2019 Future Commerce Awards - Business Next
2019 Best Digital Finance - Wealth Magazine
2019 Best FinTech Innovative Application - Wealth Magazine
企業社會責任 企业社会责任 CSR
01212020Yuanta FHC named to the 2020 Bloomberg Gender-Equality IndexYuanta is proud to announce we have been selected as a constituent of the Bloomberg Gender-Equality Index (GEI). This year, Bloomberg expanded the eligibility for inclusion in the index to nearly 6,000 companies across 84 countries and regions. Yuanta FHC, participating for the first time, is among the 325 companies, which have stood out from the rest to be named to this year’s GEI for having demonstrated commitment and leadership in achieving workplace gender equality. Bloomberg has been releasing gender equality index since 2016 and since then has expanded the index from covering only financial services to covering all sectors, including financials, consumer staples, technology, energy, communications and materials. The index measures gender equality across five pillars: female leadership and talent pipeline, equal pay and gender pay parity, inclusive culture, sexual harassment policies, and pro-women brand. Yuanta FHC scored at or above a global threshold across the framework’s five pillars. In particular, Yuanta received maximum score in the area of sexual harassment policies. Yuanta continues to be honored for its efforts in corporate social responsibility by professional organizations worldwide. In addition to its inclusion in the 2020 GEI, in 2019, Yuanta was named to the Dow Jones Sustainability World Index and Dow Jones Sustainability Emerging Markets Index, received an A rating in MCSI ESG Ratings, and was acknowledged by BSI with the Excellence in Sustainability Award for corporate social responsibility reporting. Yuanta focuses on the diversity of its board members. Besides their professional background and hands-on experience, Yuanta also emphasizes gender representation. Out of the nine Yuanta subsidiaries, six of them have female directors or female supervisors. Going forward, Yuanta will continue to practice gender equality and increase women’s participation in corporate governance and business strategies, bringing more diverse perspectives towards achieving sustainable operations. Talent is the most important asset in an organization. Yuanta offers many benefits and welfare programs to our employees, including menstrual leave and maternity leave for its female employees, paternal leave, family care leave, and the opportunity to apply for unpaid parental leave with their position held until their return. The entry-level salary is higher than the statutory basic wage and the compensation package is based on the individual’s professional skillset, job function and job responsibilities. For work of the same job level, there is no gap between basic salary for men and women and no gender-based disparity in compensation. Employees are rewarded with bonuses according to their performance for the year. All these measures are part of the portfolio of actions to create a gender-friendly workplace.
01212020Yuanta Ranked Leadership "A-" Score from CDPThe international non-profit organization CDP (formerly Carbon Disclosure Project) has recently released the results from its latest assessment. Yuanta has been awarded a score of A-, achieving "Leadership" status, for the second consecutive year. Yuanta ranked in the top 7% of 8,400 participating companies and outperformed Taiwan financial industry peers, positioning Yuanta among global leaders in the areas of the transparency in climate-related data reporting and corporate strategies for managing issues associated with climate change. Yuanta has focused on the risks climate change has on the environment. Its subsidiaries—Yuanta Securities, Yuanta Bank, Yuanta Life, Yuanta Futures, and Yuanta Funds— have all contributed to fostering a green corporate culture, actively implementing environmental management systems as well as improving our performance in environmental sustainability. CDP is a non-profit organization which started as Carbon Disclosure Project in 2003 working with just 35 institutional investors on the climate change questionnaire. CDP now represents more than 525 institutional investors with over US$96 trillion in assets and 120 major purchasing organizations with combined purchasing power of over US$3 trillion, encouraging carbon emission disclosure and helping companies to assess the impacts from climate change as well as providing references for investors. According to the CDP report, out of 129 Taiwan companies participating in the CDP assessment, eleven companies was recognized with a "Leadership" A- score. Yuanta was awarded with high marks, mainly for our implementation progress across various environmental sustainability related issues including carbon reduction, energy saving and green procurement measures as well as delivering solid results in controlling and reducing greenhouse gas carbon emissions. Yuanta has focused on the implementation of various ISO systems to promote and manage environment-related issues within the Group. Since the start of the ISO 14001 Environmental Management System implementation in 2015, Yuanta has moved on to passing the ISO 14064-1 greenhouse gas inventory system certification for all 316 business locations of Yuanta Financial Holdings and its 9 subsidiaries in 2018, becoming a financial holdings company with coverage rate of 100%. Furthermore, Yuanta implemented energy management system which is in line with international standards, and set energy saving goals and execution plan to raise energy efficiency. Yuanta was awarded ISO 50001 certification by BSI. In 2016 and 2017, Yuanta purchased green electricity of 500,000 kWh, and in 2018 and 2019 went on to purchase 500 T-RECs (Renewable Energy Certificates), which is equivalent to 500,000 kWh of low-carbon energy. Additionally, Yuanta has formulated plans to obtain green building mark for newly constructed Yuanta buildings. Yuanta Life building has already qualified and received the green building badge from Ministry of Interior. Yuanta will continue to commit to environmental protection and sustainability. Yuanta has been delivering sound performance across environmental, social, and governance dimensions of our operations and in executing our corporate social responsibility. Last year, Yuanta was named to the Dow Jones Sustainability Indices—DJSI World and DJSI Emerging Markets. This year Yuanta plans to launch ISO 14046 water footprint verification and ISO 20400 sustainable procurement guidelines. By utilizing diversified management systems and green procurement and supplier management, Yuanta seeks to offer more support to companies which offer low-carbon and sustainable products and expand the influence towards sustainable operations.
01172020Yuanta FHC announces the appointment of Internal Audit Officer of Yuanta Securities (Cambodia)
01172020Yuanta FHC announces resolution of the EGM of Yuanta Securities (Cambodia)
01162020Yuanta FHC on behalf of Yuanta Commercial Bank Co., Ltd. announces the acquisition of the right-of-use asset from Yuanta Securities Co., Ltd.
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 148 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 domestic and international 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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