Jan 2008
Guotai Jinlong Sector-Select Equities Fund was awarded “Star Fund for Three-year Consecutive Returns” by Securities Times
Jan 2008
Guotai Jinlong Sector-Select Equities Fund was awarded “Gold Award of Funds in 2007” by influential media in Beijing, Shanghai and Guangzhou
Jan 2008
Guotai AMC was awarded “Most Enhanced Fund Company in 2007” at the Fifth Financial and Economics Election
May 2007
Jinsheng Fund was awarded “Star Closed-end Fund” by Securities Times
Apr 2007
Guotai AMC won “Ten Best Fund Companies” award by Public Securities News
Apr 2007
Jinsheng Fund was awarded “Sustained Gold Bull Closed-end Fund” at the third Gold Bull Fund selection by China Securities Journal
Jan 2007
Guotai Jinpeng Bluechip Value Equities Fund won “Attractive Fund in 2006” by Money Weekly
Oct 2006
Jinsheng Fund was awarded the title as fourth china fund industry Taurus Award “Taurus sustained superior closed-ended fund” by《china securities journal》
Sep 2006
E-HR system was established its basic function and tested result to lay the foundation for raising the efficient of human resource management of the company.
Aug 2006
Jinping Fund has received valid acceptances in respect of new issue by Aug 2006, it was announced to raise over than 1.248 billion RMB by means of initial placing.
It is imperative to stay aware of the anti-commercial bribery schedule and activities were completely implemented in accordance with consequent response to China Securities Regulatory Commission (CSRC) and Municipal Office of Finance Service
July 2006
Institution and channel clients together with funds manager and research department supervisor were invited to investment strategies seminar, which was held respectively in Beijing and Shanghai in July 2006. The seminar made pursuant to discuss investment situation for the first half year whilst determining investment strategies for the latter half of the year.
The company led to convene the fund industry human resource forum conference mainly pursuant to the discussion on professional issues such as the performance of fund management. Human resource officers from more than 30 fund companies were invited to participate the conference.
March 2006,
By March 2006, it was announced to initially raise over than 2.5 billion RMB by means of placing of Jinlu fund which is the second issued principal guaranteed fund following an issue of Jinxiang Fund.
By March 2006, all ordinary shareholders were able to take the cash dividend offered by Jinma stable return funds, with the entitlement based on 0.30 Yuan for every 10 owned.
Feb 2006
By Feb 2006, with the approval of the Party committee, four party branches based on original party branch committee and combined with the traffic incidence of the company and situation of existing party groups, were founded to perfect the party organization and institution as well as strengthen the role of party group and party members.
By Feb 2006, all ordinary shareholders were able to take the cash dividend offered by Jinglong open-ended Fund, with the entitlement based on 0.40 Yuan for every 10 owned.
Jan 2006
By Jan 2006, all ordinary shareholders were able to take the cash dividend payment offered by Jinying open-ended Fund，with the entitlement based on 0.33 Yuan for every 10 owned.
By Jan 2006, company convened general league member congress and league member branch was formally founded.
Jan 2006
Approved by the Document Ji Zi [2006] No.4 of China Securities Regulatory Commission，Zhejiang International Trust and Investment Co., Ltd. One shareholder of the Company，transferred all of the 20% shares of the Company to Wanlian Securities Co., Ltd.
Dec 2005
The Company convened the Party congress，and established the general Party branch committee on the basis of the original Party branch committee and with the approval from the higher-level Party committee．
Dec 2005
The 1st staff representative congress of the Company has been held successfully．The congress called on all the staff to understand the situation，get their spirit invigorated，perform their duties actively，bring their role as the owner into full play and make contribution to the development of the company．
Dec 2005
The Company has been awarded the“2005 Best Risk Control Prize”by the 21st Century Business Herald．
Dec 2005
The company was awarded the“2005 Top-10 Most Respected Fund Company in China”by the World Finance Lab，the Jin Ding Fund was awarded the “2005 top-10 fund product with Most Investment Value in China”by the World Finance Lab，and Manager Jin of the Jin Ding Fund was awarded the“2005 Top-25 Fund Manager with Most Influence.”
Oct 2005
The Company has preliminarily drafted the 3-year development planning for information system．Taking“Safety，reliance，stability，expandability，high performance and low costs”as its principle，this draft bring forward flexible designs foe the systems in the aspects of internal management，technical support for investment research and customer service，and lays stress on the guiding function of the receptionists．
Oct 2005
The Company has arranged experience-based training activities with the theme of “Keeping pace with the times，making efforts to become first class and constructing a management team of Guotai funds with high performance”for medium-and –high-level management personnel，which have obtained good effects．
Sep 2005
With the completion of the upgrading of its archives，the Company has become the first company in the fund industry to obtain the class-2 competence of archive management．
Sep 2005
The financial engineering department has started its operation．It provide quantitative support of computational finance for the customer service，design of new product’s core profit model，investment strategy，transaction strategy，performance assessment and risk assessment．
Aug 2005
The online transaction is formally launched．The service method will make it convenient for the investors to buy or sell fund products provided by the Company．It will exert profound influence on the elevation of the Company’s sales ability．
May 2005
With the energetic support from Agriculture Bank of China，our custodian bank，the Company has successfully issued its Monetary Market Securities Investment Fund．The Fund with its IPO exceeding RMB4.4 billion，was established on June 21 formally．
May 2005
The Company removes to its new office located at 23F，Gang Tai Plaza，700 Yan’an Road East．
Mar 2005
The Company divides its market system into three department of marketing planning．funds sales and customer servers．In this way，the internal management relationships of the Company’s market business gets further straightened out and function and duties of each department are defined clearly.
Jan 2005
In the appraisal of 2004 Winning Funds jointly held by Galaxy Securities Fund Research Center and 21 Century Economic Report January 2005, Guotai ranked the fifth in the Comprehensive Performance Award in 2004 China Fund Management Companies and ranked the second in the Close-ended Fund Comprehensive Performance Award in 2004 China Fund Management Company, and Fund Jinsheng won the Close-ended Fund 3-year Continuous Good Performance Award, Fund Jinying ranked the 2nd of the Equity Open-ended 2-year Continuous Good Performance Award.
Dec 2004
The company held the Promotion Month of Fund Law and Regulation Publicity and Education, which played a good role in promotion of the staff to understand the latest laws and regulations.
Nov 2004
CEO Li Chunping joined the European and American Securities Industry delegation, visited governmental institutions and industry Institutions, e.g. American Securities and Exchange Commission, French AMF and American Investment Company Institute (ICI) and management institutions, including ING and French Credit Agricole Indosuez, etc.
Oct 2004
The company became one of three fund companies obtaining the certificate of the National Social Security Council Assets Managers and our persistent steady management style and good risk control capability won the recognition of National Social Security Council and experts from all circles.
Sep 2004
Jinxiang Fund was issued, with the primary issuance scale of RMB 803 million and Bank of China as the trustee bank and the main sale agent bank.
Chen Yongsheng, the Board Chairman, went to Brazil to attend the 18th International Investment Fund Meeting.
Aug 2004
Guotai Jinying Growth Fund, Fund Jintai and Fund Jinsheng under the company obtained the First China Fund Jinniu Prize in the selection of the "First China Fund Jinniu Prize".
May 2004
The company and Guotai Jinying Growth Fund, Fund Jinsheng and Fund Jinding were respectively honored the "Top Ten Most Respectable Fund Company of China in 2004", "Top Ten Best Open-end Fund of China in 2004", "Top Ten Best Close-end Fund Of China in 2004" in "International Financial Laboratory Yearly Selection of 2004".
Jinma Fund was issued, with the primary issuance scale of RMB 1.231 billion and China Construction Bank as the trustee bank and the main sale agent bank.
The company implemented the determined posts, personnel allocation and personnel distribution to set up a new post sequence, and to adjust and optimize the post structure of all staff. Meanwhile, the broadband basic salary management system was put into practice.
Apr 2004
The company and China Social Welfare Insurance Academy jointly held "China Corporate Annuity Fund Management Practice Seminar", with the participation of State Ministry of Labor and Social Security, China Social Welfare Insurance Association, China Securities Regulatory Commission, foreign annuity experts and principles of key local social insurance institution and leaders of large enterprise in charge of annuity, obtaining very good effect.
The company established the coordinated working platform program group to efficiently integrate resources of information system, improve the efficiency of information system and to build a uniform coordinated working platform.
Mar 2004
The company was awarded the Best Service Fund Company in the First Fund Company Selection jointly held by "Shanghai Securities News" and U.S. Morningstar Inc.
Feb 2004
The company participated and organized the meeting affairs of the 27th Fund Joint Assemble Meeting, as a co-sponsor.
Jan 2004
Cui Haifeng, Fund manager of Jinlong Sector Select Sub Fund, was awarded "Shanghai Excellent Financial Talent".
