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Sompo Asset Management Co., Ltd.

PRI reporting framework 2020

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          The Head of Responsible Investment Office conducted lectures concerning ESG issues to our junior analysts.
        

Progress achieved

Our junior analysts have better understanding of ESG matters.

Key performance indicator

          ESG Specialist carried out lectures for portfolio managers/analysts on ESG issues.
        

Progress achieved

Through sharing engagement topics and themes in overseas countries, portfolio managers/analysts got familiar with the engagement trends/possible engagement requirements from clients.

Key performance indicator

          ESG Specialist suggested having SDGs Card Game training within the company.
        

Progress achieved

ESG Specialist attended various ESG conferences including PRI in Person. The Specialist shares knowledge through study sessions towards portfolio managers/analysts. Also, the Specialist conducted a ESG study session for non-portfolio managers/analysts as well.

Key performance indicator

          We partake in international collaborative engagement.
        

Progress achieved

Sompo Japan Nipponkoa Asset Management takes part in PRI-led collaborative engagement, "Climate Action 100+".

Key performance indicator

          ESG Specialist works closely with analysts.
        

Progress achieved

ESG Specialist is in charge of capturing global trend/issues of ESG and works closely with analysts. Analysts' working with ESG Specialist enabled them to have a view of broad range of engagement topics that are in line with international agendas.

          SNAM partakes in Secretariat of Environmental Reporting Platform Development Pilot Program.
        

Key performance indicator

          The Head of Responsible Investment Office partook in its seminar as a lecturer.
        

Progress achieved

Through participating in this platform, we think that we were able to convey our perception/view of ESG to companies.

Financial performance of investments

Key performance indicator

          Increase the accuracy of companies' earnings forecast.
        

Progress achieved

By considering ESG factors, we can increase the accuracy of corporates' earnings forecast. Thus, this entails in betterment of portfolio performance.

other description (1)

          To prevent the downside risks.
        

Key performance indicator

          More than twice a year, we hold meetings with all of our analysts' participating in them. There, we discuss corporates' earnings forecast.
        

Progress achieved

Through grasping the sectors' and corporates' risks, we reflect them into companies' earnings forecast. By conducting these processes, we believe that we have accurate corporate analysis. 

ESG characteristics of investments

Key performance indicator

          SNAM conducts ESG screening based on ESG scores provided by Sompo Risk Management Inc..
        

Progress achieved

Based on the ESG scores provided by Sompo Risk Management Inc., Sompo Japan Nipponkoa Asset Management decides the investment universe for some ESG-tilted funds. 

Key performance indicator

          SNAM's analysts engage with companies together with personnels in Sompo Risk Management Inc..
        

Progress achieved

Sompo Risk Management Inc. sends questionnaires to SNAM's investee companies on various ESG themes. Specifically for the companies that do not meet our expectations, SNAM's analysts, together with the personnels in Sompo Risk Management Inc., engage with them.  

Key performance indicator

          Based upon the request from our client, we set target for the portfolio's greenhouse gases.
        

Progress achieved

For the reporting year, we did not reach the portfolio's greenhouse gas limit.

Other activities

Key performance indicator

          ESG Specialist attended PRI's annual conference and participated  as a member for UN Global Compact's Action Platform of Financial Innovation for the SDGs.
        

Progress achieved

ESG Specialist participated in PRI's annual conference and gained insights of global ESG issues/movements. Also, the Specialist is a member of UN Global Compact-led Action Platform; Financial Innovation for the SDGs.

Key performance indicator

          We encouraged our external managers to join PRI.
        

Progress achieved

2 of our external managers which we encouraged to join PRI became members of PRI.

Key performance indicator

          Stewardship Report
        

Progress achieved

We uploaded our Stewardship Report as below (available only in Japanese):

https://www.sjnk-am.co.jp/img/institutional/stewardship2018.pdf

This document contains our stewardship activities as well as our engagement and its achievements.

 

Key performance indicator

          We periodically demonstrate engagement and ESG incorporation to clients
        

Progress achieved

For some ESG-tilted funds, we disclose what kind of companies we invest in in detail.

06.2. Additional information.


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