元大金控 元大金控 元大金控

2023 was a turbulent year characterized by both opportunities and challenges. As the impact of the pandemic gradually waned, businesses faced new obstacles, including geopolitical conflicts, a high interest rate environment, and a slowdown in a global economy, leading to significant market fluctuations. In response, establishing resilience became a top priority for businesses.

Despite these challenges, Yuanta Financial Holdings achieved steady profits and growth through the concerted efforts of all its employees. For 2023, our company reported a net profit after tax of NT$26.566 billion, with earnings per share (EPS) of NT$2.09. This performance underscores our prudent management approach in a volatile financial environment, effectively safeguarding the assets of our clients and shareholders.

Focusing on the theme of “Rebuilding Trust,” the World Economic Forum (WEF) explored crucial issues such as maintaining peace and security, fostering employment and economic growth, addressing the development of new technologies like artificial intelligence (AI), and formulating long-term strategies for climate change and environmental preservation. Recognizing that emerging risks and uncertainties have become the new normal, our company understands that building resilience is essential for achieving sustainability. This approach aligns with our vision of becoming an international sustainability benchmark company, actively promoting a better future for future generations.

“Net zero emissions” is currently a global goal pursued by governments and enterprises alike. As a member of the Financial Supervisory Commission’s “Coalition of Movers and Shakers on Sustainable Finance,” our company is committed to supporting the nation’s strategy to achieve net zero emissions by 2050. In line with this commitment, we continuously improve our internal carbon management practices. We also collaborate with relevant authorities and various financial industry associations to “build capacity in the financial industry to transition to net zero.” As the convener of the Capacity Building and Certification Working Group, we actively promote relevant regulations and talent training mechanisms. Additionally, we leverage the power of investing and financing to support industries engaged in forward-looking economic activities and key strategies.

The Company officially implemented an internal carbon pricing mechanism in 2023 to start reducing carbon emissions within its own operations. Cross-departmental cooperation teams were established to drive these carbon reduction efforts. In 2023, the Company’s carbon reduction achievements exceeded expectations, accounting for 8% of the overall carbon reduction target. These efforts resulted in savings of approximately NT$2.38 million in carbon emission costs, based on a price of NT$1,500 per ton of carbon dioxide emitted. In terms of climate risk and opportunity management, the Company has published reports from the Task Force on Climate-related Financial Disclosures (TCFD) for two consecutive years. The first verification of these reports earned the highest-level certification of “Level 5+: Excellence,” demonstrating the effectiveness of the Company’s scientific and systematic environmental management practices.

In addition, the Company actively provides green financial services and issues green financial products. It incorporates social and environmental risks into transaction considerations throughout its business processes. By issuing a variety of products that align with Environmental, Social, and Governance (ESG) principles, the Company collaborates with stakeholders to leverage its financial influence.

The Company has been included in both the Dow Jones Sustainability World Index and the Dow Jones Sustainability Emerging Markets Index for five consecutive years, earning the distinction of being listed as a constituent stock on both indices. In 2023, it was ranked first globally in the comprehensive financial services category. Additionally, the Company has received an A rating in the International Carbon Disclosure Project’s (CDP) evaluation for four consecutive years and has maintained its position as a Leadership Level member for six consecutive years, establishing itself as a benchmark company in the domestic financial industry.

We have actively responded to sustainability initiatives. In 2023, we announced our participation in the Partnership for Carbon Accounting Financials (PCAF), adopting international standards for carbon accounting in investment and financing to establish mechanisms for managing climate change risks and fulfill our responsibilities in finance. We have also joined initiatives related to nature and biodiversity, including the Task Force on Nature-related Financial Disclosures (TNFD), becoming one of the global early adopter companies, and the Partnership for Biodiversity Accounting Financials (PBAF), aligning with global enterprises to exert positive influence in the financial industry.

A strong earthquake hit Hualien on April 3, 2024. As a force for social stability, Yuanta donated NT$20 million to support disaster relief. This donation was used to assist with medical and humanitarian relief, as well as health and safety efforts, through the Ministry of Health and Welfare’s 0403 Hualien Earthquake Disaster Donation Special Account. Meanwhile, Yuanta Life promptly provided care for its policyholders, offering disaster-stricken households six major service measures to help them through this difficult time.

Sustainability is about building “our common future.” The Group has long been focusing on vulnerable groups, supporting communities and organizations, and expanding our philanthropy scope. All colleagues at Yuanta demonstrate enthusiasm and social care by actively serving as volunteers. In 2023, over 150 groups collaborated with Yuanta and over 640,000 individuals were beneficiaries of philanthropic activities. We not only lead by example but also invite our employees, their families, our suppliers, and our customers to participate in philanthropic and environmental advocacy activities.

For Yuanta Financial Holdings, striving to be at the forefront of sustainable development is an unchanging commitment to ourselves and society. In the future, the Company will continue to integrate the net-zero transition concept into its daily operations and business decisions. We will guide our employees, customers, suppliers, and other stakeholders on how to leverage peer effects to drive the industry and society toward sustainable development, A Word from the Chairman achieving the optimal state of the common good and sustainability.