Intercontinental Exchange, a global leader in technology and data solutions, has teamed up with KGI Securities Investment Trust Co., LTD to launch something new for Taiwan’s investors the KGI US Top Balanced ETF, the country’s first-ever multi-asset exchange-traded fund (ETF).
The ETF is based on the NYSE TPEx 70-30 Equity Top 10 N-Listed & Treasury 3-10 Year Balanced Index, which blends two worlds:
70% allocation in large-cap, technology-driven U.S. a selection of the top U.S. technology giants included in the NYSE Top 10 N-Listed Index
Financial Technology Insights: Evolve Bank & Trust Names Bob Hartheimer as CEO
30% allocation in U.S. Treasury bonds with maturities of 3–10 years, based on the ICE U.S. Treasury 3-10 Year Bond Index.
The result? A smart way to invest that balances the excitement of growth with the reassurance of steady returns.
“This ETF is a first of its kind for Taiwan, giving investors a simple way to balance technology-driven equity growth with the stability of U.S. This ETF is a first of its kind for Taiwan, giving investors a simple way to balance technology-driven equity growth with the stability of U.S. Treasuries,” said Christy Chan, Head of Client Development in APAC at ICE.. “It also represents the very first product to come out of our index collaboration with the Taipei Exchange, which makes this launch even more exciting.”
Financial Technology Insights: KuCoin Launches AKEDO Token Sale with Exclusive Perks
Albert Ding, Chairman of KGI SITE, added:
“Our goal has always been to create products that truly support long-term financial well-being. With the KGI US Top Balanced ETF, we’re offering investors a core product that helps build financial security, while staying true to our mission of walking side by side with clients toward a prosperous future.”
This ETF stems from an index co-branding agreement between ICE and the Taipei Exchange, first announced in November 2024. The benchmark itself rebalances every month to maintain its 70/30 split, making it a rules-based and disciplined investment solution.
Financial Technology Insights: Akemona Names Alex de Lorraine as New CEO for RWA Growth
As investors increasingly look toward multi-asset strategies for both growth and stability, ICE is positioning itself as a go-to provider of tailored index solutions. Through its ICE Custom Index tool, clients can even test and design strategies that meetheir specific investment needs across different asset classes.
To share your insights with the FinTech Newsroom, please write to us at sudipto@intentamplify.com
Source : businesswire