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Basic Policy on Responsible Investment

As a responsible institutional investor, we have established the Basic Policy on Responsible Investment, clarifying our stance that we work to increase clients’ benefits over the medium to long term in managing trust assets, etc.

Basic Policy
We will invest responsibly to achieve our corporate purpose: “to ensure a prosperous and happy life for future generations as well as our customers.”
In managing trust assets, we will carefully assess and analyze not only the financial information of our investee companies but also their non-financial information, including their responses to environmental, social, and corporate governance (ESG) issues, as well as other sustainability matters. At the same time, we will aim to enhance and foster investee companies’ social value and sustainable growth over the medium to long term.
By working toward economic growth and maintaining and improving investee companies’ social and environmental sustainability, a foundation of their business activities, along with boosting corporate value across the market over the medium to long term, we will strive to increase the value of our trust assets, etc.

Objective
This policy aims to promote appropriate investment strategies exclusively for the benefit of investors and beneficiaries, and to increase the value of trust assets, etc.

Specific Actions
We will implement the following actions that embody this policy.

  • Incorporate ESG into investment analysis and decision-making processes
  • Hold constructive dialogue and engagement with investee companies and other stakeholders
  • Exercise voting rights appropriately
  • Engage in impact investing with clear intention