Bringing you live news and features since 2006 

Bringing you news, views and analysis since 2013

FactSet and Smartplus bring ESG to retail investors in Japan

FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, and Smartplus, a leading Japanese wealth management and insurance platform, have announced the integration of FactSet’s Truvalue Labs ESG content into Smartplus’ platform for retail clients. 

The firms write that this integration will help Smartplus become the first robo-adviser investment platform in Japan that allows individual investors to consider ESG factors when selecting stocks. 

Smartplus, a member of Finatext Holdings, Ltd, started its investment management business in late 2020. It leveraged the fintech infrastructure the company provides to Japan’s large financial institutions to build a digital investment management platform for retail customers. This platform, Wealth Wing, was created to expand access to leading asset management services in Japan and the number of accounts has grown 30 per cent per month since launch. 

The integration of Truvalue Labs’ real-time ESG data with Wealth Wing will allow retail investors to use ESG factors to screen for and exclude companies with low ESG scores, construct ESG-conscious portfolios, and see Truvalue Lab’s ESG metrics for each stock within their portfolios. 
“We are excited to announce our work with FactSet,” says Ryota Hayashi, Director, Smartplus and CEO, Finatext Holdings. “We strongly believe in the importance of providing retail investors with the ability to access ESG investments in Japan. Integrating the ESG scores provided by FactSet’s Truvalue Labs with our portfolio management strategy supports our mission of reinventing finance as a service.” 

“ESG is gaining momentum in Japan, especially among our institutional asset management clients, and we are excited to work with Smartplus to expand ESG access to retail investors,” says Yumi Tanaka, Regional Director, FactSet Japan. “Sound data is an essential part of any successful investing strategy, and Smartplus’ innovative approach to its growing investment platform will help bring better ESG metrics to more people in Japan.”

Latest News

We are very pleased to open the voting for service providers (selected by nominations) and ETP issuers, selected by our..
ETF data providers ETFGI report that assets invested in the global ETFs industry extended its lead over the global hedge..
Never a dull moment for Cathie Wood, founder and CEO of ARK Invest. In 2020 she was the ETF darling enjoying..
New data from ETP provider GraniteShares, which offers a range of 3x short and 3x leveraged ETPs on popular UK,..

Related Articles

We are very pleased to open the voting for service providers (selected by nominations) and ETP issuers, selected by our data partners, Trackinsight, for the European ETF Express Awards, in...
Osprey Funds’ founder and CEO, Greg King, has written an open letter to Barry Silbert, majority owner of Digital Currency Group which owns Grayscale, suggesting that he uses his powers...
Comparing multifactor ETFs to the popular Marvel Avengers series may seem a bit of a stretch but recent analysis from Morningstar suggests the investment strategies have more in common with...
Franklin Templeton, with global ETF AUM exceeding USD13 billion, launched its European ETF offering in 2017, and announced last year the hire of Lotfi Ladjemi as Senior ETF Sales Specialist...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by