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Yuanta Sustainable Value Creation Process

In order to provide more diversified financial products, greener financial services, and better customer care, we have integrated the Group’s internal and external resources, actively responded to stakeholder concerns, and disclosed relevant management performance. With reference to the spirit of the integrated reporting (Integrated Reporting, IR) reporting framework developed by The International Integrated Reporting Council, the six major capital inputs, capital outputs, and sustainable management have been disclosed. Through the strategic allocation and use of each sustainable capital, the Group’s capital will be maximized, and we are striving to create sustainable value for all of our stakeholders.

Integrated Reporting
Six Types of Major Sustainable Capital 2019 Capital Inputs
Financial capital
Operating expenses
NT$58,634,193,000
Funds used by organizations to produce products or provide services
Employee salary and benefits
NT$23,276,027,000
Intellectual capital
The Group has obtained
31 patents.
Knowledge-type intangible assets
Yuanta Futures designed and launched “CBBC Warrants.”
Human capital
Domestic talent development and cultivation cost NT$37.84 million.
Domestic training software and equipment investment cost NT$2.31 million.
Human skills, abilities and experience, and motivation for innovation
Our employees have spent a total of
514,265 hours learning to enhance their competitiveness in the workplace.
Natural capital
Green procurement
NT$125.56 million
All renewable or non-renewable environmental resources and processes in support of organizational operations.
NT$6.51 million was spent on the three major ISO management systems.
Social relationship capital
NT$58.96 million in charity donations
Relationships with the community and other stakeholder groups as well as related input and planning for social participation.
Volunteer participation
2,812 person-times
Manufactured capital
Operation locations
Yuanta Securities: 146, Yuanta Banks: 147 , ATMs: 492
The physical objects that are manufactured for use by the organization to produce products or provide services.
Sustainability Management EPS
Yuanta Securities
Brokerage business, proprietary business, quantitative trade, investment banking, derivative products, fixed income, institutional brokerage, international finance, strategic trading, overseas business, digital finance, reg. & transfer services, wealth management 1.56
Yuanta Bank
Deposit and remittances, corporate finance, consumer finance, wealth management, trust business, foreign exchange business, financial operation and financial transaction business, digital finance 1.36
Yuanta Life
Life insurance, health insurance, accident insurance, investment-linked insurance 0.93
Yuanta Funds
Fund issuance, investment advisory, discretionary 5.24
Yuanta Futures
Futures brokerage, futures proprietary, futures advisory business, futures settlement and clearing, leverage transaction merchant, and auxiliary securities introducing broker 4.89
Yuanta Venture Capital
Venture capital business 0.60
Yuanta Assets Management Company
Acquisition and disposal of secured non-performing loans (NPL) in financial institutions, acquisition and disposal of non-secured NPL in financial institutions, acceptance of foreclosure real estate and other related businesses approved by the competent authority 1.01
Yuanta Securities Investment Consulting
Securities investment consulting business 0.32
Yuanta Securities Finance
Margin transactions (margin purchase, short sale), security lending transactions, refinancing transactions (margin purchase, short sale), securities-secured loan
Yuanta Cultural and
Educational Foundation
We adhere to the core concept of educational care and have actively participated in social welfare in many areas, such as “Volunteer Engagement and a Philanthropic Platform,” “Supporting for the Underprivileged and Caring for Children and Youth,” “Supporting Education and Youth Self-reliance,” “Building Financial Education and Industry-Academia Cooperation,” “Provision of Health Care and Care for the Elderly,” and “Serving the Community and Protecting the Environment.”
Group Economic Performance
Direct Economic Value 107,608,077
Distributed Economic Value 95,065,668
Retained Economic Value 12,542,409
Unit: NT$1,000
Subsidiaries’ Customer Satisfaction Surveys
97.91% 97.49% 97.87% 97.30% 96.01%
Yuanta Securities Yuanta Bank Yuanta Life Yuanta Funds Yuanta Futures
Subsidiary’s overall satisfaction
97.72%
Warrant Commodity Linked to Sustainability Meaning
Human Capital Output
88% Domestic employees have a positive evaluation of work engagement 82% Domestic employees have a positive evaluation of learning development
6% higher than the previous year
11% higher than the financial industry overall in Taiwan.
5% higher than the previous year
13% higher than the financial industry in Taiwan.
Greenhouse Gas Emissions (Scope 1 and 2)
Water Consumption
Number of Group Philanthropic Events
Self-organized events Joint events Sponsored events
145 327 249