As a responsible institutional investor, we strive to manage stocks and bonds in ways that take into account ESG information as a factor that affects corporate value via medium- to long--term business opportunities and risks, in addition to financial information such as corporate earnings that affects near-term share price trends. We regard stewardship activities such as engaging with companies and exercising voting rights as vital to addressing ESG challenges.
ESG challenges not reflected in financial information are those challenges in non-financial domains, which may have a significant impact on corporate value over time. We believe the our responses to ESG challenges lead to upside potential while limiting downside risk over the medium- and long-term, and actively responding to ESG challenges will enable us to meet our responsibility to expand investment returns for our clients, one of our stewardship responsibilities.
History of our ESG Activities※1
|2003||Starts providing a Japanese equity SRI fund for corporate pension, the first of its kind in Japan.
Starts providing a Japanese equity publicly offered SRI investment trust for individual investors.
|2004||Starts providing an SRI fund for defined contribution pension plans.|
|2006||Signs PRI (Principles for Responsible Investment).|
|2008||Starts providing an SRI fund to major public mutual aid associations.|
|2010||Starts providing a Chinese equity publicly offered SRI investment trust.|
|2014||Adopts Japan's Stewardship Code.|
|2015||Introduces "MBIS®," a non-financial information evaluation tool.
Starts providing a Japanese Equity Quality Growth Fund.
Starts incorporating the ESG concepts into the "business risk assessment" for corporate bond investment.
Wins the Award for Excellence in Sustainable Finance※３ at the 2015 Sustainable Finance Awards.※２
|2016||Wins the Award for Excellence in Sustainable Finance at the 2016 Sustainable Finance Awards for the second consecutive year.※４
Establishes a special department for stewardship activities.
|2017||Establishes an advisory body for stewardship activities.
Adopts the revised Stewardship Code.
※４ "Global engagement activities based on international norms and rules"
For details, please visit iicef's website URL: https://www.iicef.jp/en/