Kuo Chang Yang

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.

First Securities Investment Trust Co. Ltd. (FSIT) is the wholly-owned mutual fund management subsidiary of First Financial Holding Co. (ADR: FFHOY, TP: 2892) in Taiwan. Formerly known as National Investment Trust Co. Ltd., established in 1986, the firm changed their name to First Securities Investment Trust Co. Ltd. in 2008 when they became a subsidiary of First Financial Holding Co. FSIT is based in Taipei and offers a range of proprietary funds and delivers investment advisory solutions to high-net worth clients.

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.

Mercuries Life Insurance Co., Ltd. (Investment Portfolio) (MLI-IP) is the investment portfolio division of Mercuries Life Insurance Co., Ltd. (TPE: 2867), headquartered in Taipei, Taiwan. Founded in 1993, the firm provides individual life, individual health, individual accident, individual annuities, investment and group insurance services. MLI-IP manages the portfolios of their parent company.

Aberdeen Standard Securities Investment Trust Co., Ltd. (Aberdeen Standard Investment Trust) is the Taiwanese fund management subsidiary of Aberdeen Asset Management Plc, ultimately held by Standard Life Aberdeen Plc (LON: SLA) in Great Britain. The firm was founded in 2011 and formerly known as Value Partners Concord Asset Management Co., Ltd. Headquartered in Taipei, Aberdeen Standard Investment Trust provides asset management services to governments, pension funds, insurance companies, enterprises, charities, foundations, and individual clients.

PineBridge Investments Management Taiwan Ltd. (PIM Taiwan) is the Taiwan-based investment management subsidiary of PineBridge Investments Asia Ltd. in Bermuda. Headquartered in Taipei, PIM Taiwan was founded in 1997 and provides investment advice and markets asset management products and services to individual and institutional clients.

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.

Eastspring Securities Investment Trust Co. Ltd. (Eastspring Securities) is the wholly-owned mutual fund management subsidiary of Prudential Corp. Holdings Ltd., ultimately held by Prudential Plc, UK (LSE: PRU; NYSE: PUK) in Great Britain. Formerly known as PCA Securities Investment Trust Co., Ltd., the firm was founded in 1992 and is headquartered in Taipei. Eastspring Securities manages funds for individual and institutional clients.

Hua Nan Securities Investment Trust Co. Ltd. (Hua Nan Investment Trust) is the fund management subsidiary of Hua Nan Financial Holdings Co. Ltd. (TP: 2880) in Taiwan. Formerly known as Hua Nan Investment Trust, the firm was established in 1992. They are located in Taipei and aim to provide one-stop shopping under the Hua Nan Financial blueprint, providing customers with comprehensive financial services.

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.