Asset Manager

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China Life Franklin Asset Management

China Life Insurance and Franklin Templeton Strategic Investment established the firm in 2007, embedding it with two distinct institutional DNA strands:...

China Life Franklin Asset Management logo

China Life Franklin Asset Management

China Life Insurance and Franklin Templeton Strategic Investment established the firm in 2007, embedding it with two distinct institutional DNA strands: mainland Chinese insurance liabilities and a global public-markets distribution network. The ownership structure gives the Hong Kong-based entity a regulatory passport that few regional competitors hold — it is licensed by the Securities and Futures Commission of Hong Kong for Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activities, and it explicitly references eligibility criteria for Singapore-based accredited and institutional investors. The firm deploys capital globally across listed equities, fixed income, and multi-asset strategies, though it does not publicly segment its portfolio by asset class or name specific holdings on its website. Its regulatory disclosures and disclaimers confirm it acts as both an investment adviser and a discretionary manager, and it maintains the right to take long or short positions in securities it covers. The geographical footprint stretches from Hong Kong to Singapore, with platform infrastructure that allows distribution into institutional channels across Asia. Team size and total AUM are undisclosed. Adjacent vehicles are not publicly detailed; the firm operates under a single corporate entity with no visible philanthropic or parallel structures. In May 2024, Altss research confirmed the firm maintains an active but low-publicity posture, consistent with its role as a conduit between a state-backed insurer’s balance sheet and global capital markets. What distinguishes the firm structurally is its hybrid parentage: it is neither a pure insurance general-account manager nor a standalone third-party asset manager, but a co-branded vehicle that combines China Life’s sourcing advantages and Franklin Templeton’s multi-decade public-markets operating system. That architecture places it in a narrow peer set of Sino-foreign joint-venture managers built to bridge domestic pools of capital with external fund mandates — a structure that gives it both privileged flow and ongoing regulatory complexity.

General information

Firm type

Generalist

Year founded

2007

AUM

HK$ 2750 Bn

Location

Region

Asia

Country

Hong Kong

City

Hong Kong

Corporate office

Hong Kong, Hong Kong

Frequently asked questions

What regulatory licenses does the firm hold?

The firm holds three licenses from the Hong Kong Securities and Futures Commission: Type 1 (dealing in securities), Type 4 (advising on securities), and Type 9 (asset management). These licenses permit it to execute trades, provide investment advice, and manage discretionary portfolios, respectively. Its website also references compliance with Singapore’s Securities and Futures Act for accredited and institutional investors.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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