Inclusion in SRI Indexes

The Asahi Group has been included in several major Socially Responsible Investment (SRI) indexes and funds worldwide. SRI is an investment approach that uses valuation criteria for investment decisions based on social perspectives, such as environmental consideration and corporate citizenship, in addition to financial considerations.

As of March 2016, Asahi Group Holdings was included in global sustainable benchmarks such as the Dow Jones Sustainability Asia Pacific Index and FTSE4Good Global Index, as well as the Ethibel Excellence Investment Register investment universe and Morningstar Socially Responsible Investment Index in Japan.

Dow Jones Sustainability Asia Pacific Index

Dow Jones Sustainability Indexes were jointly developed by Dow Jones & Company of the U.S. and Sustainable Asset Management AG (currently RobecoSAM). From among approximately 2,500 of the world’s leading companies, CSR is evaluated in terms of economic, environmental and social criteria. Companies within the top 10% based on this evaluation are included in the indexes.

FTSE4Good Global Index

The FTSE4Good Global Index is a stock index developed by FTSE International Limited, established by The Financial Times Ltd. and London Stock Exchange Group plc. FTSE International surveys approximately 2,000 leading companies from countries around the world based on social, environmental, and ethical perspectives, including conformity with Supply Chain Labour Standards. Based on this survey, FTSE evaluates the sustainability of each company, and selects companies that satisfy its criteria for inclusion in the FTSE4Good Global Index.

Ethibel Excellence Investment Register

The Ethibel Excellence Investment Register is an investment universe managed by Forum ETHIBEL, an NPO headquartered in Belgium. Companies that demonstrate superior performance from a CSR perspective are included in the Ethibel Excellence Investment Register.

Morningstar Socially Responsible Investment index

The Morningstar Socially Responsible Investment index is Japan’s first socially responsible share index. Morningstar Japan K.K. selects for inclusion in the index 150 publicly listed Japanese companies that have been evaluated as possessing outstanding social credentials.