External Evaluation
Here are major indexes that adopt our stocks (as of June 2025)
FTSE4Good Index Series
Created by FTSE Russell and selects companies that excel in Environmental, Social and Governance practices. ※1
FTSE Blossom Japan Index
Created by FTSE Russell and selects Japanese companies that excel in ESG practices. It is designed to be industry neutral. ※2
FTSE Blossom Japan Sector Relative Index
Created by FTSE Russell and selects Japanese companies that relatively excel in ESG practices in each sector.
It is designed to be sector neutral. ※3
MSCI Selection Indexes
Created by MSCI and selects world companies that have high ESG ratings by industry. ※4
MSCI Nihonkabu ESG Select Leaders Index
Created by MSCI and selects Japanese companies that have relatively high ESG ratings by industry from the MSCI Nihonkabu IMI Index, aiming to cover its 50% companies. ※4
MSCI Japan ESG Select Leaders Index
Created by MSCI and selects Japanese companies that have relatively high ESG ratings by industry from the MSCI Japan IMI Index, aiming to cover 50% of it by market capitalization. ※4
MSCI Japan Empowering Women Index (WIN)
Created by MSCI and selects companies with excellent gender diversity in each industry based on the Global Industry Classification Standard (GICS®) from the top 700 Japanese companies by market capitalization. ※4
Morningstar Japan ex-REIT Gender Diversity Tilt Index (GenDi J)
Created by Morningstar and assesses companies' gender diversity initiatives.
S&P/JPX Carbon Efficient Index
Jointly created by S&P Dow Jones Indices and Tokyo Stock Exchange of Japan Exchange Group (JPX) for the issues of the Tokyo Stock Price Index (TOPIX). The weighting of the constitution is based on the environmental information disclosure and the carbon emissions per unit of revenue.
ESG Ratings
| Rating agency | Rating/Score | Date |
|---|---|---|
| MSCI ESG Ratings | AA (7-grade evaluation from “AAA” to “CCC”) | June 2025 |
| Sustainalytics ESG Risk Ratings | Low (5-grade evaluation from “Negligible”, “Low”, “Medium”, “High”, to “Severe” for risk levels) | May 2025 |
| FTSE Russell ESG Ratings | 3.8 (0 to 5) | June 2025 |
| CDP | Climate Change:B (8-grade evaluation from “A” to “D⁻”) | FY2024 |
Disclaimer
- ※1FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Sumitomo Mitsui Trust Group, Inc. has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds and other products.
- ※2FTSE Russell confirms that Sumitomo Mitsui Trust Group, Inc. has been independently assessed according to the index criteria, and has satisfied the requirements to become a constituent of the FTSE Blossom Japan Index. Created by the global index and data provider FTSE Russell, the FTSE Blossom Japan Index is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE Blossom Japan Index is used by a wide variety of market participants to create and assess responsible investment funds and other products.
- ※3FTSE Russell confirms that Sumitomo Mitsui Trust Group, Inc. has been independently assessed according to the index criteria, and has satisfied the requirements to become a constituent of the FTSE Blossom Japan Sector Relative Index. The FTSE Blossom Japan Sector Relative Index is used by a wide variety of market participants to create and assess responsible investment funds and other products.
- ※4THE 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.