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FTSE4Good Emerging Indexes have announced this year's constituent stocks. Yuanta Financial Holding Company (FHC) has been selected as a constituent of the FTSE4Good Emerging Indexes for six (6) consecutive years, demonstrating that Yuanta FHC's integration of ESG (environmental, social, and corporate governance) concepts into the business strategies and our efforts to work with stakeholders for the common good have won international recognition. International institutional investors have increasingly focused on sustainable financial development. The FTSE4Good Index Series has been compiled by FTSE Russell since July 2001. The FTSE Emerging Indexes were further launched in November 2016 to strictly examine the ESG effectiveness of each company and select only those with outstanding sustainability performance. The current membership includes 566 companies worldwide, with a combined market value of approximately US$3.2 trillion. 91 companies from Taiwan have been selected. Yuanta FHC is deeply involved in the ESG field and has achieved remarkable results. In terms of corporate governance, Yuanta FHC strengthens ESG information disclosure, specifies that the work objectives of senior managers must be connected to corporate sustainability-related business, and implements sustainable development objectives through a performance-linked compensation system. In terms of environmental sustainability, Yuanta FHC recently passed the world’s most credible Science Based Targets (SBT) carbon reduction target review, in which the most critical investment and financing positions of the financial industry account for nearly 40% of the total, making Yuanta FHC the financial company with the highest coverage rate in Asia. Yuanta FHC also released the first TCFD (Climate-Related Financial Disclosures) Report to enhance the completeness and transparency of climate related information disclosure. In terms of social engagement, on average, one out of every five Yuanta employees volunteered for volunteer activities, showing a high degree of enthusiasm and social concern. Yuanta also invites employees’ families, suppliers, and customers to participate in public welfare and environmental advocacy activities to expand social influence. As an international benchmark enterprise for sustainability, Yuanta FHC has been named as a constituent stock of the FTSE4Good TIP Taiwan ESG Index for ten (10) times, and has been awarded the exclusive corporate seal of the constituent stock. Last year, Yuanta FHC embarked on our second five-year strategy roadmap for sustainable development, aligning ourselves with the international trend of sustainability, continuing to innovate and progress, and becoming a leading force for social and environmental change.

Yuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation have used our financial expertise and social service to help spread the seeds of financial management in rural areas and social welfare units. For four consecutive years, we have partnered with Boyo Social Welfare Foundation to organize the “Yuanta Financial Management Day” financial education sharing event. Yuanta volunteer instructors met with sixteen students of middle and upper grades from Jhudong Elementary School and Datong Elementary School in Hsinchu County on July 29th in the online financial management classroom, to guide the students’ first steps in financial management through a financial management board game designed by Yuanta’s financial management volunteer team, along with life events and fun interactive learning. “Children, let’s think about the money spent on this week. Which ones are wants? What is needed?” Two volunteer instructors from Yuanta Funds’ Channel Business Department combined current issues such as rising raw material prices and inflation to attract students’ attention and introduce them to financial management knowledge by sharing simple and smart ways to manage money such as “need or want,” “price comparison” and “bookkeeping” to cultivate children’s proper view of money. The students discussed enthusiastically at the event and gave feedback that they would “shop around in the future” and that they would “measure their pocket money and consider whether they could buy game cards.” Yuanta attaches great importance to the education and development of children. In addition to bringing financial management courses to the children, we also donate used extracurricular books provided by Yuanta colleagues to nurture children’s interest in reading. Since 2017, Yuanta has been giving away over a thousand books to the children of Boyo, including children’s picture books, science books, and biographies of great people, accumulating a fountain of knowledge through books to turn lives around. The chief executive officer of Boyo Social Welfare Foundation, Liang-Chih Chen, said, “Like the children, I look forward to the annual ‘Yuanta Financial Management Day.’ The Yuanta financial instructors always make the difficult financial knowledge understandable to the children in an easy-to-understand way, and I deeply feel the dedication of the Yuanta team.” The Yuanta Cultural and Educational Foundation’s financial management volunteer team designs interactive financial management board games for students with the lively characteristics of “Yuanta,” and from 2018, they have gone to rural schools and social welfare organizations to share basic financial management concepts. In the past four years, Yuanta has held fourteen sessions of financial management education promotion activities, and has held three sessions of Yuanta Financial Instructor Training in the first half of this year (2022). Through the training and experience exchange of past financial management instructors, Yuanta colleagues from all counties and cities in Taiwan gathered online during their off-hours to bring quality financial management courses to rural students, and to warm up for the Yuanta Financial Management Day activities in the second half of the year.