FiinGroup Supports Cathay Life In Investing Safely and Optimizing Long-Term Returns

As one of Asia’s most established life insurance companies, Cathay Life has firmly cemented its reputation in Vietnam. For eight consecutive years, the company has been ranked among the Top 10 Most Reputable Life Insurers in Vietnam (Vietnam Report), recognized for its strong financial safety, superior customer service, and unwavering commitment to protecting long-term policyholder interests. 

Behind those promises lies a well-structured and disciplined investment system where each decision impacts not only Cathay Life’s financial outcomes but also the future security of thousands of policyholders entrusting their financial protection to life insurance products. 

With a long-term vision and prudent investment philosophy, Cathay Life Vietnam understands that maintaining sustainable cash flows to meet future insurance liabilities requires not only a sound investment portfolio, but also robust risk management and compliance with stringent financial standards. To that end, Cathay Life has chosen to adopt FiinPro-X - Vietnam’s leading financial data platform - alongside Bond Portal, a comprehensive bond information solution, both developed by FiinGroup, to reinforce its investment and portfolio management capabilities. 

️In today’s volatile financial environment, Cathay Life’s investment team - comprising Vietnamese and Taiwanese experts - requires reliable, transparent, and up-to-date data to make timely and well-informed decisions. With FiinPro-X, the team is able to swiftly monitor macroeconomic indicators, sector trends, corporate developments, and capital flows, forming a holistic view of the market that enables scenario planning and dynamic investment adjustments. Specifically, FiinPro-X supports: 

• Advanced investment operations: Filtering, analyzing, and valuing financial assets; generating investment proposals; tracking portfolio performance aligned with IFRS standards. 
• Risk management enhancement: Analyzing corporate financial health, credit risk alerts, and internal investment framework alignment. 
• Regulatory and accounting compliance: Supplying fair value data and reporting inputs for auditors and regulatory authorities. 

At the same time, Bond Portal, with in-depth and structured data on nearly 10,000 Vietnamese bond issuances, offers vital support for tracking maturity yields, issuance history, secondary market transactions, issuer ownership, and cash flows. Calculation tools are customized to the Vietnamese bond market, helping transform fragmented or hard-to-access information into actionable insights with just a few clicks. This directly aids Cathay Life in conducting bond liquidity assessments, credit evaluations, and identifying instruments that align with its risk appetite. 

Beyond the platform itself, FiinGroup works closely with Cathay Life to provide tailored training for each user group, while also supporting the development of customized dashboards and indicators. Cathay Life Vietnam and its parent company benefit from aggregated research reports generated by FiinGroup, allowing them to maintain a high-level view of the market and align system implementation with long-term investment strategies. 

“FiinPro-X and Bond Portal have significantly empowered our investment team in conducting professional market monitoring, credit assessments, and portfolio management, particularly in Vietnam’s bond market, where liquidity and data standardization remain limited” shared Mr. James Wu, CEO of Cathay Life Vietnam. “We greatly appreciate FiinGroup’s ability to deliver in-depth, timely, transparent, and customizable data solutions that meet the real needs of our investment operations. FiinGroup is truly a trusted data partner on our path toward sustainable growth.” 

With the support of FiinPro-X and Bond Portal, Cathay Life’s investment decisions are now underpinned by transparent, credible, and comprehensive data, along with customizable analytics tailored to institutional needs. This enables the insurer to enhance its ability to manage risks effectively. 

Investing in cutting-edge data tools demonstrates Cathay Life Vietnam’s strategic mindset and forward-thinking approach, while reaffirming its philosophy that customers are at the heart of every decision. Each improved investment today builds a stronger foundation to fulfill long-term commitments to policyholders tomorrow. 

FiinGroup is proud to partner with Cathay Life Vietnam in promoting transparency, efficiency, and sustainable development across the life insurance industry.