Ju Ting Chen

JPMorgan Asset Management (Taiwan) Ltd. (JPMAM-TW) is the Taiwan-based asset management subsidiary of JPMorgan Asset Management (Asia), Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1992 and formerly known as JF Asset Management (Taiwan) Ltd. Headquartered in Taipei, JPMAM-TW manages Asian mandates for institutional clients and provides asset management services to private individuals, corporations and institutions such as pension funds and charities. They have expertise across a range of asset classes, including equities, balanced, fixed-income, liquidity and alternative investments.

CTBC Investments Co., Ltd. (CTBC) is mutual fund management firm headquartered in Taipei and was founded in 1999. They are a subsidiary of CTBC Financial Holding Co. Ltd. (TPE: 2891). CTBC provides investment advisory and management services.

Founded in 1961, Jih Sun Securities Co., Ltd. is a subsidiary of Jih Sun Financial Holding Co., Ltd. that provides brokerage services. The company is based in Taipei, Taiwan.

Capital Investment Trust Corp. (CITC) is an independent fund management firm headquartered in Taipei, Taiwan. The firm was founded by Tien-Wen Chen in 1995. CITC provides comprehensive and professional financial services in public mutual funds, discretionary investments, and private funds for retail, high net worth individuals, government, and corporate investors.

Allianz Global Investors Taiwan Ltd. (AGI-TW) is the Taiwan-based asset management subsidiary of Allianz Global Investors GmbH, ultimately held by Allianz SE (FRA: ALV; ADR: AZSEY). Headquartered in Taipei, the firm was founded in 1999 and manages a range of onshore and offshore mutual funds, as well as discretionary accounts. Their clients include high-net worth individuals, pension funds and other institutions, particularly insurance companies offering unit-linked products. AGI-TW manages the Allianz Global Investors Taiwan Bond Fund, and distributes a range of fixed-income funds on behalf of US-based PIMCO-Pacific Investment Management Co., with whom AGI-TW established a strategic alliance in 2008.

SinoPac Securities Investment Trust Co., Ltd. (SinoPac Trust) is the wholly-owned mutual fund management subsidiary of SinoPac Financial Holdings Co. Ltd. (TP: 2890) in Taiwan. Established in 1997, the firm was formerly known as Grand Cathay Securities Investment Trust Co. Ltd. In 2007, SinoPac Financial Holdings acquired the remaining stake of Grand Cathay Securities Investment Trust Co. Ltd. and they changed their name to SinoPac Securities Investment Trust Co. Ltd. SinoPac Trust is based in Taipei and specializes in asset management, mutual fund management and discretionary portfolio management.

FIL Securities Investment Trust Co. Ltd. (FIL SITCO) is the Taiwan-based fund management subsidiary of FIL Asia Holdings Pte Ltd., which is owned by FIL Ltd. in Pembroke, Bermuda. The firm was founded in 2000 as FIL Securities Investment Trust Co., Ltd. Headquartered in Taipei, FIL SITCO manages the Fidelity range of funds for Taiwanese investors.

KGI Securities Investment Trust Co. Ltd. (KGI SITC) is the fund management subsidiary of KGI Securities Co. Ltd. (GR: 6008) in Taiwan. The firm was founded in 2001 and is headquartered in Taipei. KGI SITC provides securities brokerage, proprietary trading and underwriting services. They also offer bond trading, derivatives trading, mutual funds and customized investment solutions to individual and corporate investors.

Paradigm Asset Management Co., Ltd. (Paradigm AM) is the asset management subsidiary of Waterland Securities Co., Ltd., itself a subsidiary of Waterland Financial Holdings Co. Ltd. (TP: 2889) in Taiwan. Established in 2001 as ZTE Investment Trust, the firm is based in Taipei and changed their name to Paradigm Asset Management Co. Ltd. in 2005.

PGIM Securities Investment Trust Co., Ltd. (PGIM SIT) is the Taiwan-based investment management subsidiary of Prudential Insurance Company of America, Inc., itself a subsidiary of Prudential Financial, Inc. (NYSE: PRU) in the US. Formerly known as Prudential Financial Securities Investment Trust Enterprise, the firm was founded in 1992 originally known as MasterLink Securities Investment Trust Enterprise. Headquartered in Taipei, PGIM SIT offers discretionary asset management products and services for both retail and institutional clients.

Fuh Hwa Securities Investment Trust Co., Ltd. (Fuh Hwa) is an independent mutual fund manager headquartered in Taipei, Taiwan. Founded in 1997, Fuh Hwa provides investment advice services and investment methods to help investors with their financial management goals.

Taishin Securities Investment Trust Co., Ltd. (TSI) is the wholly-owned fund management subsidiary of Taishin Financial Holdings Co., Ltd. (TPE: 2887) in Taiwan. Headquartered in Taipei, TSI was founded in 2004 and manages the Taishin funds for individual and institutional investors.

Part of The Hearst Family Trust, Fitch Ratings Ltd. (Taiwan) is a Taiwanese company that provides investment research. The company is based in Taipei, Taiwan. Fitch Ratings Ltd. (Taiwan was founded in 2002.

AllianceBernstein Investments Taiwan Ltd. (AllianceBernstein Taiwan) is the Taiwan-based fund management subsidiary of AllianceBernstein LP, ultimately held by AXA SA (PSE: CS, ADR: AXAHY) in France. Established in 1996, the firm is located in Taipei and manages funds for institutional and individual investors.