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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,名列上市公司前5%,躋身ESG企業前段班

五大領域卓越表現

2020台灣企業永續獎奪下: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

雙獎肯定

獲頒「台灣永續企業績優獎」及「企業永續報告金獎」

企業公民

2020天下企業公民獎 出爐,開發金控進入前20強,表現為國內金融業TOP5。

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

道瓊指數雙榜單

2020年首度入選「道瓊永續指數」,名列雙榜單: 道瓊永續世界指數、道瓊永續新興市場指數入選雙榜

ESG投資

-凱基投信2020年完成募集且成立2檔ESG相關基金

-凱基投信2020年台灣證交所盡職治理評比獲得78分!(A級分達21項,比例達70%)*

-凱基投信2021年推出2檔旗艦ESG永續債券ETF基金,成為彭博巴克萊MSCI債券指數 授權台灣首發!

 

 

 

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2021/7/31
*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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