New Japan Launched in 2020, Morningstar is the first collaboration between GPIF and Equileap to produce a version of the Global Gender Diversity Index.

Chicago, April 14, 2023 /PRNewswire/ — Morningstar, Inc . (Nasdaq: MORN), a leading provider of independent investment insights, today announced the addition of Morningstar Japan’s former REIT Gender Diversity Tilt Index, to its series of global gender diversity indexes. The Index is powered by the methodology of Morningstar Indexes, a leading global index provider, and Equileap’s Gender Equality Scorecard, a global provider of data and insights on gender equality for investors.

of Japan The Government Pension Investment Fund (GPIF), the world’s largest pension fund with almost US $1.4 trillion on assets under management December 31, 2022Adding index as its base Japan– An investment strategy based on gender diversity. The additional mandate will complement GPIF’s strategy based on the Morningstar Developed Markets ex-Japan Gender Diversity Index.Morningstar GenDi), was first implemented December 2020 And with approx $3.4 billion in the property as March 31, 2022.

The Morningstar Japan Pre-REIT Gender Diversity Tilt Index, the newest addition to the Morningstar Gender Diversity Index, is designed to provide exposure. Japan– Based companies demonstrating strong gender diversity policies and practices. The index includes Sony Group, Mitsubishi UFJ Financial Group Inc. And Japanese companies in various sectors, such as Daiichi Sankyo Co, emphasize strong diversity policies embedded in their corporate culture. The index screening process designed by Morningstar Indexes considers the four categories of the Equileap Gender Equality Scorecard™.

Morningstar continues to develop a broad range of market data, insights, investment tools and research to help a broad spectrum of investors pursue gender diversity in the market and other sustainable investment goals. Investor demand for ESG solutions has grown exponentially over the past decade. According to Morningstar Research, global sustainable fund assets rose 11.6% in the fourth quarter to close 2022. $2.5 trillion.

Ron BundyPresident of Morningstar Indexessaid: “Gender equality, transparency and inclusive leadership practices are incredibly important factors in the success of companies and investors worldwide. Beyond the social aspects of gender equality, inclusive leadership has proven to make companies more competitive over time. We are excited. GPIF and Equileap partner with Our ability to expand collaboration provides a more meaningful catalyst to help improve company practices while helping investors achieve their goals.”

Yu-Sung ChangPresident of Ibbotson Associates Japan (a wholly owned Morningstar company)Said: “According to the latest Gender Equality Global Report and ranking from Equilip, Japan The G7 countries have the largest gender pay gap. And, while we’ve made some progress on gender diversity metrics in recent years, there’s still a lot of work to do to raise the level of gender diversity in our corporations. This will improve our competitive position in global trade and ultimately contribute to a better society. Indices on gender diversity and other market data play an important role in benchmarking progress.”

Diana van Maasdijk, CEO of EquilipSaid: “Our unique gender equality data and insights help create impactful investment solutions for our clients. We are thrilled to support GPIF for a second time in its efforts to improve gender equality in the workplace.”

About Morningstar, Inc

Morningstar, Inc. is a leading provider of independent investment insight North America, Europe, Australiaand Asia. The company offers a wide range of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also provides investment management services through its investment advisory subsidiaries, approx $246 billion On assets under advice and management December 31, 2022. The company operates through wholly or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

About Morningstar Indexes

Morningstar Indexes, recently named the fastest growing global index provider by Burton-Taylor, is built to meet the evolving needs of investors and be a leading-edge advocate for them. Our rich heritage as a transparent, investor-focused leader in data and research equips us to help individuals, institutions, asset managers and advisors navigate investment opportunities across all major asset classes, styles and strategies. From assessing risk and return with traditional benchmarks to helping investors effectively incorporate ESG objectives into their investment process, our range of index solutions spans the investment landscape as diverse as investors. We help investors answer today’s increasingly complex questions so they can more easily reach tomorrow’s goals.

For more information please visit https://indexes.morningstar.com.

About Equileap

Equileap is the leading provider of data and insights on gender equality in the corporate sector. Started in 2016 Amsterdam, the social enterprise aims to accelerate progress toward gender equality in the workplace. Equileap surveys more than 3,500 public companies worldwide using its comprehensive Gender Equality Scorecard™ along 19 criteria, including gender balance in the workforce, gender pay gap, paid parental leave and anti-sexual harassment policies. Its data and indices are used by dozens of financial institutions worldwide. For more information, visit www.equileap.com. Follow Equileap on Twitter @equileap.

©2023 Morningstar, Inc. All rights reserved. The information, statistics, analysis and opinions contained herein (1) contain proprietary information of Morningstar, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided for information only. is purposes and therefore is not an offer to buy or sell a security, and (5) is not warranted to be accurate, complete or correct. Morningstar has not consented to be considered an “expert” under the Federal Securities Act of 1933. Except as otherwise required by law, Morningstar is not responsible for any business decisions, damages or other losses, resulting from, or related to, this information. , data, analysis or opinion or their use. References to specific securities or other investment options should not be construed as an offer (as defined under the Securities and Exchange Act) to buy or sell that specific investment. Past performance does not guarantee future results. Before making any investment decision, consider whether an investment is right for you by referring to your own financial situation, investment objectives, and risk profile. Always consult your financial advisor before investing.

Indices are unstructured and not available for direct investment. Morningstar indexes are created and maintained by Morningstar, Inc. Morningstar® is a registered trademark of Morningstar, Inc.

The Morningstar® Japan Pre-REIT Gender Diversity Inclination IndexSM Created and maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote. of Japan Government Pension Investment Fund and does not bear any liability in relation to the Fund or any security. Morningstar® Morningstar, Inc. is a registered trademark of Morningstar® Japan Pre-REIT Gender Diversity Inclination IndexSM is a service mark of Morningstar, Inc. Companies can contact [email protected] Equileap for gender equality scores.

The information contained in this document is issued by Equileap Investment Services Support (“Equileap”) and is for information and discussion purposes only and is not intended to, and should not be construed as, promotional material or investment advice or an offer to acquire units. In any investment vehicle or company. Equileap does not provide any investment advice and is not registered for collective investment in transferable securities or as an alternative investment fund. | © Equileap ®, 2023. All rights reserved.


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Source: Morningstar, Inc.

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