The Pearl of Asset Management
|
|
OP Investment Management Ltd ("OPIM") is a leading asset management company based in Hong Kong, and a member of the Oriental Patron Financial Group. The company manages both global and Asian-based fund vehicles with expertise across every major regional market from China and Korea, to India and the Middle East. Strategies include traditional long-only, as well as alternatives such as long-short, macro, and CTA. Fund Structures include Cayman Islands domiciled standalone, segregated portfolio companies ("SPC"), and undertaking for collective investment in transferable securities ("UCITS"). OPIM's veteran managers and advisors develop innovative strategies and products for global investors. |
When emerging managers partner with OPIM, the ability to launch new fund products with a lower AUM threshold is faster and efficient. This is done by leveraging the company's institutional network, risk management expertise, technological infrastructure, and professional management team.
OPIM is licensed by the Hong Kong SFC to conduct Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. |
Our Value
| REGULATORY EXPERIENCE |
Hong Kong SFC Type 1, 4 & 9 licensed Asset Management Company
Responsible Officers each with over 20 years’ experience in the industry
Strict monitoring of regulated activities
| INSTITUTIONAL INFRASTRUCTURE |
Operational and HR support – including audit and compliance
IT for trade operations – Linedata, Enfusion, Alphadesk and Bloomberg
Office ready – email servers and financial control packages
| MARKETING & DISTRIBUTION |
Europe and UCITs platform ready
PRC institutional investors through the OPFG network
Fund of funds
Prime Broker cap intro and consultant teams introducing both managers and capital
| STABILITY & GROWTH |
Part of the Oriental Patron Financial Group, and Wealthink AI-Innovation Capital Limited (1140.HK) publicly listed company
20 years Asian experience
Strategic partners with sovereign funds
Our Beliefs
Partnerships
In building outstanding hedge fund strategies and introducing them to the world, we share a common vision with our clients, investors, and shareholders. Through collaboration with our partners, we can draw on each other’s unique strengths to create synergies yielding exponential productivity. Together, we face the challenges and enjoy the success of growth and competition – through thick and thin. Because of this, we insist on the same level of professionalism and mutual respect from each other.
Entrepreneurship
We believe in the talent and tenacity of emerging managers and our team, whose entrepreneurial spirit drive enterprise value. Our business model is built on the foundation of reducing the barriers to entry for emerging managers and their funds. In fact, the Oriental Patron Financial Group has been helping emerging companies achieve their goals since 1993. We’ve helped countless funds launch over the past decade; and having developed an expertise in our field, we are eager to share our insight with emerging managers.
Innovation
OPIM’s infrastructure is designed to interface with the broadest of technologies in risk and trading. This allows funds to adapt quickly to fast pace markets, regulations, and reporting requirements. Every strategy has its own personality; our open architecture policies and infrastructure help managers choose their own brokers, fund administrator, trading and risk metrics systems providing customized investment and operational processes to best suit the mandate.
Sharing Insight
We share our business experience with our partners, drawing on our long history in advisory, management, structuring, regulatory, research, operations and distribution. Education benefits everyone. It connects us to shareholders, empowers managers, and multiplies distribution channels.
OPIM’s resources extend from our parent, Oriental Patron Financial Group. We’ve helped businesses grow, leveraging our advisory, corporate finance, private equity, and institutional desk to access private and capital markets since 1993. For fund managers, this means access to deals, corporate access, research, and potential investors. More importantly, it means working with like-minded business leaders and professionals.
OPIM’s resources extend from our parent, Oriental Patron Financial Group. We’ve helped businesses grow, leveraging our advisory, corporate finance, private equity, and institutional desk to access private and capital markets since 1993. For fund managers, this means access to deals, corporate access, research, and potential investors. More importantly, it means working with like-minded business leaders and professionals.
Our Team
Director and Chief Executive Officer
Alvin Fan
Alvin Fan is a 20 year asset management veteran and CEO of OP Investment Management. Since helming OPIM’s regulated incubation business in 2014, he’s helped structure countless Asia-based funds and launched some of the region’s most exciting strategies across every major hedge fund asset class - from China market neutral quants to digital assets. As a result, OPIM recently won HFM’s best platform of the year with over $2 billion in AUM/AUA across more than 35 strategies in 2022 alone.
Alvin was previously Director of Incubated Funds at OP Financial Investments Ltd (Current name: Wealthink AI-Innovation Capital Limited ), responsible for monitoring the company’s portfolio of public equity investments including fund of funds. Prior to joining OP, Alvin worked in private equity and venture capital focusing on distressed assets, infrastructure and property across Asia and Europe. Alvin received his MBA from the Ivey School of Business, UWO in 2006.
Alvin was previously Director of Incubated Funds at OP Financial Investments Ltd (Current name: Wealthink AI-Innovation Capital Limited ), responsible for monitoring the company’s portfolio of public equity investments including fund of funds. Prior to joining OP, Alvin worked in private equity and venture capital focusing on distressed assets, infrastructure and property across Asia and Europe. Alvin received his MBA from the Ivey School of Business, UWO in 2006.
Responsible Officer
Jeffrey Chan
Jeffrey Chan is a founding partner of Oriental Patron Financial Group and a Responsible Officer at OPIM. He is responsible for the strategic planning and regulatory policies at OP Investment Management. Jeffrey has over 20 years of experience in the securities and investment industries. He is the Permanent Honorary President of the Hong Kong Securities Association. He holds a Bachelor of Commerce degree and is a member of the Hong Kong Institute of Certified Public Accountants and CPA Australia and the Hong Kong Securities Institute.
Responsible Officer
Benoit Descourtieux
Benoît Descourtieux is the Responsible Officer of OPIM. He has worked in the asset and wealth management industry since 1986. He has resided in Asia since 1987 (Japan and Hong Kong). Benoît was formerly the President and CEO of Lombard Odier (Asia) Limited, Founder of OPIM and founding director of CSOP Asset Management Limited, former CFA exam grader and consultant to the CFA Institute for curriculum development. Benoît graduated from the Institute for Political Studies (“Sciences Po”) in Paris in 1986.
Benoît is the founder of GLOBAL MICRO strategies (global equities long-short market neutral) designed to read the world and capture opportunities. GLOBAL MICRO is a model monitoring 6,000 world largest companies, with 90% of the world’s capitalization, through big data (several million fundamental data points) to systematically characterize great or weak companies, sectors, countries, and regions.
Investment technologies developed include forensic accounting investigation, “True Profit” measure, proprietary indicators of corporate governance, and ex-ante risk management tools to control volatility. GLOBAL MICRO is systematic, and AI powered (patterns recognition + natural language processing).
Benoît is the founder of GLOBAL MICRO strategies (global equities long-short market neutral) designed to read the world and capture opportunities. GLOBAL MICRO is a model monitoring 6,000 world largest companies, with 90% of the world’s capitalization, through big data (several million fundamental data points) to systematically characterize great or weak companies, sectors, countries, and regions.
Investment technologies developed include forensic accounting investigation, “True Profit” measure, proprietary indicators of corporate governance, and ex-ante risk management tools to control volatility. GLOBAL MICRO is systematic, and AI powered (patterns recognition + natural language processing).
Financial Control & Administrator
Carmen Lau
Carmen is the Financial Controller, and handles the business administration and human resources for OPIM. She is one of the founding team members of OPIM in 2003. Previously, Carmen was a part of a team at Hang Seng Bank’s Trustee and was the officer at Credit Agricole Asset Management’s Compliance and Accounts Department.
Our Awards
Best Hedge Fund Platform of the Year
by HFM Week - 2017
by HFM Week - 2017
Best Regulatory Hosting Platform of the Year
by HFM Week - 2016
by HFM Week - 2016
Nominated as one of the finalist of Newcomer under $200M
by HFM Week - 2016
by HFM Week - 2016
Nominated as Best Asia ex-Japan Hedge Fund
by Eurekahedge - 2016
by Eurekahedge - 2016
Nominated as Best Asia-based Global Macro Fund
by Eurekahedge - 2016
by Eurekahedge - 2016
Nominated as Best Asia-based Global Macro Fund
by Eurekahedge - 2017
by Eurekahedge - 2017
Ranked 1st amongst Top 10 China Equity Managers
by Citywire Asia Magazine
by Citywire Asia Magazine
Annual ETF Manager
Annual Chinese Offshore Fund