Our asset management venture commenced in 2019, following years of dedicated focus on financial education. Expanding our expertise into the realm of asset management, we`ve introduced a suite of hybrid fund products, leveraging our extensive experience in financial market research and a seasoned team of fund managers. Employing a blend of instructional and hands-on financial service models, we`ve garnered widespread recognition and positive feedback from the financial market and third-party rating agencies over the past three years. Looking ahead, we`re strategically positioned to expand our global footprint over the next five years, with a particular emphasis on the vast Asian market.
From an initial $500 million in managed assets, our portfolio has steadily grown to $10 billion. This substantial growth not only demonstrates our sustained momentum and success but also underscores our astute management capabilities and forward-looking market strategies. Our expanded portfolio encompasses a diverse range of investment sectors, including equities, bonds, money market instruments, real estate, and alternative investments.
Initially catering to a select group of high-net-worth individuals and individual investors, our funds now serve a diverse client base exceeding 15,000 individuals and institutions. This includes individual investors, family funds, pension plans, educational institutions, non-profit organizations, and other institutional investors. Our unwavering commitment to client-centric service has earned us the trust and support of our clients, as we provide tailored wealth management and investment solutions.
Over the past five years, our funds have consistently delivered annualized returns ranging between 10% and 15%, surpassing industry averages for the same period. This exceptional performance is attributed to our professional investment team and rigorous risk management practices. With team members hailing from diverse backgrounds and possessing extensive industry experience, we adeptly navigate market fluctuations to deliver sustainable and stable returns for our clients.
Core Philosophy:
At the heart of our investment strategy lies our commitment to a "global vision and local insight." We not only prioritize educating investors about global market opportunities but also place a strong emphasis on understanding and analyzing local market dynamics. Additionally, we are dedicated to sustainable and socially responsible investing, integrating environmental, social, and corporate governance (ESG) factors into our investment decisions to foster long-term societal well-being and sustainable development.
Our investment philosophy, which seamlessly integrates education with practical application, positions us as a beacon of excellence in the financial industry. As we continue to uphold our core values, innovate, and push boundaries, we remain steadfast in our commitment to providing our clients with a broader range of high-quality financial products and services.