Taishin FHC Corporate Social Responsibility Report 2019

70 Sustainable Finance Financial Inclusion Taishin Securities Investment Advisory first introduced Jupitar Fund series from UK in 2008. The Jupitar Ecology Fund, in particular, has had a long history 30 years since 1988 and is regarded as the pioneer investor of the environmental protection industry. The size of the fund was GBP 542.76 million of assest under management at the end of 2019. The Jupitar Ecology Fund invests in companies that indicate themselves to finding solutions for challenges in the environment and the society. The fund emphasizes on a number of values including social justice, peace, economic development, and ecological harmony. It exercis - es stringet control over the ESG risks of its investees, and has a defined list of undesirable subjects including those that earn more than 10% of their revenues from weapons, alcohol - ic beverages, tobacco produtcs, pomography, nuclear power of gambling, and any compa- ny involved in the testing of animals. Jupitar Ecology Fund not only satifies investors’ expectations for corporate social responsibilities, but also raises consumers’ awareness to business opportunities and solutions in association with sustainbility issues. As long as banking industry treated as the key improvement driven for all industries, it is also expected to have financial inclusion being well implemented and to provide the opportunities for the disadvantaged. Taishin is actively responding to the World Bank, G20, Asia-Pacific Economic Cooperation (APEC), and the Financial Inclusion Policies in Taiwan. Moreover, in the meantime, Taishin also integrated SDGs in the company in order to provide more convenient and essential financial services to promote rural areas, small and medium-sized enterprises, and disadvantaged groups, as well as by bridging knowledge gaps through financial education. Major achievements are including expanding our services to remote rural areas or social groups that have less access to banking services; and supporting small/microfinance enterprises or start-ups through micro-loans or investments; offering renegotiated better repay - ment plans for financially-disadvantaged. 3-3 Size of Jupiter Ecology Fund in recent years Steps for Taishin Securities Investment Trust making compliant with SRI Investment Year 2016 2015 2017 2018 Fund size (GBPmillions) 451.51 529.63 597.46 487.05 542.76 2019 Micro-finance products Micro-finance services Quality of the products and Service Delivery All corporates stocks ESG qualified companies sorting Included in the stock pool for stock selection and investment target E: Environmental indicators S: Social indicators G: Governance indicators Product Name ESG Product Description Disclosure of Asset Management Business with ESG Theme Clients Clients ● Micro businesses ● Start-up industries ● Financially disadvantaged ● Seniors and peoplewith disabilities ● Young adults ● Local peasants ● Social welfare groups ● People in remote rural areas ● Financially disadvantaged ● Socially disadvantaged Clients ● All consumers ● Young adults ● Children ● Peoplewith disabilities ● Seniors Clients Usage of financial services Access of financial services ESGFund Portfolio 21.30 Unit: TWD million 129,586 27,601 Compliant withSRI investment (including public and private equity funds, discretionary agency operations, etc.) Proportion of ESG Product (%) Total ESG Monetary Value