Together, a better life.

Together, a better life.

Sustainable Financial Products and Services

Sustainable Financial Products and Services

Wealth and Asset Management Business

SinoPac Holdings' subsidiary SinoPac SITC operates asset management business. SinoPac SITC signed the “Stewardship Principles for Institutional Investors” and established “Stewardship Policy”. Based on the "Responsible Investment Management Guidelines" of SinoPac Holdings, SinoPac SITC established the "SinoPac SITC ESG Investment and Risk Management and Information Disclosure Policy", the guidelines are used as guidance for promoting and implementing responsible investment and risk management.
SinoPac SITC incorporating ESG factors into the investment evaluation process to strength investment and asset management businesses. Besides prohibiting investments in controversial industries, it carefully evaluates investments in sensitive industries/Sensitive economic activities and incorporated climate change related issues into its voting policy. SinoPac SITC has incorporated the ESG risk assessment process for different asset classes in 2021, and guidelines for evaluating investments in high carbon emissions industries was implemented on a trial basis. In 2022, SinoPac SITC amended the "Stewardship Policy" to strengthen the responsibilities for ESG investment and risk management of the Board of Directors and senior executives. In terms of actual implementation, SinoPac SITC monitor the business situation of investee companies by attending shareholders' meetings, exercising voting rights, and engaging with senior executives.
SinoPac Holdings incorporated ESG factors into its Customer Due Diligence (CDD) and Know Your Customer (KYC) procedures for its asset management and wealth management businesses, analyzes the attributes and product suitability of customers, and implements classified management.

Asset Management and Wealth Management Business CDD and KYC Procedures

Issuance of ESG Funds

SinoPac Taiwan ESG Plus Fund

  • SinoPac SITC issued the company's first ESG fund in Taiwan's stock market "SinoPac Taiwan ESG Plus Fund" in April 2020. The fund invests in constituent stocks of the FTSE4Good TIP Taiwan ESG Index, in order to meet investors' need for wealth management that invests in sustainable growth.
SinoPac Taiwan Target Exposure ESG ETF

  • Tracking the performance of FTSE Taiwan Target Exposure ESG Index.
  • Fully replicating the portfolio of benchmark index.
  • The members of benchmark index are selected primarily by each company's ESG scores.
SinoPac ESG Global Digital Infrastructure Fund

  • The investment list of the fund target on the digital infrastructure theme including global infrastructure stocks and REITs.
  • The investment pool filter by ESG rating, and exclude controversial industries and companies with low ESG ratings.
  • The investment targets cover the three major topics and New Ten Major Construction Projects, including data center, digital transformation and future energy.
SinoPac Taiwan ESG Low Carbon High Dividend 40 ETF

  • Tracking the performance of Taiwan ESG Low Carbon High Dividend 40 Index compiled by Taiwan Index Plus Corporation.
  • The members of benchmark index are selected primarily by each company’s carbon emission, ESG scores, and stability of cash dividend.
  • Fully replicating the portfolio of benchmark index.

Sustainability Fund Sales

The ESG funds that are sold of Bank SinoPac and SinoPac Securities comply with the European Union's Sustainable Finance Disclosure Regulation (SFDR), promote environmental or social factors, have a positive effect on ESG, or invest in sustainability targets, including eco-friendly funds that focus on green energy, water resources, energy transformation, climate change, and environmental sustainability. The Company also offers funds that promote social responsibility, smart economy, and ESG/sustainability investments, providing retail banking and wealth management customers with more diverse investment options that take ESG into consideration.

Establishment of the SinoPac+ ESG Evaluation System

SinoPac Securities Investment Service Corp. worked with a third party institution in 2021 in establishing the SinoPac+ ESG Evaluation system, which comprehensively evaluates the sustainability performance and risks of companies. The SinoPac+ ESG Evaluation system established industry indicators and cross-industry common indicators based on the SASB industry standards and SASB SICS®, and selected SASB sustainability issues that public companies in Taiwan are all concerned about. The Company referenced international standards related to sustainability and used the CSR Report (or Sustainability Report) of companies to evaluate their ESG performance.