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KGI Securities Investment Trust Co. Ltd.

KGI Securities Investment Trust (KGI SITE), established April 19, 2001, is a subsidiary of China Development Financial (CDF). In early 2018, the company ushered in a transformation scheme, resulting in 10-fold growth in the size of public offerings of onshore funds managed over the past two years. According to statistics issued by the Securities Investment Trust & Consulting Association (SITCA), as of end-2019 KGI’s public offering of funds reached NT$169.2bn*, ranking No. 7 in Taiwan’s onshore fund market.

The three-year plan of KGI SITE’s transformation scheme sets four strategic goals, including adding strategic channel partners and deepening collaboration, strengthening investment/mandate management capabilities, increasing high-yield product offerings and innovating service models, and executing digital marketing strategies to cultivate customer relationships. The Company leverages its strategic moves through strong capabilities in project management.

In terms of product strategies, KGI pulled out all the stops during 2018 to 2019, launching 19 new funds, including target maturity bond funds, bond ETFs and multi-asset funds. At end-2019, KGI launched bond ETF funds that include US Treasuries, investment-grade corporate bonds, industry corporate bonds, China government bonds and emerging market bonds with NT$136.2bn AUM, ranking No. 6 in the bond ETF market*, while the AUM of target maturity bond funds was NT$20.5bn, ranking No. 5*. To meet investors’ retirement wealth management needs, KGI SITE also launched multi-asset funds that offer yields and mitigate volatility. The AUM of the fund increased to NT$5.0bn AUM, ranking in the top 3 in Taiwan.
 
Going forward, KGI SITE will continue to offer comprehensive products along with its discretionary investment mandate business, enhancing investment management capabilities and sales channel management. The Company stands out as an integral member in CDF Group and positions itself as a trusted asset management company. 
*Source: SITCA; statistics as of December 31, 2019