Maxwealth Fund Streamlines QDII Investment Workflows with Bloomberg AIM

Shanghai – Bloomberg announced today that Maxwealth Fund Management Co., Ltd. (Maxwealth Fund) has selected Bloomberg AIM, a leading order and investment management technology solution, to streamline offshore investment workflows across the full trade lifecycle, enhance operational efficiency, strengthen compliance, and deepen portfolio insights.

As a Qualified Domestic Institutional Investor (QDII) in China, Maxwealth Fund has seen rapid growth in both assets under management (AUM) and product diversification. To support this expansion, the firm requires a robust technological infrastructure to ensure operational excellence and competitive advantage. Bloomberg AIM helps to optimize Maxwealth Fund’s workflows across research, portfolio analytics, position management, compliance, and investment operations, enabling more efficient launches and ongoing operations of QDII-related businesses. Bloomberg also provides consistent enterprise data across the front, middle, and back offices, enhancing investment efficiency.

“Bloomberg’s investment management solutions are instrumental in advancing our QDII strategy by supporting compliance with evolving policy requirements,” said a spokesperson at Maxwealth Fund Management Co., Ltd. “Integrating Bloomberg AIM into our technology stack marks a key step in streamlining our investment operations to align with long-term business expansion.”

“As China’s financial markets continue to open up, asset managers are placing greater strategic focus on data and technology to drive growth,” said Dahai Wang, Head of Greater China at Bloomberg. “Bloomberg is committed to delivering integrated, automated solutions to forward-looking firms like Maxwealth Fund, empowering them to pursue investment opportunities across asset classes with greater efficiency.”

Bloomberg AIM, a leading order and investment management technology solution, is used by nearly 15,000 professionals at over 900 client firms globally to manage more than $22 trillion in assets. Bloomberg AIM is part of Bloomberg’s integrated investment management solutions.

Bloomberg’s Investment Management Solutions deliver multi-asset capabilities across the full investment lifecycle. With a modular and flexible approach, Bloomberg Investment Management Solutions offer research management, order and execution management, portfolio and risk analytics, trade compliance and operations capabilities. Powered by Bloomberg’s trusted security master and industry-leading data, these solutions provide consistency and quality that enable accurate and transparent decision making, informed investment analysis, and scalable workflows across the enterprise. For more information, click here.

About Maxwealth Fund Management Co., Ltd.

Maxwealth Fund Management Co., Ltd. is a leading asset management company in China. Backed by its robust shareholders—Bank of Ningbo Co.,Ltd. and Oversea-Chinese Banking Corporation Limited, the company benefits from strong capital, technological, and brand support, driving its diversified business development. Equipped with an exceptional investment team, a powerful technology-driven research platform, and a rigorous risk management system, Maxwealth Fund offers investment products covering a wide range of asset classes in China. According to China Galaxy Securities data, as of June 30,2025, Maxwealth Fund’s AUM (excluding money market funds) reached RMB 358.6 billion, ranking 18th among 162 fund management companies in China.

About Bloomberg

Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.

Media Contact

Tingyu Liu, tliu554@bloomberg.net

Casey Fernandez, csheets8@bloomberg.net