ETF產品創新大獎

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1. 價值主張：此一ETF之設計旨在達到以下投資人需求，可選擇多個適用項 :

Value proposition: This ETF was designed to meet the following investor needs. Please select all that apply.

其他 - 請說明

Others - Please specify.

2. 產品概念：本ETF的開發基礎為以下項目，可選擇多個適用項 :

Product idea: The ETF was developed as a result of the following. Please select all that apply.

為了滿足機構投資人的需求 (Institutional investors' request to fill an unmet need)

為了滿足散戶投資人的需求 (Retail investors' request to fill an unmet need

我們觀察到有尚未被滿足的需求 (Our firm's observation that there is an unmet need)

我們相信可開發出比同業更有吸引力的產品；縱使市場上已經有類似ETF，但我們的ETF更為優化 (Our firm's belief that we can develop a more compelling product than our competitors; there are similar ETFs already in the market and our ETF is an improvement)

3. 產品設計：我們確保此ETF有以下特性，可選擇多個適用項 :

Product design: We've ensured that this ETF has the following attributes. Please select all that apply.

在ETF一級與二級市場均有足夠的流通性，所以本ETF可以用極為接近公允價值的價格進行交易（亦即實際資產淨值）(There is sufficient liquidity in both the ETF's primary and secondary markets, so that the ETF can trade at or very close to fair value (i.e. the underlying NAV))

在一般市況下，本ETF之標的資產流通性足以讓我們能定期調整投資組合，並在沒有過度風險與耗費成本的狀況下實現既定的價值主張 (Under ordinary market conditions, the ETF's underlying securities are liquid enough for us to rebalance the portfolio regularly and to deliver the stated value propositions without undue risks and costs)

本ETF有受約束的且經驗豐富、資源充足的造市商 (The ETF has committed, experienced and well-resourced lead market makers)

小型投資者或散戶投資人可以輕易瞭解本ETF (The ETF can be easily understood by smaller or retail investors)

4. 歷史回測：在產品開發期間，我們以歷史資料進行相關巿場的回測，以判斷此一ETF在不同市況下的行為。請僅選擇一個答案：

Backtests: During product development, we backtested the relevant market/s to determine this ETF's behavior under different market conditions. Please select only one response.

我們的歷史回測涵蓋過去至少十年以上；即使在壓力最大的市況下，此一ETF也只有不到三個月的時間無法達到原始價值定位 (Our backtest covered the last 10 years or more; even under the most stressed market conditions, the ETF was not able to deliver its propositions for FEWER THAN 3 months)

我們的歷史回測涵蓋過去十年以上；在壓力最大的市況下，此一ETF有超過三個月的時間無法達到原始價值定位 (Our backtest covered the last 10 years or more; under the most stressed market conditions, the ETF was not able to deliver its propositions for MORE THAN 3 months)

我們的歷史回測並未涵蓋過去至少十年間，相關市場壓力最大的期間 (Our backtesting did NOT cover the relevant market/s' most stressed periods over at least the last 10 years)

未進行任何歷史回測 (We did not perform any backtests)

5. 買賣價差：此一ETF截至2021年6月30日止，過去一年內的平均買賣價差是多少？請僅選擇一個答案。

Bid-ask spread: What is the ETF's average bid-ask spread over the last 1 year to 30 June 2021? Please select only one response.

超過2% (Above 2%)

1.5% - 2%之間 (Between 1.5% - 2%)

1% - 1.5%之間 (Between 1% - 1.5%)

0.5% - 1%之間 (Between 0.5% - 1%)

0.25% - 0.5%之間 (Between 0.25% - 0.5%)

不到0.25% (Below 0.25%)

6. 經理經驗：ETF的經理管理類似ETF的時間有多久？（可納入在其他公司管理ETF的經驗）請僅選擇一個答案。

Manager experience: How long has the manager of this ETF been managing similar ETFs? You may include ETF management experience gained in other firms. Please select only one answer.

不到一年 (Less than 1 year)

1 - 2年 (1 - 2 years)

3 - 5年 (3 - 5 years)

5年以上10年以下 (More than 5 years but fewer than 10 years)

10年以上 (10 or more years)

7. 對ETF行業的貢獻：請說明貴公司的創新舉措，對於正在幫助或能夠幫助改善投資人資產配置、多元化、風險管理、成本節省及／或其他重要的投資人需求，已經達成及正在進行或將會出現的助益。（上限1000字）

Contribution to the ETF sector: Please describe how your innovation has helped, is helping or can help improve investors' asset allocation, diversification, risk management, cost savings and/or other significant investor needs. Maximum 1000 words.

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ETF產品創新大獎

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