As a responsible investor, with over $616 billion assets under management (AUM) as of 30 June 2022, stewardship activities are an integral part of our investment process. By helping investee companies improve their ESG position, we can maximise long-term investment returns for our clients. Our stewardship activities consist of three key pillars: engagement with companies (constructive and purposeful dialogue), the exercise of voting rights and initiatives that encourage companies to improve their response to ESG issues.

Aiming for impactful results, we collaborate with global initiatives:  we are signatories of the UN Principles for Responsible Investment (PRI) since 2006 and the Net Zero Asset Managers initiative (NZAMI), as examples. Our stewardship activities are led by a dedicated team based in Tokyo, the UK and the US, working closely with our credit and equity research analysts.

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1200+ engagements in a year to June 2021

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A+ PRI score for 6 years in a row 2015 to 2020

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Voted against investee companies in Japan in 18.8% of company proposals in a year to June 2021

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285 companies have committed to corporate action based on SuMi TRUST’s engagement

Our Responsible Investment Initiatives

Our Annual Stewardship Report

2021/2022

2020/2021

2019/2020

2018/2019

Supporting Value Creation in the Investment Chain

Sustainable growth of investee companies drives growth in earnings, and growth in earnings drives growth in dividends and wages which, ultimately, benefits household economies and the growth of the economy as a whole. All of this together is known as the investment chain. At SuMi TRUST, we actively utilize our role as an asset manager in the investment chain to support our investee companies to create value, leading to maximum returns for our clients, while at the same time contributing to the achievement of the SDGs.

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Investment Chain Enhancement

Our mission is to raise the level of medium-to-long-term corporate value and of the overall market and secure excess returns which will help us in maximizing medium-to-long-term investment returns for our clients. In order to achieve this goal, we are also focused on making our engagement activities more efficient and effective by identifying the challenges that each of our investee companies face.

Our Engagement Process

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SMTAM engagement process.PNG

Related News & Insights

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Press Release

Participation in the Net Zero Asset Managers Initiative

Sumitomo Mitsui Trust Asset Management Co., Ltd. (Representative Director and President: Yoshio Hishida; hereinafter "SuMi TRUST") is pleased to announce that it has become a signatory to the Net Zero Asset Managers initiative, a new initiative launched in December 2020 by global asset managers that seeks to reduce the greenhouse gas emissions of investee companies to net zero by 2050.

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Photo of people in an office
News

Japan's Governance Code Revision

In June, a revised Corporate Governance Code was released. The Code was revised taking the reform of the Japanese stock market into consideration. It will go into effect in April next year, with the top-tier listings going into the Prime Market corresponding to the current First Section of the Tokyo Stock Exchange(TSE).