Shun Chin Chen

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.

Yuanta Securities Investment Trust Co., Ltd. (YSIT) is the wholly-owned fund management subsidiary of Yuanta Financial Holding Co. Ltd. (TPE: 2885) in Taiwan. The firm was founded in 1992 and formerly known as First Global Investment Trust Co. Ltd. Headquartered in Taipei, YSIT manages a number of mutual funds for individual and institutional clients.

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.

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.

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.

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.

HSBC Global Asset Management (Taiwan) Ltd. (HSBC-GAM Taiwan) is the wholly-owned asset management subsidiary of HSBC Global Asset Management (UK) Ltd., ultimately held by HSBC Holdings Plc (LSE: HSBA; ADR: HSBC) in Great Britain. HSBC-GAM Taiwan, previously known as HSBC Investments (Taiwan) Ltd., was established in 1986 as CSITC-China Securities Investment Trust Corp. The firm became part of HSBC in 2001 and is located in Taipei, Taiwan.

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.

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.

Everbright PGIM Fund Management Co. Ltd. (Everbright PGIM) is a China-based joint venture firm between Everbright Securities Co. Ltd., a subsidiary of majority shareholder, state-controlled China Everbright Group Corp. and Pramerica Investment Management, a subsidiary of US-based Prudential Financial, Inc. (NYSE: PRU). The firm was founded in 2004 and as Everbright Pramerica Fund Management Co., Ltd. Headquartered in Shanghai, Everbright PGIM manages mutual funds distributed to Chinese retail investors through banks and brokerage firms.

Cathay Securities Investment Trust Co., Ltd. (Cathay SITE) is the wholly-owned asset management subsidiary of Cathay Financial Holding Co. Ltd. (Cathay Financial Holding Co. Ltd.) in Taiwan. Headquartered in Taipei, the firm was founded in 2000 to offer diverse mutual fund solutions for individual investors. Since 2015, Cathay SITE has expanded their product line with a comprehensive range of ETFs, including tailored products for institutional 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.

Nomura Asset Management Taiwan Ltd. (NAMT) is a mutual fund manager headquartered in Taipei and was founded in 1998. NAMT provides investment advisory services to individuals and institutional investors.

Manulife Investment Management (Taiwan) Co., Ltd. (MIM-Taiwan) is the asset management subsidiary of Manulife Investment Management (Hong Kong) Ltd., itself a subsidiary of Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. Formerly known as Manulife Asset Management (Taiwan) Co., Ltd., the firm was founded in 1998 as Fuhwa Securities Investment Trust Co., Ltd. and became a member of Manulife Financial Corp. in 2008. Headquartered in Taipei, MIM-Taiwan issues and manages mutual funds and also provides discretionary trust investment services in Taiwan. Their distribution networks include banks, brokers, insurance companies and direct sales.

DWS Far Eastern Investments Ltd. (DWS Far Eastern) is an asset management firm headquartered in Taipei, Taiwan. The firm was founded in 2001 as Far Eastern Alliance Asset Management and changed their name to Deutsche Far Eastern Asset Management in 2008 and DWS Far Eastern Investments Ltd. in 2018. They are a subsidiary of Deutsche Bank AG (ETR: DBK) in Germany. DWS Far Eastern provides diversified local, overseas investment and alternative investment options to individuals, institutional legal entities and insurance companies.

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.