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Global non-profit organization CDP released its 2025 assessment, with Yuanta Financial Holding Company (FHC) making the highest Climate A List for the sixth straight year. Only two percent (2%) of assessed companies worldwide achieved this distinction. Yuanta FHC has maintained the Leadership Level for eight consecutive years—the best performance among Taiwan’s financial sector. Yuanta FHC has fully disclosed greenhouse gas (GHG) reduction efforts, climate risk and opportunity management, and transition goal setting across all dimensions, demonstrating sustainable management capabilities and earning international recognition. Yuanta FHC participates in the global low-carbon transition process, becoming Taiwan’s first financial institution to explicitly internalize the external costs of GHG emissions through explicit pricing. By referencing international carbon price trends and estimating carbon costs under a 2050 net-zero emissions scenario, Yuanta FHC has established a pricing mechanism for the Yuanta Group’s GHG emissions and will adjust prices annually. This approach integrates with each subsidiary’s carbon reduction targets, evaluates the benefits of various energy-saving and carbon-reduction projects, and implements climate responsibility through internal carbon pricing. With the sustainability vision of “becoming an international benchmark enterprise for sustainability, actively promoting a better future for future generations,” Yuanta FHC proactively responds to government policies by utilizing renewable energy. All Group-owned buildings have switched to green electricity, with branch locations achieving approximately 30% green electricity usage. Newly constructed Group buildings simultaneously install solar photovoltaic panels, steadily increasing renewable energy consumption year by year. By the end of October 2025, renewable energy usage had already surpassed eight percent (8%) of the green electricity consumption recorded in 2024. The Group continues to advance various energy-saving and carbon-reduction initiatives, including replacing high-energy-consumption equipment and installing energy-efficient lighting. Concurrently, the adoption of smart energy monitoring systems ensure effective implementation of energy management practices. As a member of the Coalition of Movers and Shakers on Sustainable Finance, Yuanta FHC commits to taking more proactive and concrete actions across five key areas: “green procurement,” “funding and engagement,” “information disclosure,” “assistance and promotion,” and “international outreach.” This includes conducting comprehensive inventories and disclosures of carbon emissions across all investment and financing portfolios and establishing carbon reduction strategies and pathways aligned with Science Based Targets (SBTi). Yuanta FHC has signed the SBTi Net-Zero pledge, supporting the 1.5℃ global warming control target. The goal is to reduce carbon emissions from internal operations by 42% by 2030. To date, each phase has exceeded targets ahead of schedule. Relevant data is compiled in the annual “Climate and Nature-Related Financial Disclosures Report” (TCFD Report Series). Through scientific methodologies and risk management mechanisms, we drive the industry and society toward progressive alignment with sustainable development goals.

Guided by the mission that “public welfare is a continuous commitment to giving,” Yuanta Financial Holding Company (FHC) and the Yuanta Cultural and Educational Foundation (Foundation) centered the public welfare efforts on education. The “Dream Big” Yuanta Social Service Dream-Fulfilling Project (hereinafter referred to as the “Yuanta Dream Big Project”), launched in 2016, has now entered its ninth year. This year’s program focuses on three key themes: “Climbing Mountains and Crossing Seas - Nurturing Dreams and Setting Sail,” “Empowering Inclusion - Illuminating Lives,” and “Community Harmony - Pursuing Dreams without Age.” Volunteers from the Yuanta Group actively participate, continuously integrating financial expertise into public welfare activities to empower beneficiaries to become contributors to their communities. The Yuanta Dream Big Project aligns with digital transformation and sustainable education trends, combining artificial intelligence (AI) digital empowerment, financial literacy, and anti-fraud courses. It partners with eight selected dream-fulfilling groups to embark on this journey: Taitung’s Sanxian Elementary School creates the PawPaw “Treasure Drums” from discarded buoys, beating rhythms of environmental protection and tribal culture; Kaohsiung’s Fenglin Junior High School preserves community memories through local shadow puppetry; Taichung’s Tunglin Community presents owl nest boxes to narrate the dreams of senior learning companions and sustainable communities; and the Barrier-Free Players Life Care Association cultivates instructors with disabilities. By harnessing the collective strength of public welfare partners, the power to build dreams grows ever stronger. Sharon Chung, Chief Executive Officer of the Yuanta Foundation, stated that this year’s Yuanta Dream Big Project breaks through traditional charitable frameworks. Volunteers not only engage in community outreach to facilitate intergenerational learning and support independence for individuals with disabilities, but also leverage Yuanta FHC’s core financial expertise. They design financial fraud prevention and wealth management courses for beneficiaries while simultaneously launching digital empowerment workshops. Past participating groups are invited to collectively enhance management and advocacy capabilities through AI technology and literacy skills. This approach elevates charitable actions beyond isolated assistance to systematic operational capacity building, advancing toward achieving goals such as poverty eradication through public welfare (United Nations Sustainable Development Goal 1), quality education through student support (SDG4), and sustainable cities and communities (SDG11). The Yuanta Dream Big Project has mobilized internal and external resources across the Yuanta Group since its inception. Over 9,000 volunteer participants have contributed their time, helping 52 organizations fulfill their aspirations and benefiting more than 230,000 individuals. The Yuanta Group continues to leverage subsidiaries’ business locations and employees’ voluntary service to foster sincere connections and warm hearts, ensuring that the pulse of public welfare remains vibrant.