Press Release

* Prepared by the former Sumitomo Mitsui Asset Management Company Limited until March 31, 2019.

Year 2025

Feb. 25, 2025: Organizational and Personnel Changes

Jan. 28, 2025: Personnel Changes

Year 2024

Oct. 1, 2024: Share Transfer of Sumitomo Mitsui DS Asset Management (USA) Inc.

Jul. 26, 2024: SMBC Bolsters European Private Credit Business with €450m European Middle Market Credit Fund

Jun. 26, 2024: Personnel Change

Jun. 6, 2024: Personnel Changes

Apr. 17, 2024: Personnel Change

Mar. 8, 2024: Personnel Change

Feb. 29, 2024: Organizational and Personnel Changes

Feb. 5, 2024: Donation to Support Victims of Noto Peninsula Earthquake

Jan. 12, 2024: SMDAM supports the TNFD recommendations and has completed the registration process as a TNFD Adopter

Year 2023

Dec. 25, 2023: Notice of publication of “Sustainability Report 2023-2024”

Nov. 10, 2023: SMDAM set its basic policy for human capital management

Oct. 31, 2023: Personnel Change

Oct. 27, 2023: Donation to Support Victims of Earthquake in Morocco and Flood in Libya

Oct. 25, 2023: Sumitomo Mitsui DS Private Fund Management (Shanghai) Co., Ltd. Is Registered as Private Securities Investment Fund Manager

Sep. 19, 2023: Announcement of Organizational and Personnel Changes

Jun. 28, 2023: Personnel Change

May. 30, 2023: Personnel Changes

Mar. 30, 2023: Personnel Change

Mar. 17, 2023: Donation to Support Victims of Earthquake in Turkey and Syria

Feb. 28, 2023: Announcement of Organizational and Personnel Changes

Feb. 27, 2023: Setting an Interim Targets for 2030 Based on Commitment to the Net Zero Asset Managers Initiative

Feb. 2, 2023: Announcement of Organizational and Personnel Changes

Year 2022

Dec. 29, 2022: Personnel Change

Dec. 27, 2022: Personnel Changes

Dec. 21, 2022: Notice of publication of “Sustainability Report 2022-2023”

Dec. 16, 2022: Participation in Advance, a human rights-related initiative of the United Nations Principles for Responsible Investment (PRI)

Nov. 7, 2022: Personnel Change

Sep. 29, 2022: Personnel Changes

Aug. 2, 2022: Personnel Change

Aug. 2, 2022: Establishment of Subsidiary in Shanghai

Jun. 6, 2022: Appointment of Audit & Supervisory Board Members

May. 13, 2022: Sumitomo Mitsui DS Asset Management Joins Net Zero Asset Managers Initiative

Apr. 22, 2022: SMDAM identifies its materiality to contribute a sustainable society

Mar. 31, 2022: SMDAM wins The Best Fund Awards of "Refinitiv Lipper Fund Awards Japan 2022"

Feb. 28, 2022: Personnel Changes

Feb. 15, 2022: SMDAM wins Morningstar Award “Fund of the Year 2021”

Feb. 9, 2022: Notification of amendment of data disclosed based on TCFD recommendations

Feb. 7, 2022: Announcement of Organizational and Personnel Changes

Year 2021

Sep. 27, 2021: Organizational and Personnel Changes

Sep. 2, 2021: Announcement of system integration, partial business process outsourcing and reorganization

Sep. 2, 2021: Personnel Changes

Jun. 25, 2021: Personnel Changes

Jun. 9, 2021: SMDAM wins “R&I Fund Award 2021” for the Defined Benefit Pension Category

Jun. 3, 2021: Change of the Director

May. 10, 2021: SMDAM wins the First Prize and the Second Prize of “R&I Fund Award 2021”

Mar. 18, 2021: SMDAM wins The Best Fund Awards of "Refinitiv Lipper Fund Awards Japan 2021"

Feb. 24, 2021: Organizational and Personnel Changes

Feb. 1, 2021: SMDAM wins Morningstar Award "Fund of the Year 2020"

Year 2020

Dec. 2, 2020: Notice of publication of Sustainability Report 2020

Oct. 26, 2020: Organizational and Personnel Changes

Aug. 3, 2020: Notice of establishment of “Principles of Fiduciary Duties and Sustainability”

Jun. 18, 2020: Sumitomo Mitsui DS Asset Management wins “R&I Fund Award 2020” for the Defined Benefit Pension Category

Jun. 15, 2020: Notice of Head Office Relocation

Jun. 1, 2020: Notice of Merger of Subsidiaries in Singapore

May. 11, 2020: Sumitomo Mitsui DS Asset Management wins the First Prize and the Second Prize of "R&I Fund Award 2020"

Mar. 23, 2020: SMDAM wins "Refinitiv Lipper Fund Awards 2020 Japan"

Mar. 9, 2020: Notice of wholly owend subsidiary in Singapore

Mar. 2, 2020: Personnel and Organizational Changes

Jan. 29, 2020: Sumitomo Mitsui Asset Management wins Morningstar Award "Fund of the Year 2019"

Year 2019

Jul. 19, 2019: Merger and Relocation Notice

May. 22, 2019: Sumitomo Mitsui DS Asset Management wins "R&I Fund Award 2019" for the Defined Pension category

May. 7, 2019: Sumitomo Mitsui DS Asset Management wins the First Prize and the Second Prize of "R&I Fund Award 2019"

Apr. 1, 2019: Notification of Merger

Feb. 4, 2019: Sumitomo Mitsui Asset Management wins Morningstar Award "Fund of the Year 2018"

Jan. 31, 2019: Notification of new organization and corporate philosophy

Year 2018

Sep. 28, 2018: Execution of Merger Agreement with Daiwa SB Investments Ltd.

May. 24, 2018: Sumitomo Mitsui Asset Management wins "R&I Fund Award 2018" - Defined Benefit Pension Category

May. 11, 2018: MOU on the merger with Daiwa SB Investments Ltd.

Apr. 25, 2018: Sumitomo Mitsui Asset Management wins the First Prize and the Second Prize of "R&I Fund Award 2018"

Mar. 23, 2018: Sumitomo Mitsui Asset Management wins The Best Fund Awards of "Lipper Fund Awards Japan 2018"

Feb. 8, 2018: Sumitomo Mitsui Asset Management wins Morningstar Award "Fund of the Year 2017"

Year 2017

Jul. 3, 2017: Establishment of Asia Research Center in Hong Kong

May. 22, 2017: Sumitomo Mitsui Asset Management wins "R&I Fund Award 2017" for the Defined Benefit Pension category

Apr. 24, 2017: Sumitomo Mitsui Asset Management wins "R&I Fund Award 2017"

Mar. 28, 2017: Sumitomo Mitsui Asset Management wins "Lipper Fund Awards Japan 2017"

Jan. 31, 2017: Sumitomo Mitsui Asset Management wins Morningstar Award "Fund of the Year 2016"

Year 2016

Jun. 14, 2016: Notice of Change of Directors and Corporate Auditors

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