2026/7/29

ProClime and Cadira Partner on India Biochar Carbon Removal

ProClime and Japan-based sustainable investment manager Cadira Capital Management have signed a Memorandum of Understanding to mobilize global capital...

2026/7/16

Turning Social Challenges into Growth — Optex Group's Competitiveness and Value Creation Through Engagement

We introduce Optex Group (6914), including a company overview and Cadira's ongoing engagement activities with the firm.Company OverviewFounded in 1979...

2026/7/9

The Impact of AI's Evolution on Asset Management

AI Adoption: Rapid Spread, Gap in ResultsThe evolution of AI is bringing about a structural shift in the asset management industry. According to a sur...

2026/6/23

Turning Environmental Value into Growth- Daiseki’s Circular Business Model and the Source of Its Competitive Advantage

We spotlight Daiseki Co., Ltd. — providing an overview of the company and an account of Cadira's engagement activities.History of DaisekiDaiseki trace...

2026/6/9

The Need to Reassess Risks considering Extreme Weather

Growing Cost of Extreme Weather Risk MitigationIn May 2026, CDP (Carbon Disclosure Project, an NGO promoting environmental disclosure) published an ex...

2026/5/21

 The Essence of Quality-Oriented Management – ​​Insights into Long-Term Value from a Dialogue with Sysmex

This month, we spotlight Sysmex Corporation (6869) — providing an overview of the company and the ongoing engagement activities Cadira has conducted w...

2026/5/14

Survey on Cybersecurity Governance Systems (2026Q1)

In recent years, the cybersecurity risks facing companies have entered a new phase. In April 2026, US-based Anthropic announced an AI model — "Claude ...

2026/4/24

A Growth Model Built in the Infectious Disease FieldーShionogi & Co.'s Strategic Transformation and Value Creation

This month, we will dive into Shionogi & Co., Ltd. (4507), focusing on its corporate profile and Cadira's engagement activities.Company HistoryShi...

2026/4/17

The Impact of Large-Scale Military Operations Against Iran

Japan’s Crude Oil and LNG ProcurementFollowing the large-scale military operation conducted by the United States and Israel against Iran on February 2...

2026/3/31

Publication of Progress Report 2025

Cadira Capital Management is pleased to announce the publication of our Progress Report 2025.Following the inaugural edition released last year, this ...

2026/3/19

A Growth Model Born from Social Issues – Park24's Value Creation and Investment Perspective

This month, we will dive into Park24 Co., Ltd. (4666), focusing on its corporate profile and Cadira's engagement activities.A Business Model That Has ...

2026/3/13

A Review of the Lower House Election Results and Key Themes Ahead 

Lower House Election ResultsIn the February 2026 general election for the House of Representatives, the ruling coalition significantly expanded its se...

2026/2/20

Deepening Sustainability Dialogue — Survey Findings Highlight Qualitative Shifts in IR

Survey OverviewCadira Capital Management conducts a sustainability-related survey following IR meetings with listed companies. The survey results are ...

2026/2/20

Diversity Driving Japan’s Vision as an Asset Management Nation — Cadira’s Role in Partnership with IMC

The Independent Managers Club (IMC) is a research and advocacy organization launched in October 2023 as an R&D project of Nomura Research Institut...

2026/2/13

Japan’s Evolving Discount Rate — Re-examining Corporate Valuation in a Rising Interest Rate Environment

Interest Rate Trends and BackgroundLong-term interest rates in Japan have been rising. Comparing January 2025 rates to one year prior, the 10-year gov...

2026/1/26

The Educational Foundation for Human Capital - A Dialogue Between Insource and Cadira

This month, we will dive into Insource Co., Ltd. (6200), focusing on its corporate profile and Cadira’s engagement activities.Company OverviewInsource...

2026/1/19

Further Revision of Governance and Shift in Management Resource Allocation: Expanding the Scope of Growth Investment in the Japanese Stock Market

Review of 2025The Japanese equity market in 2025 experienced a broadly strong upward trend. The TOPIX (including dividends) rose +25.5% for the year, ...

2025/12/19

AI-Powered Threats: How Cybersecurity Became a C-Suite Priority

Cybersecurity DamageIn recent years, cybersecurity incidents have continued to rise sharply. According to the 2025 Edition of the Information and Comm...

2025/12/12

Supporting Social Stability Through Technological Advancement — Our Dialogue with Macnica Holdings

This month, we introduce Macnica Holdings, Inc. (3132), covering its corporate profile and our engagement activities.Corporate OverviewMacnica Holding...

2025/11/28

AI-Related Corporate Survey: Internal Training and Policy Status at 34 Listed Companies

At Cadira Capital Management, we conduct surveys after IR meetings with listed companies, focusing on topics such as sustainability-related initiative...

2025/11/21

Japan's First Female Prime Minister: The Takaichi Administration and New Investment Opportunities

Japan’s First Female Prime MinisterIn October 2025, Sanae Takaichi was elected Prime Minister of Japan, marking the nation’s first-ever female head of...

2025/10/31

Defining the Boundaries of Sustainable Investing in an Era of Expanding Defense Spending — Cadira’s Investment Policy

In recent years, rising geopolitical tensions have heightened the importance of the defense industry across the world. The North Atlantic Treaty Organ...

2025/10/24

TDK’s Timeless Evolution: Corporate Culture and Value Creation Revealed Through Our Dialogue 

(Center: CIO Yu Shimizu, at TDK Internal Event)For nearly 90 years since its founding, TDK has continued to create new value by boldly transforming it...

2025/9/26

Collaborative Dialogue Supporting Sustainability Strategy — The Case of Kokuyo

Cadira supports the sustainable, long-term growth of its portfolio companies through collaborative dialogue. In our engagement with Kokuyo Co., Ltd., ...

2025/9/19

Japan’s Stewardship Code, Third Revision: Accelerating Collaborative Engagement Between Investors and Companies

In June 2025, Japan’s Stewardship Code underwent its third revision. The key points of this revision are to enhance the quality of collaborative engag...

2025/8/29

2025 Stewardship Code Self-Assessment

Cadira Capital Management Co., Ltd. (hereinafter “the Company”) is committed to its mission of “Connecting the Investment Chain and Beyond”, aiming bo...

2025/8/29

Evolving IR Practices in Japan: Insights from Cadira’s Q2 2025 Survey

At Cadira Capital Management, we conduct ongoing surveys with listed companies following our IR meetings to gather feedback on their IR policies, the ...

2025/8/22

Report on Our Annual Conference (July 3, 2025)

On July 3, 2025, Cadira Capital Management hosted its annual conference to reflect on activities during fiscal year 2024 and share perspectives for th...

2025/8/15

Staying Grounded Amid Political and Trade Uncertainty in Japan

At Cadira Capital Management, we believe that while macro-level developments such as politics and trade can influence market dynamics, their unpredict...

2025/7/25

Gender Reform as a Catalyst: What Sustainable Investors Should Watch in Japan

On June 11, the World Economic Forum released its Global Gender Gap Report 2025 (*1), in which Japan ranked 118th out of 148 countries.According to IM...

2025/7/18

Mitigation and Adaptation in Action: Why Weathernews Inc. Stands Out

At Cadira Capital Management, we believe companies that integrate environmental impact with business development are positioned to deliver both societ...

2025/6/27

What GPIF’s Stewardship Reports Reveal About the Future of Investor Engagement

In recent years, M&A activity and activist investor engagement have been gaining momentum in the Japanese market. One of the driving factors behin...

2025/6/20

From Disclosure to Dialogue: What We Learned from Publishing Our Progress Report 2024

Since the publication of our inaugural Progress Report 2024 in March, we have held discussions with a number of stakeholders such as the financia...

2025/5/22

Building on Three Pillars — How Sekisui House Integrates Innovation, Sustainability, and Global Expansion

At Cadira, we place importance not only on regular IR meetings but also on engaging directly with companies through on-site visits and dialogue. Recen...

2025/5/22

Aligning Incentives for Sustainable Growth — Results from Our Survey on Equity-Based Compensation

At Cadira Capital Management, our investment management team conducts post-IR meeting surveys with the companies we engage with. In addition to genera...

2025/5/15

Engagement as a Catalyst for Corporate Renewal — Insights from KDDI

Cadira has maintained an ongoing dialogue with KDDI Corporation (hereinafter “KDDI”). Our CIO, Mr. Shimizu, has built a relationship with the company ...

2025/5/9

Publication Announcement

We are pleased to announce that our portfolio manager, Toshiyuki Matsushita, has contributed a chapter to the newly published book "The Practice and F...

2025/5/8

Agility Matters More Than Ever—The Impact of U.S. Tariff Policy and Implications for Japanese Equities

When the environment is highly uncertain, investors cannot rely solely on a company’s current business model or sector positioning. What increasingly ...

2025/4/25

Bridging the Gap in Sustainability Dialogue for Smaller Companies — The Case of Econavista

Cadira Capital Management engages in constructive and neutral dialogue on the identification of corporate social value, diversity in governance, growt...

2025/4/23

EMP Roundtable: The Current Status and Potential of EMP in Cultivating the Next Generation of Asset Managers (Part 2)

Participants:Mr. Hiroyuki Nomura, Operating Officer, Senior General Manager, Investment Planning Department, Japan Post Insurance Co., Ltd. (middle le...

2025/4/23

EMP Roundtable: The Current Status and Potential of EMP in Cultivating the Next Generation of Japanese Asset Managers (Part 1)

Participants:Mr. Hiroyuki Nomura, Operating Officer, Senior General Manager, Investment Planning Department, Japan Post Insurance Co., Ltd. (middle ri...

2025/4/18

Governance Reforms and the Future of Japan’s Listed Subsidiaries: Unlocking Value through Transparency

Efforts to enhance corporate governance in Japan continue to advance steadily. The Tokyo Stock Exchange (TSE) has long urged listed subsidiaries and c...

2025/4/11

Redefining Work: Timee’s Social Impact in Japan’s Labor Market

Cadira engages in deep dialogue with Timee, Inc. (hereinafter "Timee"), placing a strong emphasis on social impact. Rather than focusing solely on fin...

2025/4/2

On the Possibility of GPIF to engage in Impact Investing

Within Japan's impact investment community, there is growing discussion about the possibility of the Government Pension Investment Fund (GPIF) startin...

2025/3/21

Cadira Capital Management Received the First Mandate under the Emerging Managers Program (EMP) by Japan Post Insurance and Daiwa Securities Group 

Cadira Capital Management Co., Ltd. ("CCM") received the first mandate under the Emerging Managers Program ("EMP") by JAPAN POST INSURANCE Co., Ltd. (...

2025/3/21

Acceleration of AI Investment and Its Impact

Massive AI Investments by HyperscalersMajor global IT companies, known as hyperscalers, are aggressively investing in AI. Microsoft has announced plan...

2025/3/14

Publication of Our Inaugural Progress Report

We have published our inaugural "Progress Report" for 2024. The aim is to periodically share the progress we have made in fulfilling our mission.This ...

2025/3/14

Lecture on Impact Integration Methods in Listed Equity Investments

At Cadira Capital Management, we actively share our investment approach to foster greater impact orientation in the investment ecosystem. As part of t...

2025/2/28

On the Publication of the Draft 7th Strategic Energy Plan  

On December 17, the Ministry of Economy, Trade, and Industry (METI) of Japan released the draft of the 7th Strategic Energy Plan (*1). This plan outli...

2025/2/21

From Umami to Impact: How Ajinomoto Aligns Growth with Global Sustainability Goals

At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...