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集團介紹

中華開發金控成立於2001年旗下包含:中國人壽,凱基銀行,凱基證券,及中華開發資本

中華開發金控長期投入社會公益,回饋社會並實踐企業社會責任,是台灣積極投入ESG(環境、社會及公司治理)的金融企業之一

致力於ESG永續經營,發揮Best for the World力量

Top 5%

2020年公司治理評鑑結果中,開發金控名列上市公司前5%

卓越表現

2020台灣企業永續獎開發金控榮獲:台灣TOP 50永續企業獎、創新成長獎、氣候領袖獎、企業永續報告獎、英文報告書獎 等五大領域獎項

誠信經營

成立誠信經營委員會,定期揭露運作情形,向董事會報告

女力崛起

促進公司董事會成員性別多元化,納入女性董事

ESG投資

-2020年成立2檔布局ESG的債券型基金

-2020年台灣證交所盡職治理評比獲得78分且A級分共21項,比例達70%*

-2021年推出2檔ESG永續債券ETF基金,成為彭博MSCI債券指數授權台灣首發!

-2021年再領先同業,獲准發行金管會 ESG 新規下首檔ESG主題基金

資料來源:中華開發金控、TCSA官網、DJSI、台灣證交所。凱基投信整理至2021/9/30
*評比標準的各項目分為A級(3分)、B級(2分)、C級(1分),總分為加總計算,滿分為90分 

Established in 2001, KGI SITE is one of the key members of China Development Financial Holding Corporation. With NTD 191.7 billion assets under management, KGI SITE ranks the eighth mutual fund manager in Taiwan*. Moreover, with the trust of professional investors, we rank the third in privately offered fund managers.

 

We are dedicated to focusing on clients' needs, providing innovative and high-quality investment solutions to institutional investors, HNWs, and individual investors. Since 2018, we offer more than ten fixed-income ETFs to meet the institutional investors' demands of offshore asset allocation. In addition, partnered with world-class investment companies, we develop active funds for individual and corporate clients, including TDF, sustainable ESG integrated offshore bond fund, next-generation multi-asset fund and global equity fund aimed at the innovational trends. Meanwhile, we provide not only multi-asset funds invested in Taiwan equity, convertible bonds and preferred stocks, but privately offered funds invested in convertible bonds to act with overseas funds' repatriation.

 

Looking forward, with the sharing resources from the group, KGI SITE will devote to "digital upgrade," mainly focus on the mobile experience, and build the digital platform with our strategic partners, with the ambition to become the benchmark of the asset management industry.

 

KGI SITE has four core values: Agility, Innovation, T.E.A.M -Together Everyone Achieves More, and ESG (Environmental, Social, and Governance); through the MA program of the group, we expect to appeal more elites to join us, and together to make us a company with significant social impact.

 

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