Climate Change Data

Environmental Metrics

ESG Focus Areas

• ESG
• SDGs
• Corporate Governance
• Internal Control
• Information Security

Social Achievements

• Improved customer investment performance
• Achieved highest ever capital gains tax for customers
• Launched several new investment information apps and services (kabu smart for au, kabu.study, kabu STATION apps, xenoFlash, AlpacaSearch, Kabucom for Alexa)

Governance Achievements

• Selected as an 'IT Management Notable Company 2018' by the Ministry of Economy, Trade and Industry (METI)
• Implemented AI in stock lending, expanding business without increasing personnel
• Established a three-layered internal control system (first-line self-inspection, second-line monitoring, third-line audit)
• Achieved ISO27001 certification for information security management
• Implemented measures to improve information security, including biometric authentication and access restrictions

Climate Goals & Targets

Environmental Challenges

• System sales revenue decreased due to prior year's system provision to MUFG Morgan Stanley Securities

Mitigation Strategies

• Stable maintenance fees were recorded for the system sales

Supply Chain Management

Climate-Related Risks & Opportunities

Awards & Recognition

• IT Management Notable Company 2018 (METI)

Environmental Metrics

ESG Focus Areas

• Customer-centric approach

Social Achievements

• Increased customer asset balance and number of fund holders across various subsidiaries (MUFG Bank, MUFG Trust & Banking, MUFG Morgan Stanley Securities, au Kabucom Securities).
• Developed and offered products catering to diverse customer needs, including impact investing funds.
• Improved customer satisfaction scores across various channels (over-the-counter, call center, internet).

Governance Achievements

• Established the "MUFG Fiduciary Duty Basic Policy" as a group-wide guideline for customer-centric practices.
• Implemented a performance evaluation system aligned with customer interests and needs.
• Enhanced governance structure for investment management operations, including strengthened stewardship activities.

Climate Goals & Targets

Environmental Challenges

• Shortening average holding periods of investment trusts due to portfolio adjustments.
• Meeting diverse and evolving customer needs in a changing market environment.

Mitigation Strategies

• Continued efforts to promote long-term investment strategies (e.g., investment trusts, NISA).
• Development of new products and services, leveraging group-wide resources and expertise.
• Regular customer satisfaction surveys to identify areas for improvement and enhance service quality.

Supply Chain Management

Climate-Related Risks & Opportunities

Sustainable Products & Innovation

• Impact investing funds

Awards & Recognition

• Morningstar Fund of the Year 2020 ESG category award