Fund Manager:
STB (Sumitomo Trust Banking) Asset Management Co.

Research Provider:
JRI

Fund Name:
SumitomoTrust SRI Japan Open (Nickname: Good Company SRI Japan Open Fund)

Launch Date:
Dec-03

Screening (except economy):
Environmental consciousness, social responsibility

KEY Characteristics:
Good Company Fund is a full-fledged SRI fund that evaluates the triple bottom lines - environmental, social and economic performance. Around 300 stocks are selected as investment choice potentials based on the research results by the Japan Research Institute, Ltd. Then, the firm's SRI analysts and fund managers screen the economic performance of the companies, creating a portfolio with 80 stocks. In selecting investment choices, the main emphasis is placed on how pervasive CSR is in a company's business operation and how its CSR influences its financial returns.

Asset Value:
56.9 billion Yen

Additional information:
http://www.sumitomotrust.co.jp/IR/company/en/pdf/csr2005/12.pdf