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Impact Investing

Our Approach to Impact Investing

Impact investing incorporates traditional investing approaches in pursuit of financial returns while also pursuing beneficial social impacts, with both types of results viewed as equally important. Targeted social impacts are those which can help solve social and environmental problems and create positive effects for society as a whole. We consider impact investing to be an important means of ensuring a prosperous and happy life for future generations as well as our customers, and based on this we establish investing intentions aimed at generating positive social impacts which can be measured in some concrete way. The act of investing is intended as a means of providing funding and other financial support for investee organizations. With impact investing, if one establishes clear intentions and makes investing decisions based on the potential impacts born from investment in each candidate organization, the result will be direct contributions toward a better society for all.

Our Impact Investing

Resona Asset Management impact investment targets stocks listed on both Japan and global markets, and is based on intentions founded on our overarching corporate goal as a company.

Unique Aspects of Our Impact Investing

Resona Asset Management impact investing has three major focuses: long-term, highly selective investments; impact assessments and reporting; and engagements with investees. Based on these, we utilize investing operations to create opportunities to support efforts aimed at solving societal problems, while also pursuing attractive investment returns.

① Excellent Returns Through Long-term, Highly Selective Investing

Companies that are able to overcome obstacles which prevent solutions to daunting problems, and provide effective solutions based on innovation (technological breakthroughs, creative approaches, etc.), not only make major contributions to rectifying the problems of society, but also create abundant business opportunities in markets demanding differentiation and realize continual corporate-value improvements over the long term.

Through Resona Asset Management impact investment operations, we believe that carefully searching out such corporations and pursuing long-term impact investment can assist in efforts to solve various problems while also enabling high-yield, long-term returns based on said companies' continual growth.

② Understandable and Clear Communication of Value Through Impact Assessments and Reporting

We believe it is extremely important, as a means of confirming investment results, to regularly assess the types and degrees of impacts achieved by investee companies, and issue reports that clearly express those results in ways that people outside of our organization can readily understand.

When carrying out impact assessments, we utilize quantitative indicators to determine progress toward realization of targets, solution statuses, and other such factors, while also making use of qualitative evaluations and sharing example cases as part of a fixed-perspective examination approach.

③ Engagements in Support of Corporate Activities

With the goals of achieving target returns through long-term investments and realizing our intended impacts, we place high priority on engagements with investees as a means of supporting corporate activities that generate beneficial impacts.

Our impact investing approach entails more than the pursuit of returns; we focus strongly on the impacts produced through investee activities as well as the value these impacts have for wider society.
This approach is closely tied in with investees' corporate philosophies, raisons d'?tre and overarching goals, because we always strive to see things from each investee's perspective, work with them toward the same goals, and otherwise serve as a close partner in our role as investor. We believe that this approach is an extremely important part of constructive engagements, as it can result in closer relationships of trust and lead to more fruitful engagement results overall.

Impact Report