CTBC Securities Investment Trust Co., Ltd.

Overview

CTBC Securities Investment Trust Co., Ltd. is a Taiwanese financial services company specializing in securities investment trust and asset management services. It offers a comprehensive suite of products and services, including mutual funds, ETFs, discretionary mandates, and privately offered funds. The company is dedicated to serving its customers by supporting corporates in capital raising and actively expanding its presence in both domestic and overseas securities and futures markets. It strives to deliver a comprehensive, diversified, and competitive range of financial services. The company's strategy focuses on product innovation and differentiation, aiming to provide clients with a broader and more differentiated range of investment options. In 2018, CTBC Securities entered the ETF market and has since launched multiple ETFs, including equity and bond ETFs. The company has also established a private equity subsidiary to expand into niche markets and capitalize on diversified investment strengths. Additionally, CTBC Securities actively promotes financial education to enhance investors' financial knowledge and risk awareness. CTBC Securities has been recognized for its outstanding performance in product innovation and investor education. It has received awards such as the ETF Fund Award and the Sustainability and Philanthropy Award at the 28th TFF-Bloomberg Best Fund Awards in 2025. The company has also ranked first in both the 'ETF Issuance Contribution Award' and the 'Excellence in ETF Issuance Award' presented by the Taipei Exchange Stock ETF Competition. Internationally, CTBC Securities has been honored with the Best Investor Education Award from Asia Asset Management magazine and the 'Most Innovative Product, Taiwan' award, highlighting its leadership in financial innovation. The company's headquarters are located in Taipei, Taiwan, and it operates multiple branches across major cities in Taiwan. CTBC Securities is a subsidiary of CTBC Financial Holding Co., Ltd., which was established on May 17, 2002, and has a workforce of over 31,000 employees worldwide. The parent company has nine subsidiaries, including CTBC Bank, Taiwan Life, CTBC Securities, CTBC Venture Capital, CTBC Asset Management, CTBC Investments, CTBC Finance, CTBC Security, and Taiwan Lottery. CTBC Financial Holding is committed to cementing its status as 'Taiwan Champion, Asia Leader' and becoming the leading, most trusted financial institution. CTBC Securities is dedicated to embracing the values of integrity and innovation. With the guidance of CTBC Holding's 'We are family' spirit, the company continues to enhance its digital channels to provide domestic and overseas equity and debt products for its customers. It leverages the CTBC group's comprehensive resources to deliver more thoughtful, innovative fundraising and investment services, aiming to help clients develop medium- to long-term cross-regional investment strategies.

Investment Focus

• Investments are typically made in growth, late stage, pre-IPO, and buyout stages
• Geographical focus includes Taiwan, Hong Kong, United States, Japan, Indonesia, Philippines, Thailand, Vietnam, Singapore, China, Malaysia, Australia, and Myanmar
• Industries of interest include Financial Services, Technology, Healthcare, Consumer Goods, Energy, Real Estate, Telecommunications, Utilities, Materials, Industrials, Consumer Services, Basic Materials, Consumer Non-Durables, Consumer Durables, and Transportation

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