news 28 Oct 2021

Nikko AM TCFD 2020 Report

In our third annual report, we analyse the impact of climate change on our operating results and financial positions in the 2020 calendar year, focusing on the Task Force on Climate-Related Financial Disclosures (TCFD)’s recommendations with respect to governance, strategy, risk management and metrics and targets.

news 6 Oct 2021

Nikko AM Revamps Environmental Policy

Nikko Asset Management (Nikko AM) has just revamped its Environmental Policy, with a framework aligning all of the firm’s offices around the world in how to consider environmental factors when conducting business. The policy also sets a firm target of a 40% reduction in greenhouse gas emissions, and commits to disclosing regular progress updates towards that target.

insights 28 sep 2021

Funding high-impact climate action with green bonds

The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns that stabilising global warming below the 1.5C level is critical to avoiding the most extreme impacts on ecosystems and human health.

insights 06 sep 2021

Japan Value Insights

Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.

insights 26 aug 2021

Future Quality Insights - August 2021

The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and planning being showcased by the top competitors in their respective sports.

insights 07 June 2021

Future Quality Insights - June 2021

Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good laugh at the end of it.

insights 13 May 2021

Net zero carbon: Is it all just hot air?

"Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde. He wasn’t far off the truth when it comes to the cost of progress. Certainly, humanity has progressed substantially in the post-industrial era. But this has come at the cost of the environment. Economic development and wealth creation arising from industrialisation resulted in a rapid increase in energy usage, and a concomitant increase in greenhouse gas (GHG) emissions.

insights 13 Apr 2021

Palm oil investing through an ESG lens

Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong opportunity for palm oil companies, and we look for candidates that strive towards sustainability goals and exceed their ESG targets.

news 8 Mar 2021

Nikko AM Group targets 30% women in managerial positions by 2030

To mark International Women’s Day on 8 March, we announced we have set a target that women hold 30% of all managerial roles across the group, globally by 2030. This target, termed “30 by 2030” will accelerate women’s career advancement, and is key in guiding the firm’s initiatives to achieve greater gender diversity in a transparent way.

insights 3 Mar 2021

Future Quality Insights: March 2021

The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address environmental, social and governance (ESG) concerns and we welcome it with open arms.

insights 4 Jan 2021

Beyond the pandemic: Identifying sources of alpha in Japan

The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG” stocks, that could become sources of alpha in the post-pandemic world.

insights 16 Dec 2020

Future Quality Insights: December 2020

Another quarter goes by and we are still (in the United Kingdom anyway) limited in our ability to travel and congregate in offices. In my spare time, I often end up searching vainly for fresh and interesting new content, only to revert to watching stalwarts such as the Bourne film series.

insights 1 Dec 2020

Efficiency of Japanese corporate investment in human capital and shareholder value

In Japan, a country that struggles with an ageing and shrinking population, it is important from an economic and social perspective to improve labour productivity by utilising human capital more efficiently. Click to read an adaptation of Yasushi Ishikawa and Kyoji Hasegawa’s award-winning paper on this topic.

news 2 Nov 2020

Annual TCFD report

In our second annual report, we analyse the impact of climate change on our operating results and financial positions in the 2019 calendar year, focusing on the Task Force on Climate-Related Financial Disclosures (TCFD)’s recommendations with respect to governance, strategy and risk management.

insights 2 Nov 2020

Biden's Most Critical Investment

At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat “Blue Wave” with control of both houses easing the passage of legislation also seems possible.

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