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KGI Securities Investment Trust Co. Ltd.

KGI SITE was founded on April 19, 2001, with a registered capital of NT$300mn. At KGI, we believe in integrity and pragmatism. Our mission is to provide investment products, solutions, and real-time services to meet our client's financial objectives, and be a trusted partner for asset management.
 
In 2018, KGI outlined four strategic goals: (1) enhance product offerings and create an innovative service model; (2) strengthen investment management capabilities, (3) seek and deepen strategic partnerships;, and (4) provide comprehensive and creative marketing services. We are committed to providing quality services and fulfilling our clients’ needs for all kinds of investment products, including mutual funds, discretionary accounts, private placements and more.
 
Today, KGI manages a number of thematic equity products that help to capture the most important secular trends, such as cloud computing, health care and long-term care services, and longevity economy, helping our clients to establish their core holdings and generate long-term capital gains. We offer our clients award-winning investment products, such as KGI Pan-Asia Taiwan Enterprises Fund and KGI Emerging Markets Equity Small & Mid-Cap Fund, both of which received TFF-Bloomberg Best Fund Awards in 2018.
 
In addition to equity funds, KGI worked with an insurance company and successfully launched two Fixed Maturity Products in March and September, 2018, to meet client demand for fixed income products and volatility mitigation. The Fixed Maturity Products have a defined period of investment and the majority of return comes from coupon income. Together with layers of defense mechanisms for risk reduction, KGI's Fixed Maturity Products will help our clients better match their assets with liabilities, and achieve their income needs.
 
In light of an increasing demand from institutional investors for efficient asset allocation, in early 2018 we initiated a strategic plan that pools our full resources to develop fixed income ETF products. A task force was created to integrate resources from our parent group and other affiliates in order to understand what institutional investors need, to design ETF products, to establish operation systems, and to execute project management. On September 5, 2018, we launched KGI's first Bond ETF Umbrella Fund and listed it on September 20, 2018.
 
Looking forward, KGI will devote greater resources to meet investor's demands, and to attract and nurture asset management professionals with our group-wide talent development program. Together, we will make KGI your most trusted partner for asset management.