- About Us
- Awards
2024
-
Yuanta FHCDow Jones Sustainability Index
- DJSI World
- DJSI Emerging Markets
S&P Global- Sustainability Yearbook 2024 Top 1% S&P Global ESG Score
FTSE Russell- FTSE4Good Emerging Index
CDP Carbon Disclosure Project- “Leadership level” A
Industrial Development Bureau, MOEA(IDB)- Taiwan Intellectual Property Management System (TIPS) Class A Certification
Taiwan Blood Services Foundation- Outstanding Blood Donor Group
Risk Management, Insurance & Finance (RMIM Inc.)- Insurance Quality Awards – Outstanding Award of the “Most Recommended FHC”
Risk Management, Insurance & Finance Foundation- Insurance Dragon-Phoenix Awards - Outstanding Award of the “Most Desirable FHC”
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
- Top 10% of TWSE-/ TPEx-Listed Companies-financial industry
Corporate Governance Asia- Asia’s Best CEO (Investor Relations) – President Chien Weng
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Asia’s Best CSR
- Best Investor Relations Professional – Allen Wu
- Best Investor Relations Company
- Sustainable Asia Award 2024
Financial Times- Asia-Pacific Climate Leaders 2024
Taiwan Institute of Directors- 2024 Taiwan FINI FIG 10 Companies
Wealth Magazine- Taiwan Financial Award: Financial Holdings CSR Premium Award
Taiwan Institute for Sustainable Energy- Taiwan Corporate Sustainability Award:
- Climate Leadership Award
- Social Inclusion Leadership Award
The British Standards Institution (BSI)- Sustainable Development Award – Pilot Award
CommonWealth Magazine- CommonWealth Sustainable Citizenship Award: No. 5 in the Financial Industry
S&P TIP Taiwan Carbon Reduced ESG 50 Index- Top 10 Constituents
Global Views Monthly- 20th Global Views ESG Corporate Sustainability Award: Comprehensive Performance Financial Industry Category – Excellent
6th National Enterprise Environmental Protection Award- Silver Award
Business Weekly- 2024 Carbon - Competitive Top 100
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Yuanta SecuritiesWealth Magazine
- Wealth Management Award:
- Best Wealth Management
- Best Services
- Best Sales Team
- Best Wealth Appreciation
- Best Customer Referral
- Best Digital Finance
- Best Digital Intelligence System
- Best Digital Wealth Management Experience
- Taiwan Financial Award: Consumer Finance Brand Award - Best Securities Dealer Customer Recommendation Gold Award
The Asset- Best Brokerage
- Best Sustainability-Linked Bond
Health Promotion Administration of Taiwan’s Ministry of Health and Welfare- Accredited Healthy Workplace – Health Promotion Badge
FinanceAsia- Best Broker, Taiwan
- Best DCM House, Taiwan
Industrial Development Administration, MOEA- Taiwan Intellectual Property Management System (TIPS) Level A Certification (Certificate valid until 2024/12/31)
Taiwan Corporate Governance Association- CG6013 (2021) Corporate Governance Framework Assessment Certificate with High Distinction (Certificate valid from 2022/12/29 to 2024/12/28)
Commercial Times- Service Survey in Taiwan: Service Champion Award – Yung-Sheng Chuang (Chengdong Branch)
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume – No. 3
- Diamond Award for Futures Proprietary Trading Volume - No. 1
- Diamond Award for Trading Volume Growth in the Securities Industry
- Diamond Award for Market-Making Performance
Business Today- The 18th Annual Wealth Management Bank & Securities Evaluation:
- Best Wealth Management in Securities Sector – No. 1
- Best Product - No. 1
- Best Wealth Enhancement – No. 1
- Best Sales Team - No. 2
- Best Risk Management - No. 2
- Best Customer Trust - No. 3
- Best Wealth Management Image - No. 3
- Best Silver Friendliness – No. 3
National Enterprise Competitiveness Development Association- The National Brand Yushan Award:
- Outstanding Enterprise
- Best Product: Intelligent Condition Sheet
- Best Product: Asset Overview
- “National First Prize” - Outstanding Enterprise
Ministry of Labor (Taiwan)- Work-Life Balance Award - Employee Care Award
- National Talent Development Award - Large Enterprise Award
Labor Bureau, New Taipei City Government- Implementing Family-Friendly and Work Equality Measures
The British Standards Institution- Digital Trust Excellence Award
Taiwan Stock Exchange- Anti-fraud Recognition Program - Outstanding Award
Taiwan Institute for Sustainable Energy- Taiwan Corporate Sustainability Award:
- Talent Development Leadership Award
- Growth through Innovation Leadership Award
- Information Security Leadership Award
Taipei Exchange- Sustainability Bond Performance Award for Securities Dealers
- Contribution Award for Over-the-Counter Stock Trading by Securities Dealers
Financial Supervisory Commission R.O.C. (Taiwan)- Treating Customers Fairly Evaluation – Top 25% Securities Dealers
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Yuanta BankGlobal Banking & Finance Awards
- Best Digital Banking Transformation Taiwan 2024, Most Innovative Financial Solutions for Corporate Clients, Excellence in Innovation - Mobile Green Account Taiwan 2024
Wealth Magazine- Wealth Management Award:Best Services, Best Digital Intelligent System, Financial Service Innovation, Best Customer Recommendation
The Asset- Best Digital ESG Project
Taiwan Clearing House- eFCS Interface Designated Project
- eACH Award in Direct Debit Business Development
International Business Magazine- Best Corporate Payment Taiwan 2024, Best Digital ESG Project Taiwan 2024, Best Digital Bank Taiwan 2024
Taiwan Stock Exchange Corporation (TWSE)- List of Better Disclosures of the Institutional Investors’ Stewardship Information
Financial Supervisory Commission Republic of China(Taiwan)- In the first sustainable development evaluation, ranking in the top 20%
World Business Outlook- Best Digital Bank Taiwan 2024,Best Digital ESG Project Taiwan 2024
World Economic Magazine- Best Digital ESG Project Taiwan 2024
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Awards
Business Today- Wealth Management Evaluation:
- Best Wealth Appreciation Award
- Best ESG Award
-
Yuanta LifeThe British Standards Institution-Taiwan
- ISO/IEC 27001:2022 Information security, cybersecurity and privacy protection — Information security management systems — Requirements
- ISO 10002:2018 Quality management — Customer satisfaction — Guidelines for complaints handling in organizations
- BS 10012:2017 Data protection - Specification for a personal information management system
Risk Management, Insurance & Finance Foundation- Outstanding Dragon-Phoenix Awards of Insurance in the Internal Affairs and Field Service Categories of the “Most Desirable Life Insurance Company” by Graduates
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Award – SDG10 Reduced Inequalities Gold Award
2023
-
Yuanta FHCDow Jones Sustainability Index
- DJSI World
- DJSI Emerging Markets
S&P Global- Sustainability Yearbook 2023 Top 5% S&P Global ESG Score
Bloomberg- 2023 Bloomberg Gender-Equality Index (GEI)
FTSE Russell- FTSE4Good Emerging Index
CDP Carbon Disclosure Project- “Leadership level” A
HR Asia- Best Companies to Work for in Asia
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
- Top 11% to 20% of TWSE-/ TPEx-Listed Companies-financial industry
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
5th National Enterprise
Environmental Protection Award- Silver Award
Ministry of Environment (Taiwan)- Outstanding Units of Private Enterprises and Organizations in Promoting Green Procurement
Asiamoney- Most Outstanding Company in Taiwan – Financials (Non-banking) Sector
Corporate Governance Asia- Asia’s Best CEO (Investor Relations) – President Chien Weng
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Asia’s Best CSR
- Best Investor Relations Professional – Allen Wu
- Best Investor Relations Company
- Best Environmental Responsibility
The Asset- ESG Corporate Awards-Platinum Award
Risk Management, Insurance
& Finance Foundation- Dragon-Phoenix Awards of Insurance – Champion Award
Global Views Monthly- ESG Corporate Sustainability Award : Comprehensive Performance Financial Industry Category – Excellent
CommonWealth Magazine- CommonWealth Sustainable Citizenship Award :
Top 100 CommonWealth Sustainable Citizens
Wealth Magazine- Taiwan Financial Award:
Financial Holdings CSR Premium Award
The British Standards Institution- Sustainability Resilience Award-Pilot Award
- Security and Resilient Award - Group Award
Taiwan Institute for Sustainable Energy- Taiwan Corporate Sustainability Award:
Top 100 Taiwanese Sustainable Corporates Award (Service Industry Category) - Corporate Sustainability Reports Award-Platinum Award
- Workplace Wellbeing Leadership Award
Taiwan Blood Services Foundation- Outstanding Blood Donor Group
Ministry of Culture (Taiwan)- 16th Arts & Business Awards: Sponsorship Gold Award
-
Yuanta SecuritiesWealth Magazine
- Wealth Management Award:Best Wealth Management, Best Services, Best Sales Team, Best Wealth Appreciation, Best Customer Referral, Best Digital Finance, Best Digital Intelligence System
- Taiwan Financial Awards:Consumer Finance Brand Award – Best Brokerage Customer Recommendation Premium Award
Asiamoney- Best Securities House in Taiwan
- Best Brokerage Transformation (Taiwan)
- Best Brokerages for ESG research (Taiwan)
- Best domestic brokerages (Taiwan)
- Best brokerages for research (Taiwan)
- Best brokerages for sales (Taiwan)
- Best brokerages for corporate access (Taiwan)
- Best brokerages for execution (Taiwan)
The British Standards Institution- ISO 45001: 2018 Occupational Safety and Health Management System Certification
- ISO/PAS 45005: 2020 Occupational Health and Safety Management — General Guidelines for Safe Working during the COVID-19 Pandemic Certification
- ISO 14067: Online Investment and Financial Services Carbon Footprint Certification
The Asset- Best ETF Market Maker , Taiwan
- Best ETF Participating Dealer, Taiwan
- Top sellside firms in the secondary market - Corporate bonds – TWD
- Top arrangers - Investors' Choice for primary issues - Corporate bonds – TWD
FinanceAsia- Best Broker, Taiwan
- Best Investment Bank, Taiwan
- Best Bond House, Taiwan
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-
- Outstanding Enterprise
- Best Product: “Small Capital Investment” Ecosystem
- Best Product: Smart Customer Service “Mr. Yuan”
- “National First Prize” – Best Product: “Small Capital Investment” Ecosystem
Ministry of Environment (Taiwan)- “Yuanta Securities Online Investment and Financial Management Services” Product Carbon Footprint Label (Certificate No. 2316611001)
Business Today- Wealth Management Evaluation:
- Best Wealth Management in Securities Sector-Excellent
- Best Product-No. 1
- Best Risk Management-No. 1
- Best Wealth Management Image-No. 2
- Best Investment Advisory Team-No. 2
- Best Digital Experience-No. 2
- Best Customer Trust-No. 2
- Best AI Application-No. 3
Taiwan Stock Exchange- Promotion of Innovation Award - Securities Underwriter: Capital Markets Contribution Award
- Partnership Award - Third Place for Securities Underwriters
- ETF Awards:
- No. 1 for Taiwan ETF Total Contribution Award
- No. 2 for Taiwan ETF Market Maker Award
- No. 3 for Taiwan ETF Trading Contribution Award – Brokerage Department
- “Better Disclosure of Information List” of the Stewardship Principles Evaluation for Institutional Investors
Taiwan Futures Exchange- Diamond Award for Futures Proprietary Trading Volume-No. 1
- Diamond Award for Market-Making Performance
Taipei Exchange- Securities Firms Reward Program:
- Top three brokers which increase the most total investors trading on ETF and the number of new additions is at least 500 – First Prize
- Top three brokers which increase the most investors using dollar-cost averaging method trading on ETF and the number of new additions is at least 300 – Second Prize
- Warrant Awards:No. 1 for Maximum Value Creation
- Warrant Issuer Awards:
- No. 1 for Value Excellence
- No. 5 for Warrant Efficiency
Securities and Futures Institute- Golden Goblet Award – Outstanding Risk Management
- Golden Goblet Award – Outstanding Talent Cultivation
- Golden Goblet Award – Outstanding Green Finance – Securities Industry Category
Commercial Times- Digital Financial Service Awards: Digital Information Security Award-Premium Award
- Taiwan Warrant King Competition (TWKC):
- Best Performance Award
- Warrant King Practical Warfare Award: Luzhou Branch No. 1; Muzha Branch No. 2
- Performance Excellence Award: Muzha Branch No. 1; Keelung Branch No. 2; Luzhou Branch No. 3
Sports Administration, Ministry of Education- Taiwan i sports (Sports Enterprise Certification)
Financial Supervisory Commission R.O.C. (Taiwan)- F-ISAC Membership Intelligence Sharing Outstanding Performance Organization
- Treating Customers Fairly Evaluation – Outstanding Securities Dealer
Health Promotion Administration of Taiwan’s Ministry of Health and Welfare- Accredited Healthy Workplace – Health Promotion Badge
National Communications Commission (Taiwan)- Accessible Website AA Label Level
Industrial Development Administration, MOEA- Taiwan Intellectual Property Management System (TIPS) Level A Certification (Certificate valid until 2024/12/31)
Taiwan Corporate Governance Association- CG6013 (2021) Corporate Governance Framework Assessment Certificate with High Distinction (Certificate valid from 2022/12/29 to 2024/12/28)
Outstanding Enterprise Manager Association- Golden Torch Award: Innovative Design of the Year
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Yuanta BankWorld Economic Magazine
- Best Data Analytics Taiwan
- Best School Payment Solution Taiwan
The Asset- Best Digital ESG Project-Carbon Reduction Account
Wealth Magazine- Wealth Management Award:Best Services, Best Wealth Growth, Best Digital Intelligence System, Best Digital Wealth Management Experience
International Business Magazine- Best School Payment Solution Taiwan
- Best Mobile Banking Experience Taiwan
World Business Outlook- Best Digital Bank Taiwan
- Best Corporate Payment Project Taiwan
- Best Mobile Banking Experience Taiwan
- Best Data Analytics Taiwan
Taiwan Clearing House- eFCS Award in Specific Business Development
- eACH Award in Direct Debit Business Promotion
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Awards
Asian Banking & Finance- Open Banking Initiative of the Year - Taiwan
Information Service Industry Association of R.O.C.- Golden Young Award – Silver Medal in Business Model Innovation
Business Today- Wealth Management Evaluation – Best ESG Award
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award -
- Best Product:Best Digital Bank Taiwan
- Most Popular Brand:Best Data Analytics Project
Joint Credit Information Center- 17th Golden Quality Award-Credit Information
Taiwan Institute for Sustainable Energy- Taiwan Corporate Sustainability Award:
Climate Leadership Award
Creative Communication Leadership Award
Financial Information Service Co., LTD.- Special Contribution Award
Industrial Development Administration, MOEA- Taiwan Intellectual Property Management System (TIPS) Level A Revalidation
-
Yuanta LifeNat'l Enterprise Competitiveness Dev. Assoc.
- The National Brand Yushan Award-Most Popular Brand : Yuanta Sustainability, Digital Leadership
- National Brand Yushan Award-Best Product
The British Standards Institution- ISO 10002:2018 Quality management — Customer satisfaction — Guidelines for complaints handling in organizations
- ISO 27001:2013 certification for Information Security Management System, ISMS
- BS 10012:2017 Specification for a personal information management system,PIMS
Financial Supervisory Commission, R.O.C.- Treating Customers Fairly Evaluation –Best Improvement Award
- Micro Insurance Contest Caring for the Physically and Mentally Challenged Award
- Micro Insurance Contest Excellent Performance Award
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Award- Inclusive society Silver Award
Industrial Development Administration, MOEA- Taiwan Intellectual Property Management System (TIPS) Level A Revalidation
-
Yuanta FutureTaiwan Stock Exchange
- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
The Asset- Best Bank for Investment Solutions, Listed Derivatives
- ESG Corporate Awards-Platinum
Taiwan Futures Exchange- Futures Diamond Award-No. 1 for FCM Trading Volume
Commercial Times- Digital Financial Awards: Digital Innovation Award-Gold Award
- Digital Financial Awards: Digital Information Security Award-Gold Award
CommonWealth Magazine- CSR Sustainable Citizenship Awards: No. 4 for Little Giants Category
- Talent Sustainability Awards: No. 5 for Little Giants Category
Securities & Futures Institute- Golden Goblet Award-Outstanding Risk Management
- Golden Goblet Award-Outstanding Financial Innovation
- Golden Goblet Award-Outstanding Green Finance – Futures Industry
- Golden Goblet Award-Outstanding Futures Talent
Taiwan Institute for Sustainable Energy- Corporate Sustainability Report Silver Award
- Gender Equality Leadership Award
- Talent Development Leadership Award
China Credit Information Service, Ltd. (CRIF)- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
Sports Administration, Ministry of Education- Taiwan i Sports (Sports Enterprise Certification)
Industrial Development Administration, Ministry of Economic Affairs- Taiwan Intellectual Property Management System (TIPS) Level A Revalidation
Japan Exchange Group- No. 1 Taiwan Futures Broker in terms of annual trading volume in 2023
-
Yuanta FundsAsia Asset Management
- Best Retailed House of the Year
- Best ESG Engagement Initiative
- Fund Launch of the Year
Morningstar-Awards- Smart Taiwan Fund Awards for Futures & Leveraged Inverse ETF
- Smart Taiwan Fund Awards for Bond ETF
- Morningstar Awards Winner-Best Taiwan Equity Fund
TFF-Bloomberg Best Fund Awards- ETF award-Best U.S. Index Equity ETF
- ETF award-Futures-Based ETF
Refinitiv Lipper Fund Awards- Equity Sector Real Estate Global over 3 Years
2022
-
Yuanta FHCS&P Global
- Sustainability Yearbook 2022 Gold Class
FTSE Russell- FTSE4Good Emerging Index
CDP Carbon Disclosure Project- “Leadership level” A
Bloomberg- 2022 Bloomberg Gender-Equality Index (GEI)
The British Standards Institution (BSI)- Sustainability Resilience Award-Pilot Award
HR Asia- Best Companies to Work for In Asia
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
- Top 10% of TWSE-/ TPEx-Listed Companies-financial industry
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
Taiwan CG Association- CG6013 (2021) Corporate Governance Framework Assessment Certificate with High Distinction
Taiwan Institute for Sustainable Energy- Taiwan Corporate Sustainability Award:
- Taiwan Top 10 Sustainable Model Enterprise Award (Service Industry Category)
- Corporate Sustainability Report Award-Platinum Award
- Climate Leadership Award
- Social Inclusion Leadership Award
- Creative Communication Leadership Award
National Council for Sustainable Development (Taiwan)- National Sustainable Development Award in the Corporate Category
Department of Labor, Taipei City Government- Taipei City Workplace Gender Equality Certification-Gold Award
Sports Administration, Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Occupational Safety and Health Administration, Ministry of Labor (Taiwan)- Outstanding Enterprise with Sustainability Report Disclosure of Occupational Health and Safety Indicators
Corporate Governance Asia- Asia’s Best CEO (Investor Relations) – President Chien Weng
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Asia’s Best CSR
- Best Investor Relations Professional – Allen Wu
- Best Investor Relations Company
Global Views Monthly- Corporate Social Responsibility Awards:Financial Industry Category-Excellent
CommonWealth Magazine- CommonWealth Sustainable Citizenship Award: Top 100 CommonWealth Sustainable Citizens
Wealth Magazine- Best Financial Holding Sustainability-Excellence Award
MSCI- MSCI ESG "A" Rating
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Yuanta SecuritiesIndustrial Development Bureau, MOEA(IDB)
- Taiwan Intellectual Property Management System (TIPS) Level A Revalidation
The British Standards Institution (BSI)- Mr. Investor APP ISO14067 Carbon Footprint Certification
- Mr. Investor APP PAS2060 Carbon Neutral Certification
Wealth Magazine- Wealth Management Award:Best Wealth Management, Best Services, Best Sales Team, Best Customer Referral, Best Digital Finance, Best Digital Intelligence System
- Taiwan Financial Awards: FinTech Innovative Application Award-Best FinTech Securities Premium Award
- Taiwan Financial Awards: Best Brokerage Customer Recommendation Premium Award
The Asset- Best ETF Participating Dealer, Taiwan
- Best ETF Market Maker , Taiwan
- Best ETF Broker, Taiwan
- Best Brokerage, Taiwan
- Best Bond Adviser - Domestic (NT dollar bond) , Taiwan
- Best sustainability-linked bond
Nat'l Enterprise Competitiveness Dev. Assoc.- National Brand Yushan Award-Best Product: Inescapable Net
- National Brand Yushan Award-Best Product: Grain Market Newbie Village
- The National Brand Yushan Award-Outstanding Enterprise
Commercial Times- The Best Service in Taiwan: Securities Industry Gold Award
- Service Excellence Award
- Digital Financial Service Awards: Digital Innovation Award-Gold Award
- Diversified Trust Innovation Award: Best Wealth Management Trust Innovation Award for Securities Firms-Gold Award
- Taiwan Warrant King Competition (TWKC):
- Best Momentum Award
- Warrant King Practical Warfare Award
- Performance Excellence Award
Asiamoney- Best domestic brokerages
- Best brokerages for research
- Best brokerages for sales
- Best brokerages for corporate access
- Best brokerages for execution
Taipei Exchange- Top three brokers which increase the most total investors trading on ETF and the number of new additions is at least 500 – First Prize
Taiwan Stock Exchange- Securities Circulation Award - No. 1 for Securities Underwriters
- Economy Vitalization Award - No. 1 for IPO Fund Raised
- Economy Vitalization Award - No. 1 for IPO Market Cap
- No. 1 for Taiwan ETF Total Contribution Award
- No. 1 for Taiwan ETF Market Maker Award
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume
- Diamond Award for Futures Proprietary Trading Volume
- Diamond Award for Market-Making Performance
Business Today- Wealth Management Evaluation: Best Wealth Management in Securities Sector, Best Wealth Management Image, Best Risk Management, Best Customer Satisfaction, Best Customer Trust, Best Product, Best Silver Friendliness
DailyView- Digital Securities-Strategy Excellence Award
Taiwan Institute for Sustainable Energy- Talent Development Leadership Award
Taiwan Corporate Governance Association- CG6013 (2021) Corporate Governance Framework Assessment Certificate with High Distinction
Health Promotion Administration of Taiwan’s Ministry of Health and Welfare- Accredited Healthy Workplace – Health Promotion Badge
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Yuanta BankIndustrial Development Bureau, MOEA(IDB)
- Taiwan Intellectual Property Management System (TIPS) Class A certification
International Business Magazine- Best API Project Taiwan
- Best Mobile Banking Application Taiwan
- Best Corporate Payment Taiwan
- Best Corporate Financial Ecosystem Taiwan
- Best Digital Wealth Management Experience Taiwan
- Best Digital ESG Project Taiwan
World Business Outlook- Best Digital Bank Taiwan
- Best Mobile Banking Experience Taiwan
- Best Wealth Management Experience Taiwan
- Best School Payment Solution Taiwan
- Best API Project Taiwan
- Best Data Analytics Taiwan
- Best Digital ESG Taiwan
- Best Corporate Payment Project Taiwan
World Economic Magazine- Best API Project Taiwan
- Best Mobile Banking Application Taiwan
- Best Corporate Payment Taiwan
- Best Corporate Financial Ecosystem Taiwan
- Best Digital Wealth Management Experience Taiwan
- Best Digital ESG Project Taiwan
Global Business Magazine- Best Mobile Banking Experience Taiwan
- Best Corporate Payment Project Taiwan
- Best Digital Wealth Management Experience Taiwan
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Best Product : Digital Wealth Management Solution for the Young
- The National Brand Yushan Award-Most Popular Brand : Yuanta Prestige Corporate Banking
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Awards
Joint Credit Information Center- Golden Quality Award-Credit Information
Information Service Industry Association of R.O.C.- Golden Young Award – Honorable Mention in Business Model Innovation
Wealth Magazine- Wealth Management Award:Best Services, Best Financial Consulting Team, Best Digital Wealth Management Experience
Commercial Times- Digital Financial Service Awards: Green Digital Finance Award-Premium Award
Taiwan Clearing House- eFCS Award in Promotion of Account Write-off Processing Business
- eDDA Award in Providing Two-Factor Authentication for Internet Banking
Business Today- Wealth Management Evaluation: Best AI Application
Sports Administration, Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
-
Yuanta LifeIndustrial Development Bureau, MOEA(IDB)
- Taiwan Intellectual Property Management System (TIPS) Class A certification
Risk Management, Insurance & Finance Foundation- Excellent as life insurance company for which graduates from insurance or finance related departments yearn the most (Staff、sales agent)
The British Standards Institution- BS 10012:2017 Specification for a personal information management system,PIMS
- ISO 27001 certification for Information Security Management System, ISMS
- ISO 10002:2018 Quality management — Customer satisfaction — Guidelines for complaints handling in organizations
- ISO 14064-1 certification for Greenhouse Gas Reporting
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Awards
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Best Product : Yuanta Mortgage Life Insurance
Sports Administration, Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Excellence Magazine- Excellent 2022 Insurance Evaluation-Best Service Quality Award
-
Yuanta FutureTaiwan Stock Exchange
- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Best Product: iTRADER Trading Platform
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM
- Promotion of Taiwan‘s futures market
Industrial Development Bureau, MOEA(IDB)- Taiwan Intellectual Property Management System (TIPS) Level A Revalidation
Occupational Safety and Health Administration, Ministry of Labor (Taiwan)- Outstanding Enterprise with Sustainability Report Disclosure of Occupational Health and Safety Indicators
CommonWealth Magazine- Corporate Citizen Award
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
The British Standards Institution- BS 10012:2017: Specification for Personal Information Management System
- ISO/IEC 27001:2013 Information Security Management System
- ISO 1002:2018 Customer Satisfaction Management System
- Sustainability Resilience Award-Excellence Award
Commercial Times- Digital Financial Service Awards: Digital Innovation Award-Gold Award
- Digital Financial Service Awards: Digital Business Optimization Award-Premium Award
The Asset- Best Bank For Investment Solutions, Listed Derivatives
- ESG Corporate Awards-Platinum
-
Yuanta FundsIndustrial Development Bureau, MOEA(IDB)
- Taiwan Intellectual Property Management System (TIPS) Class A certification
The Asset- ESG Fund Management and Investors Awards
- Best ETF Provider, Asia
Asia Asset Management- Fintech Innovation in Asset Management Awards
Morningstar-Awards- Smart Taiwan Fund Awards for Bond ETF
TFF-Bloomberg Best Fund Awards- ETP award-Best Domestic Index Equity ETF
- ETF award-Best U.S. Index Equity ETF
- ETP award-Sector Specific Index Equity ETF
BENCHMARK- Sustainability Capability
- Top ESG Performance
- Provider of the Year-Most Innovative ETF Best-in-Class
-
Yuanta FoundationMinistry of Culture
- Sponsorship Silver Award in the 14th Arts & Business Awards ceremony
2021
-
Yuanta FHCDow Jones Sustainability Index
- DJSI World
- DJSI Emerging Markets
FTSE Russell- FTSE4Good Emerging Index
S&P Global- Sustainability Yearbook 2021 Bronze Distinction
Bloomberg- 2021 Bloomberg Gender-Equality Index (GEI)
Sustainalytics- Sustainalytics ESG Risk Ratings-Investment Banking and Brokerage industry: Rank No. 1 in Asia, No. 2 globally
HR Asia- Best Company to Work for in Asia
The British Standards Institution (BSI)- 2021 Sustainability Resilience Award-Pilot Award
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
CDP (formerly the Carbon Disclosure Project)- “Leadership level” A
3rd Annual Enterprises’ Environmental Protection Award R.O.C. (AEEPA)- Silver Award
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Awards (TSAA)-Gold Award for Environmental Sustainability
- Top 50 Taiwanese Companies Sustainability Award
- Corporate Sustainability Report Awards-Silver Award
- Climate Leadership Award
- Growth Through Innovation Leadership Award
- Talent Development Leadership Award
- Creative Communication Leadership Award
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 6% to 20% of TWSE-Listed Companies
Corporate Governance Asia- Asia’s Best CEO (Investor Relations) – President Chien Weng
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Best Investor Relations Professional – Allen Wu
- Best Investor Relations Company (Taiwan)
Global Banking & Finance Review- Best CSR Company Taiwan 2021
International Business Magazine- Best CSR Company Taiwan 2021
Global Views Monthly- Corporate Social Responsibility Awards:Financial Industry Category– Excellent; Public Welfare Promotion Category– Excellent
Wealth Magazine- Financial Holdings CSR Premium Award
The Asset- ESG Corporate Awards-Jade Award
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Yuanta SecuritiesIndustrial Development Bureau, MOEA(IDB)
- Taiwan Intellectual Property Management System (TIPS) Class A certification
Enterprise Asia- Asia Responsible Enterprise Awards-Investment in People
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand: Mr. Investor APP
- The National Brand Yushan Award-Best Product: Strategy Trading Platform
- The National Brand Yushan Award-Best Product: Yuanta Taiwan Stock Pilot ETN
- The National Brand Yushan Award “National First Prize”-Outstanding Enterprise
Taipei Exchange- Performance in recommending and advising companies for TPEx listing-Third place
Wealth Magazine- Wealth Management Award: Best Wealth Management, Best Services, Best Sales Team, Best Wealth Appreciation, Best Digital Intelligence System, Best Digital Finance, Best Creative Audio-Visual Marketing
- Taiwan Financial Awards: FinTech Innovative Application Award-Best FinTech Securities Gold Award
- Taiwan Financial Awards: Best Brokerage Services Gold Award
- Taiwan Financial Awards: Best Brokerage Customer Recommendation Premium Award
FinanceAsia- Best Broker
The Asset- Best ETF Participating Dealer, Taiwan
- Best ETF Market Maker , Taiwan
- Best ETF Broker, Taiwan
- Best Brokerage, Taiwan
- Best Bond Adviser ,Taiwan-Domestic (NT Dollar Bond)
Asiamoney- Best domestic brokerages
- Best brokerages for research
- Best brokerages for sales
- Best brokerages for corporate access
- Best brokerages for execution
Excellence Magazine- Securities Firm Survey-Best Securities Brokerage
Commercial Times- Digital Financial Service Awards: Digital Innovation Award-Gold Award
- Digital Financial Service Awards: Digital Inclusion Award-Premium Award
Taiwan Stock Exchange- Securities Circulation Award-No. 1 for Securities Underwriters
- Economy Vitalization Award-No. 1 for IPO fund raised
- Economy Vitalization Award-No. 1 for IPO market cap
- No. 1 for ETN Distribution Contribution Award
- No. 1 for ETN Total Contribution Award
- No. 1 for Taiwan ETF Total Contribution Award
- No. 2 for Taiwan ETF Trading Contribution Award
- No. 3 for Taiwan ETF Market Maker Award
- No. 3 for ETN Trading Progress Award
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume
- Diamond Award for Futures Proprietary Trading Volume
- Diamond Award for Market-making Performance
Business Today- Wealth Management Evaluation: Best Wealth Management in Securities, Best Wealth Management Image, Most Trusted Securities, Best Product, Best Customer Satisfaction, Best AI Application, Best Risk Management
Securities and Futures Institute- Golden Goblet Award-Outstanding Financial Innovation
- Golden Goblet Award-Outstanding Talent Cultivation
- Golden Goblet Award-Outstanding Green Finance-Securities Industry Categorye
- Golden Goblet Award-Outstanding Securities Talent-Executive Vice President Mei Ling Kuo
Financial Supervisory Commission R.O.C. (Taiwan)- Treating Customers Fairly Evaluation – Outstanding Securities Dealer
-
Yuanta BankWorld Business Outlook
- Best Digital Bank, Taiwan
- Best Mobile Banking App, Taiwan
- Best Wealth Management Experience, Taiwan
Global Business Outlook- Most Innovative Wealth Management Solutions Provider, Taiwan
International Business Magazine- Most Innovative Digital Bank Taiwan
- Best Mobile Banking Application Taiwan
Taiwan Institute for Sustainable Energy- Taiwan Sustainable Action Awards
Information Service Industry Association of R.O.C.- Golden Young Award – Runner-Up in Business Model Innovation
Joint Credit Information Center- Golden Quality Award-Credit Information
Taiwan Clearing House- eFCS Award in Providing Excellent On-line Bill Payment Service
- eFCS Award in Promotion of Account Write-off Processing Business
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Best Product: Omni Wealth Management Experience
- The National Brand Yushan Award-Most Popular Brand: Yuanta School Payment Solution
The Banker- Top 500 Banking Brands 2021-No.315
Wealth Magazine- Wealth Management Award: Best Services, Best Financial Consulting Team, Best Digital Finance
Business Today- Wealth Management Evaluation: Best Wealth Value Added
World Economic Magazine- Best Digital Wealth Management Experience Taiwan
- Best School Payment Solution Taiwan
Health Promotion Administration of Taiwan’s Ministry of Health and Welfare- National Healthy Workplace Award- Tobacco-free Health Program
Department of Health of Kaohsiung City Government- Outstanding Performance in Promotion of Quit Smoking Services at the Workplace
-
Yuanta LifeThe British Standards Institution
- BS 10012:2017 Specification for a personal information management system,PIMS
- ISO27001 certification for Information Security Management System, ISMS
- ISO 10002:2018 Quality management-Customer satisfaction-Guidelines for complaints handling in organizations
Risk Management, Insurance & Finance Foundation- Excellent as life insurance company for which graduates from insurance or finance related departments yearn the most (Staff)
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Best Product:Yuanta Life Qin- Ai-Bei-Bi Hospital Reimbursement (JO)
- The National Brand Yushan Award “National First Prize”- Best Product:Yuanta Life Qin- Ai-Bei-Bi Hospital Reimbursement (JO)
Financial Supervisory Commission, R.O.C.- Excellence in Special Project Investment-Financial Investment
- Micro Insurance Contest Excellent Performance Award
- Micro Insurance Contest Caring for the Physically and Mentally Challenged Award
Taiwan Institute for Sustainable Energy- Taiwan Sustainability Action Awards:Inclusive society Bronze medal
Excellence Magazine- 2021 Insurance Survey-Best Service Quality Award
-
Yuanta FutureTaiwan Futures Exchange
- Futures Diamond Award-No. 1 in Best Contributing FCM
Taiwan Stock Exchange- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
Industrial Development Bureau, MOEA(IDB)- Taiwan Intellectual Property Management System (TIPS) level A Validation
Securities & Futures Inst.- Golden Goblet Award-Outstanding Talent Cultivation
- Golden Goblet Award-Outstanding Futures Talent
Taiwan Inst. for Sustainable Energy- Corporate Sustainability Report Silver Award
- Growth through Innovation Award
CommonWealth Magazine- Corporate Citizen Award
Commercial Times- Digital Financial Service Awards: Digital Innovation Award-Gold Award
The Asset- Best Emerging Digital Technologies Project, Taiwan
- Best Bank For Investment Solutions, Listed Derivatives
- ESG Corporate Awards-Platinum
-
Yuanta FundsSecurities & Futures Inst.
- Golden Goblet Award-Outstanding Securities Investment trust and Consulting Expertise
- Golden Goblet Award-Outstanding ESG & Sustainability
- Golden Goblet Award-Outstanding Financial Innovation
Taiwan Futures Exchange- Diamond Award for Fund Trading Volume
AsianInvestor- Best Asset Managers by Market
The Asset- Best ETF Provider, Asia
- Best ETF Provider, Taiwan
- Sustainability ETF , The first ESG themed ETF in Taiwan ,Yuanta FTSE4Good TIP Taiwan ESG ETF
- Asset Management Company of the Year-Highly Commended,Taiwan
Asia Asset Management- Fund Launch of the Year
- ETF Manager of the Year
Morningstar-Awards- Futures & Leveraged Inverse ETF-Yuanta Daily Taiwan 50 Bull 2X ETF
- Overseas ETF-Yuanta S&P 500 ETF
- Domestic ETF-Yuanta/P-shares Taiwan Top 50 ETF
2020
-
Yuanta FHCDow Jones Sustainability
Index- DJSI World
- DJSI Emerging Markets
FTSE Russell- FTSE4Good Emerging Index
MSCI- MSCI ESG "A" Rating –Diversified Financial
Bloomberg- 2020 Bloomberg Gender-Equality Index (GEI)
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
Taiwan Academy of Corporate Sustainability- Taiwan Corporate Sustainability Awards 2020, Corporate Sustainability Report Awards-Gold Award
The British Standards Institution (BSI)- 2020 Sustainability Resilience Award-Pilot Award
CDP (formerly the Carbon Disclosure Project)- “Leadership level” A
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
- Top 11% to 20% of TWSE-/ TPEx-Listed Companies-financial industry
Taiwan CG Association- CG6012 (2019) Corporate Governance Framework Assessment Certificate with High Distinction
HR Asia- 2020 Best Company to Work for in Asia
Corporate Governance Asia- Asia’s Best CEO (Investor Relations) – Chairman Tony Shen
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Best Investor Relations Professional- Allen Wu
- Best Investor Relations Company (Taiwan)
CommonWealth Magazine- CommonWealth Magazine Corporate Social Responsibility (CSR) Corporate Citizenship Award for Large-Scale Enterprise New Star Award
Global Views Monthly- 16th Corporate Social Responsibility (CSR) Awards,“Outstanding Program – Model Award in Education Promotion Group.”
Wealth Magazine- Special Jury Prize-Financial Holdings CSR Awards
The Asset- ESG Corporate Awards- Platinum
FinanceAsia- Best Managed Company in Taiwan
- Best Environmental Stewardship in Taiwan – No. 1
Modern Insurance Educational Affairs Foundation- Insurance Dragon-Phoenix Award-Outstanding Award of the Most Aspired Financial Holding Company by Graduates
Department of Health of Taipei City Government- Taipei City’s Outstanding Healthy Workplace-Specially Outstanding Award
Sports Administration, Ministry of Education- Sports Calendar Points Competition-First Runner-Up
Taiwan Blood Services Foundation- Outstanding Blood Donor Group
-
Yuanta SecuritiesTaiwan CG Association
- CG6012 (2019) Corporate Governance Framework Assessment Certificate with High Distinction
The Asset- Best Mobile Brokerage Application,Taiwan
- Best ETF Participating Dealer, Taiwan
- Best ETF Broker, Taiwan
- Best Equity Derivatives House, Taiwan
- Best corporate and institutional adviser-Domestic , Taiwan
- Best equity adviser , Taiwan
- Best bond adviser-Domestic (NT Dollar Bond) , Taiwan
- Best corporate bond,Taiwan
Wealth Magazine- Wealth Management Award: Best Wealth Management, Best Services, Best Sales Team, Best Wealth Appreciation, Best Customer Referral, Best Digital Finance, Best Creative Audio-Visual Marketing
- Consumer Financial Brand Award: Best Brokerage Image, FinTech Innovative Application - Best FinTech Securities.
FinanceAsia- Best Broker
- Best Investment Bank
- Best ECM House
Asiamoney- Best Securities House in Taiwan
- Best local brokerage, Taiwan
- Best for overall sales, Taiwan
- Best for overall research, Taiwan
- Best for corporate access, Taiwan
- Best for execution, Taiwan
Euromoney- Best Investment Bank in Taiwan
Asian Banking & Finance- Corporate & Investment Bank of the Year - Taiwan
Excellence- Best Brokerage
Business Today- Wealth Management Evaluation: Best Wealth Management in Securities Sector, Best Investment Advisory Team, Best AI Application, Best Customer Satisfaction, Best Product, Best Sustainable Development, Best Marketing Innovation
Business Next- Future Commerce Awards:Online account opening-Best Management Innovation Silver Award
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 SF
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
- The National Brand Yushan Award-Best Product: Mr. Investor APP 2.0
- The National Brand Yushan Award-Best Product: Account Opening APP
- The National Brand Yushan Award “National First Prize” - Mr. Investor APP 2.0 and Account Opening APP.
Taiwan Stock Exchange- Electronic Order Placement Contest: First Place Outstanding Contribution Award
- Securities Award-Securities underwriters-Third prize
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume
- Diamond Award for Futures Proprietary Trading Volume
- Diamond Award for Securities Industry Trading Volume
- Diamond Award for Market-making Performance
Taipei Exchange- Best performance of advisory recommending companies to list on TPEx-Securities Companies
- Best performance of advisory recommending companies to register on ESB-Securities Companies
Sports Administration, Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
-
Yuanta BankTaiwan CG Association
- CG6012 (2019) Corporate Governance Framework Assessment Certificate with High Distinction
Joint Credit Information Center- Golden Quality Award
The Asset- Best Corporate Payment Project-Yuanta Bank School Payment
The Banker- Top 500 Banking Brands 2020-No.287
Business Today- Wealth Management Evaluation: Best Product, Best Management Professionals Team, Best Customer Trust
Taiwan Clearing House- eFCS Award in Providing Excellent On-line Bill Payment Service
Wealth Magazine- Wealth Management Award: Best Services, Best Financial Consulting Team, Best Customer Referral
Information Service Industry Association of R.O.C.- Golden Young Award Runner-Up-Financial Technology (Fintech) Group
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Best Product:Yuanta School Payment Solution
-
Yuanta LifeNat'l Enterprise Competitiveness Dev. Assoc
- The National Brand Yushan Award-Best Product:Yuanta Life Xiang-You-Xin Hospital Reimbursement Rider (JR)
Excellence Magazine- 2020 Insurance Survey-Best Service Quality Award
Money Magazine- 2020 Money insurance AI Awards-Taiwan top 30 high-value insurance policies
The British Standards Institution- BS 10012:2017 Specification for a personal information management system, PIMS
- ISO27001 certification for Information Security Management System, ISMS
- ISO 14064-1 certification for Greenhouse Gas Reporting
Financial Supervisory Commission, R.O.C.- Financial Supervisory Commission, R.O.C.
-
Yuanta FuturesNat'l Enterprise Competitiveness Dev. Assoc.
- The National Brand Yushan Award-First Prize in Outstanding Business Leader
- The National Brand Yushan Award-Outstanding Business Leader
- The National Brand Yushan Award-Outstanding Popular Brand: Leverage Transaction Merchant
- The National Brand Yushan Award-Best Product: AI Advisor
- The National Brank Yushan Award-Best Product: Yuanta Futures bull/bear option
- The National Brank Yushan Award-Best Product: Yuanta Futures Contract For Difference (CFD)
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
Taiwan Stock Exchange- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM
- Futures Diamond Award-No. 3 in Introducing Broker Trading Volume
CommonWealth Magazine- CSR Corporate Citizen Award
The Asset- Best Bank For Investment Solutions, Listed Derivatives
- ESG Corporate Awards-Gold
-
Yuanta FundsTaiwan Academy of Corporate Sustainability
- Taiwan Corporate Sustainability Awards 2020, Corporate Excellent Case Model-Innovation and Growth Award
Bloomberg Best Fund Awards- Best Equity ETF General (Domestic Index)
- Best Equity ETF General (US Index)
- Best Leveraged Futures ETF (Single Day Positive 2x)
Taiwan Futures Exchange- Diamond Award for Fund Trading
The Asset- Asset Management Company Of The Year
- Taiwan Most Innovative ETF
- Asia Best ETF Provider
Smart Taiwan Fund Awards- Best Futures and Leveraged Inverse Index Equity Fund
- Best Index Equity Fund in the Innovation category
Asia Asset Management- ETF Manager of The Year
- Fund Launch of The Year
BENCHMARK- Top ESG Performance Award-Japan Equity-BEST-IN-CLASS
- Top ESG Performance Award-Asia Pacific Equity-BEST-IN-CLASS
- Temperature Alignment Award-Asia Emerging Markets Equity-BEST-IN-CLASS
- USD Government Fixed Income-BEST-IN-CLASS
- Inverse ETF-BEST-IN-CLASS
- Japan Equity-BEST-IN-CLASS
- SUSTAINABILITY- CAPABILITY-Sustainable Investing ETF-BEST-IN-CLASS
- SUSTAINABILITY-CAPABILITY-Stewardship Awards-OUTSTANDING ACHIEVER
- ETF CAPABILITY AWARDS-Most Innovative ETF Awards
- High Dividend ETF-BEST-IN-CLASS
- Commodity ETF-BEST-IN-CLASS
- Fixed Income ETF-OUTSTANDING ACHIEVER
- Taiwan Large-Cap ETF-BEST-IN-CLASS
- China Equity ETF-BEST-IN-CLASS
- China A-shares ETF-OUTSTANDING ACHIEVER
- Asia Emerging Markets Equity-OUTSTANDING ACHIEVER
- India Equity-BEST-IN-CLASS
- Global Emerging Markets Equity-OUTSTANDING ACHIEVER
- Balanced Allocation-OUTSTANDING ACHIEVER
-
Yuanta FoundationYouth Development Administration of Taiwan’s Ministry of Education
- 2019 Outstanding Performance in Advancing Youth Volunteer Services award
Taiwan’s Ministry of Justice- Group of Merit in Helping to Promote Rehabilitation and Protection
2019
-
Yuanta FHCDow Jones
Sustainability Indices- DJSI World
- DJSI Emerging Markets
MSCI- MSCI ESG "A" Rating –Diversified Financial
CDP (formerly the Carbon Disclosure Project)- A- “Leadership level”
British Standards Institute (BSI)- Excellence in Sustainability Award
RobecoSAM Sustainability
Yearbook- Industry Mover-Diversified Financial Services and Capital Markets
Corporate Governance Asia- Asia's Best CEO (Investor Relations) – President Tony Shen
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Best Investor Relations Company (Taiwan)
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies and Top 11% to 20% of TWSE-/ TPEx-Listed Companies-financial industry
FTSE Russell- FTSE4Good Emerging Index
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
Asiamoney- Most Outstanding Company in Taiwan-Financials Sector
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
- Taiwan i sports Corporate Competition-Third Place
Taiwan Inst. for Sustainable Energy- Corporate Sustainability Report Gold Award
Modern Insurance Educational Affairs Foundation- Insurance Dragon-Phoenix Award-Outstanding Award of the Most Aspired Financial Holding Company by Graduates
-
Yuanta SecuritiesFinanceAsia
- Best Broker in Taiwan
- Best ECM House in Taiwan
- Best Investment Bank in Taiwan
Euromoney- Best Investment Bank in Taiwan
Asian Banking & Finance- Corporate & Investment Bank of the Year–Taiwan
The Asset- Best Equity Derivatives House, Taiwan
- Best ETF Market Maker, Taiwan–Highly Commended
- Best Participating Dealer, Taiwan
- Best ETF Broker, Taiwan
- Top arrangers-Investors' Choice for primary issues-Corporate bonds-TWD
- Top sellside firms in secondary market-Corporate bonds-TWD
- Top arrangers-Investors' Choice for primary issues-Government bonds-TWD
- Top sellside firms in secondary market-Government bonds-TWD
- No. 4 for Best Individuals in Sales-Jay Hsu
- Best corporate and institutional adviser-Domestic
- Best equity adviser
- Best bond adviser-Domestic (NT dollar bonds)
- Best green bond
- Best IPO
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- 2019 Best Wealth Management Award of Banks and Securities:Best Wealth Management in Securities Sector, Best Investment Advisory Team, Best Product, Best Risk Management, Best AI Application, Best Wealth Value Added.
Business Next- Future Commerce Awards:Mr. Investor APP- Best Product Innovation Bronze Award
Wealth Magazine- Wealth Management Awards:Best Wealth Management, Best Services, Best Sales Team, Best Customer Recommendations, Best Digital Finance, Best Wealth Value Added, Best Print Marketing
- Consumer Financial Brand Award:Best Broker Brand Image, Best Brokerage Services
- Taiwan Financial Award-Best FinTech Innovative Application (Securities)
Securities & Futures Inst.- Golden Goblet Award-Outstanding Financial Innovation
- Golden Goblet Award-Outstanding Green Investment
Asiamoney- 2019 Best Securities House in Taiwan
- Taiwan’s Best Local Brokerage 1990 to 2018
- Best Local Brokerage in Taiwan
- Best overall sales services, Taiwan
- Best for overall country research, Taiwan
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
- The National Brand Yushan Award-Best Product:Mr. Investor APP
- The National Brand Yushan Award-First Prize in Best Product:Mr. Investor APP
Taiwan Inst. for Sustainable Energy- Growth through Innovation Award
- People Development Award
Taiwan Stock Exchange- Circulating Securities Award- No. 1 for Securities Underwriters
- Prospering the Economy Award- No. 2 for IPO fund raised
- Prospering the Economy Award- No. 1 for IPO market cap
- No. 1 for Warrant Trading Volume Award
- No. 1 for Warrant Value Award
- No. 3 for Warrant Issuance Award
Taipei Exchange- Warrant Awards: No. 1 in Warrant Issuance
- Warrant Awards: No. 1 in Warrant Turnover and Trading Volume
- Emerging Stocks Awards: No. 3 for Contributor Award
- Emerging Stocks Awards: No. 1 for Stability Award
- ETF Awards: No. 3 for H1 Broker Award
- ETF Awards: No. 1 for H2 Broker Award
- ETF Awards: No. 1 for H2 ETF Liquidity Provider Award
Commercial Times- Best Engagement
- Warrant Competition Award-East Luzhou, Caiyuan, Nanhai, Luchu, Neihu and Luodong branch offices
-
Yuanta BankWealth Magazine
- Wealth Management Awards:Best Services, Best Wealth Value Added, Best Print Marketing
The Asset- Best acquisition finance(Hong Kong)
- Best LBO deal(Taiwan)
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Dept. of Health, Taipei City Government- Taipei Healthy Workplace-Fourth Place
Financial Info. Service- Best Service Innovation Award
Joint Credit Information Center- Golden Quality Award
-
Yuanta LifeSmart Insurance Awards
- Best Policy “Yuanta Life Xiang-You-Xin Hospital Reimbursement Rider (JR)”
Excellence Magazine- 2019 Insurance Survey- Best Service Quality Award
The British Standards Institution- ISO 14064-1 certification for Greenhouse Gas Reporting
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Financial Supervisory Commission, R.O.C.- Excellence in Special Project Investment-Financial Investment
-
Yuanta FuturesThe Asset
- Best Derivatives Broker
Securities & Futures Inst.- Golden Goblet Award-Outstanding Financial Innovation
- Golden Goblet Award-Outstanding Talent Cultivation
- Golden Goblet Award-Outstanding Futures Talent
CommonWealth Magazine- Taiwan Top 2000 Survey- No. 1 in Futures Sector
- Corporate Citizen Award
Reader’s Digest- Trusted Brand Platinum Award-Futures
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-First Prize in Outstanding Enterprise
- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
Taiwan Stock Exchange- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM
- Futures Diamond Award-No. 2 in Futures Proprietary Trading Volume
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Taiwan Inst. for Sustainable Energy- Corporate Sustainability Report Bronze Award
- Growth through Innovation Award
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
-
Yuanta FundsThe Asset
- Editors’ Triple Star for Yuanta ETF AI Investment Platform
- Best ETF Provider, Asia
- Best ETF Provider, Taiwan
- Asset Management Company of the Year, Taiwan
Securities & Futures Inst.- Golden Goblet Award-Outstanding Asset Management
- Golden Goblet Award-Outstanding Risk Management
- Golden Goblet Award-Outstanding Leadership Talent
- Golden Goblet Award-Outstanding Investment Trust & Investment Consulting Talent
Asia Asset Management- ETF Manager of the Year
- Fund Launch of the Year
- Best Application of Fintech
Taipei Foundation Of Finance- TFF-Bloomberg Best Fund Awards:ETP award-Best Domestic Index Equity ETF
- TFF-Bloomberg Best Fund Awards:ETP award-Best Inverse Index Equity ETF
- TFF-Bloomberg Best Fund Awards:ETP award-Best U.S. Index Equity ETF
- TFF-Bloomberg Best Fund Awards:ETP award-Best Futures ETC (Daily 2X Leveraged)
Smart Taiwan Fund- Index Equity Fund Award (Futures and Futures Leveraged or Inverse ETF)
Taiwan Futures Exchange- Diamond Award for Fund Trading
Taiwan Inst. for Sustainable Energy- Growth through Innovation Award
BENCHMARK- Technology Mutual Fund-HOUSE AWARDS-OUTSTANDING ACHIEVER
- China A ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- China Equity ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Raw material ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Dividend Plus ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Taiwan ETFs-HOUSE AWARDS OF ETF-BEST IN CLASS
- Sustainable Investment ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Fixed Income ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Investor Educational Award-Performing Fund-Capability Awards-BEST IN CLASS
- Capability Awards Of ETF-ETF Brand of the Year Award
- ETF Investor Education Award-ETF Capability Awards-BEST IN CLASS
- Japanese stocks-BEST PERFORMING ETF-BEST IN CLASS
- Small and medium stocks in Taiwan-BEST PERFORMING ETF-BEST IN CLASS
- Taiwan Stocks-BEST PERFORMING ETF-BEST IN CLASS
- Leveraged ETFs-BEST PERFORMING ETF-BEST IN CLASS
- Inverse ETF-BEST PERFORMING ETF-BEST IN CLASS
-
Yuanta FoundationMinistry of Culture
- Sponsorship Silver Award in the 14th Arts & Business Awards ceremony
Ministry of Education- Education Sponsorship Gold Award
2018
-
Yuanta FHCThe Asset
- Platinum Award for Excellence in Governance, CSR, Investor Relations Benchmarking
Corporate Governance Asia- Asiaʼs Best CEO (Investor Relations) - President Tony Shen
- Best Investor Relations Company in Taiwan
Taiwan CG Association- CG6011 (2017) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 6% to 20% of TWSE-Listed Companies
Wealth Magazine- Taiwan Financial Award - Financial Holdings CSR Excellence Silver Award
FTSE Russell- FTSE4Good Emerging Index
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
-
Yuanta SecuritiesThe Asset
- Best Equity ETF Participating Dealer
- Best Equity ETF Market Maker
- Best ETF Broker
- Best Equity Derivatives House
- Best Structured Investment Products – NTD Denominated 300% Participation Fund-Linked Non-Principal Protected Product
- Top Bank Arrangers, Investors' Choices for Government Primary Issues, Taiwan
- Top Bank Arrangers, Investors' Choices for Corporate Primary Issues, Taiwan
- Top Bank in Corporate Bonds, Taiwan
- Top Bank in Government Bonds, Taiwan
- Top Sellside firms in research, Taiwan
- No. 1 for Best Individuals in Sales - Jay Hsu
- Best Corporate and Institutional Adviser-Taiwan (Domestic)
- Best Equity Adviser-Taiwan(Domestic)
- Best Bond Adviser (NT Dollar)-Taiwan
FinanceAsia- Best Broker in Taiwan
Asiamoney- Best Corporate & Investment Bank in Taiwan
- Best Local Brokerage in Taiwan
- Best for overall country research in Taiwan
- Best overall sales services in Taiwan
- Best Securities House in Taiwan
Min. of Economic Affairs- Digital Content Product Award:Best Product -Yuanta Video Robot Account Opening
- Digital Content Product Award:2018 Best Product -Mr. Investor APP
Taiwan CG Association- CG6011 (2017) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- No. 1 for Increase in Electronic Order Placement Volume Award, No. 1 in API Promotion Award
- Best Stock Underwriter for the Mainboard
- No. 1 for Warrant Issuance Volume Award ,No. 1 for Warrant Trading Volume Award and No. 1 for Warrant Value Award
Taiwan Futures Exchange- The 4th Futures Trading Diamond Awards: Diamond Award for Introducing Broker Trading Volume, Diamond Award for Futures Proprietary Trading Volume, Diamond Award for the performance of FX products market maker – Futures Proprietary Merchant, Diamond Award of futures trading volume growth - IB
Wealth Magazine- Wealth Management Evaluation Awards: Best Wealth Management, Best Services, Best Sales Team, Best Customer Recommendations, Best Digital Wealth Management
- Consumer Financial Brand Award: Best Broker Brand Image, Best Brokerage Services
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- 2018 Best Wealth Management Award of Banks and Securities: Best Wealth Management in Securities Sector, Security of the year, Best Product, Best Investment Advisory Team, Best Wealth Value Added, Most Trusted Security, Best Information Technology Service, Best Digital Innovation.
Excellence Magazine- 2018 Excellence Magazine Securities Evaluation: Best Brand Image Prize, Best Warrant Prize
Taipei Exchange- Warrant Awards: No. 1 in Issuance and Trading Volume
- No. 1 for Best Underwriter for Taipei Exchange and Emerging Stock Market
- Warrant Awards: No. 1 in Warrant Issuance
- Warrant Awards: No. 1 in Warrant Trading Volume
- Warrant Awards: No. 3 in Turnover Rate
- ETF Awards: No. 1 for ETF Liquidity Provider Award
Commercial Times- Taiwan Warrant King Challenge:Best Profit Maker Award
- Taiwan Warrant King Challenge:Best Warrant Promotion Award (Area: Neihu/Donglu/Dongtai)
Economy Daily News- Warrant Competition:Best Trading Performance Award
- Warrant Competition:Best Warrant Promotion Award (Area: Neihu/Donglu/Dali)
-
Yuanta BankThe Asset
- Best Syndicated Loan, Lao for BCEL USD148 million syndicated term loan facility in which Yuanta Bank has acted as lead arranger.
Wealth Magazine- Wealth Management Evaluation Awards: Best Services, Best Professional Team, Best Charity Promotion
Taiwan CG Association- CG6011 (2017) Corporate Governance Framework Assessment Certificate with Excellence
Business Today- Best Information Services Award
- Best Product Award
Financial Info. Service- Best Service Innovation Award
-
Yuanta LifeMin. of Health and Welfare
- Healthy Workplace Certification
Financial Supervisory Commission, R.O.C.- Investment in Key Emerging Industries- Outstanding Project Team
The British Standards Institution- BSI Award: Excellence in Information Security Quality
- ISO 14064-1 certification for Greenhouse Gas Reporting
-
Yuanta FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
Gold Diamond Awards- Best Three Year Value Fund – Yuanta Buffet Fund
Smart Taiwan Fund- Index Equity Fund Award (Securities Leveraged or Inverse ETF) - Yuanta/P-shares Taiwan Top 50 ETF
- Index Equity Fund Award (Domestic Standard ETF) - Yuanta Daily Taiwan 50 Bear -1X ETF
-
Yuanta FuturesThe Asset
- Derivatives House of the Year - Highly Commended
CommonWealth Magazine- Taiwan Top 2000 Survey- No. 1 in Futures Sector
- Corporate Citizen Award- Small Giant Category
Futures & Options World (FOW)- Emerging Market Non-bank FCM of the Year
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM and Best Contributing FCM-Foreign Investors
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
R.O.C. General Chamber of Commerce- Golden Merchant Award-Outstanding Merchant
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
2017
-
Yuanta FHCFTSE Russell
- FTSE4Good Emerging Index
The Asset- Platinum Award for Excellence in Governance, CSR, and Investor Relations Benchmarking
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
Wealth Magazine- Taiwan Financial Award - Financial Holdings CSR Excellence Silver Award
-
Yuanta SecuritiesThe Asset
- Best Corporate and Institutional Bank in Taiwan
- Best Equity Adviser Taiwan
- Best Bond Adviser in Taiwan (NT Dollar)
- Best Equity ETF Participating Dealer in Taiwan
- Best Equity ETF Market Maker in Taiwan
- Best Equity ETF Broker in Taiwan
- Best Equity Derivatives House in Taiwan
- No. 2 for Top Banks in Government Bonds, Taiwan
- No. 3 for Top Banks in Corporate Bonds, Taiwan
- Top Bank Arrangers, Investors' Choice for Government Primary Issues, Taiwan
- No. 1 for Best Individuals in Sales - Jay Hsu
Asiamoney- Best Securities House in Taiwan
- Best Corporate and Investment Bank in Taiwan
- Best Local Brokerage in Taiwan
- Best Overall Sales Services in Taiwan
- Best Research Team in Taiwan
- Best Execution in Taiwan
- Best Sales Trading in Taiwan
- Most Improved Brokerage Over the Last 12 Months in Taiwan
- Best for Events and/or Conferences in Taiwan
- Best for Roadshows and Company Visits in Taiwan
- Most independent research brokerage
Euromoney- Best Investment Bank in Taiwan
FinanceAsia- Best Investment Bank in Taiwan
- Best Broker in Taiwan
- Best ECM House in Taiwan
Taiwan Stock Exchange- Prospering the Economy Award- No. 3 for IPO fund raised
- Prospering the Economy Award- No. 3 for IPO market cap
- No. 1 for Warrant Issuers Volume Award; No. 1 for Warrant Value Award
- Warrant Issuer Excellence Award; Warrant Trustee Business Volume Award
- No. 1 for Increase in Electronic Order Placement Volume Award; No. 1 in API Promotion Award
Taipei Exchange- Best Partner for Promotion of Foreign Enterprises Listing on the TPEx and Emerging Stock Market
- Award for Excellence in TPEx and Emerging Stock Market Listing Guidance
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume
- Diamond Award for Futures Proprietary Trading Volume
- Diamond Award for EUR to USD Futures Market Maker Performance
- Diamond Award for USD to JPY Futures Market Maker Performance
Securities & Futures Inst.- Golden Goblet Award - Outstanding Leadership Award - Arthur Chen
- Golden Goblet Award - Outstanding Financial Innovation Award - Wanshitong App
- Golden Goblet Award - Outstanding Talent Cultivation Award
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- Wealth Management Banking and Securities Evaluation: Best Wealth Management Securities Firm Award; Best Digital Services Award; Best Foresight Award
Wealth Magazine- 2017 Taiwan Financial Awards: Best Brokerage Brand Image; Best Brokerage Services; Best Digital Brokerage
- Wealth Management Awards: Best Wealth Management; Best Services; Best Professional Team; Best Customer Recommendations; Best Video Marketing
Excellence Magazine- Excellence Brokerage Evaluation: Best Brand Image; Best Product Innovation Award
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta BankWealth Magazine
- Wealth Management Evaluation Awards: Best Services, Best Professional Team, Best Print Marketing
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta LifeRisk Mgmt., Insurance & Finance Foundation
- 2017 Insurance Policy of the Year “Return of Premium Catastrophic Illness (RS)”
Smart Insurance Awards- Best Policy-“Zhu-Fu-Nian-Nian Dismemberment Care Whole Life (DE)”
The British Standards Institution- BSI Excellence Award: Best Insurance Information Security
- ISO 27001 certification for Information Security Management System
- ISO 14064-1 certification for Greenhouse Gas Reporting
-
Yuanta FundsThe Asset
- Best ETF Provider in Asia
- Best ETF Provider in Taiwan
Securities & Futures Inst.- Golden Goblet Award - Best Asset Management Award
- Golden Goblet Award - Best Financial Innovation Award
Asia Asset Management- ETF Manager of the Year in Taiwan
- Best New ETF in Taiwan
Asian Investor- Asset Management Company of the Year, Taiwan
Smart Taiwan Fund- Annual Futures and Leveraged Inverse ETF Award - Yuanta Daily Taiwan 50 Bear -1X ETF
- Annual ETF Award (Domestic) - Yuanta/P-shares Taiwan Top 50 ETF
Morningstar Awards- Morningstar Taiwan Best Fund Award - Yuanta/P-shares Taiwan Top 50 ETF
Benchmark Awards- ETF Annual Branch Award
- Best ETF Investor Education Award
- Best ETF Product Innovation Award
- Best Performing Regular Savings Funds - Yuanta China Balance Fund TWD
- Best Performing Regular Savings Funds - Yuanta Excellence Equity Fund
- Best ETF Performance Award - Yuanta Nikkei 225 ETF
- Best ETF Performance Award - Yuanta/P-shares SSE50 ETF
- Multi-Asset Balanced Fund Performance Award - Yuanta China Balance Fund
- Best ETF Performance Award (Japan Large-Cap Equity) - Yuanta Nikkei 225 ETF
- Best ETF Performance Award (US Large-Cap Blend Equity) - Yuanta S&P 500 Index Fund
- Best ETF Performance Award (Commodities - Precious Metals) - Yuanta S&P GSCI Gold ER Futures ETF
- Best ETF Performance Award (Taiwan Large-Cap Equity) - Yuanta/P-shares Taiwan Dividend Plus ETF
- Best ETF Performance Award (Taiwan Small/Mid-Cap Equity) - Yuanta/P-shares Taiwan Mid Cap 100 ETF
-
Yuanta FuturesThe Asset
- Best Brokerage House in Taiwan
- Derivatives House of the Year - Highly Commended
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Diamond Award for Best Contributing FCM
Securities & Futures Inst.- Golden Goblet Award - Outstanding Futures Talent
- Golden Goblet Award - Outstanding Risk Management
- Golden Goblet Award - Outstanding Financial Innovation
Nat'l Enterprise Competitiveness Dev. Assoc.- National Brand Yushan Awards - Outstanding Enterprise Award
- National Brand Yushan Awards - Popular Brand Award
R.O.C. Chamber of Commerce- Golden Merchant Medal
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan - No. 1 FCM
-
Yuanta Securities Inv. ConsultingAsiamoney
- Best Overall Country Research in Taiwan
- Most Independent Research Brokerage in Taiwan
- Best Team for Strategy
- Best Team for Economic Research
- Best Research Team for Small Cap
- Best Research Team for Automobiles & Components
- Best Research Team for Banks
- Best Research Team for Consumer Discretionary
- Best Research Team for Consumer Staples
- Best Research Team for Industrials
- Best Research Team for Diversified Financials
- Best Research Team for Energy
- Best Research Team for Healthcare
- Best Research Team for Insurance
- Best Research Team for Materials
- Best Research Team for Real Estate
- Best Research Team for Semiconductors & Semiconductor Equipment
- Best Research Team for Software & Internet Services
- Best Research Team for Technology Hardware & Equipment
- Best Research Team for Telecommunication Services
- Best Research Team for Transportation
- Best Research Team for Utilities
2016
-
Yuanta FHCThe Asset
- Platinum Award for Excellence in Governance, CSR, and Investor Relations Benchmarking
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
Wealth Magazine- Taiwan Financial Award - Financial Holdings CSR Excellence Silver Award
-
Yuanta SecuritiesThe Asset
- Best Corporate and Institutional Bank in Taiwan
- Best Bond House in Taiwan
- Best ETF Participating Dealer in Taiwan
- Best ETF Market Maker in Taiwan
- Best ETF Broker in Taiwan
- Best Equity Derivatives House in Taiwan
- Top Bank Arranger - Investors' Choice for Primary Issues in Asian Currency Bonds - Corporate Bonds
- No. 1 for Top Banks in the Secondary Market in Asian Currency Bonds - Corporate Bonds
- No. 2 for Top Banks in the Secondary Market in Asian Currency Bonds - Government Bonds
- No. 1 for Best Individuals in Taiwan Dollar Bonds - Jay Hsu
iichina.com- Outstanding Securities Firm Award
FinanceAsia- FinanceAsia Platinum Award - Best Investment Bank in Taiwan 1996-2016
- Best Investment Bank in Taiwan
- Best Broker Bank in Taiwan
- Best DCM House in Taiwan
Asiamoney- Best Domestic Debt House in Taiwan
- No. 1 for Best Local Brokerage in Taiwan
- No. 1 for Best Execution in Taiwan
- No. 1 for Best in Sales Trading in Taiwan
- No. 1 for Most Improved Brokerage over the last 12 Months in Taiwan
- No. 1 for Best Overall Sales Services in Taiwan
- No. 1 for Best Events and/or Conferences in Taiwan
- No. 1 for Best Roadshows and Company Visits in Taiwan
- Most independent research brokerage
- Best for overall country research, Taiwan
Euromoney- Best Investment Bank in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta BankThe Asset
- No. 2 for Most Astute Investor in Asian Local Currency Bonds - Jeff Lee
iichina.com- Outstanding Bank Award
Wealth Magazine- Wealth Management Evaluation Awards: Best Services, Best Professional Team
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta LifeRisk Mgmt., Insurance & Finance Foundation
- Faith, Hope, and Love Awards: Best Integrated Marketing Communications Award
Smart Insurance Awards- Best Policy-“VUL COI Dread Disease Rider (UD)”
-
Yuanta FundsThe Asset
- Best Asset Manager in Taiwan
- Best ETF Provider in Taiwan
- Industry Leadership Award - ETFs, Asia - Julian TS Liu
Asian Investor- Asset Management Company of the Year, Taiwan
Gold Diamond Awards- Best Three Year Value Fund – Yuanta Buffet Fund
Taiwan Futures Exchange- Futures Trading Award - Diamond Award
- Funds Trading Award - Diamond Award
- Diamond Award for Best Futures Fund - Yuanta Gold Futures Trust Fund
- Diamond Award for Best Equity Fund - Yuanta Duo Fu Equity Fund
Benchmark Awards- House Awards (Balanced Fund Performance Award) - Yuanta China Balance Fund
- Best ETF Performance Award (Japan Large-Cap Equity) - Yuanta Nikkei 225 ETF
- Best ETF Performance Award (US Large-Cap Blend Equity) - Yuanta S&P 500 Index Fund
- Best ETF Performance Award (Commodities - Precious Metals) - Yuanta S&P GSCI Gold ER Futures ETF
- Best ETF Performance Award (Taiwan Large-Cap Equity) - Yuanta/P-shares Taiwan Dividend Plus ETF
- Best ETF Performance Award (Taiwan Small/Mid-Cap Equity) - Yuanta/P-shares Taiwan Mid Cap 100 ETF
-
Yuanta FuturesThe Asset
- Best Brokerage House in Taiwan
- Derivatives House of the Year - Highly Commended
-
Yuanta Securities Inv. ConsultingAsiamoney
- No. 1 for Best Overall Country Research in Taiwan
- No. 1 for Most Independent Research Brokerage in Taiwan
- Best Research Coverage for Strategy - Vincent Chen
- Best Research Coverage for Macroeconomics - Woods Chen
- Best Research Coverage for Banks - Peggy Shih
- Best Research Coverage for Consumer Staples - Juliette Liu
- Best Research Coverage for Diversified Financials - Peggy Shih
- Best Research Coverage for Energy - Chuanchuan Chen
- Best Research Coverage for Healthcare - Peggy Lee
- Best Research for Industrials - Steve Huang
- Best Research Coverage for Insurance - Peggy Shih
- Best Research Coverage for Materials - Leo Lee
- Best Research Coverage for Real Estate - Lily Hsiao
- Best Research Coverage for Semiconductors and Semiconductor Equipment - George Chang
- Best Research Coverage for Software, Internet and Services - George Chang
- Best Research Coverage for Technology Hardware and Equipment - Jeff Pu
- Best Research Coverage for Telecommunications - Livia Wu
- Best Research Coverage for Transportation - Lily Hsiao
- Best Research Coverage for Utilities - Calvin Wei
2015
-
Yuanta FHCThe Asset
- Platinum Award for Excellence in Governance, CSR, and Investor Relations Benchmarking
Corporate Governance Asia- Asia's Best CEO (Investor Relations) - Chairman Rong Jou Wang
- Asia's Best CFO (Investor Relations) - CFO Connie Lin
- Best Investor Relations Company in Taiwan
- Best Investor Relations Professional in Taiwan - Allen Wu
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
-
Yuanta SecuritiesThe Asset
- Best Corporate and Institutional Bank in Taiwan
- Best Equity House in Taiwan
- Best Brokerage House in Taiwan
- Top Bank Arrangers - Investors' Choice for Primary Issues in Asian Currency Bonds - Corporate Bonds
- No. 2 for Top Banks in the Secondary Market in Asian Currency Bonds - Corporate Bonds
- No. 3 for Top Banks in the Secondary Market in Asian Currency Bonds - Government Bonds
- No. 1 for Best Individuals in Taiwan Dollar Bonds - Jay Hsu
FinanceAsia- Best Broker in Taiwan
- Best Investment Bank in Taiwan
Asiamoney- Best Domestic Debt House in Taiwan
- No. 1 for Best Local Brokerage in Taiwan
- No. 1 for Best Overall Sales Services in Taiwan
- No. 1 for Best Execution in Taiwan
- No. 1 for Best Sales Trading in Taiwan
- No. 1 for Most Improved Brokerage Over the Last 12 Months in Taiwan
- No. 1 for Best Roadshows and Company Visits in Taiwan
- No. 1 for Best Events and/or Conferences in Taiwan
- No. 1 for Best Sales Trader in Taiwan - Jason Wang
- No. 1 for Best Regional Sales Trader (Asia ex-Japan) - Jenny Lo
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
HKEx- Top Shanghai Connect Participation Award (Yuanta Securities HK)
iichina.com- 2015 Taiwan Financial Leadership Diamond Trophy Award
-
Yuanta BankThe Asset
- No. 2 for Top Investment House in Local Currency
- No. 1 for Most Astute Investor in Asian Local Currency Bonds - Jeff Lee
Wealth Magazine- Consumer Finance Brand and Financial Holdings CSR Awards: Bank with the Best Future Potential
-
Yuanta LifeYouTube
- Ads Leaderboard-Taiwan No.1 in 2015 Q1- Micro movie “Caring for Your Love”
Business Today- Best Brand Award-Fifth in Life Insurance Companies
-
Yuanta FundsThe Asset
- Best Asset Manager in Taiwan
- ETF Manager of the Year in Taiwan
- Best Product Innovation Award - Leveraged/Inverse Umbrella Fund: Yuanta Daily Taiwan 50 Bull 2X ETF and Yuanta Daily Taiwan 50 Bear 1X ETF
Asia Asset Magazine- Best Retail House in Taiwan
- Taiwan Region ETF Manager of the Year
- ETF Manager of the Year
- Best Existing ETF – Yuanta Top 50 ETF
- Best New ETF in Asia – Yuanta S&P GSCI Crude Oil ER Futures ETF
- Best New ETF in Asia – Yuanta S&P 500 Index Fund
- Best Leveraged and Inverse ETF – Yuanta Daily Taiwan 50 Bull 2X ETF & Bear -1X ETF
- ETF CEO of the Year in Asia – Tsung-Sheng Liu
- ETF CIO of the Year in Asia – Chao-Tang Huang
Securities & Futures Inst.- Golden Goblet Award - Best Financial Innovation
- Golden Goblet Award - Best Investment Trust & Investment Consulting Talent Award - Tony Tan
Taiwan Futures Exchange- Diamond Award for Best Equity Fund - Yuanta Emerging Asia Fund
- Diamond Award for Fund Trading and Futures Trading
Lipper Fund Awards- Lipper Fund Awards' Global REITs Fund Award - Yuanta Global REITs Fund (A)
-
Yuanta Securities Inv. ConsultingAsiamoney
- No. 1 for Best Overall Country Research in Taiwan
- No. 1 for Most Independent Research Brokerage in Taiwan
- Best Research Coverage for Strategy - Vincent Chen
- Best Research Coverage for Macroeconomics - Aidan Wang
- Best Research Coverage for Consumer Discretionary - Yvonne Tsai
- Best Research Coverage for Consumer Staples - Peggy Shih
- Best Research Coverage for Diversified Financials - Peggy Shih
- Best Research Coverage for Energy - Chuanchuan Chen
- Best Research Coverage for Healthcare - Peggy Lee
- Best Research Coverage for Insurance - Peggy Shih
- Best Research Coverage for Materials - Yvonne Tsai
- Best Research Coverage for Real Estate - Yen Liang Chen
- Best Research Coverage for Semiconductors and Semiconductor Equipment - George Chang
- Best Research Coverage for Software, Internet and Equipment - Jeff Pu
- Best Research Coverage for Telecommunications - Livia Wu
- Best Research Coverage for Transportation - Yen Liang Chen
- Best Research Coverage for Utilities - Calvin Wei
- (Hong Kong) Best Research Coverage for Consumer Discretionary - Peter Chu
- (Hong Kong) Best Research Coverage for Technology Hardware and Equipment - Vincent Chen
- (Hong Kong) Best Research Coverage for Transportation - Jimmy Lam
2014
-
Yuanta FHCThe Asset
- Platinum Award in Financial Performance, Corporate Governance, Social Responsibility, Environmental Responsibility, and Investor Relations
Corporate Governance Asia- Outstanding Company on Corporate Governance in Taiwan
- Asian Corporate Governance Director Recognition Awards - Chairman Rong Jou Wang
- Best Investor Relations in Taiwan
- Best Investor Relations Professional in Taiwan - Allen Wu
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public & OTC Companies
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta SecuritiesThe Asset
- Best Investment Bank in Taiwan
- Best M&A House in Taiwan
- Best Brokerage House in Taiwan
- Best Equity Derivatives House in Taiwan
- Top Bank Arranger for Best Quality and Number of Primary Issues in Asian Currency Bonds for Corporate Bonds, Taiwan
- Top Bank in the Secondary Market in Asian Currency Bonds for Corporate Bonds, Taiwan
Asiamoney- Best Local Brokerage in Taiwan 1990-2013
- Best Domestic Equity House in Taiwan (2002, 2006, 2010-2013)
- Best Domestic Equity House in Taiwan
- Best Domestic Debt House in Taiwan
- No. 1 for Best Local Brokerage in Taiwan
- No. 1 for Best Overall Sales Services in Taiwan
- No. 1 for Best Execution in Taiwan
- No. 1 for Best Sales Trading in Taiwan
- No. 1 for Most Improved Brokerage Over the Last 12 Months in Taiwan
- No. 1 for Best Roadshows and Company Visits in Taiwan
Institutional Investor China- 2014 Taiwan Financial Leadership Award
Euromoney- Best Investment Bank in Taiwan
Asia Risk- House of the Year, Taiwan
Global Brands Magazine- Best Brokerage House, Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- Best Wealth Management Securities Company
- Best Management Professionals Team
CommonWealth- Most Admired Securities Company in Taiwan
Taiwan Stock Exchange- Top Securities Company for Total Warrants Issuance and Consigned Trading
Business Next- Benchmark Company in Financial Investment
Excellence Magazine- 2014 Excellent Financial and Securities Services
- Appraisals - Best Business Performance Award
-
Yuanta BankInstitutional Investor China
- 2014 Taiwan Financial Leadership Award
-
Yuanta LifeRisk Mgmt., Insurance, & Finance Foundation
- Faith, Hope, and Love Insurance Awards - Best Product Information Award
-
Yuanta FundsLipper Fund Awards
- Lipper Fund Awards' Global REITs Fund Award
Asian Investor- Best Fund House in Taiwan
Asia Asset Management- ETF Manager of the Year in Taiwan (6th consecutive year)
-
Yuanta FuturesThe Asset
- Industry Leadership Award - Carolyn Chou
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
-
Yuanta Securities Inv. ConsultingAsiamoney
- No. 1 for Best Overall Country Research in Taiwan
- No. 1 for Most Independent Research Brokerage in Taiwan
2013
-
Yuanta FHCThe Asset
- Gold Award for Excellence in Management and Corporate Governance
Corporate Governance Asia- Outstanding Company on Corporate Governance in Taiwan
- Best CSR in Taiwan
- Best Investor Relations in Taiwan
- Best Investor Relations Professional in Taiwan - Allen Wu
IAIR- Best Company for Leadership in CSR - Asia
Int'l Finance Magazine- Best CSR Initiative in Taiwan
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
-
Yuanta SecuritiesThe Asset
- Best Brokerage House in Taiwan
- Best Investment Bank in Taiwan
- Best Equity Derivatives House in Taiwan
- Top Bank Arranger - Quality and Number of Primary Corporate Bond Deals, Taiwan
- No. 1 for Best Individuals in Taiwan Dollar Bonds - Jay Hsu
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
Euromoney- Best Investment Bank in Taiwan
FinanceAsia- Best Bond House in Taiwan
- Best Equity House in Taiwan
- Best Investment Bank in Taiwan
Int'l Finance Magazine- Best Investment Bank in Taiwan
CommonWealth- Most Admired Securities Company in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
Wealth Magazine- Gold Award for Best Brokerage Services
- Gold Award for Best Brokerage Services for Business Professionals
- Gold Award for Best Brokerage Services for Brand Image
-
Yuanta FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
- Most Innovative Product in Taiwan
- Best CEO - Julian TS Liu
- Best CIO - Alex CT Huang
Asian Investor- Best Fund House in Taiwan
2012
-
Yuanta FHCThe Asset
- Gold Award for Corporate Governance, Social Responsibility, and Investor Relations
BSI- ISO 27001 Information Security Management System Certification
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
Taipei City Govt.- Certificate of Recognition for Implementation of Green Procurement
-
Yuanta SecuritiesThe Asset
- Best Brokerage House in Taiwan
- Best Investment Bank in Taiwan
- Top Bank in the Secondary Market for Corporate Bonds, Taiwn
- Top Bank Arranger - Quality and Number of Primary Government Bond Deals, Taiwan
- Top Bank Arranger - Quality and Number of Primary Corporate Bond Deals, Taiwan
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
- Best Domestic Debt House in Taiwan
Euromoney- Best Investment Bank in Taiwan
FinanceAsia- Best Bond House in Taiwan
- Best Broker in Taiwan
- Best Investment Bank in Taiwan
World Finance- Best Investment Management Company - Taiwan
CommonWealth- Most Admired Securities Company in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
Wealth Magazine- The Top Premium Brand Brokerage for High Net Worth Individuals
-
Yuanta FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
- Best CEO - Julian TS Liu
- Most Innovative Product in Taiwan - Yuanta China Umbrella Fund: Yuanta China Balance Fund and Yuanta SSE50 ETF
- Best New ETF in Taiwan - Yuanta SSE50 ETF
Securities & Futures Inst.- Golden Goblet Award - Outstanding Investment Industry Talent Award - Eric Chang
- Golden Goblet Award - Best Risk Management
2011
-
Yuanta FHCThe Asset
- Gold Corporate Award for Investor Relations
Taiwan CG Association- Corporate Governance System CG6006 Assessment Certificate
Taipei City Government- Benchmark for Private Enterprises in Green Procurement
EPA of Taiwan- Certificate of Recognition for Outstanding Implementation of Green Procurement
M&A & Private Equity Council- Deal of the Year Award
-
Yuanta SecuritiesThe Asset
- Top Bank in Secondary Market for Corporate Bonds, Taiwan
- Top Bank Arranger - Quality and Number of Primary Corporate Bond Deals, Taiwan
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
CommonWealth- Most Admired Securities Company in Taiwan
Wealth Magazine- Top Premium Brand Brokerage for High Net Worth Clientele
FinanceAsia- Best Broker in Taiwan
- Best Investment Bank in Taiwan
-
Polaris FundsAsia Asset Management
- ETF Manager of the Year
Asian Investor- Best Fund House in Taiwan
2010
-
Yuanta FHCBusiness Today
- Ranked 3rd in Financial Holding Performance Appraisal
- Ranked 1st in Operational Quality and 2nd in Corporate Governance
-
Yuanta SecuritiesThe Asset
- Best Warrants House in Taiwan
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
- Best Domestic Debt House in Taiwan
- Most Improved Brokerage Over the Last 12 Months
- Most Independent Research Brokerage
- Best in Sales Trading
- Best Research Coverage - Small Caps
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
FinanceAsia- Best Broker in Taiwan
-
Yuanta BankTaiwan Academy of Banking & Finance
- Good Performance in Risk Management
Global Views Monthly- Ranked 5th in a Services Survey for the Financial and Banking Sector
-
Polaris FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
- Best CEO in Taiwan
Asian Investor- Best ETF Manager in Asia
2009
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
- Best Local Brokerage in Taiwan (1990-2008)
FinanceAsia- Best Broker in Taiwan
Management Magazine- Brand Appeal by Consumers - Ranked 1st in Services Category
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
-
Polaris FundsAsia Asset Management
- ETF Manager of the Year in Asia
- ETF Manager of the Year in Taiwan
- Best CEO in Taiwan - Julian TS Liu
Asian Investor- Best ETF Manager in Asia
2008
-
Yuanta FHCTaiwan CG Association
- Corporate Governance Assessment Certificate for 2008
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
- The Most Improved Brokerage Over the Last 12 Months in Taiwan
FinanceAsia- Best Broker in Taiwan
- Best Bond House in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
-
Polaris FundsAsia Asset Management
- Best Retail House in Taiwan
- Best CEO in Taiwan - Julian TS Liu
Golden Goblet Award- Best Risk Management
- Outstanding Enterprise Leadership Award - Julian TS Liu
- Outstanding Talents in Investment Industry - Alex CT Huang
-
Yuanta FundsAsian Investor
- Best Five Year Equity Fund in Taiwan
2007
-
Yuanta FHCMinistry of Economic Affairs
- Industrial Innovation Achievement Award
Asiamoney- Overall Best Company in Taiwan for Corporate Governance
- Best Investor Relations in Taiwan
- Best for Responsibilities of Management and the Board of Directors in Taiwan
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
FinanceAsia- Best Broker in Taiwan
Global Finance- Best Investment Bank in Taiwan
CommonWealth- Most Admired Securities Company in Taiwan
Golden Goblet Awards- Best Risk Management
-
Polaris FundsAsia Asset Management
- Most Innovative Product in Taiwan
- Most Improved Retail House in Taiwan
- Best CEO in Taiwan
2006
-
Yuanta SecuritiesThe Asset
- Best Government Bond House (New Taiwan Dollar)
- Best Corporate Bond House (New Taiwan Dollar)
Asiamoney- Best Domestic Equity House in Taiwan
FinanceAsia- Best Broker in Taiwan
Global Finance- Best Investment Bank in Taiwan
Superbrands International- Superbrands in Taiwan
2005
-
Yuanta SecuritiesThe Asset
- Top Regional and Domestic Brokerage House
Asiamoney- Best Domestic Bond House in Taiwan
FinanceAsia- Best Broker in Taiwan
-
Yuanta FundsGolden Goblet Award
- Outstanding Enterprise Leadership Award - Francis Tu
-
Polaris FundsGolden Goblet Award
- Outstanding Talents in Investment Industry - Daniel Yang
Asia Asset Management- Most Innovative Product in Taiwan
Asian Investor- Best Fund House in Taiwan
2004
-
Yuanta SecuritiesThe Asset
- Best Debt House in Taiwan
Asiamoney- Best Broker in Taiwan
Breakthrough Magazine- Brand Appeal for Consumers Survey - Ranked No. 1 in the Securities Industry
-
Polaris FundsAsian Investor
- Best Fund House in Taiwan
2003
-
Yuanta SecuritiesThe Asset
- Top Local Asian Brokerage House in Taiwan
Asiamoney- Best Local Brokerage House in Taiwan
Breakthrough Magazine- Brand Appeal for Consumers Survey - Ranked No. 1 in the Securities Industry
-
Polaris FundsAsia Asset Management
- Most Innovative Product in Taiwan
2002
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
CommonWealth- Most Admired Securities Company in Taiwan