摘要
長期深耕台灣市場的瀚亞投信，持續以穩健的投資實力與深具影響力的企業社會責任行動。2026 年，瀚亞投信不僅在投資表現上獲得國際專業評比肯定，也在永續公益領域累積具體成果，彰顯金融機構在創造長期價值上的多元角色。
投資實力獲國際肯定 長期績效展現專業深度
在投資專業方面，成立超過 20 年的瀚亞印度基金A（新台幣），憑藉穩健且具競爭力的長期表現，於 2026 年榮獲 LSEG 理柏台灣基金獎「三年期」與「五年期」雙料大獎，顯示基金在績效表現與風險控管等關鍵指標上，獲得國際專業評比機構的高度肯定。
瀚亞投信持續看好印度中長期的經濟發展潛力。隨著內需消費升級、產業結構轉型以及政策支持逐步發酵，印度經濟展現具韌性的成長動能。瀚亞印度基金透過大型、中型與小型股的均衡配置，掌握多元產業與消費轉型機會，並聚焦具成長潛力的金融、工業、資訊科技及消費相關題材，建構具前瞻性的投資組合。
資料來源：2026 LSEG Lipper理柏台灣基金獎，2026/04。
深耕金融教育 以行動回饋社會
除投資專業表現外，瀚亞投信亦長期投入企業社會責任實踐，特別是在金融教育與兒童理財素養推廣上，以金融專業落實對社會的正向影響。憑藉在永續公益上的長期投入與具體成果，瀚亞投信榮獲第 29 屆傑出基金金鑽獎「永續公益獎」，肯定其在 CSR 領域的系統性布局與持續耕耘。
瀚亞投信以四大面向落實企業社會責任，包括：CHA-CHING 兒童理財教育、偏鄉小學一日理財課程、攜手非營利組織推動志工行動，以及完善員工福祉。透過多元且長期的實踐，將金融教育落實於校園、社區與家庭之中。
其中，CHA-CHING 兒童理財教育計畫在台灣已推行超過十年，累計約 48 萬名學童與 1.1 萬名教師受惠，並已拓展至基隆市、新北市、桃園市、台中市、新竹縣、台北市及宜蘭縣等多個縣市。透過結合課程、動畫、桌遊與數位工具，協助孩子以生活化方式建立正確的金錢觀與風險意識。
為進一步縮小城鄉教育資源差距，瀚亞投信亦將金融教育資源延伸至偏鄉地區，並自 2023 年起於台灣推出數位理財遊戲，讓學童透過線上互動學習理財知識，擴大教育觸及面，實踐普惠金融精神。
投資與永續並進 創造長期價值
展望未來，瀚亞投信將持續深化投資研究與產品管理專業，同時結合數位科技、跨界合作與員工志工能量，擴大公益影響的深度與廣度。透過穩健投資與永續行動的雙軌推動，致力於為投資人、社會與下一代創造長期且可持續的價值，落實金融機構在永續發展中的關鍵角色。
強化責任投資與公司治理 實踐盡職治理承諾
除在投資績效與公益行動上持續累積成果外，瀚亞投信亦積極落實責任投資理念，持續精進公司治理與盡職治理作為。於114 年度機構投資人盡職治理揭露資訊評比 中，瀚亞投信榮獲「卓越獎」肯定，顯示公司在盡職治理制度、資訊揭露透明度以及投資決策中納入治理與永續考量等面向，均達到高標準水準。
瀚亞投信長期遵循機構投資人盡職治理守則，透過完善的內部治理機制、投資後管理與議合行動，持續關注被投資企業的營運透明度、公司治理與永續發展表現，並將相關原則落實於投資流程之中，致力發揮機構投資人對資本市場的正向影響力，實踐負責且具遠見的投資精神。
資料來源：臺灣證券交易所(2026/03)、第29屆傑出基金金鑽獎(2026/03)，瀚亞投信整理。
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