Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

投資プロセスにおける 社会貢献度の役割

VIEWS: 1 PAGES: 5

									        Case Study:
   SRI within a Japanese
    Financial Institution
          at KATOOMBA V
          November 6th, 2002


           Tadashi Hayami
Asahi Life Asset Management Co., Ltd.
Our Commitment

• Managing ASUNOHANE Fund.

• Supporting NGOs

• “ SRI Lounge “
    Investment Process in Asunohane
        Listed Companies on Japanese
         Stock Market (approx. 3500)
                                                  Screening
                                                  •Environment
           Top 700’s by Market Cap.               •Employee
                                                  •Consumer Relation
(the Third Party Research Firm )
                                                  •Community Involvement
       Investment Universe 300 stocks
                                                  Final Decision
             (Fund Manager)
                                                  •Evaluate CSR & Strategy
                                                  •Earnings & Cash Flows
          Final Portfolio 50-100 stocks
                                                  •Valuation

                                   Risk Control
Frameworks
Concept :
                              Mission & Vision


                                             Social
Strategy :                           Responsibility

                       Competitive
                       Strategy

                Environment                       Consumer
Operation :   Value Chain                             Profit

                Employee                          Community
Objective and Philosophy

• Long-term Capital Growth Investing in
  Sustainable Companies.

• Multi Stakeholder Approach

• Corporate Social Leadership

								
To top