At Cadira Capital Management, we actively share our investment approach to foster greater impact orientation in the investment ecosystem. As part of this mission, we actively participate in speaking engagements that promote impact-oriented investment strategies.
Our Chief Investment Officer Yu Shimizu recently delivered two lectures on "Impact Integration Methods in Listed Equity Investments." Coincidentally, we received two invitations to speak on this topic at the same time—one from Hitotsubashi University's Sustainability Management Research Group and another from UNERI Inc.'s Impact Officer School.
Key Themes of the Lecture
Our presentation focused on two main points:
1. Market Impact of GPIF's Impact Investment Plans – How the Government Pension Investment Fund (GPIF)’s exploration of impact-integrated investing in its next five-year plan could influence the broader market.
2. Practical Methods for Impact Management in Listed Equity Investments – Strategies and frameworks for integrating impact considerations into investment decisions.
Hitotsubashi University’s Sustainability Management Research Group
Cadira Capital Management’s participation in Hitotsubashi University's Sustainability Management Research Group was made possible through our advisor, Sohei Ishida. The attendees included academics, investor relations (IR) professionals, and sustainability officers from listed companies.
This session was particularly valuable because some participants represented companies we invest in or are considering investing in. Unlike standard meetings—where discussions typically revolve around company updates and our feedback—this format allowed for a one-hour presentation, a 30-minute Q&A session, and deeper individual discussions. This setting helped us clearly communicate our key priorities, reinforcing the importance of structured engagement opportunities for more meaningful dialogue.
UNERI Inc.’s "Impact Officer School"
The "Impact Officer School," hosted by UNERI Inc., is a learning platform primarily for professionals from small-to-mid-sized listed companies, startups, and non-profit organizations. The discussion here focused on how a shift toward impact-oriented strategies among listed companies could influence markets beyond listed equities.
Key Takeaways and Future Outlook
Across both lectures, one of the most discussed concepts was the trade-off between materiality and additionality:
Materiality refers to the proportion of a company's revenue generated from impact-related activities.
Additionality refers to the level of innovation or new impact created by those activities.
In listed companies, these two factors can sometimes be in conflict. As impact investing gains traction, this discussion is expected to become even more relevant.
Moving forward, we will continue engaging with companies and the broader impact investment community while further refining and sharing our impact integration approach.
Learn More
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