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Taiwan’s Financial Supervisory Commission (FSC) organizes the Sustainable Finance Evaluation to encourage excellent financial players to perform their role as benchmarks. The Yuanta Group is in line with international standards for sustainable impact on the financial industry in terms of comprehensive sustainability indicators, environmental, social and corporate governance (ESG). Subsidiaries such as Yuanta Securities, Yuanta Bank, and Yuanta Funds are committed to providing green financial products and services, and have been recognized in the top segment (top 25%) of their respective industries among 23 securities firms, 34 banks, five funds companies and other evaluated financial institutions.

Yuanta Securities launched “Mr. Investor APP,” the first zero-carbon APP in Taiwan’s securities industry that has passed international carbon neutrality verification, and “Yuanta Securities Online Investment and Financial Management Service,” which is the first product that has passed international product carbon footprint verification and obtained the carbon label from the Ministry of the Environment. Yuanta Securities also assisted the Ministry of the Environment in formulating the Product Category Rules (PCR) for “Online Services for the Securities, Futures, Funds, and Investment Consulting Industries,” and issued a number of ETNs and green energy-linked warrants that are corresponding to the spirit of ESG. Furthermore, Yuanta Securities is the organizer of sustainability bonds, and serves as the lead underwriter of the first sustainability-linked bond (SLB) in Taiwan, joining hands with stakeholders to create long-term value.

Yuanta Bank introduces an internal carbon pricing mechanism to promote sustainability-linked loans and green lending. Yuanta Bank also takes the principle of fair customer treatment as the core, implements staff care and fraud prevention at the counter, and builds the “Skynet AI Fraud Detection Model” to reduce people’s financial losses. In 2024, Yuanta Bank prevented a total of NT$490 million in fraud. Moreover, in response to green finance, Yuanta Bank is the first bank to open the “Diamond-Gold Carbon Lucky Account” and the first to start the “Campus Diamond-Gold Ambassador Program” to spread knowledge and awareness of sustainable development. In addition, Yuanta Bank popularizes electronic payment tools such as “Taiwan Pay” and “one-stop online application service” to raise public awareness of carbon reduction.

As a leader in the public fund asset management industry, Yuanta Funds provides paperless services such as “Mr. Yuanta Funds,” LINE official account personalization service, and open online application for ETF digital billing. Yuanta likewise cooperates with electronics companies across multiple sectors to carry out a small-value investment program, and advances Taiwan’s first ETF fee rate optimization and segmentation operation, in order to realize the goals of sustainable carbon reduction and financial inclusion. In 2022, Yuanta Funds even led the industry in initiating tripartite engagement among investors, investees and index compilers, and has been striding towards internationalization. Yuanta Funds is moving from a single engagement to a group engagement, forming a sustainable and mutually beneficial ecosystem, establishing diversified partnerships, and aiming to become a forerunner in the industry in terms of sustainable action.