國泰投信成立於 2000 年 2 月,秉持「往下紮根、向上成長」的理念及「用心經營、客戶第一」的精神,持續開發多元創新的基金產品及服務,用最嚴謹、負責的專業態度,提供客戶誠摯且優質的服務。透過集團各事業體分工與資源整合,以強大通路及堅實研究陣容為後盾,創造豐碩佳績,深受投資人信賴。 誠信、當責、創新的核心價值 國泰投信為國泰金控100%持股的子公司,貫徹集團「誠信、當責、創新」的核心價值,提供客戶專業的資產管理服務,矢志成為投資人的最佳理財夥伴。 卓越團隊,全方位投資專家 國泰投信擁有傲人的投研團隊,與金控各子公司緊密合作、共享集團研究資源。提供多元投資解決方案,包括共同基金與全權委託代操服務,橫跨各類資產、區域、多元幣別與收益類型選擇;同時積極推廣多元服務,如投資講座、線上課程、退休試算平台,全方位滿足各類理財需求。卓越成績深獲各界肯定,多年來在資產管理能力、產品設計、風險管控、ESG永續治理及人才培育五大面向,皆榮獲國內外多項專業機構評鑑大獎殊榮。 詳細獲獎紀錄 落實責任投資,共創永續幸福 國泰投信深耕ESG領域,在推動責任投資上不遺餘力,為全台首家在公司內部成立責任投資小組及ESG專家團隊的投信公司。不僅關注全球ESG發展趨勢,更將低碳投資計畫、ESG標準落實在投資管理流程中,持續研發綠色金融商品,讓更多人輕鬆實現永續發展投資,積極促成環境永續發展與企業永續經營之雙贏目標。 Cathay Securities Investment Trust (Cathay SITE) was founded in February 2000, and became a wholly owned subsidiary of Cathay Financial Holdings in June 2011. Locating in Taipei, Hsinchu, Taichung, and Kaohsiung, , Cathay SITE has established itself as the largest asset management firm in Taiwan, with over 20 years of experience in the market. The compamy offers a range of financial products for both retail and institutional clients, including mutual funds, structured private placements, separately managed accounts, and insurance-linked products. This variety ensures that they can cater to the diverse needs of all clients. The firm is recognized for its outstanding performance and services, receiving numerous awards from both domestic and international institutions for its funds, research team, and asset management practices. This recognition reflects its commitment to innovation, research, and development. Through a collaborative approach, Cathay SITE consistently aims for excellence and introduces new products to meet the evolving needs of investors.