Fund Management

Fund management business of OIRI:

After years of deep plowing in financial education, starting in 2019, we also have ventured into the field of asset management, we have many years of experience in financial market research, we also have experienced fund managers and teams, and have issued a number of hybrid fund products, 'Oriental International Financial Research Institute's financial service model of bringing together teaching and application, the past three years in the financial market and the third-party rating agency has received a high recognition and feedback in the financial market and third-party rating agencies over the past 3 years. In the next 5 years, we will expand our business scale to the global market, especially the huge Asian market.

I.

Scale of Assets Under Management

From an initial $500 million in assets under management, OIRI has grown steadily over the past five years to a staggering $10 billion. This leap not only signifies the company's continued growth and success, but is also a direct reflection of the company's management capabilities and market foresight. The growth in assets has been accompanied by a broad and deep investment universe that includes, but is not limited to, a wide range of areas such as stocks, bonds, money market instruments, real estate, and alternative investments.

II.

Number of Clients

While OIRI funds initially served only a small number of in-house high net worth trainees and individual investors, the firm now serves more than 15,000 clients, including individual investors, family funds, pension plans, educational institutions, non-profit organizations, and other institutional investors. The company has always adhered to its customer-centric service philosophy and has earned the trust and support of its clients by providing customized wealth management and investment solutions.

III.

Annualized Yield

Over the past five years, the average annualized rate of return of OIRI's funds has remained between 10% and 15%, much higher than the industry average over the same period. This achievement is attributed to the company's professional investment team and strict risk control mechanism. The team members come from all over the world with diversified backgrounds and rich industry experience, capable of accurately grasping market dynamics and investment opportunities to create sustainable and stable returns for clients.

Core features

The core feature of OIRI is its investment strategy of 'global vision and local wisdom'. The company not only attaches importance to investor education opportunities in the global market, but also focuses on the combination of education to enable investors to understand and analyze the market thoroughly, to ensure that the investment strategy is both global and close to the actual. In addition, OIRI is also committed to sustainable and socially responsible investment, believing that corporate social responsibility goes hand in hand with investment returns. The company takes environmental, social and corporate governance (ESG) factors into account in its investment decision-making process, aiming to promote the long-term health and sustainable development of society.

OIRI's investment philosophy of combining learning and practice is very advanced, and our constant pursuit of solid performance and quality customer service is like a shining star in the financial field, guiding investors towards wealth growth and financial freedom. In the future, OIRI will continue to uphold its core values, constantly innovate and transcend, and provide customers with more diversified, high-quality financial products and services.