Fubon Financial

Recognition for strong sustainability governance through climate engagement, SBT targets, and comprehensive international disclosure

The Taiwan Stock Exchange announced its “List of Institutional Investors with Better Stewardship Disclosure 2025,” with five subsidiaries of Fubon Financial Holdings selected simultaneously—securing the highest number of recognized entities among financial holding companies and underscoring the Group’s comprehensive strength in stewardship disclosure and ESG investment practices. Among the selected entities, Fubon Life was recognized for the fourth time and received a perfect score in this year’s assessment, demonstrating its sustainability finance impact by embedding climate engagement and Science‑Based Targets (SBTs) at the core of its investment and engagement strategies. Taipei Fubon Bank continued to deepen ESG‑integrated investment decision‑making and diversified engagement actions, further expanding its financial influence. Fubon Insurance was selected for the third consecutive year, aligned with international disclosure standards and also achieved a perfect score in this year’s assessment. Fubon Securities was recognized for the fourth consecutive year, continuing to strengthen responsible investment practices and information transparency. Fubon Asset Management was selected for the second consecutive year, fully aligned with international disclosure standards and earning a perfect score within the asset management category.

Fubon Life receives perfect score and retains Its spot on the “Best List” for four consecutive years, driving climate action through SBT

Fubon Life has been selected for the fourth time to the Taiwan Stock Exchange’s “List of Institutional Investors with Better Stewardship Disclosure.” As global ESG trends place growing emphasis on corporate implementation, and in response to the competent authority’s “Green and Transition Finance Action Plan”, Fubon Life actively leverages its financial influence to support industries in advancing toward net‑zero transition. In addition, the company is committed to climate‑related engagement. With Science‑Based Targets (SBTs) as the central framework, Fubon Life strengthens climate engagement with issuers across its investment portfolio—including TWSE and TPEx listed stocks, corporate bonds, financial bonds, ETFs, mutual funds, and REITs. In line with its overall decarbonization pathway, the company is working toward the goal that 40% of its investment positions will have established their own SBTs by 2027.

Taipei Fubon Bank continues to strengthen stewardship practices and broaden its ESG impact through diversified engagement initiatives

Taipei Fubon Bank adheres to the Stewardship Principles for Institutional Investors and continues to enhance the quality of its information disclosure. In its investment decision‑making, the bank incorporates environmental, social, and governance (ESG)‑related sustainability risks into its assessment, has established a comprehensive post‑investment management framework, and engages with investee entities through diversified engagement actions. Since launching the “Think ESG” initiative in 2021, hosting the “Think ESG Master Forum” from 2022, and co‑organizing the “SBT Engagement Workshop” and “SME Net‑Zero Carbon Emissions Workshop” with Fubon Financial Holdings in 2024, Taipei Fubon Bank has actively promoted its ESG culture while leveraging its financial influence to support customers in achieving sustainable development advantages. Looking ahead, the bank will continue to fulfill its stewardship responsibilities as an institutional investor, deepen stakeholder engagement, and enhance the quality of its engagement practices. Guided by a forward‑looking ESG mindset, Taipei Fubon Bank remains committed to driving long‑term corporate value growth and the sustainable development of capital market.

Fubon Insurance received a perfect score in recognition of its effective stewardship practices and commitment to sustainable operations

Since 2023, Fubon Insurance has been selected for three consecutive years to the Taiwan Stock Exchange’s “List of Institutional Investors with Better Stewardship Disclosure.” In the 2025 assessment, the company achieved a perfect score for the first time, demonstrating its strong commitment to stewardship responsibilities. In response to the Taiwan Stock Exchange’s initiatives to enhance institutional investors’ stewardship practices and the quality of related disclosures—and to strengthen the positive impact of institutional investors on corporate governance and sustainable development—Fubon Insurance references international stewardship practices and follows the Exchange’s operational guidelines and assessment criteria for the Better Stewardship Disclosure List. The company continues to enhance its stewardship policies and implementation, with a core focus on improving disclosure quality, reinforcing the principles of sound corporate governance, and leveraging its financial influence to advance responsible investment. Through continuous improvement and governance enhancement, Fubon Insurance aims to realize its vision of sustainable operations.

Fubon Securities named to the “Best List” for four consecutive years, achieving perfect scores across all categories to demonstrate Its sustainability resilience

Fubon Securities has been selected for four consecutive years to the Taiwan Stock Exchange’s “List of Institutional Investors with Better Stewardship Disclosure.” In the 2025 assessment, it achieved full marks across all 30 indicators, reflecting the results of its sustained efforts in responsible investment and information transparency. Fubon Securities continues to publish its stewardship disclosures in both Chinese and English to enhance the effectiveness of international communication, enabling overseas investors to better understand the company’s engagement actions and sustainability governance practices. In 2024, the company strengthened its sustainability culture through more than 8,500 hours of training and established the “three lines of defense” investment control framework in line with ESG principles, driving growth in green finance investments and sustainable underwriting activities. Looking ahead, Fubon Securities will continue to place responsible investment at the core of its strategy, leveraging capital influence to encourage stronger ESG performance among investee companies and to co‑create long‑term value, advancing sustainable and shared prosperity.

Fubon Asset Management named to the “Best List” for two consecutive years, aligning with international disclosure standards

Fubon Asset Management stated that it was recognized on the “List of Institutional Investors with Better Stewardship Disclosure 2025 – Domestic Institutional Investors (Asset Management Category).” In the 2025 assessment, the company achieved full marks across all 30 indicators under both “Policy and Compliance Statements” and “Practices and Disclosure.” It has also adopted the double materiality principle, integrating both financial materiality and impact materiality into its investment and risk assessment processes, while strengthening cross‑asset engagement mechanisms and enhancing the transparency of voting disclosures to improve international communication visibility. As the global asset management industry enters a new phase of net‑zero transition and responsible investment, Fubon Asset Management is building an operating model that balances risk management and sustainable value creation through a structured governance framework, quantitative performance metrics, and disclosure standards aligned with international practices—advancing toward its goal of becoming a leading asset management institution in Asia.