PWC-大资管时代背景下的产融结合战略-20160803.pptx

AStrategyforBroad-conceptAssetManagement(BAM)Funds

大资管产业基金战略

August2016[updatedforfurtherdiscussion]

BAMIndustryinChina–AFinancialServiceonlyPerspective2WesucceededwiththetraditionalAMandPEVCTremendousuntappedotherFIsAMWeseektheincrementalopportunitiesandrevenuesX-LoSREVmAUMb

ATipofIceBurger

3September2015

AnOverviewofBAMindustryinChina

BSCOMC(5.7b)CICPPP母基金JilinFOF吉林省母基金中关村创业大街母基金ShangdongBlueZoneIndustryfundLegendGroup(100b)BaiduAlibabaTencentFusunWanda中民投BAICCapital(20+b)ChinaMobileChinaUnicomCNPCSINOPECChinaResources...CDBCapitalandFunds(85b)MutualFundsPE/VCFundsInsuranceAMBankAMSecuritiesAMTrustAMFIsSOEsPOEsGovern-ment4

CaseI-CDBCapitalandFunds5RenewedRelationshipAUM:85bInvestmentType:3FoFs、15+BilateralInvestment(BI)Funds、4NewTownFundsOpportunities:ContinuouslyexpendthefundauditinFY17LeverageexpendedrelationshiptoportfoliocompaniesX-LoSREVmCDBFundsandSubsidiaries

CaseII–LegendGroup6ContinuedRelationshipAUM:100bInvestmentType:PEFund:HonyCapitalVCFund:LegendCapitalOpportunities:MaintaintheadvantageinfundsauditanddealsExpendtherelationshiptotheportfoliocompaniesPizzaExpressYangsiHospitalQuanjinchengChainRestaurantLinglongTireHonyCapitalandLegendCapitalX-LoSREVm

CaseIII–BAICCapital7NewPlayerintheBAMindustryAUM:20+bInvestmentType:AutomobileindustryequityinvestmentsFIequityinvestments(Bank、FundManager、ExchangeCenter、P2P)Opportunities:Expendingourserviceswiththeexpendedinvestmentsscope；20+b0.5b2.0m1.9mBAICCapital

CaseIV–BSCOMC8GovernmentPlayerinBAMIndustryAUM:5.7bInvestmentType:FoFQFLPOpportunities:Expendrelationshiptotheportfoliocompaniesandfunds;LeveragetherelationshipofBSCOMCtotheBeijingSOEs(ChinaSecurities,potentialinsuranceandmedicalcompanies)BSCOMC

xLoSSolutionsforIndustryEquityInvestmentFundsSet-upFundStructuringTaxPlanningFundlevelStrategy/HRCons