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關於我們

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我們於2023年7月成為中華開發金控第一層子公司
持續致力於永續發展,與社會「共好」,並善盡投資績效管理

我們管理的公募基金規模
6年間成長34倍

資料來源:投信投顧公會、規模係指境內公募基金規模,2024/5

 

 

 

我們致力於專業
在各資產領域的管理規模居前

資料來源:投信投顧公會,凱基投信整理,2024/5

 

 

 

肯定團隊短鏈執行、敏捷創新
凱基投信以全新經營團隊領導變革轉型
三年內管理資產規模呈指數型成長
傑出成就脫穎而出獲得「傑出資產管理獎」殊榮

每兩年一屆的「金彝獎」,由國內證券、期貨界等單位共同舉辦,是表彰證券、期貨及投信投顧傑出人才與團隊之最高榮譽獎項。

 

資料來源:財團法人中華民國證券暨期貨市場發展基金會,2024/5

 

 

KGI SITE, an emerging member of China Development Financial Holdings, has officially become a first-tier subsidiary of CDF as of July 1st, 2023.
We are committed to sustainable development and working for the betterment of society, while fulfilling our responsibilities in investment performance management.

The public mutual fund assets under our management have experienced a remarkable growth of 34-fold over a span of 6 years.

Source: SITCA, 2024/5

 

 

 

We strive for professionalism and have a leading position in managing assets in various fields.

Source: SITCA, 2024/5

 

 

 

With our agile and innovative team, we achieve exponential growth in asset under management, earning us the “Outstanding Asset Management Award”, which is the highest honor to those financial talents in securities, futures and fund houses in Taiwan.

Source: SFI, 2023/12

 

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