TAIPEI (TVBS News) — Taiwan launched its inaugural multi-asset balanced index Thursday (Jun 12) through a groundbreaking partnership between Taiwan Index Plus (TIP, 台灣指數公司) and Bloomberg Index Services Limited (彭博指數公司). The Bloomberg TIP Taiwan and US Momentum Balanced Multi-Asset Index (台美動能多資產平衡指數) represents a milestone in Taiwan's financial market development, combining domestic and international investment opportunities. This collaboration marks Taiwan's entry into sophisticated multi-asset indexing, positioning the island as a regional financial innovation hub.
Mega International Investment Trust (兆豐投信) pledged support for the innovative index and announced plans to develop a corresponding multi-asset ETF utilizing its framework. Taiwan Stock Exchange Chairman Sherman Lin (林修銘) emphasized the exchange's commitment to advancing new ETF products as part of Taiwan's strategic initiative to establish itself as Asia's premier asset management center. TIP initiated discussions with international index companies last year, systematically acquiring bond index data to create the comprehensive multi-asset index through strategic combination of Taiwan stock and bond indices.
The Bloomberg TIP Taiwan and US Momentum Balanced Multi-Asset Index strategically merges Taiwan Index Plus's customized Taiwan Momentum Trend Index with Bloomberg's established U.S. Treasury Index covering bonds exceeding 20-year maturities. The sophisticated index framework categorizes investment scenarios into four distinct profiles: aggressive, stable, conservative, and special circumstances. Each scenario utilizes specific asset characteristics of stocks and bonds to determine optimal allocation ratios, providing investors with tailored risk-return profiles suited to different market conditions and investment objectives.
Mega Financial Holding Co., Ltd. (兆豐金控) General Manager Chang Chuan-chang and Mega Investment Trust Chairman Chen Pei-chun demonstrated institutional commitment by personally attending Thursday's press conference launch event. Their high-level presence underscored the significance of Taiwan's first multi-asset balanced index introduction to the financial sector. The executive attendance highlighted the strategic importance of this innovation for Taiwan's asset management industry development and international competitiveness enhancement. ◼