ETF Expertise

HSVM, as one of the largest local ETF providers, can help you access more possibilities

Unlocking the Potential of ETFs for Institutional Investors

With extensive experience managing passive investments, HSVM is a home-grown pioneer managing some of the largest and most liquid ETFs in Hong Kong. We are committed to empowering the growth potential of institutional investors with the benefits of ETFs, including diversification, transparency, flexibility and low cost.

Versatility
From a broad-based beta approach to a thematic approach, HSVM offers a wide range of solutions to institutional clients.
Tracking Excellence and Performance Enhancement
On top of tracking accuracy, HSVM stands out in enhancing performance with dividend arbitrage, index rebalancing, corporate action and market timing strategies.
Commitment to Responsible Investing
HSVM is dedicated to collaborating closely with index compilers to tailor-make ESG solutions for institutional investors.

Our ETF Capabilities

Experience
  • Approaching 30 years as a market leader in passive investments
Market Share
  • 45% market share in the Hong Kong ETF market by AUM
  • Largest ETF provider in Hong Kong by AUM
Turnover
  • Largest ETF provider in Hong Kong in 2022 in terms of average daily turnover
Awards
  • 24 awards received for our passively-managed funds over the past 5 years

Our Experience in ETFs

HSVM's milestones in growing our ETF business while promoting the development of the ETF market in Hong Kong over the years:

Officially took up the role as Manager of Tracker Fund of Hong Kong ("TraHK") and introduced RMB Counter for TraHK

Tracker Fund of Hong Kong

September 2022

Launched the 1st ESG ETF based on the Hang Seng Index

HSI ESG Enhanced Select Index ETF

February 2022

Launched an ETF tracking the Hang Seng China New Economy Index

Hang Seng China New Economy Index ETF

November 2021

Launched an ETF (Unlisted Class) for the Hang Seng TECH Index

Hang Seng TECH Index ETF - Unlisted Class

June 2021

One of the 1st issuers of the HK-Mainland ETF Cross-listing Scheme

Hang Seng Harvest CSI 300 Index ETF

October 2020

Launched one of the 1st ETFs tracking the Hang Seng TECH Index

Hang Seng TECH Index ETF

July 2020

1st local financial institution in HK to issue an RQFII ETF

Hang Seng China A Industry Top Index ETF

November 2013

Launched the 3rd ETF in HK1

Hang Seng China Enterprises Index ETF

December 2003

Launched HSVM's 1st index fund tracking the Hang Seng Index

Hang Seng Index Pooled Fund2

July 1995
1. Based on all existing ETFs listed in Hong Kong, as at 31 December 2021.
2. The fund was terminated in 2004.
Source: HSVM, as at 30 September 2022.

Resources

A dedicated team is on hand to help you with ETF executions
  • Facilitating ETF primary market transactions such as refining the creation and redemption processes to ensure execution for clients in the most efficient and cost-effective manner.
  • Monitoring ETF secondary market activities including bid/ask spreads, trading volume and other exchange-related activities.
  • Engaging with ETF liquidity providers such as Participating Dealers and Market Makers to ensure liquidity in both the primary and secondary markets.
  • Collaborating with the stock exchange to improve the ETF market's infrastructure and ecosystem.
Our expertise
Bill SUN
Senior Vice President,
Head of ETF Capital Markets
Hang Seng Investment Management Limited
Address: 83 Des Voeux Road Central, Hong Kong
Tel: +852 3662 0573
Email: bill.z.sun@hangseng.com
Gary CHAN
Vice President,
Institutional Business
Hang Seng Investment Management Limited
Address: 83 Des Voeux Road Central, Hong Kong
Tel: +852 3662 0077
Email: gary.s.t.chan@hangseng.com
Sabrina PAN
Vice President,
Institutional Business
Hang Seng Investment Management Limited
Address: 83 Des Voeux Road Central, Hong Kong
Tel: +852 2198 3756
Email: sabrina.s.m.pan@hangseng.com

Disclaimer

The fund(s) mentioned above has been authorised by the Securities and Futures Commission in Hong Kong ("SFC"). SFC authorisation is not a recommendation or endorsement of the fund(s) nor does it guarantee the commercial merits of the fund(s) or its performance. It does not mean the fund(s) is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors.

Investment involves risk and past performance is not indicative of future performance. Please refer to the offering document for further details including the risk factors. The website has not been reviewed by SFC. Issued by Hang Seng Investment Management Limited.