Responsible Finance
TOP- Responsible Investment
- Sustainable Capital Market
- Sustainable Financial Products and Services
Overall ESG fund sales of SinoPac Securities in 2025 was NT$495 million. The overall AUC was NT$808 million. The ESG funds that are sold comply with the European Union's Sustainable Finance Disclosure Regulation (SFDR) invest in sustainability targets, including eco-friendly funds that focus on green energy, water resources, energy transition, climate change, and environmental sustainability. They must also meet the following definitions for sustainability funds to ensure the supply of more diverse investment options that consider ESG to retail banking and wealth management customers.
SinoPac Securities promotes and sells ESG funds in the ESG Fund Section, please visit the Rich Club ESG website.
Establishment of the SinoPac+ ESG Rating System
Since 2019, SinoPac Investment Services has incorporated ESG into its core research. In 2021, it launched the "SinoPac+ Corporate Sustainability Rating System," based on the international SASB standards as its core framework. This system combines significant financial sustainability indicators with localized design, rating companies from leading to lagging performance on a scale of A+, A, B+, B, and C based on their sustainability performance. In June 2022, the methodology of the "SinoPac+ Corporate Sustainability Rating System" was publicly announced. This system covers all listed companies in Taiwan that publish sustainability reports, using publicly available information as the source for evaluations. The evaluation results meet international standards and offer four major advantages: high standards, broad coverage, ease of understanding, and immediacy, assisting more institutional and individual investors in interpreting ESG ratings and enhancing the visibility of Taiwanese stocks in the international ESG investment market.
In 2024, the SinoPac+ Corporate Sustainability Rating System officially launched on the ESG IR Platform of the Taiwan Depository & Clearing Corporation, making it the only financial institution in Taiwan that provides sustainability ratings for Taiwanese stocks. The system covers 61 industries and has completed the establishment of indicators for all industries in Taiwan, with a total of 622 corporate evaluations completed in 2025. The methodology and evaluation results of the SinoPac+ Corporate Sustainability Rating System are published on the SinoPac Securities ESG website, establishing a bridge between companies and investors.
SinoPac Securities' regular investment platform, "Rich Saving Club," also utilizes this rating system to continuously introduce high-performing investment targets, allowing small investors to seize opportunities for sustainable investment and track the carbon reduction performance of their investment portfolios. Based on the results of the SinoPac+ Corporate Sustainability Rating, the platform continued to offer six high-quality ESG investment portfolio products in 2025, focusing on ESG trend themes such as high-dividend yield, sustainable net-zero emissions, electric vehicle energy supply chains, and companies emphasizing nature-related financial disclosures.
As of the end of 2025, a total of 11 net-zero and low-carbon-related investment portfolios have been launched on the "Rich Saving Club" platform, enabling investors to participate in the long-term growth of high-quality ESG companies through a long-term investment approach.
Sustainable Financial Products and Services
SinoPac Securities regularly sends out e-newsletters covering ESG-related topics to help customers understand the latest ESG trends and associated risks and opportunities in the market. This is combined with the "SinoPac+ Corporate Sustainability Rating System," which provides a comprehensive assessment of the sustainability performance and risks of investment targets. The evaluation results are incorporated into short analyses of individual stocks, allowing customers to better understand the various aspects of ESG investment and further promote ESG wealth management products. The related promotional activities are as follows:
Establishment of the "ESG Fund" Section on the "Rich Club ESG" Website
A dedicated section for ESG funds has been set up on the wealth management trust platform, categorizing ESG fund products based on their characteristics, investment themes, and other key factors into four major categories: natural resources, environmental protection, net-zero carbon emissions, and sustainable ESG themes. This encourages investors to respond to environmental, social, and corporate sustainability practices while enabling them to seize investment opportunities brought by ESG/sustainability.
Expansion and Introduction of ESG-Themed Products
In 2025, SinoPac Securities actively participated in fundraising activities for ESG-related funds launched by various asset management companies. Newly added offerings included ESG-themed funds focusing on ESG-integrated investment analysis, ESG benchmark company investments, and other ESG-related investment strategies, covering sustainability themes such as financial services, climate change, and net-zero transition. A total of 29 new ESG/green fund products were added to the platform.
The number of ESG funds available on the wealth management trust platform that are recognized by Taiwan's regulatory authorities or classified under Articles 8 and 9 of the EU Sustainable Finance Disclosure Regulation (SFDR) reached 393, accounting for more than 40% of all funds offered on the platform.
Going forward, SinoPac Securities will continue to expand its offerings of products related to sustainable investment themes. In addition, all partner fund management companies are required to sign the Stewardship Principles for Institutional Investors or demonstrate commitment to the Principles for Responsible Investment (PRI).
Marketing
Based on market outlook and investment trends, the company’s wealth management website provides a diverse range of investment products and financial knowledge related to investment management. Additionally, through daily morning broadcasts and video training, as well as product briefings related to ESG themes held at branches in the north, central, and south regions, sales personnel convey timely and comprehensive investment information to customers. A total of 3 customer briefings and 71 educational training activities have been conducted, continuously promoting ESG green funds and providing comprehensive wealth management services.
SinoPac Securities regularly organizes educational training courses on ESG evaluations for institutional investors, hosting a total of 21 sessions in 2025. In addition, SinoPac Securities hosted two ESG forums in 2025 to provide institutional investors with insights into ESG developments in Taiwan's capital market, the impact of carbon fee implementation on corporations, the SinoPac+ Corporate Sustainability Rating System, green and transition finance action plans, and the importance of stewardship practices for institutional investors.
2025 SinoPac Securities ESG Forum
| Item | Main topic and contents | Organizer and partners | Participants | 參與人次 |
|---|---|---|---|---|
|
ESG Forum |
Topic: Green and Transition Finance: Policy, Practice, and the Future of Green Securities Event highlights: Invite distinguished speakers from government, industry, and academia to participate and provide in-depth analysis of the policy dimensions underlying net-zero carbon emissions and sustainable development, while examining how companies and investors can, through collaboration and communication in the engagement process, jointly embark on a journey toward mutually beneficial outcomes. |
SinoPac Securities, |
Experts in the industry, managers, and employees |
123 |
|
Taiwan |
Topic: The Impact of Institutional Investor Engagement: Practices in the Taiwan Market |
SinoPac Securities, Taipei Exchange (TPEx) |
Listed and OTC companies, Institutional investors, managers, and employees |
11 |
Please visit the ESG Investing Website - ESG Fund Section