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 Japan 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 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. MSCI Japan Empowering Women Index (WIN) 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 Japan ex-REIT Gender Diversity Tilt Index Disclaimeropen Morningstar, Inc., and/or one of its affiliated companies (individually and collectively, “Morningstar”) has authorized Resona Holdings, Inc. to use of the Morningstar Japan ex-REIT Gender Diversity Tilt Logo (“Logo”) to reflect the fact that, for the designated ranking year, Resona Holdings, Inc. ranks in the top quintile of companies comprising the Morningstar® Japan ex-REIT Gender Diversity Tilt IndexSM (“Index”) on the issue of gender diversity in the workplace. Morningstar is making the Logo available for use by Resona Holdings, Inc. solely for informational purposes. Resona Holdings, Inc. 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 disclaim all warranties of merchantability or fitness for a particular purpose or use with respect to the Index, any data included in it or the Logo. Without limiting any of the foregoing, in no event shall Morningstar or any of its third party content providers have any liability for 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 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 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. MSCI ESG Leaders 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

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.

Awarded in 2010 (Company Award), 2011 (CEO Award), and 2024 (CEO Award)

Awarded the Gold Rating in the PRIDE Index for 7 Consecutive Years

Resona Holdings has been awarded the Gold rating in the Pride Index for the seven consecutive year, which evaluates the measures taken by companies towards LGBTQ and sexual minority groups.

Awarded in 2023, 2022, 2021, 2020, 2019, 2018, 2017

Awarded the Gold Rating in the PRIDE Index for 7 Consecutive Years

Certified Health & Productivity Management Outstanding Organization

Resona Guarantee has been selected as a Certified Health & Productivity Management Outstanding Organization (SME category) six years running. Resona Holdings was selected for the third consecutive year (large enterprise category) and Kansai Mirai Financial Group* was selected for the second consecutive year.

Selected in 2024(Resona Holdings, Kansai Mirai Financial Group and Resona Guarantee), 2023(Resona Holdings, Kansai Mirai Financial Group and Resona Guarantee), 2022(Resona Holdings and Resona Guarantee), 2021 (Resona Guarantee), 2020 (Resona Holdings and Resona Guarantee), 2019 (Resona Guarantee), 2018 (Resona Holdings)

*Merged into Resona Holdings in April 2024.

Awarded the Mayor's Commendation as an Osaka City Leading Company in Women’s Participation

For the Mayor's Commendation as an Osaka City Leading Company in Women’s Participation, which is presented to organizations that are making a particularly outstanding effort among companies that are actively engaged in promoting women's activities and doing business in Osaka City, Kansai Mirai Bank has received in FY2022,　Resona Bank has received the highest award in FY2021.

Awarded in 2023, 2022, 2018

Awarded the Mayor's Commendation as an Osaka City Leading Company in Women’s Participation

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.

Selected in 2023,2021,2020

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.

Awarded in 2023 (Resona Asset Management), 2021 (Resona Asset Management), 2019 (Resona Holdings)

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

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.

Recognized in 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.

Recognized in 2023

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.

Nadeshiko Brands selected in 2022, 2017, 2016, 2015
Semi-Nadeshiko Brands selected in 2019

Received the Danjo Ikiiki Award under Osaka Prefecture’s Danjo Ikiiki Business Commendation Program

Osaka Prefectural Government administers the Danjo Ikiiki Business Commendation Program that recognizes businesses in the prefecture whose initiatives women's empowerment serve as a role model for others.

Kansai Mirai Bank received the Danjo Ikiiki Award in FY2022 and Resona Bank in FY2019.

Selected in 2022, 2019

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

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.

Awarded in 2021

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

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.

Awarded in 2020(Resona Bank), 2018(Saitama Resona Bank)

Awarded the Prime Minister's Commendation for Leading Companies in which Women Shine

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.

Awarded in 2020

Received the Bronze Prize at ESG Finance Awards Japan

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.

Selected in 2019

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.

Awarded in 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.

Awarded in 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

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.

Awarded in 2017

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.

Selected in 2016

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

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.

Awarded in 2013

Awarded the 2012 Diversity Management Selection 100

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 .

Awarded in 2024, 2023

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.

Recognized with Best Fund Award at The Refinitiv Lipper Fund Awards Japan

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.

Awarded in 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 fifth consecutive year the fund has won this award.

Awarded in 2024, 2023, 2022, 2021, 2020

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

Awarded in 2022

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

Awarded in 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.