Sustainability Strategy

Leading Investment

領航投資
Strategy Vision
As the concept of responsible investment has gained resonance, institutional investors have been increasingly concerned by sustainability risks associated with climate change, environmental pollution, labor-management disputes, and other issues. With the strategy of “leading investment,” Fubon hopes to show positive leadership through its choice of investment targets and the investment principles it follows.
Definition of the ‘Six Capitals’
  • Financial Capital: Continue to improve investment returns and increase the size of assets under management, while also increasing the amount invested in the health and medical care sector, alternative energies, basic infrastructure, and energysaving green buildings.
2017 Key Action Plans
  • Invest in Businesses Developing/Producing New Drugs: Worked with medical organizations to set up health care businesses and invest in biotech firms.
  • Invest in the Alternative Energy Sector: New investment made in a solar power plant. Invest in Energy-saving Designs for New Property Projects: Several property development projects in the design and planning stage.
  • Actively Search for Infrastructure Investment Opportunities: New investment made in overseas infrastructure projects.
Future Goals
  • Continue to assess new investment categories and analyze Fubon’s existing portfolio to ensure the responsible investment strategy is being carried out, while also increasing the weight of responsible investment in the portfolio.
  • Use Fubon’s core professional competencies to help and support companies it has invested in; commit to ESG practices and enable customers or beneficiaries to enhance their long-term investment returns, creating a mutually beneficial result.

2017 The Goal and Result of Responding to SDGs

Leading Investment