"Our Commitment to Fiduciary Duties" and "Our Fiduciary Action Plans"

Sumitomo Mitsui DS Asset Management Company, Revised "Our Commitment to Fiduciary Duties" based on its Corporate Philosophy and Principles for Customer-Oriented Business Conduct of the SMBC Group.

In "Our Commitment to Fiduciary Duties", we have expressed our determination and attitude toward a wide scope of clients; those who start building wealth, who already have investment experience, pensions, institutional investors and corporations, to be entrusted with their money.
Specifically, all staff will be committed to "provide total investment services in a responsible manner", when managing the funds. To carry out our responsibilities in every aspect of business, we hereby present detailed policies to meet our clients' needs at the highest possible standards.

Sumitomo Mitsui DS Asset Management Company will continue to reform itself in the asset management industry by carrying out its responsibilities as a responsible asset manager, to contribute to the economic growth by supplying proper risk money and by steadily building clients' wealth and contribute to clients' Quality of Life.

  • *For information on former company initiatives, please refer to the following link.
Our Commitment to Fiduciary Duties

We Commit Ourselves to be
"The Responsible Total Investment Services Provider"

Sumitomo Mitsui DS Asset Management, as an Asset Manager entrusted with our Clients' funds, will provide total investment services in a responsible, devoted and earnest manner.
This is our "Fiduciary Duty".
To achieve this goal, we will put our clients first and work on policies and projects in the areas listed below. For more detailed information, please have a look at our "Our Fiduciary Action Plans".

Investments

Contribute to building clients' wealth with advanced investment techniques

Invest clients' assets according to the clients' needs

Explain investment objectives and situations concisely

Become the top global asset manager in Asian Investment including Japan

Become the top runner in Japan in the SRI and ESG fields

Product Development

Constantly provide high-quality products that meet global standards

Develop products which properly match the clients' needs

Set fees that are rational and that clients are comfortable with

Client Services

Provide earnest services to build long-term relationships with clients

Provide accurate and useful information and means to build clients' wealth

Never provide unsuitable products to clients

Prioritize helping clients understand our products easily

Corporate Management

Ensure transparency at all levels of management

Properly manage the conflicts of interest

Make effort to improve operational quality

Always strive for improvement in productivity

Develop and evaluate people who will put a customer first