Exerting Positive Influence to Drive Social Sustainability: Nan Shan Life Insurance Wins Three Major Awards at 2026 Taiwan SIA Sustainable Investment Awards

To encourage financial institutions to leverage their capital power in guiding industries toward sustainability and net-zero transformation, the Taiwan Institute for Sustainable Energy (TAISE) has hosted the 'Taiwan Sustainable Investment Awards (Taiwan SIA)' for the sixth consecutive year. This award is regarded as a key benchmark in evaluating responsible investment performance within Taiwan's financial sector. Nan Shan Life Insurance participated for the first time this year and was honored with the 'Institutional Impact – Model' award. In the 'Case Impact' category, it received 'Shareholder Action (Voting Rights Exercise) – Silver' and 'Corporate Engagement – Bronze,' showcasing its achievements as an institutional investor in actively implementing responsible investment and deepening stewardship. Through diverse strategies such as responsible investment, shareholder action, and corporate engagement, Nan Shan Life continues to exert positive influence through its capital, guiding industrial low-carbon transformation and advancing social sustainability together.

Driving Industrial Sustainability Through Responsible Investment Impact

As a major institutional investor in Taiwan, Nan Shan Life has long integrated Environmental, Social, and Governance (ESG) principles into its investment decisions, establishing a comprehensive responsible investment and stewardship framework. Since 2015, the company has incorporated responsible investment principles and practical guidelines into its 'Responsible Investment Policy,' 'Overall Investment Policy,' and 'Investment Policy Guidelines,' serving as a cornerstone for implementing responsible investment and laying the foundation for institutionalized management.

In investment management practice, Nan Shan Life employs diversified management and risk control mechanisms, leveraging international databases such as MSCI (Morgan Stanley Capital International, hereinafter MSCI) to establish a complete ESG evaluation process. The assessment covers various investment positions, counterparties, and intermediaries. Through a negative screening mechanism, it excludes investment targets involved in significant controversies or those not aligned with sustainability principles, balancing investment performance with sustainable value.

Facing the global challenge of climate change, Nan Shan Life continues to strengthen climate risk management. Since 2022, it has committed to advancing investment portfolio transformation along the decarbonization pathway of the SBTi (Science Based Targets initiative), aiming for 50.2% of its Scope 3 investment portfolio (including listed equities, bonds, ETFs, mutual funds, and REITs) to hold approved Science Based Targets (SBTs) by 2028. Additionally, it actively engages with invested companies that have not committed to net-zero or carbon neutrality or do not meet SBTi criteria, guiding them toward net-zero transformation. Simultaneously, it promotes a phased coal-exit strategy, refraining from initiating new direct investments in oil and gas exploration, coal, consumable fuels, and gas businesses, continuously enhancing the resilience of its investment portfolio against climate transition risks.