External Evaluation & Awards

Inclusion in ESG Indexes

The Resona Group has received strong praise from institutions around the world that evaluate ESG, and has been selected for inclusion in ESG indexes both in Japan, as well as outside of Japan.
We will continue working to enhance corporate value and to create a sustainable society, by helping to resolve the social issues represented in the SDGs.
(As of March 31, 2024)

Index	Content
FTSE Blossom Japan Index Series	An index created by FTSE Russell, a global index provider, to measure the performance of Japanese corporations with excellent responses to environmental, social, and governance issues. There are two indexes within the family, the FTSE Blossom Japan Index and FTSE Blossom Japan Sector Relative Index. FTSE Blossom Index Series Disclaimeropen FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Resona Holdings has been independently assessed according to the FTSE Blossom Japan Index criteria, and has satisfied the requirements to become a constituent of the FTSE Blossom Japan Index. Created by the global index provider FTSE Russell, the FTSE Blossom Japan Index is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE Blossom Japan Index is used by a wide variety of market participants to create and assess responsible investment funds and other products. FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Resona Holdings has been independently assessed according to the FTSE Blossom Japan Sector Relative Index criteria, and has satisfied the requirements to become a constituent of the FTSE Blossom Japan Sector Relative Index. The FTSE Blossom Japan Sector Relative Index is widely used to create and evaluate sustainable investment funds and other financial products."
MSCI Nihonkabu ESG Select Leaders Index	An index created from a selecting companies that excel in ESG evaluations from among the constituents of the index (MSCI Japan Equity IMI Index), with a target of 50% of stocks in each industry category. MSCI Nihonkabu ESG Select Leaders Index(JPY) Disclaimeropen THE INCLUSION OF RESONA HOLDINGS IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT OR PROMOTION OF RESONA HOLDINGS BY MSCI OR ANY OF ITS AFFILIATES. THE MSCI INDEXES ARE THE EXCLUSIVE PROPERTY OF MSCI. MSCI AND THE MSCI INDEX NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI OR ITS AFFILIATES.
S&P/JPX Carbon Efficient Index	An index of companies that is designed based on disclosures of environmental information and carbon efficiency (carbon emissions per sales) with the TSE stock index (TOPIX) as the universal standard. S&P/JPX Carbon Efficient Index
MSCI Japan Empowering Women Index (WIN)	An index created from a selection of companies with excellent gender diversity practices for each industry from among the top 500 Japanese companies by market capitalization. Japan Empowering Women Indexes Disclaimeropen THE INCLUSION OF RESONA HOLDINGS, INC. IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT OR PROMOTION OF RESONA HOLDINGS, INC. BY MSCI OR ANY OF ITS AFFILIATES. THE MSCI INDEXES ARE THE EXCLUSIVE PROPERTY OF MSCI. MSCI AND THE MSCI INDEX NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI OR ITS AFFILIATES.
Morningstar Japan ex-REIT Gender Diversity Tilt Index	An index created by Morningstar Indexes, a US index provider, that is built with the data and scoring methodology of Equileap, aiming to deliver a similar risk/return profile to Japan’s equity market while emphasizing companies committed to gender equality. Morningstar Gender Diversity Indexes Disclaimeropen Morningstar, Inc., and/or one of its affiliated companies (individually and collectively, “Morningstar”) has authorized Resona Holdings, Inc. to use of the Morningstar^(R) Japan ex-REIT Gender Diversity Tilt Index Logo (“Logo”) to reflect the fact that, for the designated ranking period, Resona Holdings, Inc. ranks within the top group of companies comprising the Morningstar^(R) Japan ex-REIT Gender Diversity Tilt Index (“Index”) on the issue of gender diversityin the workplace. Morningstar is making the Logo available for use by Resona Holdings, Inc. solely for informational purposes. Resona Holdings, Inc.’s use of the Logo should not be construed as an endorsement by Morningstar of Resona Holdings, Inc. or as a recommendation, offer or solicitation to purchase, sell or underwrite any security associated with Resona Holdings, Inc.. The Index is designed to reflect gender diversity in the workplace in Japan,but Morningstar does not guarantee the accuracy, completeness or timeliness of the Index or any data included in it.Morningstar makes no express or implied warranties regarding the Index or the Logo, and expressly disclaims all warranties of merchantability or fitness for a particular purpose or use with respect to the Index, any data includedin it or the Logo. Without limiting any of the foregoing, in no event shall Morningstar or any of its third-party content providers have anyliabilityfor any damages (whether direct or indirect), arising from any party’s use or reliance on the Index or the Logo, even if Morningstar is notified of the possibility of such damages. The Morningstar name, Index name and the Logo are the trademarks or services marks of Morningstar, Inc. Past performance is no guarantee of future results.
FTSE4Good Index	An index of companies that meet global standards in terms of environmental, social, and governance developed by FTSE Russell, a London Stock Exchange Group company. FTSE4Good Index Series Disclaimeropen FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that Resona Holdings has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds and other products.
MSCI Japan ESG Select Leaders Index	An index created by the US index provider MSCI that is composed the stocks of companies with a relatively high ESG rating for each industry from among the top 500 Japanese companies by market capitalization. MSCI Japan ESG Select Leaders Index (JPY) Disclaimeropen THE INCLUSION OF RESONA HOLDINGS, INC. IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT OR PROMOTION OF RESONA HOLDINGS, INC. BY MSCI OR ANY OF ITS AFFILIATES. THE MSCI INDEXES ARE THE EXCLUSIVE PROPERTY OF MSCI. MSCI AND THE MSCI INDEX NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI OR ITS AFFILIATES.
MSCI ESG Leaders Indexes	An index that focuses in particular on companies within MSCI's global indexes with highly regarded ESG practices. Selection Indexes Disclaimeropen THE INCLUSION OF RESONA HOLDINGS, INC. IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR INDEX NAMES HEREIN, DO NOT CONSTITUTE A SPONSORSHIP, ENDORSEMENT OR PROMOTION OF RESONA HOLDINGS, INC. BY MSCI OR ANY OF ITS AFFILIATES. THE MSCI INDEXES ARE THE EXCLUSIVE PROPERTY OF MSCI. MSCI AND THE MSCI INDEX NAMES AND LOGOS ARE TRADEMARKS OR SERVICE MARKS OF MSCI OR ITS AFFILIATES.
SOMPO Sustainability Index	An ESG management index developed by Sompo Japan Nipponkoa Asset Management.

Awards Regarding Sustainability

Certified as a Health & Productivity Management Outstanding Organization

The Certified Health & Productivity Management Outstanding Organization Recognition Program is aimed at commending businesses deemed outstanding in terms of their practice of health and productivity management based on health improvement initiatives advocated by the Nippon Kenko Kaigi (Japan Health Council). In the large enterprise category, Resona Holdings and Kansai Mirai Financial Group* received certification six times and two times, respectively. In the SME category, Resona Guarantee has received certification seven times.

*Merged into Resona Holdings on April 1, 2024

Years of certification: Resona Holdings: 2018, 2020, 2022, 2023, 2024 and 2025; Kansai Mirai Financial Group: 2023 and 2024; Resona Guarantee: 2019, 2020, 2021, 2022, 2023, 2024 and 2025

Received Awards under the Osaka Mayor’s Award Program for Leading Companies That Empower Women

Osaka City maintains the Osaka Mayor's Award Program for Leading Companies That Empower Women to commend local organizations that proactively strive to empower women and are considered outstanding in this regard. Resona Bank was chosen to receive the Most Excellent Award under this program in 2018, 2022 and 2025, while Kansai Mirai Bank was chosen to receive the same award in 2023.

Years of awards: Resona Bank: 2018, 2022 and 2025; Kansai Mirai Bank: 2023

Four award recipients holding certificates at the award ceremony

Received “Grand Prize for Vibrant Workplaces Promoting Gender Equality” and “Kirari Grand Prize” under the seventh “Osaka Prefecture Vibrant Workplaces Promoting Gender Equality” program

“Osaka Prefecture Vibrant Workplaces Promoting Gender Equality” is a program hosted by Osaka Prefecture that grants awards to business operators proactively engaging in women’s empowerment initiatives, with the aim of creating vibrant communities in which every prefectural citizen can realize their full potential and achieve success regardless of gender.

Kansai Mirai Bank and Resona Bank were chosen to receive the “Grand Prize for Vibrant Workplaces Promoting Gender Equality” in 2022 and 2019, respectively. In 2025, Resona Bank was also chosen to receive the “Kirari Grand Prize,” which is granted only to business operators deemed to have further progressed in their gender equality initiatives following earlier commendation under this program.

Years of awards: Resona Bank: 2019 and 2025; Kansai Mirai Bank: 2022

Award recipients and related participants holding certificates at the award ceremony

Awarded the J-Win Diversity Award

Resona Group CEO and President Masahiro Minami received the CEO Award at the J-Win Diversity Awards, which recognizes leading companies that promote diversity and inclusion (D&I) in 2024. In 2010, Resona became the first company in the financial services industry to receive a J-Win Award and in 2011 Chairman (at the time) Eiji Hosoya received the CEO Award.

Years of awards: Company Award: 2010; CEO Award: 2011 and 2024

Awarded under the PRIDE Index

Resona Holdings was chosen to receive a Gold Rating in the PRIDE Index for eight consecutive years from 2017 to 2024. This rating program evaluates measures undertaken by businesses and other organizations to ensure equality for LGBTQ and other sexual minorities. In 2025, the Company received a Silver Rating.

Year of ratings: Gold: 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024; Silver: 2025

Awarded the Mayor's Commendation as an Selected as DX Stock

Resona Holdings was included in the Digital Transformation Stock Selection 2023 (DX Sock) by the Tokyo Stock Exchange, Ministry of Economy, Trade and Industry, and Information-technology Promotion Agency, Japan, having been recognized for its efforts to combine the real and digital channels as well as build a digital financial platform. This marks the third time that we have been selected since the DX Stock Selection was inaugurated in 2020.

Years of selection: 2020, 2021 and 2023

Received the Minister of the Environment Award under the Principles for Financial Action for the 21st Century

Resona Asset Management received the Minister of the Environment Award (comprehensive category) for best practice in FY2022 under the Principles for Financial Action for the 21st Century in recognition of its efforts to address climate change issues through global impact investment funds. In addition, it received the Selection Committee Chairperson's Award in 2021, while Resona Holdings received the Minister of the Environment Award in 2019.

Years of awards: Resona Holdings: 2019; Resona Asset Management: 2021 and 2023

Two award recipients holding certificates at the award ceremony

Recognized as Hyogo Kobe Women’s Empowerment Business (Mimoza Company)

Minato Bank was recognized as a Hyogo Kobe Women’s Empowerment Business (Mimoza Company), an accolade that recognizes companies with excellent practices in promoting the more active roles of women in the workplace.

Years of certification: 2023

Recognized as Eco-First Company

Resona Asset Management was certified as an "Eco-First Company by the Minister of the Environment for its environmental goals, which are" innovative, original and have a spill over effect. This is the first accreditation in the investment management industry. In the commitment sheet we submitted, we pledged to address climate change through the establishment and management of an impact investment fund, and biodiversity conservation through dialogue and engagement in palm oil and other areas, as well as active participation in international initiatives, and were highly praised for the innovativeness and originality of our efforts.

Years of certification: 2023

Two presenters holding an Eco-First commitment panel during the announcement

Selected as a Nadeshiko Brand

Resona Holdings was selected as a Nadeshiko Brand in 2022. Nadeshiko Brands are jointly selected by the Ministry of Economy, Trade and Industry, and the Tokyo Stock Exchange, from listed companies that excel at promoting the greater involvement of women in the workplace as a means to increasing corporate value over the mid and long term. We were selected for this designation three consecutive years up to 2017. Additionally, Resona Holdings was selected as a semi-Nadeshiko Brand in 2019.

Years of awards: Nadeshiko Brands: 2015, 2016, 2017 and 2022; Semi-Nadeshiko Brand: 2019

Received the Environmental Conservation Association Of Shiga Prefecture Chairman’s Award (Partnership Category)

In November 2021, Kansai Mirai Bank received the Environmental Conservation Association Of Shiga Prefecture Chairman’s Award (Partnership Category). Through this award, the Environmental Conservation Association Of Shiga Prefecture recognizes businesses with outstanding results in working continuously on environmental conservation activities.

Years of awards: 2021

Commemorative group photo of related participants after receiving the Environmental Conservation Association of Shiga Prefecture Chairman's Award

Receives Prime Ministerial Award and Minister of State Award for Special Missions (Gender Equality) of Awards for Women Empowering Companies

In order to promote the development of a workplace environment in which women can play an active role, the Awards for Women Empowering Companies are given to companies with outstanding policies, initiatives, and information disclosure regarding the promotion of women in executive and managerial positions. Saitama Resona Bank received the Prime Ministerial Award in 2018 and Resona Bank received the Minister of State Award for Special Missions (Gender Equality) in 2020 respectively.

Years of awards: Resona Bank: 2020; Saitama Resona Bank: 2018

Recipients holding a certificate at the Prime Minister's Award ceremony for the Awards for Women Empowering Companies

Received the Bronze Prize at ESG Finance Awards Japan

Resona Asset Management received the Bronze Prize at the Ministry of the Environment’s inaugural ESG Finance Awards Japan in the investors category. The award recognizes the company’s contributions to environmental, social and governance (ESG) investments and engagement activities with the companies it invests in.

Years of awards: 2020

Recipients holding certificates at the ESG Finance Awards Japan Bronze Prize ceremony

Obtained 3-star verification as an Osaka City LGBT Leading Company

Resona Bank is a leader in promoting measures to resolve issues that sexual minority groups face. In recognition of these efforts, the bank received the highest 3-star verification as an Osaka City LGBT Leading Company.

Years of selection: 2019

Recipients holding certificates at the Osaka City LGBT Leading Company three-star certification ceremony

Awarded the 2017 Ministry of Education, Culture, Sports, Science, and Technology’s Commendation for Supporting Lifelong Learning Support Activities for Persons with Disabilities

The Re:Heart Club, a volunteer organization composed of employees from Resona Holdings and its group companies, has been recognized by the Ministry of Education, Culture, Sports, Science and Technology as an organization supporting activities for diverse learning of people with disabilities as an exemplary model for others. For its achievements, the Resona Group was awarded the 2017 Ministry of Education, Culture, Sports, Science, and Technology’s Commendation for Supporting Lifelong Learning Support Activities for Persons with Disabilities.

Years of awards: 2017

Awarded the Review Committee Encouragement Prize for the Ministry of Education, Culture, Sports, Science and Technology’s Companies that Promote Youth Experience Activities Commendation

The Resona Kids Money Academy, run by the Resona Group, was awarded the Review Committee Encouragement Prize for the Ministry of Education, Culture, Sports, Science, and Technology’s Companies that Promote Youth Experience Activities Commendation, which recognizes companies with good practices for youth activities as a part of their social contributions.

Years of awards: 2017

Recipients holding certificates at the Review Committee Encouragement Prize ceremony for the Companies that Promote Youth Experience Activities Commendation

Awarded the 14th Corporate Philanthropy Award

The Resona Kids Money Academy, run by the Resona Group, was awarded the 14th Corporate Philanthropy Award for projects that help resolve social issues and contribute to the sound development of society.

Years of awards: 2017

Group photo of recipients at the Corporate Philanthropy Award ceremony

Selected as Winner Company at Corporate Governance of the Year (R) 2015

Resona Holdings was selected as Winner Company at Corporate Governance of the Year, where the Japan Board of Directors recognizes companies that have achieved sound growth over the mid and long term using corporate governance.

Years of selection: 2016

Recipients holding trophies at the Corporate Governance of the Year Winner Company award ceremony

Awarded the 2012 Diversity Management Selection 100

In 2013, Resona Bank was awarded the Ministry of Economy, Trade and Industry’s Diversity Management Selection 100, in which METI recognizes companies that use their diverse human resources to create value.

Years of awards: 2013

Obtained Platinum Kurumin

Resona Bank, Saitama Resona Bank, Kansai Mirai Bank and Minato Bank have acquired the Platinum Kurumin, which is given by the Ministry of Health, Labour, and Welfare to companies whose measures set a high standard for supporting a balance of work and childcare.

Obtained Eruboshi Certification

Resona Bank, Saitama Resona Bank, Kansai Mirai Bank, and Minato Bank have received Eruboshi Certification, given to companies that meet certain criteria based on the Ministry of Health, Labour, and Welfare’s Act to Promote Women’s Participation. Each bank received the third grade, which is the second highest of the four grades under the certification regime.

Other external evaluations

LSEG Lipper Fund Awards Winner Japan 2024, Best Equity

In 2024, Resona Asset Management received the Best Equity Over Three Years at the LSEG Lipper Fund Awards Japan 2024. In addition, in 2023, Resona Asset Management’s Resona Japan Small & Mid Cap Equity Fund was recognized as the top Equity Japan Sm&Mid Cap (3 years) investment trust .

Years of awards: 2023 and 2024

Disclaimeropen: The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com.
Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.

LSEG lipper fund awards 2024 winner japan: Award recipients holding trophies and posing for a commemorative photo

Received the R&I Fund Award

Resona Bank received the R&I Fund Award in the Defined Benefit Pension Fund Global Equity Growth Category for its Resona Global Equity Fund 30, having been recognized for its leading investment returns.

Years of awards: 2024

In addition, its Capula Global Relative Value Trust, a hedge fund provided to corporate pension plans took home the R&I Fund Award in the Defined Benefit Pension and Alternatives (Bonds) Category. This marks the six consecutive year the fund has won this award.

Years of awards: 2020, 2021, 2022, 2023, 2024 and 2025

In addition, Resona Asset Management received the R&I Fund Award for the following funds.

SMART-I BALANCED 8 STABLE
- Investment Trusts / Balanced (bond-centered) Category / The First Prize
- NISA / Balanced (bond-centered) Category / The First Prize
SMART-I BALANCED 8 GROWTH
- Investment Trusts / Balanced (mainly stocks and REIT) Category / The Second Prize

Years of awards: 2022

RESONA WRAP STABLE FUND
- Investment Trusts / Balanced (mainly stocks and REIT) Category / The Second Prize

Years of awards: 2020

Disclaimeropen: The R&I Fund Award is presented to provide reference information based on the past data R&I believes to be reliable (however, its accuracy and completeness are not guaranteed by R&I) and is not intended to recommend the purchase, sale or holding of particular products or guarantee their future performance. The Award is not the Credit Rating Business, but one of the Other Lines of Business (businesses excluding Credit Rating Business and also excluding the Ancillary Businesses) as set forth in Article 299, paragraph (1), item (xxviii) of the Cabinet Office Ordinance on Financial Instruments Business, etc. With respect to such business, relevant laws and regulations require measures to be implemented so that activities pertaining to such business would not unreasonably affect the Credit Rating Activities. Intellectual property rights including copyright and all other rights in this Award are the sole property of R&I, and any unauthorized copying, reproduction and so forth are prohibited. The Award for the "Investment Trusts / Aggregate" category is based on the average performance of the relevant funds of a fund manager, and does not indicate the excellent performance of all individual funds of the manager.