Annual Forum

The Taiwan Stock Exchange (TWSE) is a private corporation, whose primary business activities consist of listing, trading, and clearing of securities, ETFs, warrants and other products traded on the spot market. Since its inception in 1962, the TWSE has been a key player in promoting economic growth, boosting business growth and generating capital, and has been unwavering in our support for the development of industries and generating wealth for the public. To date, we have assisted in the listing of over 900 companies and boast a total of more than 17 million investment accounts. In an environment with a multitude of diverse investment tools, we have continued to excel in our role as the centralized platform for fundraising and investment in the capital market.

The founding principles and overarching goals of TWSE is to enable easier fundraising for enterprises and ensure safer investments for the public. In order to enhance Taiwan’s economic prosperity and national strength development, we are dedicated to providing guidance and assistance in listing applications and fundraising to help listed companies expand their operational scale. This in turn will generate more employment opportunities, wealth, and consumption within Taiwan, ultimately establishing a virtuous economic cycle. Furthermore, the TWSE protects investors’ rights by ensuring corporate information transparency, maintaining fair trading mechanisms, and diversifying our range of financial products. By building and maintaining a sound and secure capital market, we work tirelessly to strengthen national prosperity and public advancement.

As the leader in Taiwan’s capital market, our main focus on the path ahead is to enhance and prosper Taiwan’s economy. The TWSE has kept abreast of and adapted to the rapid developments and trends of the global economy and capital markets, grown as an internationally competitive fundraising platform, and now leads Taiwan’s securities market into a new era of efficiency, excellence, and globalization.

Yunata Funds has been in the finance management business for over 24 years now, and has a complete line of products. From passive, aggressive; traditional, alternative; stocks, bonds showing a diversity of different products. As of July, 2016 we have a total of 72 different funds, and being the one of the main focus of Yuanta Financial Holdings’, Yuanta Funds assets allocation, asset managements and innovation has kept Yuanta in the number one spot when it comes to asset management in Taiwan.

Not only because Yuanta Funds have a complete line of products, diversity in development, but having a strong research team, helps our funds keep their steady growth, and has earned numerous awards internationally.

In recent years, Fubon Asset Management has been expanding its product lineup with a mission to become a leading asset manager specialized in Asia-Pacific strategies. As of June 2016, total client assets amounted to NT$131.6 billion. In 2014, the firm launched Fubon China ETF umbrella Fund, the world’s first leveraged and inverse ETF that tracks the Shanghai Stock Exchange 180 Index. At present, this ETF figures prominently in the TWSE（Taiwan Stock Exchange Corporation）whether measured by assets under management or trading volume. In the following year, Fubon Asset Management added to its international ETF – the Fubon Topix ETF, the Fubon Topix Leveraged 2X Index ETF, the Fubon Topix Inverse-1X Index ETF, Fubon NIFTY ETF, Fubon NIFTY 2X Leveraged Index ETF, Fubon NIFTY -1 Inverse Index ETF, Fubon Hang Seng H-Share Leveraged Index ETF, Fubon Hang Seng H-Share Inverse Index ETF, Fubon NASDAQ-100 ETF, Fubon NASDAQ-100 2X Leveraged Index ETF and Fubon NASDAQ-100 -1X Inverse Index ETF – with the aim of increasing product sophistication and helping investors diversify their geographic exposures.

As one of the major pillars in Taiwan’s securities market, the TPEx aims to promote economic development. In support of government economic policies, the TPEx endeavors to foster Taiwan’s local characteristic enterprises, develop new products, boost market turnover, and actively engage in exchanges and cooperative programs with other capital markets to expand the business. Today, after years of steady growth and development, the TPEx is now a highly unique provider of financial products and trading services in the international market.

Under the strategic goal of building a multi-functional, multi-level full-fledged exchange, the TPEx has remained dedicated to fostering emerging and high-tech industries, creative industries, small and medium enterprises, and micro-enterprises by providing a viable channel for public listing and capital raising. The TPEx has also endeavored to grow into a multi-functional market that offers platforms for both centralized trading and over-the-counter negotiated trading of a wide variety of products, including stocks, bonds, ETFs, TDRs, and derivatives to meet the diverse trading needs of investors.

The Taiwan Futures Exchange (TAIFEX) was established in 1997 with a specific corporate mandate: to invigorate futures trading while serving the real economy. TAIFEX keeps abreast with the trendy advancement of global markets, and maintains a fully-fledged platform of its trading, clearing and market oversight functions. Over the years, TAIFEX has grown into a highly efficient platform, which has energized futures trading, enabled the futures market to fulfill its price discovery and hedging functions, and thereby achieved the mandate of serving the real economy.

Established in October 1989, Taiwan Depository & Clearing Corporation (TDCC) is the only post-trade service organization in Taiwan stock market. We offer  comprehensive services such as securities registration, clearing and settlement, book entry transfer, issuer services as well as electronic voting to shareholders. Our business scope includes securities, mutual funds, corporate action services, fixed income and information services. We provide post-trade infrastructure for clearing, settlement and depository to stock, bond and bill market by adopting the advanced information service.

To adhere to the faith of serving market and investors and following the global trend, we are dedicated to improving our service efficiency, expecting to provide a safer, more convenient and efficient environment to the financial market. 

Cathay Securities Investment Trust is the No. 1 asset management company in Taiwan, ranked by total AUM. 

For the past 10 years, Cathay has continued to earn investor’s trust and achieve international recognition with more than 40 awards. In 2015, Cathay stepped into ETF market successfully with a focus on developing ETFs tracking the most representative market index in major stock market.  Cathay persists in developing a full range of investment strategies across various markets, asset classes and investment styles with prudent risk management mechanism to provide comprehensive investment solutions to clients.

China Exchanges Services Company Limited (CESC) is a joint venture of HKEX, Shanghai Stock Exchange and Shenzhen Stock Exchange. CESC aims to make contribution to the development of China's capital markets and the internationalization of the three exchanges. The major business of CESC is developing cross-border indices based on products traded on the three markets.  CESC has developed the CES China Cross Border Index series in 2013. Corresponding to the development of the Stock Connect Program, CESC launched the CES Stock Connect Series in 2014.

Hang Seng Indexes Company Limited (Hang Seng Indexes), a wholly -owned subsidiary of Hang Seng Bank, was established in 1984 and is Hong Kong's leading index compiler covering Hong Kong and mainland China markets.Hang Seng Indexes calculates and manages the Hang Seng Family of Indexes, which comprises over 400 real-time and daily indexes currently. Starting in 1969 with the creation of the Hang Seng Index, now widely recognised as the barometer of the Hong Kong stock market, Hang Seng Indexes has been at the forefront of the market, developing numerous market measures to help investors make their investment decisions.

S&P Dow Jones Indices LLC, a division of S&P Global, is the world’s largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial AverageTM, S&P Dow Jones Indices LLC has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. More assets are invested in products based upon our indices than any other provider in the world. With over 1,000,000 indices covering a wide range of assets classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets. To learn more about our company, please visit www.spdji.com.