In brief
The 2025 World Investor Week Joint Forum opened in Taipei on October 8, bringing together representatives of nine co-hosting institutions and the Financial Supervisory Commission’s vice chairperson. The two-day event formed part of an IOSCO-led initiative involving more than 100 countries to promote investor education and financial literacy. Sessions addressed generative AI and investment research, real-world assets, retirement planning, trust services, fraud prevention, data protection, and AI-related risk management. Discussions also covered Taiwan’s asset management prospects and international topics including Singapore’s financial markets, Japan’s NISA program, global REITs, private equity, and alternative investments. Organizers reported more than 1,000 registrants and said the forum highlighted interest in investment technology, retirement resilience, and global strategies, as well as Taiwan’s role in international finance.
Key takeaways
- The Taipei forum ran October 8–9 as part of an IOSCO-led investor education initiative.
- Nine institutions co-hosted discussions on AI, retirement resilience, fraud prevention, and asset management.
- Sessions also examined international market developments and investment topics including REITs and private equity.
- Organizers reported more than 1,000 registrants.
Taipei, Taiwan, October 8, 2025 -- The 2025 World Investor Week (WIW) Joint Forum opened in Taipei, joining more than 100 countries in a global initiative led by the International Organization of Securities Commissions (IOSCO) to advance investor education and financial literacy.
Leaders from the nine co‑hosting institutions and the Vice Chairperson of the Financial Supervisory Commission attended the opening ceremony.
Photo provided by the WIW Joint Forum.
This year’s Taiwan forum, held on October 8–9 at CPBAE, NCCU in Taipei, was themed “Digital Innovation × Professional Collaboration: Building a Trusted Asset Management Framework.” It was co-hosted by nine major institutions: the Pension Fund Association, R.O.C. (PFA), Securities Investment Trust & Consulting Association of the R.O.C. (SITCA), CFA Society Taiwan (CFA), Taiwan Academy of Banking and Finance (TABF), Financial Planning Association of Taiwan (FPAT), Taiwan Stock Exchange (TWSE), Taipei Exchange (TPEx), Taiwan Futures Exchange (TAIFEX), and Taiwan Depository & Clearing Corporation (TDCC).
The Vice Chairperson of the Financial Supervisory Commission delivered the opening remarks at the forum.
Photo provided by the WIW Joint Forum.
The two-day program featured four main themes. The opening session, led by CFA Society Taiwan, focused on AI and investment research, examining how generative AI and big data reshaped investment strategies under evolving international regulations, while addressing the legal and regulatory challenges of bringing real‑world assets (RWA) on‑chain. In the afternoon, the Pension Fund Association addressed financial resilience in an aging society, with discussions on retirement planning, trust services, and anti‑fraud measures tailored to Taiwan’s super‑aged demographic challenges.
The 2025 WIW Joint Forum brought together leaders and experts to discuss AI, anti‑fraud education, and financial resilience.
Photo provided by the WIW Joint Forum.
On October 9, the Financial Planning Association of Taiwan highlighted Taiwan’s new asset management landscape, emphasizing the role of CFP professionals, prospects for Taiwan as a regional asset management hub, and issues in data protection and AI‑driven risk management. The concluding session, hosted by SITCA, featured a keynote address focusing on Singapore’s latest financial market trends and experiences, followed by discussions on global fund industry and alternative investment trends, covering insights from Japan’s NISA program, global REITs, private equity, and emerging alternative investment opportunities.
The forum attracted over 1,000 registrants, making it one of the largest WIW events in Asia this year. The strong turnout underscored rising interest in AI applications, retirement resilience, and global investment strategies. Organizers noted that the forum not only echoed IOSCO’s global call for investor protection but also highlighted Taiwan’s growing role in the international financial arena.
More information is available at https://wiwtaiwan.com.tw/
Contact Info:
Name: Joseph Chen
Email: Send Email
Organization: World Investor Week (WIW)
Website: https://wiwtaiwan.com.tw/
If you detect any issues, problems, or errors in this press release content, kindly contact [email protected] to notify us (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). We will respond and rectify the situation in the next 8 hours.
Questions around this news
What was the focus of the 2025 Taiwan World Investor Week forum?
The forum’s theme was “Digital Innovation × Professional Collaboration: Building a Trusted Asset Management Framework.” Sessions addressed AI and investment research, real-world assets and regulation, retirement planning and fraud prevention, Taiwan’s asset-management landscape, and international fund and alternative-investment trends.
Which institutions co-hosted the 2025 Taiwan forum?
The nine co-hosts were the Pension Fund Association, R.O.C.; Securities Investment Trust & Consulting Association of the R.O.C.; CFA Society Taiwan; Taiwan Academy of Banking and Finance; Financial Planning Association of Taiwan; Taiwan Stock Exchange; Taipei Exchange; Taiwan Futures Exchange; and Taiwan Depository & Clearing Corporation.
What did the forum discuss about AI and investment research?
A session led by CFA Society Taiwan examined how generative AI and big data were reshaping investment strategies amid changing international regulations. It also considered legal and regulatory challenges associated with putting real-world assets on-chain. Other program discussions included data protection and AI-driven risk management.
What is World Investor Week?
World Investor Week is a global initiative led by the International Organization of Securities Commissions to promote investor education and financial literacy. The Taiwan forum was part of this initiative and brought together financial-sector institutions, officials, and experts for discussions on investor protection and investment-related topics.
