External Evaluation
Here are major indexes that adopt our stocks (as of March 2024)
FTSE4Good Index Series
FTSE Russell, a London Stock Exchange Group member company, has developed the FTSE4Good Index Series, which consist of the stocks of companies that make excellent efforts on Environmental, Social and Governance (ESG).※1
FTSE Blossom Japan Index
The FTSE Blossom Japan index has been designed by FTSE Russell to be industry-neutral, and measures the performance of Japanese companies that excel in ESG practices.※1
FTSE Blossom Japan Sector Relative Index
The FTSE Blossom Japan Sector Relative Index has been designed by FTSE Russell to be a sector neutral benchmark that relatively reflects the performance of Japanese companies that excel in ESG practices in each sector.※1
MSCI ESG Leaders Indexes
The MSCI Leaders Indexes have been created by MSCI in the U.S., comprising the stocks of selected global comanies that have high ESG rating by industry.
MSCI Nihonkabu ESG Select Leaders Index
The MSCI Nihonkabu ESG Select Leaders Index has been created by MSCI , comprising Japanese companies that relatively excel in ESG ratings selected by industry from its parent index, the MSCI Nihonkabu IMI Index, aiming to select 50% of the target issues.※2
MSCI Japan ESG Select Leaders Index
The MSCI Japan ESG Select Leaders Index has been created by MSCI in the U.S., comprising Japanese companies that relatively excel in ESG ratings selected by industry from its parent index, the MSCI Japan IMI Index, aiming to select 50% of the market capitalization.※2
MSCI Japan Empowering Women Index (WIN)
This index has been developed by MSCI in the U.S., and consists of the issues of the companies with excellent gender diversity in each industry under the classifications of the Global Industry Classification Standard (GICS®) from the top-700 Japanese issues by market capitalization.※2
Morningstar Japan ex-REIT Gender Diversity Tilt Index (GenDi J)
An index created by Morningstar that evaluates companies' gender diversity initiatives.
S&P/JPX Carbon Efficient Index
An index codeveloped by S&P Dow Jones Indices LLC and the Tokyo Stock Exchange, Inc. of the Japan Exchange Group (JPX) to determine the weighting of stocks that constitute the Tokyo Stock Price Index (TOPIX) focusing on the status of disclosure of environmental information and the level of carbon efficiency (carbon emissions per unit of sales).
Bloomberg Gender-Equality Index (GEI)
An index developed by Bloomberg evaluates the initiatives to improve gender equality and workplace environments as well as the situation of information disclosure and the achievements of such initiatives to select excellent companies.
ESG ratings
| Rating | Score | Feature |
|---|---|---|
| MSCI ESG Ratings | AA (as of June 2024) | 7 grade evaluation, from “AAA”, the highest to “CCC”, the lowest. We have been rated “AA”. |
| Sustainalytics ESG Risk Ratings | 20.7 (Medium) (as of April 2024) | 5 grade evaluation, from “Severe”, which means a company has an extreme high ESG risk, to “Neglect”, which means a company has an extreme low ESG risk. We have been rated 20.7 or “Medium Risk”. |
| FTSE ESG Ratings | 3.8 (as of June 2024) | We have been rated 3.8 out of 5. |
| CDP | Ｂ (in 2023) | 8 grade evaluation, from “A”, the highest to “D⁻”. We have been rated “B” for a climate change related score. |
Disclaimer
- ※1：FTSE
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FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Sumitomo Sumitomo Mitsui Trust Group, Inc. has been independently assessed according to the FTSE4Good Index Series, FTSE Blossom Japan Index series criteria, and has satisfied the requirements to become a constituent of those index series.
- ※2：MSCI
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THE INCLUSION OF Sumitomo Mitsui Trust Group, Inc. IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT OR PROMOTION OF Sumitomo Mitsui Trust Group, Inc. BY MSCI OR ANY OF ITS AFFILIATES. THE MSCI INDEXES ARE THE EXCLUSIVE PROPERTY OF MSCI. MSCI AND THE MSCI INDEX NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI OR ITS AFFILIATES.