Bloomberg Indices and Taiwan Index Plus Launch Balanced Multi-Asset Index

2025/03/31 14:00

The index offers investors a new option of index-based investment to
diversify asset allocation and achieve long-term goals

Bloomberg Indices and Taiwan Index Plus Corporation (TIP), a wholly-owned subsidiary of Taiwan Stock Exchange, today announced the launch of the Bloomberg TIP Taiwan and US Momentum Balanced Multi-Asset Index.

As Taiwan ETF markets opened up for multi-asset ETFs following regulator’s greenlight, Bloomberg Indices and TIP have collaborated to develop a new multi-asset index, combining Bloomberg's long-standing expertise in fixed income indices and TIP's extensive experience in the Taiwanese stock markets. This index offers exposure to both long-term U.S. treasury bonds and stocks of Taiwan’s advanced technology industries, enabling a multi-asset investment strategy for both stable returns and risk diversification.

Sherman Lin, Chairman of the Taiwan Stock Exchange Corporation and TIP, said, "Following the government's initiative to greenlight multi-asset ETFs, TIP is actively seeking collaboration with international partners to enhance index designs and offerings. Working with Bloomberg Indices, we have developed this equity-bond balanced index aimed at supporting risk diversification and retirement financial planning. We aspire that through the future development of passive multi-asset ETFs, we can meet the growing needs of issuers and investors, further promoting inclusive finance."

“Introducing multi-asset indices is an exciting development for Taiwan’s burgeoning ETF markets,” said Dave Gedeon, CEO of Bloomberg Index Services Limited. “We are delighted to collaborate with TIP, bringing our expertise to enable ETF issuer clients to quickly adapt for and capitalize on new market opportunities. We look forward to offering more innovative solutions to cater to the evolving needs of investors.”

TIP and Bloomberg Indices will work together to support issuers to adopt multi-asset indices for developing passive multi-asset ETFs. These ETFs will allow investors to allocate assets across equities and fixed income, supporting risk diversification and long-term goals.

Bloomberg provides an independent, transparent approach to indexing for customers across the globe. Bloomberg clients can access the new index on the Bloomberg Terminal at {IX0226 Index <GO>}.