SuMi TRUST defines “Impact Investment” as investment with the goal of positive environmental and social outcome in addition to financial return. We believe that long-term investment in companies which provide sustainable solutions to environmental/societal issues will generate excellent financial return. We utilize 17 goals/169 targets of Social Development Goals established by United Nations to describe environmental/social impacts.
Manager and Analysts
Yoshiki Takeda, the lead portfolio manager of the Global Impact Investment Strategy since inception, joined SuMi TRUST in 2001 and has been managing the Asian equity strategy since 2014.
Yoshiki Takeda, the lead portfolio manager of the Global Impact Investment Strategy since inception, joined SuMi TRUST in 2001 and has been managing the Asian equity strategy since 2014. Prior to his current role, he served as a global equity research analyst in New York and as an Asian equity research analyst in Hong Kong. Yoshiki incorporates his extensive overseas experience into his understanding of the shape of global economy/market.
Yoshiki graduated from Keio University with a BA in business and commerce, and is a Chartered Member of the Securities Analyst Association of Japan.
This strategy combines research skills, quants analysis and engagement to address social issues and achieve investment returns
Research Skills – Identifying Social Issue-Solving Areas
Through close consultation with our experienced team of fund managers, analysts and ESG specialists both in Japan and globally, we seek to identify companies that provide products and services which address social issues resulting from long-term structural change. We also leverage our knowledge and insights gained from participation in global initiatives to determine social issue-solving areas.
Quantitative Analysis – Finding Investment Targets
We use a three step quantitative analysis approach to filter out investment targets that assesses a company’s commitment, proactivity and competitive advantage in addressing social issues. Using our proprietary ESG rating system, industry data from FactSet and non-financial indicators we are able to select companies that have a high feasibility of resolving a social issue.
Engagement – Increasing Investment Confidence
Measuring social return KPIs and active engagement with investee companies increases the likelihood of achieving social and economic returns while also reducing investment risk. Our fund managers, analysts and ESG specialists work together to engage in the growth of investee companies to maximise investment return through them