While the asset management industry continues to grow globally, our clients’ expectations for investment management capabilities and services have become more complex and diversified. In order to fully meet these client needs, Sumitomo Mitsui Asset Management and Daiwa SB Investments merged in April 2019 to begin a new chapter as Sumitomo Mitsui DS Asset Management.
Former DAIWA SB INVESTMENTS
Former SUMITOMO MITSUI ASSET MANAGMENT
| 1973 | Established Daiwa International Capital Management |
| 1985 | Established Sumigin Bankers Investment Management (renamed to SB Investment Management in 1990) |
| 1985 | Established Sumitomo Life Asset Management (renamed to Sumitomo Life Investment in 1999) |
| 1985 | Established Sansei Capital Management (renamed to Mitsui Life Global Asset Management in 1999) |
| 1989 | Established Taiheiyo Investment Trust (renamed to Sumisei Global Investment Trust Management in 1999) |
| 1993 | Established SBIM Investment Trust Management |
| 2001 | Formed Mitsui Sumitomo Insurance Asset Management (by the merger of Mitsui Marine Asset Management and Sumitomo Marine Asset Management) |
| 2002 | Formed Sumitomo Mitsui Asset Management (by the merger of 5 corporations: Mitsui Life Global Asset Management, Sakura Investment Management, Mitsui Sumitomo Insurance Asset Management, Sumisei Global Investment Trust Management, and Sumitomo Life Investment) |
| 2008 | Established Kansai Office (currently Osaka Branch) |
| 2010 | Became a signatory to the UN Principles for Responsible Investment (PRI) |
| 2012 | Became a signatory to the UN Principles for Responsible Investment (PRI) |
| 2013 | Established Osaka Branch |
| 2014 | Declared acceptance of the “Principles for Responsible Institutional Investors” (Japan’s Stewardship Code) and disclosed policies based on the Code to the public |
| 2013 | Merged with Toyota Asset Management and established Nagoya Branch |
| 2014 | Declared acceptance of the “Principles for Responsible Institutional Investors” (Japan’s Stewardship Code) and disclosed policies based on the Code to the public |
| 2015 | Announced “Our Commitment to Fiduciary Duties” |
| 2016 | Became a consolidated subsidiary of Sumitomo Mitsui Financial Group |
| 2019 | Formed Sumitomo Mitsui DS Asset Management (by the merger of Sumitomo Mitsui Asset Management and Daiwa SB Investments) |
| 2020 | Announced “Principles of Fiduciary Duties and Sustainability” |
| 2022 | Established subsidiary in Shanghai. Joined the “Net Zero Asset Managers initiative” |
| 2023 | Shanghai subsidiary obtains private fund management (PFM) license |
| 2024 | Announced the endorsement of the Taskforce on Nature-related Financial Disclosures (TNFD) |
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