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Yuanta Group, with the United Nations Sustainable Development Goals as blueprint, responds to the sustainable development policies of the competent authorities and actively carries out ESG (environmental, social, and corporate governance) initiatives, and has been honored with the 2023 Taiwan Financial Awards. Yuanta Financial Holding Company (FHC) has been awarded the Premium Award in the category of Sustainable Finance, Yuanta Securities has won the Premium Award in the Best Brokerage Customer Recommendation for a second year in a row, and Yuanta Funds has been recognized with the Gold Award in the Best Fund Company for five consecutive years.

Now in its fourteenth year, the Taiwan Financial Awards are organized by Wealth Magazine. Each year, a panel of experts from industry, academia, and the corporate sustainability field is invited to conduct a three-stage judging process focusing on four major indicators, namely, sustainable finance, environmental sustainability, social impact, and corporate governance. Yuanta FHC’s performance in the areas of environmental sustainability and social impact is relatively outstanding and has been unanimously affirmed by the professional judges.

In the face of the risk of climate change, Yuanta FHC has taken the initiative to participate in climate change related proposals and activities, and has joined hands with suppliers and customers to implement a low-carbon transformation. From our own operations to the most critical investment and financing parts of the financial industry, we have set up an emission reduction strategy and pathway, and have declared that we will achieve net-zero emissions by 2050. We have been ranked as “Leadership Level A” by CDP (formerly Carbon Disclosure Project) for five consecutive years, and have been awarded an “A” rating in Supplier Engagement. After passing the Science Based Targets initiative’s (SBTi) target review last year, we completed the signing of the SBTi Net-Zero pledge this year.

Yuanta FHC vigorously protects customers’ rights and assets and exerts social influence. Last year, Yuanta FHC blocked a total of 350 fraud cases, with the largest amount of money in a single case being about NT$5 million, and the cumulative amount for the entire year was nearly NT$190 million. We successfully protected customers’ rights and assets, and were commended by Taiwan’s Executive Yuan. Yuanta FHC has further signed a cooperation letter of intent with the Criminal Investigation Bureau of the National Police Agency of Taiwan’s Ministry of the Interior this year on the “Financial Anti-fraud Joint Defense: Information Security and Hacking Prevention” to build a safe and sustainable investment environment.

Yuanta Securities adheres to the philosophy of “integrity-based, treating customers with care,” providing investors with innovative and high-quality financial products, and gaining consumers’ recognition for professional and warm services. Yuanta Securities continues to refine the functions of the “Mr. Investor” APP’s e-trading platform in terms of digital innovation. Customers can complete all transactions on the “Mr. Investor” e-trading platform in a “one-stop-shop” manner, regardless of whether they are interested in Taiwan stocks, U.S. stocks, fund commodities, or overseas bonds. In the wealth management business, Yuanta Securities has been recognized by the industry and investors for its customer-oriented approach, and is a trusted and recommended brokerage brand by consumers.

Yuanta Funds, as the leading public equity fund in Taiwan and a leader in the Asian asset management industry, has outstanding performance in ESG, operational performance, risk management, investment research team, commodity innovation, customer service, etc., and a number of fund products have great significance as indicators. For example, “Yuanta Taiwan High-Yield Leading Company Fund” created the era of Taiwan stock active funds that receive dividends on deposits; “Yuanta Global Leaders Balanced Fund” guided the market to adopt a stock-bond balanced approach to the global market; and “Yuanta Japan Leaders Equity Fund” actively participated in the opportunity of Japan’s economic revitalization. The combined size of the three funds is close to NT$100 billion, which will continue to drive capital towards quality and leading targets.