Ruishi International's QFI Qualification Empowers Institutional Clients, Customizing China IPO Asset Allocation Solutions

2025-10-20Company News

Targeting different types of institutional clients, Ruishi International Capital has launched customized China IPO asset allocation solutions based on its QFI qualification:

For sovereign funds with lower risk appetites, it designs a "core-satellite" portfolio, where the core part allocates new shares of large-cap blue-chip stocks, and the satellite part participates in growth sectors on a small scale.
For family offices pursuing high returns, it focuses on growth sectors such as new energy and AI, paired with flexible exit strategies.
For long-term funds like pension funds, it emphasizes the dividend-paying ability and long-term growth potential of new shares to build a stable portfolio.

"Our customized solutions not only take return targets into account but also make dynamic adjustments based on clients' risk tolerance and fund tenure," said the company's Director of Wealth Management. He gave an example: a $500 million fund entrusted by a Middle Eastern sovereign fund adopts an allocation ratio of "60% large-cap new shares + 30% growth sectors + 10% cash," which not only ensures stability but also retains room for growth. Currently, this customized service has attracted 3 clients to sign contracts, with an under-management scale exceeding $800 million.

Key Term Explanation:

Core-satellite portfolio: An asset allocation strategy that divides the portfolio into two parts. The "core" (accounting for a larger proportion) focuses on stable, low-risk assets to ensure the basic return and stability of the portfolio; the "satellite" (accounting for a smaller proportion) invests in high-growth, high-potential assets to pursue additional returns, balancing risk and profitability.