(yǎng)老保險業(yè)務(wù)TaipingPensionPensionInsuranceBusiness太平再保險再保險業(yè)務(wù)TaipingReinsuranceReinsuranceBusiness太平金服互聯(lián)網(wǎng)保險業(yè)務(wù)TaipingFinancialServicesInternetInsuranceBusiness太平資產(chǎn)太平金融控股資產(chǎn)管理業(yè)務(wù)TaipingAssetManagementTaipingFinancialHoldingsAssetManagementBusiness

Insurance中國太平業(yè)務(wù)條線BusinessLineofChinaTaiping

Investment太平石化金融租賃金融租賃業(yè)務(wù)TaipingPetrochemicalFinancialLeasingFinancialLeasingBusiness太平投資太平養(yǎng)管非金融投資業(yè)務(wù)TaipingInvestmentTaipingSeniorLivingManagementNon-financialInvestmentBusiness股東實力：綜合金融服務(wù)的提供者STRENGTHOFSHAREHOLDERS:PROVIDERSOFCOMPREHENSIVEFINANCIALSERVICES投資板塊保險板塊中國太平列入中管以來，充分發(fā)揮央企優(yōu)勢和跨境優(yōu)勢。截至2018年底，共與90余家大客戶建立戰(zhàn)略合作伙伴關(guān)系，在傳統(tǒng)保險業(yè)務(wù)、投融資業(yè)務(wù)、國際業(yè)務(wù)和創(chuàng)新業(yè)務(wù)等方面開展全面合作。合作伙伴PARTNERSSinceChinaTaipingwasbroughtunderthecentraladministration,ithasgivenfullscopetotheadvantagesofacentralenterpriseandthetransnationalbusinessadvantages,sustainablypromoted“Headquarters-to-Headquarters”strategicalliancecooperation.Bytheendof2018,ChinaTaipinghassignedthestrategiccooperationagreementswith90-oddlargebigclientstocollaboratewithstrategicclientelesinareasofinsurance,investmentfinancing,internationaltradeandinnovation.經(jīng)營定位OPERATIONPOSITIONING樹立“共享太平”的發(fā)展理念增強服務(wù)國家戰(zhàn)略的大局意識發(fā)揮國有企業(yè)的治理優(yōu)勢確立國際化的發(fā)展方向建立信息化的發(fā)展基礎(chǔ)構(gòu)建市場化的發(fā)展機制1231個愿景建設(shè)具有全球競爭力的國際化現(xiàn)代金融保險集團(tuán)1visionBuildinganinternationalfinancialinsurancegroupwithglobalcompetitiveness456當(dāng)前，中國太平已經(jīng)正式發(fā)布以“1+6”為框架的新時代發(fā)展戰(zhàn)略：新戰(zhàn)略賦予新定位：”集團(tuán)投資的主力團(tuán)隊，資產(chǎn)管理的基礎(chǔ)平臺“ChinaTaipinghasofficiallyannouncedour“1+6”developmentstrategyinthenewera：Establishingthedevelopmentphilosophyof“Taipingforyourpeacefullife”EnhancingtheoverallawarenessofservingthenationalstrategyGivingfullplaytothegovernanceadvantagesofstate-ownedenterprisesEstablishingthedirectionfordevelopmentasinternationalizationLayingdowninformation-basedfoundationfordevelopmentBuildingamarket-orienteddevelopmentmechanismNewpositioningdefinedbythenewstrategy:“Themainteamforgroupinvestment,thebasicplatformofassetmanagement”02業(yè)務(wù)體系BusinessSystem業(yè)務(wù)體系太平資產(chǎn)是業(yè)內(nèi)經(jīng)營范圍最廣、業(yè)務(wù)資質(zhì)最為齊全的保險資管機構(gòu)之一。BUSINESSSYSTEMOFTPAMTPAMisoneoftheinsuranceassetmanagementinstitutionswiththewidestbusinessscopeandthemostcompletebusinessqualificationintheindustry.（1）保險資金受托管理

集團(tuán)保險資金管理（2）投資銀行業(yè)務(wù)（4）公募基金

太平基金業(yè)務(wù)范圍BusinessScope（3）第三方資產(chǎn)管理

保險資管產(chǎn)品EntrustedInsuranceFundsManagementManagementofGroup’sInsuranceFundsInvestmentBankingBusinessEquitiesInvestment/PrivateEquityFundsAssetSecuritizationBusiness

基礎(chǔ)設(shè)施及不動產(chǎn)債權(quán)投資計劃InfrastructureandRealEstateDebtInvestmentProjects

股權(quán)投資/私募基金

資產(chǎn)證券化業(yè)務(wù)

海外投資Third-PartyAssetManagementServicesInsuranceFundsManagementProducts

投資顧問InvestmentConsultancy

跨境金融服務(wù)Cross-BorderFinancialServices

專戶投資SpecialAccountInvestment

綜合金融解決方案ComprehensiveFinancialSolutionsMutualFundTaipingFundOverseasInvestment（1）保險資金受托管理作為中國太平境內(nèi)主要的投資平臺，太平資產(chǎn)成立以來，整體投資收益持續(xù)領(lǐng)先行業(yè)平均水平。截至2019年6月底，受托管理集團(tuán)內(nèi)保險資金規(guī)模超過4000億元。超過4000億OverRMB400billion集團(tuán)內(nèi)保險資金受托管理ManagementofGroup’sEntrustedInsuranceFundsENTRUSTEDINSURANCEFUNDSMANAGEMENTAsChinaTaiping’smajorinvestmentplatforminmainlandChina,TPAM’soverallreturnoninvestmenthascontinuedtobeaheadoftheindustryaverage.BytheendofJune2019,theentrustedin-groupinsurancefundsexceedRMB400billion.太平資產(chǎn)權(quán)益投資業(yè)績優(yōu)異，在保障絕對收益的基礎(chǔ)上，相對收益也處于市場領(lǐng)先位置。保險資金受托管理——證券投資業(yè)績2014年1月-2018年12月權(quán)益投資收益率為44.73%排名組為2014年之前成立、規(guī)模在10億以上的同類基金ENTRUSTEDINSURANCEFUNDSMANAGEMENT–PERFORMANCEOFSECURITIESINVESTMENTTPAM’sequityinvestmentperformanceisexcellent.TPAMisalsothemarketleaderinrelativereturns,whileensuringabsolutereturns.ReturnonEquityInvestmentwas44.73%duringJan.2014-Dec.2018Rankinggroupiscomposedofsimilarfundsestablishedbefore2014withascaleaboveRMB1billion太平資產(chǎn)持續(xù)加強市場研判，積極把握市場機遇，公司投資業(yè)績持續(xù)領(lǐng)先于市場指數(shù)。TPAMconstantlystrengthensitsmarketanalysisandjudgment.Itactivelyseizesmarketopportunities,makingitsinvestmentperformanceconsistentlyexceedthemarketindex.ReturnonTPAM’sEquityInvestmentReturnonCSI300IndexReturnonAFSDebtInvestmentofTPAMReturnonTotalIndexofChinaDebt保險資金受托管理——證券投資業(yè)績ENTRUSTEDINSURANCEFUNDSMANAGEMENT–PERFORMANCEOFSECURITIESINVESTMENT太平資產(chǎn)通過債權(quán)投資計劃、股權(quán)投資計劃、區(qū)域發(fā)展基金、產(chǎn)業(yè)發(fā)展基金、股權(quán)直投、資產(chǎn)證券化等多種方式為客戶提供投融資服務(wù)。基礎(chǔ)設(shè)施及不動產(chǎn)債權(quán)投資計劃資產(chǎn)證券化股權(quán)投資（2）投資銀行業(yè)務(wù)INVESTMENTBANKINGBUSINESSTPAMprovidesinvestmentandfinancingservicestoclientsthroughvariouswayssuchasdebtinvestmentprojects,equityinvestmentprojects,regionaldevelopmentfunds,industrialdevelopmentfunds,directequityinvestmentandassetsecuritizationbusiness.InfrastructureandRealEstateDebtInvestmentProjectsEquities

InvestmentAssetSecuritization海外投資OverseasInvestment太平資產(chǎn)自成立以來，發(fā)起設(shè)立了一系列基礎(chǔ)設(shè)施和不動產(chǎn)債權(quán)投資計劃，遍布能源、交通、水利、核電、保障房等各個領(lǐng)域。在服務(wù)國家、地方經(jīng)濟(jì)建設(shè)的同時，滿足了眾多保險及非保險機構(gòu)投資人的資產(chǎn)配置需求，也為融資人提供了優(yōu)質(zhì)高效的服務(wù)，獲得金融監(jiān)管部門和市場的高度認(rèn)可。單筆融資規(guī)模大資金成本穩(wěn)定期限無限制還款方式靈活基礎(chǔ)設(shè)施及不動產(chǎn)債權(quán)投資計劃INFRASTRUCTUREANDREALESTATEDEBTINCESTMENTPROJECTSEversinceitsfoundation,TPAMhasinitiatedaseriesofinfrastructureandrealestatedebtincestmentprojectsinvariousfields.Theseincludeenergy,transportation,waterconservancy,nuclearpower,securityhousing,etc.Whileservingbothnationalandlocaleconomicconstruction,theseprojectsmeettheinvestors’assetallocationrequirementsofmanyinsuranceandnon-insuranceorganizations.Theyalsoprovidehigh-qualityandefficientservicesforfinanciers,andarethusheldinhighregardbythefinancialregulatoryauthoritiesandthemarket.Large-ScaleSingleFinancingStableCostofFundsUnlimitedPeriodFlexiblePaymentMethods太平-南水北調(diào)債權(quán)投資計劃首次為中央政府提供過渡性融資Offeringbridgefinancingforthecentralgovernmentforthefirsttime簽約規(guī)模550億元，業(yè)內(nèi)迄今投資金額最大的債權(quán)計劃WithacontractscaleofRMB55billion,itwasthelargestdebtinvestmentprojectintheindustrysofar國家信用等級，納入中央財政預(yù)算Nationalcreditrate,includedinthecentralbudget險資首單核電項目Firstinvestmentintonuclearpowerwithinsurancefunds30億元，投向中國廣東核電集團(tuán)RMB3billion,investedinChinaGuangdongNuclearPowerHoldingCorporation《證券時報》2014年最佳債權(quán)計劃Honoredwiththetitleof“2014BestDebtInvestmentProjectofChina”bySecuritiesTimes太平-中廣核核電債權(quán)投資計劃基礎(chǔ)設(shè)施及不動產(chǎn)債權(quán)投資計劃INFRASTRUCTUREANDREALESTATEDEBTPROJECTSTaiping–South-to-NorthWaterDiversion

DebtInvestmentProjectTaiping–CGNPCNuclearPowerDebtInvestmentProject太平-石家莊保障房債權(quán)投資計劃14億元，參與當(dāng)?shù)乇Ｕ闲宰》拷ㄔO(shè)RMB1.4billion,participatingintheconstructionoflocalaffordablehousing助力保障和改善民生工程Projectshelpingtoguaranteeandimprovepeople’slivelihoodTaiping–ShijiazhuangGuaranteedHousingLoanInvestmentProject太平-云南鐵投鐵路債權(quán)投資計劃15億元RMB1.5billion首單經(jīng)由重大工程綠色通道注冊的債權(quán)投資計劃FirstdebtinvestmentprojecttoberegisteredthroughKeyProjectGreenChannel支持國家“一帶一路”倡議，服務(wù)實體經(jīng)濟(jì)發(fā)展SupportingimplementationoftheBeltandRoadInitiative,servingrealeconomydevelopmentTaiping–YunnanRailwayDebtInvestmentProject太平-江蘇高管中心崇啟大橋債權(quán)投資計劃20億元RMB2billion支持長三角區(qū)域發(fā)揮整體協(xié)同效應(yīng)、完善基礎(chǔ)設(shè)施建設(shè)SupportingtheYangtzeRiverDeltaregionindevelopingoverallsynergy,andperfectingconstructionofinfrastructureTaiping–JiangsuExecutiveCentreChongqiBridgeDebtInvestmentProject太平-舞鋼軍民用寬厚板項目債權(quán)投資計劃28億元，積極參與軍民融合戰(zhàn)略實施RMB2.8billion,activelypartakingintheimplementationofthemilitaryandcivilianintegrationstrategy踐行金融央企的責(zé)任擔(dān)當(dāng)fulfillingresponsibilitiesofcentralenterpriseTaiping–WugangMilitaryandCivilianUseWideandHeavyPlateDebtInvestmentProject基礎(chǔ)設(shè)施及不動產(chǎn)債權(quán)投資計劃INFRASTRUCTUREANDREALESTATEDEBTPROJECTS15億元，服務(wù)于西部地區(qū)產(chǎn)業(yè)升級和產(chǎn)能優(yōu)化RMB1.5billion,servingWesternChinainindustrialupgradingandcapacityoptimization助力“一帶一路”沿線地區(qū)經(jīng)濟(jì)發(fā)展AssistingintheeconomicdevelopmentofregionsalongtheBeltandRoadInitiative太平-中鋁基礎(chǔ)設(shè)施債權(quán)投資計劃Taiping-AluminumCorporationofChinaLimitedInfrastructureDebtInvestmentProject項目已投規(guī)模5.5億元RMB550million

有力推動了云南省扶貧攻堅工作開展StronglypromotingtheimplementationoffocusedpovertyalleviationworkinYunnanProvince項目已投規(guī)模12億元RMB1.2billion積極支持國家電子產(chǎn)業(yè)發(fā)展，金融服務(wù)實體經(jīng)濟(jì)Activelysupportingthedevelopmentofthenationalelectronicsindustry,anexampleofhowfinanceservestherealeconomy基礎(chǔ)設(shè)施及不動產(chǎn)債權(quán)投資計劃INFRASTRUCTUREANDREALESTATEDEBTPROJECTS太平-云南省國家級貧困區(qū)棚戶區(qū)改造債權(quán)投資計劃Taiping-YunnanNationalPoverty-strickenAreaShantytownRenovationDebtInvestmentProject太平-中國電子基礎(chǔ)設(shè)施債權(quán)投資計劃Taiping-ChinaElectronicInfrastructureDebtInvestmentProject太平資產(chǎn)股權(quán)投資已覆蓋股權(quán)投資計劃、股權(quán)直投、區(qū)域發(fā)展基金、產(chǎn)業(yè)發(fā)展基金等形式，投資遍布基礎(chǔ)設(shè)施、醫(yī)療、新經(jīng)濟(jì)、互聯(lián)網(wǎng)金融等領(lǐng)域。TPAM’sequitiesinvestmentbusinesscoversequitiesinvestmentprojects,directequityinvestment,regionaldevelopmentfunds,industrydevelopmentfunds,etc.Itsinvestmententerprisesspreadintoinfrastructure,medicalservices,emergingeconomies,internetfinanceandotherfields.股權(quán)投資業(yè)務(wù)EQUITIESINVESTMENTBUSINESS股權(quán)投資計劃EQUITIESINVESTMENTPROJECTS太平-京滬高鐵股權(quán)投資計劃太平資產(chǎn)作為共同發(fā)起人設(shè)立該計劃EstablishedbyTaipingAssetManagementasitsco-sponsor項目募集資金160億元RMB16billionraisedbytheproject充分發(fā)揮保險資金長期優(yōu)勢，支持京滬高鐵項目建設(shè)，帶動沿線經(jīng)濟(jì)社會發(fā)展Taiping-Beijing-ShanghaiHigh-speedRailwayEquityInvestmentProjectFullplaytothelong-termadvantagesofinsurancefundstosupporttheconstructionofBeijing-Shanghaihigh-speedrailwayproject,promotingeconomicandsocialdevelopmentalongtherailwayline太平-北京城建基礎(chǔ)設(shè)施股權(quán)投資計劃21億元，投向北京城建股份旗下的基礎(chǔ)設(shè)施、園區(qū)運營及其他配套設(shè)施項目RMB2.1billion,investedininfrastructure,parkoperationandothersupportingfacilityprojectsoftheBeijingUrbanConstructionGroup助力京津冀協(xié)同發(fā)展PromotingthesynergeticdevelopmentofBeijing,TianjinandHebeiTaiping–BeijingUrbanConstructionInfrastructureEquitiesInvestmentProject作為項目領(lǐng)投方，太平資產(chǎn)認(rèn)購京東金融新增發(fā)行的股份，投資規(guī)模3.5億元。京東金融是京東金融集團(tuán)打造的“一站式”在線投融資平臺，依托京東集團(tuán)強大的資源，將傳統(tǒng)金融業(yè)務(wù)與互聯(lián)網(wǎng)技術(shù)相結(jié)合，致力于為個人和企業(yè)用戶提供安全、高收益、定制化的金融服務(wù)，2018年更名為“京東數(shù)科”。京東金融拉卡拉支付拉卡拉是聯(lián)想控股旗下的高科技金融服務(wù)企業(yè)，是中國領(lǐng)先的線下支付公司，于2019年4月26日成功上市。股權(quán)直投DIRECTEQUITYINVESTMENTJDFinanceAstheleadinginvestoroftheproject,TaipingAssetssubscribedtothenewlyissuedsharesofJDFinancebyRMB350million.JDFinanceisa“one-stop”onlineinvestmentandfinancingplatformbuiltbyJingdongFinancialGroup.BasedonthestrongresourcesofJingdongGroup,itcombinestraditionalfinancialbusinesswithInternettechnologyandiscommittedtoprovidingsafe,high-yieldandcustomizedfinancialservicesforindividualsandbusinesscustomers,andwasrenamed“JDDigitalScience"in2018.LakalaPaymentLakaraisahigh-techfinancialservicescompanyownedbyLegendHoldings.ItisChina'sleadingofflinepaymentcompanyandwassuccessfullylistedonApril26,2019.上海農(nóng)商銀行ShanghaiRuralCommercialBank上海農(nóng)商銀行成立于2005年8月，2018年底總資產(chǎn)規(guī)模8337億元，在2018年全球1000家大銀行中，排名第178位。目前，中國太平持股4.78％，位列上海農(nóng)商行前十大股東。ShanghaiRuralCommercialBankwasestablishedinAugust2005.Attheendof2018,thetotalvalueofassetsofthebankwas833.7billionyuan.Amongthetop1000globalbanksin2018,ShanghaiRuralCommercialBankrankedthe178th.Atpresent,ChinaTaipingholds4.78%sharesandisamongthetoptenshareholdersofShanghaiRuralCommercialBank.股權(quán)直投DIRECTEQUITYINVESTMENT作為項目領(lǐng)投方，太平資產(chǎn)對首汽租賃有限責(zé)任公司進(jìn)行股權(quán)投資。首汽租賃成立于1992年，是國內(nèi)專業(yè)性、綜合性汽車租賃服務(wù)的領(lǐng)先供應(yīng)商，市場規(guī)模位居國內(nèi)前列。首汽租賃ShouqiCarRentalAstheleadinginvestoroftheproject,TPAMconductsequityinvestmentforShouqiCarRental.Establishedin1992,ShouqiCarRentalisaleadingdomesticsupplierofprofessionalandcomprehensivecarrentalservices.ItsmarketscalerankshighinChina.車享家是中國領(lǐng)先的汽車后市場直營服務(wù)網(wǎng)絡(luò)，通過線下品牌連鎖門店的擴(kuò)張、建設(shè)與標(biāo)準(zhǔn)化運營，向汽車消費者提供以汽車快修保養(yǎng)為主的養(yǎng)護(hù)維修服務(wù)。上汽車享家CheXiangJiaCheXiangJiaplaysaleadingroleinautomobileaftermarketdirectservicenetworkinChina.Throughtheexpansionandconstructionofitsbrandofofflinechainstores,aswellasstandardizedoperations,itprimarilyprovidescarconsumerswithrapidvehiclerepairandmaintenanceservices.美年大健康產(chǎn)業(yè)(集團(tuán))有限公司創(chuàng)始于2004年，是中國預(yù)防性健康體檢行業(yè)規(guī)模最大的全國連鎖機構(gòu)之一。2015年太平資產(chǎn)投資美年大健康項目，當(dāng)年成功上市。美年大健康Health100Foundedin2004,MeinianOnehealthHealthcare(Group)Co.,Ltd.isoneofthelargestnationalchainagenciesinChina'spreventivehealthexaminationindustry.In2015,TaipingAssetinvestedintheHealth-100Project,whichwassuccessfullylistedinthesameyear.2015年以來，太平資產(chǎn)多次通過資產(chǎn)證券化業(yè)務(wù)為融資人提供資金支持。資產(chǎn)證券化業(yè)務(wù)ASSETSECURITIZATIONBUSINESSThroughitsassetsecuritizationbusiness,TPAMhasprovidedfinancialsupporttofinanciersanumberoftimessince2015.資產(chǎn)證券化業(yè)務(wù)ASSETSECURITIZATIONBUSINESS24億RMB2.4billion基礎(chǔ)資產(chǎn)為湖北中經(jīng)中小企業(yè)投資有限公司股權(quán)TheunderlyingassetistheequityofHubeiZhongjingSmallandMedium-SizedEnterpriseInvestmentCo.,Ltd.太平-湖北聯(lián)投項目資產(chǎn)支持計劃Taiping–HubeiUnitedInvestmentAsset-backedProject太平—長江楚越-聯(lián)易融供應(yīng)鏈金融資產(chǎn)支持專項計劃超5億元OverRMB500million進(jìn)一步豐富了保險業(yè)支持實體經(jīng)濟(jì)及中小企業(yè)發(fā)展的模式和渠道FurtherenrichingthemodesandchannelsthroughwhichinsuranceindustrycansupportphysicaleconomyandthedevelopmentofSMEsTaiping-ChangjiangChuyue-LianyirongSupplyChainFinancialAssetsSupportSpecialProject太平資產(chǎn)自成立以來，不斷拓展第三方機構(gòu)委托資產(chǎn)管理業(yè)務(wù)，為保險、銀行等廣大金融機構(gòu)和企業(yè)客戶提供全方位的資產(chǎn)管理服務(wù)。保險資管產(chǎn)品投資顧問綜合金融解決方案跨境金融服務(wù)專戶投資（3）第三方資產(chǎn)管理THIRD-PARTYASSETMANAGEMENTSERVICESSinceitsestablishment,TPAMhascontinuouslyexpandeditsthird-partyentrustedassetmanagementbusiness.TPAMoffersall-aroundassetmanagementservicesforfinancialinstitutions(suchasinsurancecompaniesandbanks)andcorporateclients.InsuranceAssetManagementProductsInvestmentConsultancySpecialAccountInvestmentComprehensiveFinancialSolutionsCross-borderFinancialServices保險資管產(chǎn)品一覽LISTOFINSURANCEASSETMANAGEMENTPRODUCTS太平資產(chǎn)始終秉承“專業(yè)讓財富穩(wěn)健增長”的核心理念，致力于為客戶提供多元化的產(chǎn)品選擇和精品化的投資體驗。近年來，太平資產(chǎn)嚴(yán)格把握監(jiān)管精神，充分發(fā)揮保險資管專業(yè)優(yōu)勢，不斷提升產(chǎn)品創(chuàng)新能力，搭建涵蓋債券固收、權(quán)益、組合、量化等多類型的完善產(chǎn)品鏈條，在各種市場環(huán)境下均能充分滿足不同資金的個性化投資需求。TPAMalwaysadherestoacorephilosophyof“Professionalismprovidessteadygrowthtowealth”,andiscommittedtoprovidingclientswithdiversifiedproductoptionsandqualityinvestmentexperience.Inrecentyears,withahighlightedemphasisonregulatorycompliance,TPAMfullyutilizeditsprofessionaladvantagesininsuranceassetmanagementtocontinuouslyimprovedproductinnovationcapabilities,andbuildacomprehensiveproductlinecoveringbonde,equity,portfolio,andquantification,whichisabletofullymeettheindividualizedinvestmentneedsofdifferentfundsinvariousmarketenvironments.產(chǎn)品類型ProductType具體產(chǎn)品

SpecificProducts標(biāo)準(zhǔn)類產(chǎn)品StandardProducts權(quán)益型資管產(chǎn)品Equity-TypeAssetManagementProduct標(biāo)準(zhǔn)股票型StandardStocks

增益策略型GainStrategyType量化策略型QuantitativeStrategyType

主題策略型ThematicStrategy分級策略型Multi-levelStrategyType行業(yè)精選型IndustrialSelection指數(shù)掛鉤型Index-linkedType定增策略型PrivatePlacementStrategy固收型資管產(chǎn)品eAssetManagementProduct流動性管理型LiquidityManagement

普通存款型OrdinaryDeposit

普通債券型StraightBonds增強債券型Strengthen-bondType可轉(zhuǎn)債策略型ConvertibleDebtStrategy債券分級型BondRating指數(shù)掛鉤型Index-linkedType混合型資管產(chǎn)品Mixed-TypeAssetManagementProduct靈活配置型FlexibleAllocation混合偏債型MixedDebt-leaningType股債平衡型Stock/BondBalance混合偏股型MixedStock-leaningType保本策略型Break-evenStrategy量化策略型QuantitativeStrategyTypeFOF/MOM型FOF/MOMType非標(biāo)類產(chǎn)品Non-standardProducts另類資管產(chǎn)品AlternativeAssetManagementProduct基礎(chǔ)設(shè)施Infrastructure不動產(chǎn)RealEstate其他債權(quán)另類OtherAlternativeEquity未上市權(quán)益/PEUnlistedEquity/PE資產(chǎn)證券化AssetSecuritization如意6號RuyiNo.6

固收類保險資管產(chǎn)品e保險資管產(chǎn)品舉例

純債型產(chǎn)品，凈值型2018年投資收益率8.3%Puredebtproduct,networthtypeInvestmentreturnrateof8.3%in2018

吉祥2號JixiangNo.2

流動性管理保險資管產(chǎn)品LiquidityManagement流動性管理型固收資管產(chǎn)品，含一定比例非標(biāo)資產(chǎn)Liquiditymanagementtypeofeassetmanagementproduct,includingacertainproportionofnon-standardasset2018年末七日年化收益率4.5%，每日萬份收益1.4元Bytheendof2018,theannualizedrateofreturnis4.5%,withadailyeofRMB1.4per10,000某保險委托專戶Certaininsuranceclient第三方股債結(jié)合委托戶Third–partyDebtEquityCombinedEntrustment2018年投資收益率6.4%Investmentreturnrateof6.4%in2018某國有大行委托專戶

Certainlargenationalizedbankclient2018年投資收益率7.5%，同類投管人排名4/42Investmentreturnrateof7.5%in2018,rankingthe4thamong42investmentmanagersofthesametype安心8號AnxinNo.8權(quán)益類保險資管產(chǎn)品Equity2016至2018年三年累計收益率27.1%，跑贏同期上證綜指56.5個百分點，排名同業(yè)前5%Cumulativereturnrateforthethreeyearsfrom2016to2018was27.1%,outperformingtheShanghaiCompositeIndexby56.5%overthesameperiod,rankingamongthetop5%oftheindustry太平之星23號TaipingZhixingNo.232018年投資收益率排名同業(yè)前5%Investmentreturnraterankedamongthetop5%oftheindustryin2018EXAMPLEOFINSURANCEASSETMANAGEMENTPRODUCTS量化3號QuantificationNo.3量化類保險資管產(chǎn)品Quantification滬深300指數(shù)增強,2016至2018年三年累計收益率40.97%，同類可比產(chǎn)品中排名第一StrengthenedShanghaiandShenzhen300Index,thecumulativerateofreturnforthethreeyearsfrom2016to2018is40.97%,rankingthefirstamongcomparableproductsofthesametype8.5%8.5%83%（4）公募基金MUTUALFUND太平基金管理有限公司是國內(nèi)首家由保險資產(chǎn)管理公司通過并購控股的公募基金管理公司，是中國太平旗下唯一的公募基金管理平臺。TaipingFundManagementCo.,Ltd.isthefirstmutualfundmanagementcompanyinChinacontrolledbyaninsuranceassetmanagementcompanythroughM&A.ItistheonlymutualfundmanagementplatformaffiliatedtoChinaTaiping.太平資產(chǎn)管理有限公司TaipingAssetManagementCo.,Ltd.中原證券股份有限公司CentralChinaSecuritiesCo.,Ltd.2014年6月25日在香港聯(lián)合交易所有限公司主板市場上市，股票代碼HK01375安石投資管理有限公司AshmoreInvestmentManagementLtd.由英國金融市場行為監(jiān)管局批準(zhǔn)成立和監(jiān)管，專注于新興市場投資超過20年的投資管理公司OnJune25,2014,thecompanywaslistedonthemainboardmarketofTheStockExchangeofHongKongLtd.Stockcode:HK01375EstablishedwiththeapprovalofandregulatedbytheUK’sFinancialConductAuthority,Ashmoreisaninvestmentmanagementcompanywithover20years’investmentdedicatedtoemergingmarkets.03團(tuán)隊與機制TeamAndMechanism太平資產(chǎn)的基石和優(yōu)勢TPAM’sCORNERSTONEANDADVANTAGES專業(yè)人才經(jīng)營機制風(fēng)控體系運營保障ProfessionalTalentsOperationMechanismRiskControlSystemOperationAssurance專業(yè)的人才隊伍PROFESSIONALTALENTTEAM傳統(tǒng)投資團(tuán)隊另類投資團(tuán)隊財富管理團(tuán)隊風(fēng)險管理團(tuán)隊運營支持團(tuán)隊TraditionalInvestmentTeamAlternativeInvestmentTeamWealthManagementTeamRiskManagementTeamOperationsSupportTeam太平資產(chǎn)已經(jīng)建立了涵蓋傳統(tǒng)投資、另類投資、財務(wù)管理、風(fēng)險管理、運營支持五個條線的組織架構(gòu)。TaipingAssethasestablishedanorganizationalstructurecoveringfiveareasincludingtraditionalinvestment,alternativeinvestment,financialmanagement,riskmanagementandoperationalsupport.太平資產(chǎn)建立了一整套市場化的激勵約束機制，保障了優(yōu)秀人才引得來，留得住。010203事業(yè)部制運作實行自主經(jīng)營、自負(fù)盈虧的事業(yè)部管理模式，以業(yè)績提成為基礎(chǔ)，增強團(tuán)隊內(nèi)生發(fā)展動力全員承攬承銷實行全員分潤機制，加強跨條線、跨部門、跨品種的合作，提升公司整體盈利能力

扁平化管理精簡投資決策流程，以投資賬戶為單位，由投資總監(jiān)直接對投資經(jīng)理做出指導(dǎo)，及時把握資本市場機會市場化的經(jīng)營機制MARKET-BASEDOPERATIONMECHANISMTPAMhasestablishedacompletesetofmarket-basedincentiveandrestraintmechanisms,tobringinandretainexcellenttalents.FlatManagementTostreamlineinvestmentdecision-makingprocesses,investmentaccountsaretakenasunits.Investmentdirectorsguideinvestmentmanagersdirectly,soastotimelygraspcapitalmarketopportunities.OperateasaB.U.(BusinessUnit)Ourbusinessunitspracticeamanagementmodeofindependentoperation,assumingsoleresponsibilityfortheirprofitsorlosses.Withperformancebonusasthebasis,motivationfordevelopmentwithinourteamisenhanced.Wehaveimplementedthemechanismthatallstaffshareintheprofits.Thisenhancescooperationacrosslines,departmentsandproductvarieties,improvingtheoverallprofitabilityofthecompany.CooperationofWholeStaff在保障資產(chǎn)負(fù)債科學(xué)匹配的基礎(chǔ)上，太平資產(chǎn)致力于打造全面風(fēng)險管理體系，真正駕馭好投資風(fēng)險，防范好項目風(fēng)險，管控好操作風(fēng)險。全面覆蓋全程管理全員參與科學(xué)匹配全面風(fēng)險管理體系資產(chǎn)負(fù)債風(fēng)險管理投資風(fēng)險管理項目風(fēng)險管理規(guī)模匹配風(fēng)險久期匹配風(fēng)險結(jié)構(gòu)匹配風(fēng)險收益率匹配風(fēng)險市場風(fēng)險信用風(fēng)險流動性風(fēng)險立項預(yù)審項目評審?fù)顿Y決策投后管理合規(guī)內(nèi)控管理合規(guī)風(fēng)險操作風(fēng)險科學(xué)嚴(yán)謹(jǐn)?shù)娘L(fēng)控體系SCIENTIFICANDRIGOROUSRISKMANAGEMENTSYSTEMOnthefoundationofensuringthescientificmatchingofassetsandliabilities,TPAMiscommittedtobuildingacomprehensiveriskmanagementsystem.Thistrulycontrolsinvestmentrisk,preventsprojectriskandmanagesoperationalrisk.ComprehensiveRiskManagementSystemAssetsand

LiabilitiesRiskManagementInvestmentRiskManagementProjectRiskManagementComplianceandInternalControlManagementScaleMatchingRiskStructureMatchingRiskROIMatchingRiskDurationMatchingRiskMarketRiskCreditRiskLiquidityRiskEstablishment&PrequalificationInvestmentDecisionProjectReviewPost-InvestmentManagementComplianceRiskOperationalRiskScientificMatchingCompleteCoverageWhole-process