HSBC strengthened its fund selection capabilities in 2024, blending institutional rigour with digital innovation to deliver strategies that weathered market storms. Anchored by a philosophy of global diversification and disciplined risk management, the team’s open-architecture platform – offering access to over 300 active funds and 500 exchange-traded funds, vetted by a 40-member global manager selection team across Hong Kong and India – ensured clients capitalised on best-in-class active and passive managers worldwide.
The bank’s success stemmed from its quantitative-driven selection process, combining proprietary research with insights from Morningstar, Mercer and a proprietary scoring system to identify high-conviction funds.
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