ICE Index Serves as Benchmark for Taiwan’s First Multi-Asset ETF Issued by KGI SITE

TAIPEI, Taiwan & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of technology and data, today announced that KGI Securities Investment Trust Co., LTD (KGI SITE) has launched the KGI US Top Balanced ETF, Taiwan’s first multi-asset exchange-traded fund (ETF), benchmarked to the NYSE TPEx 70-30 Equity Top 10 N-Listed & Treasury 3-10 Year Balanced Index.

“This innovative index is a blend of the large cap, technology-focused equities in the NYSE® Top 10 N-Listed Index and the treasury bonds within the ICE U.S. Treasury 3-10 Year Bond Index, offering a balanced and diversified structure for users,” said Christy Chan, Head of Client Development in APAC at ICE. “The launch of the KGI US Top Balanced ETF marks a significant milestone as Taiwan’s first multi-asset ETF and the inaugural product arising out of an index collaboration between ICE and the Taipei Exchange.”

The index co-branding agreement between ICE and the Taipei Exchange (TPEx) was announced in November 2024. ICE leveraged its multi-asset class customized index capabilities to develop the index, which rebalances monthly to a 70% allocation to ten large cap, technology-focused equities, along with a 30% allocation to U.S. Treasury bonds with maturities between three and ten years, creating a rules-based, multi-asset benchmark.

“We’re pleased to introduce the KGI US Top Balanced ETF, a core investment product designed to support long-term retirement planning,” said Albert Ding, the Chairman of KGI SITE. “This ETF not only provides investors with a strategic tool for building financial security, but also embodies KGI SITE’s enduring commitment to walking alongside our clients in realizing a prosperous future together.”

As interest in multi-asset strategies continues to grow globally, ICE is well-positioned to provide customers with prepackaged solutions across all asset classes to meet their evolving needs. By utilizing the ICE Custom Index tool, customers can prototype and backtest custom indices based on existing ICE indices to explore potential tailored solutions that address their specific requirements throughout the region.

For more information about ICE’s Index solutions, visit: https://www.ice.com/fixed-income-data-services/index-solutions

About Intercontinental Exchange

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds, and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE’s futures, equity, and options exchanges -- including the New York Stock Exchange -- and clearing houses help people invest, raise capital and manage risk. We offer some of the world’s largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities. At ICE Mortgage Technology, we are transforming U.S. housing finance, from initial consumer engagement through loan production, closing, registration and the long-term servicing relationship. Together, ICE transforms, streamlines, and automates industries to connect our customers to opportunity.

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ICE Data Indices, LLC is the administrator of the NYSE TPEx 70-30 Equity Top 10 N-Listed & Treasury 3-10 Year Balanced Index, the NYSE® Top 10 N-Listed Index, and the ICE U.S. Treasury 3-10 Year Bond Index. Additional important information regarding these indices, including methodologies, limitations, and disclaimers, can be found at indices.ice.com. Neither any investment product mentioned herein (the “Product”), nor the issuer of such Product, as applicable, are sponsored, endorsed, sold or promoted by ICE, its affiliates or their third-party suppliers (“ICE and its Suppliers”). ICE and its Suppliers make no representations or warranties regarding the advisability of investing in securities generally or in any investment product based on an index. Past performance of an index is not an indicator of or a guarantee of future results.

Category: Fixed Income and Data Services

SOURCE: Intercontinental Exchange