2020 The National Brand Yushan Award “National First Prize”
2020 Best Mobile Brokerage Application - The Asset
2020 Best Digital Finance - Wealth Magazine
企業社會責任 企业社会责任 CSR
05072021Yuanta Gives Happiness Packs to Encourage Students to Study & Shares Financial and Anti-Fraud KnowledgeInsisting on using “companionship” to bring happiness to children, Yuanta Financial Holdings and the Yuanta Cultural and Educational Foundation hold “Yuanta Happiness Day” events and invite students in rural communities or from financial disadvantaged families to attend the event. Recently, arrangements were made for 40 students from Sanduo Elementary School of New Taipei City to participate in the Happiness Day event, which included interactive activities such as “Young Investors” and “Anti-Fraud Knowledge”, communicating concepts on financial management and personal data security to schoolchildren. In addition, “Happiness Gift Packs” tailored made for each student were also presented to encourage them to study earnestly. The Taiwan Rural Education Center of Fu-Jen University (FJU) has been long-time partner of Yuanta, co-organizing the Yuanta-FJU Dreams Take Flight program for ten consecutive years and has recommended Sanduo Elementary School of New Taipei City for the recent Happiness Day event. The school is located at the junction of Xinzhuang District and Shulin District and is considered as disadvantaged school in urban area. Most of the students are from financially challenged families. The school has excellent performance in the area of ball games with its dodgeball team winning first place in both boys and girls categories in the 2019 District Games of Greater Sanxia-Yingge District. On the day of the Happiness Day event, students from grades 4 to 6 participated in the activities. Yuanta FHC and the Yuanta Foundation applied their financial expertise and designed financial management activities and anti-fraud promotion sessions to help students build a correct attitude at an early age. In the financial management games, Yuanta volunteers were amazed at students’ concepts to investment and found that some students were quite good at “buying low and selling high” and achieved good results in the games. “Correct financial attitudes have to be nurtured from an early age in order for them to grow up to be financially responsible person.” The event also taught smart tips on disease prevention. Students learned with ease the proper way to wash their hands through the handwashing dance. Since its inception in 2012, “Yuanta Happiness Day” has provided companionship to 5,439 rural and disadvantaged students across Taiwan. Yuanta volunteers have responded to the events with enthusiasm with a cumulative total of 1,641 volunteer participation. Over the years, the number of volunteer participation has increased, and the demographics of volunteers have become more diverse. Volunteers include Yuanta retired employees, enthusiastic current employees and Yuanta Kids, beneficiaries of Yuanta-FJU Dreams Take Flight program and Yuanta Top Scholars grant, all participating together in the events. “Thank you Yuanta for giving me a Happiness Gift Pack. It contains my favorite brand of sneakers!” “My younger brother and sister will be so envious of my new clothes and new shoes. I am going to share with them.” Holding the Happiness Gift Pack Yuanta has prepared tailored to each student, the students could not hide the excitement on their faces. The gift pack includes a set of brand new sportswear and sneakers, all of which are carefully prepared by the Yuanta Foundation after asking participating institution to survey the clothing size of each student beforehand. Volunteers also took advantage of every moment of companionship to make lasting memories of happiness.
05042021Yuanta FHC’s Promotion for a Better Future & Sustainable Finance Implementation Recognized in Global Views Monthly CSR Awards, Winning Distinctions for ESG Performance & Promotion of Public Welfare<p>Practicing sustainable finance and actively taking actions to promote a better future for generations to come, with United Nations Sustainable Development Goals (SDGs) as its blueprint, Yuanta Financial Holdings (FHC) invests in products and services which have a positive impact on society and environment and has been recognized by <em>Global Views Monthly</em>&rsquo;s &ldquo;2021 Global Views Corporate Social Responsibility (CSR) Awards&rdquo;, taking away two model awards in the categories of &ldquo;ESG Performance-Finance and Insurance Industry&rdquo; and &ldquo;Outstanding Program &ndash; Public Welfare Promotion Group&rdquo;. The panel of judges at<em> Global Views Monthly </em>expressed Yuanta FHC has integrated ESG (environment, social, and corporate governance) into the performance of the board by strengthening the governance and establishing a chief information security officer. Yuanta has also issued several ESG funds, introduced &ldquo;Internal Carbon Pricing&rdquo; (ICP) mechanism, and succeeded in becoming the first financial institution in Taiwan with a business location using 100% green power, exerting the positive influence of the financial industry.</p><p>Through implementation of various ISO system standards, an emphasis on climate change risk management, and the establishment of a group-level Sustainable Finance Guidelines, Yuanta FHC takes the lead among its financial industry peers in becoming a pioneer in going &ldquo;green&rdquo; amidst environmental changes. Measures taken include officially implementing ICP to effectively lower group-wide carbon emissions and actively participating in global initiatives. In CDP assessment, Yuanta received the highest score of A, a leadership enterprise distinction, for taking the lead in committing to Science-Based Targets. Furthermore, Yuanta has also implemented TCFD recommendations in our climate-related financial disclosures. Yuanta FHC will start operations in financial industry&rsquo;s first four green-powered locations in May 2021 as well as making advance arrangement to switch 10% of group-wide energy consumption to green power in 2022, fully practicing environmental management and minimizing its impact on the environment. The programs and measures have also received international recognition. In 2020, Yuanta continued to be named to Dow Jones Sustainability Indices (DJSI)&mdash;DJSI World and DJSI Emerging Markets and was ranked third globally in the diversified financial services and capital markets category, further acknowledging Yuanta FHC&rsquo;s continuous improvement efforts towards sustainable finance.</p><p>Yuanta FHC has launched &ldquo;Sustainable Development Strategy Blueprint for the Group&rdquo; since 2016, in which short, mid, and long-term goals and action plans are laid out for each 5-year period, integrating the idea of sustainability into corporate culture and business strategies. At the end of 2020, the board of Yuanta FHC approved the second phase sustainable development plans for the group, took the lead in disclosing the independence criteria of independent directors to ensure information transparency and strengthened information and cybersecurity management system with the establishment of an independent Information Security Department and a chief information security officer specifically responsible for the role to improve the governance oversight function. In terms of development for credit, investment and financial products and services, Yuanta FHC and its subsidiaries have all integrated ESG factors into decision processes, fully putting efforts towards promoting sustainable behaviors. In 2020, Yuanta Funds issued 12 ESG-related funds with a combined total of over NTD 230 billion in fund size. The outstanding performance results provide further evidence that sustainability investing is gaining the attention of the market. Yuanta brings together the collective forces from the investor community and financial institutions in delivering the benefits of sustainable finance and co-prosperity.</p><p>Although the Covid-19 pandemic continues to spread around the world, companies with strong ESG profile tend to demonstrate greater resilience and perform better in their ability to recover. Yuanta FHC fully understands social development and financial services are positively tied in a system of coexistence and co-prosperity. In 2020, more than NTD100 million was invested towards a collaboration with convenient store chain in issuing the stimulus charity cash cards. The project provided emergency assistance to social welfare groups helping disadvantaged families, benefitting over 100,000 people. In addition, with Yuanta Cultural and Education Foundation as the core of its charity platform, Yuanta called upon volunteers to participate in social welfare activities, instilling the spirit of coexistence and charity into the DNA of Yuanta employees. It is in the analysis by judges of <em>Global Views Monthly </em>that &ldquo;Yuanta FHC has long been caring for children and juveniles, and with the board leading the way in responding to the cause, there is a high participation rate by company employees; additionally, Yuanta has responded quickly amidst the pandemic, distributing over NTD 100 million in charity cash cards to help the underprivileged through these challenging times.&rdquo; Yuanta FHC is truly an exemplar in promoting public welfare.</p><p>&ldquo;Men are great for the dreams they have while dreams are realized through men.&rdquo; Yuanta FHC continues to practice the spirit of &ldquo;Make your Biggest Dream Come True&rdquo;. On the path to sustainable development, Yuanta has made &ldquo;DREAM&rdquo; its key word for sustainability, which signifies the five major dimensions of our actions&mdash;Devotion (commitment to contribution to society), Reliability (customer&rsquo;s preferred choice for trusted brand), Exchange (green pioneer in environmental change), Achievement (workplace excellence aspired by employees), and Motivation (momentum for leadership in corporate governance)&mdash;as we move towards the vision of becoming an become an international benchmark for sustainability</p>
05072021Announcement of Yuanta Financial Holding Company’s un-audited net income for April, 2021
05062021YFH announces a supplement to the announcement of the board resolution of YS regarding issuing the unsecured subordinated corporate bonds made on 2021/03/18
05052021YFH announces on behalf of Yuanta Securities Investment Trust on obtaining the Internal Control Specical Audit Report by CPA
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 149 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 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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