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KGI Securities Investment Trust Co. Ltd. (KGI SITC) was established on April 19, 2001 with capital of NT$300mn.  While moving towards its three major goals of new product development, improved fund performance and refinement of customer service, KGI SITC aims to create wealth for its clients and to be a life-long financial partner. 

The research and investment personnel of KGI SITC all have a solid grounding in the financial business, and have achieved outstanding results.  Staff have at least ten years of investment experience.  The quality of KGI SITCˇ¦s research capability earned KGI Pioneer Fund the award of Best Domestic Equity Fund from the Taipei Foundation of Finance in 2004.

While already boasting a global reach that covers all the major markets of the world, KGI SITC continued to break new ground in product development in 2008.  Ahead of competitors, KGI SITC launched the KGI VIPH Fund, focused on India, Hong Kong, Vietnam and Pakistan.  Meanwhile, the KGI RIM Selection Fund was approved by FSC in November 2008, and is expected to be launched in 2009.  After this launch, KGI SITC will manage six public offering funds. 

KGI SITC has been actively developing innovative, specialized financial products with added-value since the Securities Investment and Consulting Act was passed in 2004.  It has also entered the privately-raised fund market, answering demand from high net worth individuals.  Ahead of most peers, KGI SITC launched its first privately-raised fund in April 2005.  KGI Kefu Fund was also launched in 2008.  Five privately-raised funds are now under KGI SITC management. 

In addition to mutual funds, KGI SITC also provides individual investors with customized investment solutions.  KGI SITCˇ¦s total managed assets, including public offering funds, privately-raised funds and discretionary funds, reached NT$6.94bn as of the end of 2008. 

Going forward, KGI SITC will continue to augment its existing product offering to improve product differentiation.  In 2009, KGI SITC plans to launch two public offering funds and two privately-raised funds. 

KGI SITC will also continue to recruit talent to strengthen its research quality and performance.  In addition, it will work to integrate all of the KGI Groupˇ¦s rich experience of overseas markets and product development to provide more investment options to investors and, at the same time, manage investment risk in a disciplined manner.

KGI SITC continues to expand its sales network in an effort to provide a more convenient transaction platform for clients.  It is also striving to improve the efficiency of its back office operations so it can offer faster and more secure services to clients.  KGI SITC will continue to regularly hold employee training courses to ensure a high level of service quality and to sustain its Customer First policy.  Given the reach and professionalism of its service offering, KGI SITC is positioning itself as a reliable, life-long financial partner for investors in need of asset allocation solutions.