PE Fund for Sustainable Industries
Cathay SITE became the first investment trust company in Taiwan approved to set up a subsidiary to issue private equity funds. 100% of the "Cathay Sustainability Private Equity Fund" is invested in key industries of sustainable development in Taiwan, including highlighted industries such as circular economy (e.g., sewage treatment and waste processing and reuse), renewable energy (e.g., solar energy, geothermal energy, hydropower, and energy storage), as well as the"5 + 2" innovative industries promoted by the government (e.g., Internet of Things, smart machinery, new agriculture, and long-term care). The total promised investment totaled NT$8 billion.
Cathay MSCI Taiwan ESG Sustainability High Dividend Yield ETF
ESG is an indicator for assessing the quality of long-term corporate management. The COVID-19 epidemic in 2020 demonstrated the importance of companies' care for employees and supply chain management. Cathay SITE worked with MSCI to provide investors with the opportunity to use international ESG services for sustainable investment. We also used weighted dividend yields to select shares in sequence and help investors stabilize proﬁts and meet their requirements. The ETF set multiple new records on the Taiwan Stock Exchange after its IPO.
Cathay Global Autonomous and Electric Vehicles ETF
Statistics show that the past ﬁve years were the hottest ﬁve years on Earth in modern history! Droughts and ﬂoods are frequently occurring around the world. As a result, there is now a global consensus towards the implementation of energy conservation and carbon reduction! Many countries have committed to achieving carbon neutrality by 2050. One of the policies necessary to achieve this goal is to accelerate the development of electric vehicles (EV). Hence, Cathay believes that smart self-driving electric vehicles will inevitably become the trend of eco-friendly investments. This is the reason why Cathay SITE decided to offer the Cathay Global Autonomous and Electric Vehicles ETF (00893). 00893 is the ﬁrst electric vehicle ETF in Taiwan.
Cathay Securities ESG research reports for individual stocks
In 2020, Cathay Securities, Cathay Futures and National Taipei University (NTPU) join forces to provide ESG research services to institutional investors. Cathay uses the SEED (social, environmental, economic, disclosure) rating methodology developed by the Corporate Sustainability Research Team of National Taipei University to create the first ESG rating system in line with international methodology. In addition to providing the latest ESG research reports, this industry-academic cooperation also began providing investors with a customized "ESG Engagement Report" in 2022. We believe that engagement with rated companies can facilitate the promotion of sustainable operations by Taiwanese companies. In addition, in response to the increasing demand for ESG investment, Cathay Securities leveraged the information provided in the "Taiwan Sustainability Review" published by NTPU in collaboration with Cathay, and launched the innovative, industry-first "Sustainability Investment" services in 2022. We aim to provide a clear overview of the impact of sustainability and help investors generate returns while understanding the power of ESG stocks.
Note: SEED stands for social, economic, and environmental disclosure.