【Overseas Asset Allocation Trust: Diversifying Risk and Embracing Global Opportunities】

Ms. Li is a successful investor who has accumulated substantial wealth.
However, she realized that concentrating investments in a single market carries significant risks.
Fluctuations in the domestic economic environment and policy changes could impact asset returns.
At the same time, her children plan to study abroad and pursue careers in international markets.
Ms. Li wanted to prepare an overseas asset layout in advance for her children.
To achieve diversified asset allocation, mitigate risk, and meet her children’s future needs,
she decided to establish an Overseas Asset Allocation Trust.

Ms. Li injected RMB 15 million (approximately TWD 67.5 million) into the trust
and partnered with a trust institution that offers cross-border services.
The trust institution collaborated with international investment experts
to develop a global asset allocation plan based on Ms. Li’s risk preferences and investment goals.

The investment strategy spans multiple sectors and regions:
allocating to U.S. tech stocks and European blue-chip stocks in equity markets,
Japanese government bonds and emerging market bonds in the fixed income space.
It also includes overseas real estate investments,
such as purchasing premium property in Sydney, Australia,
and participating in commercial real estate projects in Southeast Asia.

The trust terms clearly require the trustee to provide regular reports
on asset allocation and investment performance,
and to adjust the portfolio flexibly based on changes in the global economic landscape.

Establishing a Family Trust to Diversify Investment Risk and Protect Wealth

By leveraging professional institutional resources,
the trust enables asset diversification across various asset classes, countries, and regions—
seizing global investment opportunities to the fullest.

With real-time portfolio adjustments made by the trustee in response to global economic and market trends,
the trust ensures rational asset allocation and sustained returns.