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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.”

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