Thought Leadership
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
On Economic Rationale for Sustainability
This has been a year of many elections around the world. Looking back, it seems that support for populist policies has increased around the world. In ...
On the Growth Potential of the Japanese Local Economy
Capital investment in Japan continues to expand. Looking back at capital investment in corporate statistics (excluding financials and insurance compan...
Our View on the TOPIX Revision Proposal
On June 10, 2024, the Japan Exchange Group announced a proposal to revise the TOPIX, Japan's benchmark stock index. There are three important points i...
Impact IPOs: Current Status and Challenges
Cadira Capital Management met with two companies that went public last year as "impact IPOs". Below is our summary of the current situation and challe...
On the Japanese Government's Support for Impact Investing
The Japanese government has been taking initiatives to promote impact investing. Following the release of the Impact Investment Guidelines in March 20...
On the Growing Interest in the Japanese Stock Market
On February 22, 2024, the Nikkei Stock Average reached a new market high for the first time in 34 years. This is a sign that expectations for the Japa...
Listed Equity Impact Investing: Challenges and Opportunities
An approach known as "impact investing" is becoming increasingly popular in the investment world. In this article, we'll look at the challenges and op...
Our Comments to the “Draft Basic Guidelines on Impact Investment” by the Financial Services Agency of Japan
On June 30, 2023, the Financial Services Agency of Japan released the "Draft Basic Guidelines on Impact Investment" for public comment.[1] Cadira Capi...
A message from our Chief Investment Officer
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Our goal is to create, through investment, a virtuous cycle...
