Responsible Finance Overview
Fubon Life’s investment team adjusts its investment strategy as market conditions change to maintain steady yields. As of the end of 2019, Fubon Life had investment assets of NT$4.42 trillion, up 11.6% from a year earlier. Investment income was NT$145.4 billion, extending a run of strong performances in recent years. Fubon Life will continue to respond prudently to changing markets by adjusting asset allocations, and comply with responsible investment principles to generate stable mid- to long-term investment returns.
Within Fubon Life’s diversified portfolio, foreign bonds accounted for 53% of all assets as of the end of 2019, concentrated primarily on overseas corporate bonds and financial bonds and geographically centered in North America.
Investment Portfolio Composition
As of the end of 2019, Fubon Asset Management had issued 65 mutual funds – seven domestic equity funds, two money market funds, 44 exchange traded funds (ETFs) and 12 international funds – and those funds combined with discretionary investment and private placements brought the company’s assets under management to more than NT$300 billion for the first time. In June 2019, it received an Asset Management Company of the Year – Highly Commended award for Taiwan from The Asset.
|Domestic Equity Funds||51||42||56|
|Money Market Funds||341||231||244|
Responsible Lending Overview
Taipei Fubon Bank has continued to carry out rigorous risk management measures as its business has grown to maintain favorable asset quality.
Loan Amounts by Type of Borrower
|Dec. 31, 2019|
Credit Asset Quality
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