Listed Index Fund ToPIX Ex-Financials · TSE:1586
Listed Index Fund ToPIX Ex-Financials — Nikko Asset Management — ESG Presentation (June 2025)
14 slides from Listed Index Fund ToPIX Ex-Financials's sustainability presentation, June 2025
Slide 1: Global Equity Quarterly ESG Review Q2 2025
GLOBAL This is a marketing communication EQUITY For Professional Investors Only Quarterly ESG Review Q22025 1
Slide 2: Table of Contents
TABLE OF CONTENTS Section 1 Our Commitments Section 2 ESG Attributes Section 3 ESG Overview Section 4 Carbon Footprint Section 5 Stewardship – Company engagement and dialogue Section 6 Stewardship - Proxy Voting Section 7 Nikko AM Resources & Commitments 2
Slide 3: Our Commitments
OUR COMMITMENTS Purpose Led Future Quality Purpose led Future Quality Companies: ESG Integration: • A focus on companies creating stakeholder value • ESG helps us find Future Quality companies • High and sustainable cash-flow returns delivered by management • We undertake ESG research directly and d
Slide 4: Portfolio ESG Characteristics
PORTFOLIO ESG CHARACTERISTICS Portfolio has a lower carbon footprint and is not exposed to destructive companies Lower GHG intensity Social safeguard Fund has lower GHG intensity Fund exposure to companies flagged for certain compared to the benchmark frequently used social safeguard screens 37.04 U
Slide 5: Global Equity Portfolio
GLOBAL EQUITY PORTFOLIO 40% 31% 29% • ESG ratings only tell part of the story and are backward looking. 25% 21% • Not every company is perfect and an improving ESG journey can create substantial value. 12% 11% 8% 7% 7% 5% • We engage with the companies that have been flagged by our Future 3% 0% 0% Q
Slide 6: Climate Characteristics
CLIMATE CHARACTERISTICS Portfolio Carbon Footprint Financed emissions Carbon Intensity Top 5 Financed Emissions Weight Top 5 Emitters (WACI) Weight (tCO2e) (tCO2/USDm revenue) Linde Plc 2.14% 4,160.2 Linde Plc 2.14% 1,134.8 Kerry Group Plc 2.17% 589.6 Kerry Group Plc 2.17% 64.4 Coca-Cola Europacific
Slide 7: ESG Engagement Summary (1/2)
ESG ENGAGEMENT SUMMARY (1/2) Summary of main ESG Engagement objectives over the last 12 Months Engagement Company Topic Objective Summary Status date 26/05/2023 Dispute between activist and management: We encouraged increased board independence for Discuss M&A strategy and 22/06/2023 better CEO over
Slide 8: ESG Engagement Summary (2/2)
ESG ENGAGEMENT SUMMARY (2/2) Summary of main ESG Engagement objectives over the last 12 Months Engagement Company Topic Objective Summary Status date Encourage ambitious packaging Letter sent to the company to understand its plastic packaging commitments and encourage the Coca-Cola Biodiversity and
Slide 9: Proxy Voting
PROXY VOTING Proxy Voting 12m Rolling Summary Global Equity Strategy - Breakdown of Voting Votes Against Votes For Management Period Number of Meetings Number of Items Voted Management Recommendations Recommendations Number Percentage Number Percentage Q3 2024 7 89 3 3.4% 86 96.6% Q4 2024 5 54 5 9.3
Slide 10: Global Sustainable Investment
GLOBAL SUSTAINABLE INVESTMENT Asian leader for ESG and Stewardship ESG Resources Commitments • Task Force on Climate-related Financial • UN Principles for Group President Group Chief Investment Officer Disclosures (TCFD) Responsible • Net Zero Asset Managers Investment Global Head of Sustainable ini
Slide 11: Risks
RISKS Besides the risks included in the risk indicator, other risks may affect the fund performance. Operational Risk - due to issues such as natural disasters, technical problems and fraud. Lower Liquidity Risk - Lower liquidity means there are insufficient buyers and sellers in the market to facil
Slide 12: Important Information
IMPORTANT INFORMATION This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal investment advice or a personal recommendation
Slide 13: Important Information
IMPORTANT INFORMATION This document does not constitute investment advice or a personal recommendation and does not consider in any way the suitability or appropriateness of the subject matter for the individual circumstances of any recipient. In providing a person with this document, Nikko AME is n
Slide 14: Nikko Asset Management
nikko am Nikko Asset Management 14
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