Launch of CMS X Quarterback China Future Growth Lab

Combining CMS Securities' Local Research with Quarterback's Quantitative Strategy

Quarterback Asset Management announced on September 30 that it has launched the advisory wrap account product "CMS X Quarterback China Future Growth Lab" in collaboration with Shinhan Investment Corp.

This product offers diversified investments in stocks and ETFs listed in mainland China, Hong Kong, and the United States, and is characterized by the combination of local Chinese research with quantitative quant-based management.

CMS Securities (China Merchants Securities) uses the direction of Chinese government industrial policy as the starting point for its research, proactively identifying growth industries that are likely to benefit from these policies and reflecting them in its investment universe and sector analysis. Quarterback Asset Management operates a portfolio based entirely on a rule-based investing strategy using quantitative data, ensuring objectivity that is not swayed by emotions, even in rapidly changing market environments.

The effectiveness of the Chinese government's policies to strategically foster next-generation industries such as AI, electric vehicles, and new energy is evident in the rebound of indices and growing investor interest. This wrap account provides investors with a differentiated approach to China's growth themes.

CMS Securities is one of the top five securities firms in China and was the first Chinese securities company to establish a Korean branch. Approximately 150 research analysts, based in Shenzhen, Shanghai, and Beijing, cover more than 30 key industry sectors, providing in-depth research capabilities across policy, industry, and corporate analysis.

Quarterback Asset Management uses its accumulated quant algorithms to quantitatively analyze sector importance and stock selection. By combining top-down policy and theme analysis with bottom-up stock analysis, the company manages volatility and pursues long-term performance. The wrap account is ultimately managed by the Wrap Management Department of Shinhan Investment Corp.

Investors can subscribe to the "CMS X Quarterback China Future Growth Lab" at Shinhan Investment Corp branches nationwide.

Cho Hongrae, CEO of Quarterback Asset Management, stated, "This wrap account, which combines CMS Securities' local research with Quarterback's quantitative management expertise, is a strategy that enables domestic investors to systematically invest in next-generation growth industries in China, such as AI, electric vehicles, and new energy, which are otherwise difficult to access directly." He added, "Through our collaboration with Shinhan Investment Corp, we will provide clients with differentiated investment opportunities in China within the global market."

This content was produced with the assistance of AI translation services.