The 2026 LSEG Lipper Fund Awards – Taiwan marked a truly memorable evening celebrating excellence across Taiwan’s asset management industry, set against the stunning backdrop of the W Hotel Taipei on April 9.
The event brought together more than 120 industry leaders and professionals, creating a vibrant atmosphere defined by recognition, celebration, and meaningful industry connection. The evening commenced with opening remarks from Mr. Paul Chou‑Wen You, Chairman of the Securities Investment Trust & Consulting Association (SITCA), whose address set the tone for a night dedicated to long‑term achievement and progress within Taiwan’s fund industry.
Two Decades of Commitment and Market Evolution
In his remarks, Chairman You acknowledged Lipper’s two‑decade‑long commitment and engagement to Taiwan’s fund industry, highlighting how the LSEG Lipper Fund Awards have become the most iconic and impartial benchmark of fund excellence in the local market. He emphasized the importance of objective, data‑driven evaluation in fostering transparency and investor confidence.
Chairman You also shared an optimistic outlook for the industry’s future. Taiwan’s investment fund sector, he noted, is entering a phase of unprecedented growth, with total onshore and offshore assets under management projected to reach TWD 30 trillion (approximately USD 968 billion) within the next three years—a 36% increase from the current baseline of TWD 22 trillion. This expansion reflects a structural shift in investor behavior, as Taiwanese investors continue to move away from speculative single‑stock trading toward the diversified stability of exchange‑traded funds (ETFs).
Role of AI and the Market Insights
Feng, Xav, Director of LSEG Lipper Asia Pacific Research, delivered compelling research insights that reinforced the differentiating power of LSEG Lipper’s analytics, data, and thought leadership. His presentation highlighted how artificial intelligence is becoming deeply embedded across the investment lifecycle.
Traditional quantitative models are increasingly being enhanced by large language models (LLMs), enabling investment teams to systematically analyze unstructured data at scale. This capability is expanding alpha opportunities and improving decision‑making efficiency. AI is also accelerating the emergence of “Wealth‑as‑a‑Service,” enabling asset managers to deliver personalized, event‑driven insights at the individual portfolio level—capabilities once limited to private banking. Coupled with the continued growth of robo‑advisory platforms, this trend is democratizing access to professional portfolio construction for mass‑affluent investors.
These developments align closely with LSEG and Lipper’s long‑term strategy. LSEG continues to invest in advanced AI capabilities, agent frameworks, and platform connectivity, supporting greater transparency, personalization, and performance enablement as the industry transitions toward AI‑first operating models.
Global Fund Flow Trends
Xav Feng also noted that, according to LSEG Lipper calculations, global fund markets recorded three consecutive years of significant net inflows, totaling USD 2.4 trillion in 2025. With the exception of Mixed Assets and Real Estate, all major asset categories attracted net inflows, led by Money Market and Bond funds, reflecting sustained investor demand for liquidity and income solutions.
At a more granular level, Lipper Global Classifications show that Money Market USD, Money Market CNY, and Global Equity funds captured the strongest inflows during the year. Conversely, Equity U.S. Small and Mid‑Cap, Equity U.S., and Mixed Asset Aggressive CNY experienced the largest net outflows, reflecting selective risk repositioning and ongoing shifts in regional and style preferences.
Recognizing Consistency and Long‑Term Excellence
Taiwan’s fund market continues to demonstrate depth and competitiveness. As of the end of 2025, more than 2,000 funds are registered for sale in Taiwan. Consistent with global LSEG Lipper Awards methodology, winners are determined using the Lipper Leader Rating for Consistent Return—a quantitative, risk‑adjusted measure designed to identify funds that have delivered superior and consistent performance relative to peers over time.
For the 2026 LSEG Lipper Fund Awards – Taiwan, a total of 112 awards were presented, including 108 individual fund awards and 4 group awards. The individual awards recognized excellence across multiple investment horizons:
- 39 awards for three‑year performance
- 36 awards for five‑year performance
- 33 awards for ten‑year performance
