• Sumitomo Mitsui Banking Corporation (SMBC) launches ESG evaluated syndicated loans and ESG evaluated loans
  • Japan Research Institute licenses ESG Ratings data to enhance their ESG-related services
  • Growing global demand to incorporate ESG factors as a core part of investment and stewardship approaches
  • FTSE Russell has 15+ year track record in promoting sustainable investment

FTSE Russell, the global index, analytics and data provider, is delighted that two Japanese firms have selected FTSE Russell’s ESG Ratings data model. Japan Research, a wholly-owned subsidiary of Sumitomo Mitsui Financial Group (SMFG) has selected FTSE Russell’s ESG Ratings data model to enhance their ESG-related services to Japanese corporations. Sumitomo Mitsui Banking Corporation (SMBC), one of the largest banks in Japan, has launched Japan’s first ‘ESG*/SDGs** Evaluated Syndicated Loan’ and ‘ESG/SDGs Evaluated Loan’ in collaboration with Japan Research Institute utilizing FTSE Russell’s ESG Ratings data model. SMBC is firmly committed to promoting sustainable financing and is looking to integrate ESG factors into its corporate finance offering to borrowers.

Arisa Kishigami, Head of ESG, Asia-Pacific, FTSE Russell, said:  
“We are delighted that Sumitomo Mitsui Banking Corporation and Japan Research Institute has chosen FTSE Russell’s ESG Ratings data model in its new corporate loan evaluation based on our ESG data. There is increased recognition that ESG factors are being integrated into assessments of companies and this is now a core focus for our clients across asset owners, asset managers, consultants and banks.”

FTSE Russell launched its new ESG Ratings data model, which provides underlying environmental, social and governance (ESG) data on approximately 4,500 companies across more than 300 indicators, in December 2016.

FTSE Russell’s ESG Ratings data model is part of a wider and extensive sustainability offering which includes the Green Revenues data model and Sustainable Investment indexes such as the FTSE4Good Index Series, the FTSE Blossom Japan Index, and FTSE Russell’s ‘Smart Sustainability’ indexes.

FTSE Russell has been a pioneer in the development of ESG benchmarking tools and sustainable investing, launching the FTSE4Good Index Series in 2001. FTSE4Good is a leading Sustainable Investment Index Series which provides investors with a transparent and objective benchmark, including constituent companies that meet specific ESG criteria.

Further information can be found online at the FTSE Blossom Japan Index page

* ESG: Environmental, Social and Governance
** SDG: UN Sustainable Development Goals

For further information:
Lucie Holloway/ Alex Ritterman
+44 (0)20 7797 1222

Toshi Okada
+81 3 3581 3443

Notes to editors:


About FTSE Russell:

FTSE Russell is a leading global provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $15 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by the London Stock Exchange Group.

For more information, visit www.ftserussell.com.

© 2018 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, “FTSE GDCM”), (4) MTSNext Limited (“MTSNext”), (5) Mergent, Inc. (“Mergent”), (6) FTSE Fixed Income LLC (“FTSE FI”) and (7) The Yield Book Inc. (“YB”). All rights reserved.

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