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永續發展 永续发展 Sustainability
02062024Yuanta FHC Makes CDP Climate Change A List for 4th Consecutive Year, Leveraging Financial Influence and Engaging with the Public to Realize Carbon ReductionCDP, an international not-for-profit organization, announced its latest assessment results for 2023. Yuanta Financial Holding Company (FHC) has made the Climate Change A List from CDP’s global carbon disclosure project for four consecutive years, and has been ranked at the Leadership Level for six years in a row. As a mover and shaker on sustainable finance, Yuanta FHC has signed the Science Based Targets initiative’s (SBTi) Corporate Net-Zero Standard pledge with the goal of net-zero emissions by 2050, and follows the SBT methodology to conduct a complete inventory of carbon emissions from investment and financing portfolios. Yuanta FHC also publishes the Climate-Related Financial Disclosures (TCFD) Report, which transparently discloses the evaluation of risks and opportunities for climate-related businesses, promotes internal carbon reduction strategies through a systematic and scientific management approach, and provides a wide range of services in green financial commodities. Yuanta FHC, as a green pioneer in the face of climate change, responds to the international trend of carbon reduction and is the first financial institution in Taiwan to internalize the external costs of greenhouse gas emissions and set a clear price for them. After passing the SBTi target review, Yuanta FHC continues to implement the ISO 50001 energy management system with the goal of net-zero carbon emissions by 2050. Yuanta FHC has deployed the IEN Intelligent Energy Saving Monitoring System in Yuanta Group’s own buildings to set up alarms for excess electricity consumption, use scientific data to grasp real-time information on electricity consumption, track the progress of energy-saving equipment replacement, and review the annual energy-saving actions on a rolling basis. In terms of renewable energy utilization, Yuanta FHC’s bank and securities branches became the first in Taiwan to use 100% green power in 2020, leading the way in creating the first year of green power in Taiwan’s financial sector. Subsidiaries have begun to use renewable energy power in their operating locations. By 2022, including the five major subsidiaries of Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Funds, and Yuanta Futures, nearly one-quarter of Yuanta Group’s locations have been using renewable energy, and the use of green power has increased by 60% annually, making Yuanta FHC the financial services provider with the widest coverage in Taiwan. In addition to practicing carbon reduction in our own operations, Yuanta FHC persists in expanding the scope of our carbon inventory in accordance with the Partnership for Carbon Accounting Financials (PCAF) methodology and the TCFD disclosure recommendations, which serves as a basis for the management of investment and financing climate risks and opportunities, and we are implementing the Sustainable Finance Guidelines in our business. In recent years, the underwriting amount of green bonds has continued to increase. Yuanta FHC has taken practical actions to assist in the development of green technology, utilizing our advantage of having access to a large number of customers, and encouraging consumers to prioritize the choice of sustainable goods by offering loan preferential programs for low-carbon products and services, such as green buildings and petrol-electric vehicles. Furthermore, we have launched “Diamond-Gold Carbon Lucky Account” to reveal the amount of carbon emissions saved by our customers through the use of electronic exchanges, and to raise public awareness of carbon reduction. Yuanta FHC has been actively implementing Yuanta Group’s sustainable development strategy roadmap and aligning business strategies with international trends, earning the world’s number one (No. 1) spot in the S&P Global Corporate Sustainability Assessment for the group of Diversified Financial Services and Capital Markets, and being listed as a constituent of the Dow Jones Sustainability World Index and the Dow Jones Sustainability Emerging Markets Index for five consecutive years.
01262024Yuanta Bank’s Digital Financial Innovation and Empowerment Recognized with TIPS Level A Certification for 2 Consecutive YearsIn order to strengthen corporate governance and implement intellectual property management, Yuanta Bank has introduced the Taiwan Intellectual Property Management System (TIPS) as the basis for comprehensively promoting digital innovative financial services, horizontally integrating departmental research and development (R&D) energies, and enhancing inventive capabilities. Yuanta Bank has also vertically established the Intellectual Property Management Group to reinforce the operational resilience of financial sustainability. Furthermore, Yuanta Bank has passed the TIPS Level A certification for two consecutive years in 2022 and 2023, which is organized by the Industrial Development Administration of Taiwan’s Ministry of Economic Affairs (MOEA) and implemented by the Science and Technology Law Institute of the Institute for Information Industry. Yuanta Bank continuously improves management processes through the establishment of an intellectual property management system and the Plan-Do-Check-Act (PDCA) Cycle, conducts education and training for all employees, adds and revises new rules and regulations related to intellectual property, emphasizes the concept of intellectual property protection for employees, and carries out the company’s document management mechanism. Yuanta Bank also responded to the increase in the number of innovative proposals and patents by building an intellectual property management organization to make the management and use of intellectual property more efficient, and through regular meetings, the development and application of intellectual property is closely linked to the company’s business strategy. In recent years, Yuanta Bank has been focusing on digital transformation, providing a “virtual and real integrated” financial service experience with a customer-centric approach, and striving to combine emerging technologies with financial services. Yuanta Bank encourages R&D innovation by launching the regular fixed NT$100 investment, which allows customers to set up their own smart investment portfolios, breaking the traditional limitations on the number, date, and amount of monthly deductions, diversifying investment risks, and cultivating the habit of long-term disciplined investment. Yuanta Bank’s first “Diamond-Gold Carbon Lucky” account transforms electronic transactions into real carbon reduction benefits and encourages customers to actively participate in carbon reduction initiatives. The Diamond-Gold Carbon Lucky account also introduces a new function for account-linked payments, adding the “Limit Usage” inquiry service for account-linked payments, which facilitates users to quickly check the current usage limit, remaining limit, and limit ceiling for account-linked payments, offering customers with a diversified financial service experience. As of the end of 2023, Yuanta Bank has successfully obtained 35 patents and nine trademarks approved by the Intellectual Property Office (IPO) of the MOEA, with patents in the categories of digital platforms for e-transactions, inter-industry cooperation, online application for payment services, etc. Yuanta Bank has also acquired the trademark right of “Diamond-Gold Carbon Lucky” issued by the IPO in 2023. Yuanta Bank will continue to expand digital financial services and file patent and trademark applications based on business needs to protect R&D and design achievements.
02222024YFH announces on behalf of Yuanta Life the acquisition for the right-of-use asset from Yuanta Securities Finance.
02222024YFH announces board resolution of Yuanta Bank to increase capital from retained earnings and to issue new shares
02222024YFH announces board resolution of Yuanta Bank approving distribution of 2023 dividend to shareholders
Yuanta Sec. is an industry leader in securities brokerage, market making, and investment banking. In recent years, it has developed superior new financial products and a WM business, in addition to private banking services. Into the future, Yuanta Sec. will work to link its international locations, integrating group resources to offer even higher quality services, on its way to becoming a top tier investment bank in the region.
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business
Yuanta Bank possesses an expansive distribution network, with 149 Taiwan branches staffed by a team of finance professionals, offering a comprehensive range of financial services. Main business areas include consumer finance, corporate finance, and wealth management, making it a one-stop provider for all its clients’ financial needs.
- Credit Cards
- Personal Loans
- Corporate Finance
- Wealth Management
- Digital Banking
Yuanta Life's core business is continuing to develop and promote "Protection-type and long-term paying products" and "Wealth Management products", and deliver these products and services via distribution channels including Bancassurance channels, Brokerage channels, Agency channels, Telemarketing channels and E-commerce channels.
- Protection-type and long-term paying products
- Wealth management products
- Policy Services
- Claim Services
- Customer services
With a diverse selection of ETF products and industry-leading market share and liquidity, Yuanta Funds helps clients plan a comprehensive asset placement strategy capable of achieving profits in bull and bear markets with worldwide investment allocation, giving its clients a firm grasp on the latest market trends.
- Equity Funds
- Bond Funds
- Dividend Funds
- Index Funds
- Balanced Funds
- Money Market Funds
Yuanta Futures is Taiwan's largest futures company, with top rankings in domestic futures and options, international futures, capital, net value, BVPS, customer margin, pre-tax profit and EPS, and number of business locations. Other major business areas include advisory services and leveraged transactions, as it pursues further development in the region.
- Domestic Futures
- Domestic Options
- International Futures
- Leveraged Transactions
- Advisory Services
- Hong Kong
Yuanta Securities Investment Consulting
Yuanta Securities Investment Consulting uses fundamental analysis as an investment basis, supported by the thorough study of market trends. By strictly controlling all forms of risk, and firmly upholding the principles of integrity and trust, Yuanta Securities Investment Consulting manages its clients’ assets and helps them achieve long-term, reasonable, and stable returns.
- Research Reports
Yuanta Securities Finance
Yuanta Sec. Finance has the longest history, the largest scale, profits, and market share in the Taiwanese industry. Current main business areas include Stock Secured Loans for retails, institutions, and large shareholders, which are notable for their convenient loan procedures and lack of initial outlay or collateral fees.
- Margin Finance
- Stock Secured Loans
Yuanta Venture Capital
Yuanta Venture Capital carries out investment management services in domestic and international technology, general manufacturing, and the service industry. In addition to providing capital to the investment target, Yuanta Venture Capital provides corporate operation, management, and consulting services.
- Investment Management
- Management and Consulting Services
Yuanta AMC upholds the concept of expedited debt recovery while also looking out for the interests of the company, conducting financial institution creditors’ rights appraisal, purchase, and auction services. Yuanta AMC will continue to cultivate its direct investments in pursuit of capital gains, setting the foundation for its transition into the investment banking business.
- Distressed Debt Purchase
- Accounts Receivable Purchase
- Overdue Receivable Management
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