Information disclosure promotion device and information disclosure promotion method

The information disclosure promotion device addresses the challenge of sharing ESG information by aggregating and sharing ESG-related disclosure items, enhancing decision-making and engagement through improved awareness and response.

JP7796078B2Active Publication Date: 2026-01-08HITACHI LTD
View PDF 5 Cites 0 Cited by

Patent Information

Application Number
JP2023063035
Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2023-04-07
Publication Date
2026-01-08
Estimated Expiration
2043-04-07

AI Technical Summary

Technical Problem

Existing systems lack efficient methods for issuers and asset managers to share and respond to ESG information accurately, leading to insufficient investment decision-making and engagement opportunities, with limited visibility into key ESG perspectives.

Method used

An information disclosure promotion device and method that aggregates and shares ESG-related disclosure items important to each company and industry, using a system that includes a storage device, computing device, and communication protocols to facilitate efficient information exchange between issuers and asset managers.

Benefits of technology

Enhances awareness and response to ESG issues, improving the accuracy of investment and business operation decisions by providing integrated and detailed information on ESG perspectives.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure 0007796078000001
    Figure 0007796078000001
  • Figure 0007796078000002
    Figure 0007796078000002
  • Figure 0007796078000003
    Figure 0007796078000003
Patent Text Reader

Abstract

To make the accuracy of various determinations or the like related to investment and business operation suitable by efficiently and precisely sharing recognition and correspondence related to important items of an ESG standpoint between an issuer and a management organization.SOLUTION: An information disclosure promotion device 100 includes a storage device 101 for holding information disclosure items considered as important about an ESG designated for each company that can be regarded as an investment object by each management organization and for each industry with the company belonging thereto, and an arithmetic unit 104 for totalizing a disclosure item designated about a company and respective disclosure items designated about the industry and answering a total result about the number or the like of management organizations considering each disclosure item with reference to the disclosure item designated by each management organization about the company and respective industries in response to an access from a terminal 200 of the company.SELECTED DRAWING: Figure 2
Need to check novelty before this filing date? Find Prior Art

Description

[Technical Field]

[0001] The present invention relates to an information disclosure promotion device and an information disclosure promotion method. [Background technology]

[0002] Institutional investors and other investment management organizations have been conducting past investments on various financial products, such as stocks, In addition to the fluctuations and performance of the stock, we also consider and examine whether the issuer is suitable as an investment target. do. Therefore, various information released by the issuer, such as IR (Investor Relations) Information such as information on social issues is now being utilized appropriately as an important information resource.

[0003] The conventional techniques for handling various information that contributes to investment decisions by such issuers and investors For example, there are techniques for users to exchange information in investment and investor relations activities. Technology (patented) that can realize efficiency in supporting interactions and communications, including (See Reference 1) and other methods have been proposed.

[0004] This technology involves multiple terminals of first users who are questioners and multiple terminals of second users who are answerers. The terminal of the first user is connected to the terminals of the plurality of first users and the terminals of the plurality of second users. and a server that receives the information input from the terminal of the first user. a question unit for receiving question information for the second user; an answering unit that receives answer information input from the terminal of the second user; and the answer information to create a Q&A table, and a screen including the information of the Q&A table is displayed on the screen. A terminal of a first user who inputs question information, and a terminal of a second user who inputs the answer information. and a Q&A management department that provides . [Prior art documents] [Patent documents]

[0005] [Patent Document 1] Japanese Patent Application Laid-Open No. 2015-14942 Summary of the Invention [Problem to be solved by the invention]

[0006] On the other hand, a recent social trend is to consider the level of commitment to ESG in investment targets. However, from the perspective of asset managers, the ESG information disclosed by issuers is becoming increasingly necessary. In some cases, the quality and quantity of information provided is insufficient. Therefore, making investment decisions based on ESG perspectives is currently Even if companies disclose important items from an ESG perspective, It is unclear whether issuers will recognize and respond to this. On the other hand, for issuers, apart from so-called engagement opportunities, there is little opportunity for E among investors. There are few opportunities to learn about specific key points from a SG perspective. Providing opportunities for engagement with all issuers would require time, effort, or the size of the issuer. There are limitations in each aspect, and it is not realistic. It is also difficult to efficiently select and disclose the appropriate information.

[0007] Therefore, the purpose of this invention is to establish an agreement between issuers and asset managers regarding important items from an ESG perspective. We will share knowledge and responses efficiently and accurately, and appropriately improve the accuracy of various decisions related to investments and business operations. The purpose of this invention is to provide a technology that can achieve this. [Means for solving the problem]

[0008] The information disclosure promotion device of the present invention, which solves the above problem, is Information on ESG-related disclosure items that are important for each company and the industry to which the company belongs. and a storage device that stores the information of the company and the industry in response to access from the company's terminal. For each item, we refer to the information on the disclosure items specified by each investment manager and place importance on each disclosure item. the number or concentration of managers in the company, and the disclosure items specified for that company and the industry. a process of aggregating the results of each of the disclosure items designated for the business; and a computing device that executes processing to respond to the company's terminal. In addition, the information disclosure promotion method of the present invention is a method for promoting information disclosure by an information processing device. ESG-related disclosure items that are important to each company and its industry The device is provided with a storage device for storing information, and in response to access from the terminal of the company, and the information on the disclosure items specified by each investment manager for each of the relevant industries. The number or concentration of investment managers focusing on an item, as specified for the company and a process of aggregating the data for each of the disclosure items designated for the industry; The method is characterized in that the result of the above process is returned to the company's terminal. [Effects of the Invention]

[0009] According to the present invention, it is possible to improve the awareness and response of issuers and investors regarding important items from an ESG perspective. Sharing information efficiently and accurately will improve the accuracy of decisions regarding investments and business operations. This will result in a profit. [Brief explanation of the drawings]

[0010] [Figure 1] 1 is a diagram illustrating a network configuration including an information disclosure promotion device according to an embodiment of the present invention. [Figure 2] FIG. 2 is a diagram illustrating an example of a hardware configuration of an information disclosure promotion device according to the present embodiment. [Figure 3] FIG. 2 is a diagram illustrating an example of the configuration of a disclosure promotion DB according to the present embodiment. [Figure 4] FIG. 2 is a diagram illustrating an example of the configuration of a viewing log DB according to the present embodiment. [Figure 5] FIG. 10 is a diagram illustrating an example of the configuration of a disclosure promotion template according to the present embodiment. [Figure 6] FIG. 2 is a diagram illustrating an example of the configuration of a user DB according to the present embodiment. [Figure 7] FIG. 1 is a diagram showing an example of a flow of an information disclosure promotion method according to an embodiment of the present invention. [Figure 8] FIG. 1 is a diagram showing an example of a flow of an information disclosure promotion method according to an embodiment of the present invention. [Figure 9] FIG. 1 is a diagram showing an example of a flow of an information disclosure promotion method according to an embodiment of the present invention. [Figure 10] FIG. 1 is a diagram showing an example of a flow of an information disclosure promotion method according to an embodiment of the present invention. [Figure 11] FIG. 10 is a diagram showing an example of a screen in this embodiment. [Figure 12] FIG. 10 is a diagram showing an example of a screen in this embodiment. [Figure 13] FIG. 10 is a diagram showing an example of a screen in this embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0011] <Network configuration> Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings. 1 is a diagram illustrating a network configuration including an information disclosure promotion device 100. 100 is a system that allows issuers and asset managers to efficiently share their awareness and responses regarding important ESG-related issues. This will enable us to share information effectively and accurately, thereby ensuring the accuracy of various decisions regarding investments and business operations. It's a computer.

[0012] As shown in FIG. 1, the information disclosure promotion device 100 of this embodiment is via an appropriate network1 such as a local area network (Local Area Network) The terminal 200 and the operating institution terminal 300 are connected so as to be able to communicate with each other. The information disclosure promotion device 100 may be called the information disclosure promotion system 10. Implementing functions in a cloud environment on the Internet and providing services provided by the functions , in the form of so-called SaaS (Software as a Service), the company terminal 200 and the operating institution terminal 3 00 et al. may be adopted.

[0013] The information disclosure promotion device 100 of this embodiment is located between the management institution and the issuing company, and Information on ESG disclosure items that asset managers consider important and companies' efforts regarding those disclosure items It can also be said to be a device that provides information disclosure and intermediation services, electronically transmitting and receiving information such as identification and recognition. .

[0014] On the other hand, the company terminal 200 is a terminal for a person in charge of the company that is the issuer, and the person in charge of the company issues the information disclosure request of this embodiment. It is a terminal used when using the service provided by the smart device 100. Examples include phones, tablet devices, and personal computers.

[0015] Furthermore, the management institution terminal 300 is used by a person in charge of the management institution to operate the information disclosure promotion device 10 of this embodiment. It is a device used when using services provided by Yahoo! JAPAN. Examples of such devices include tablet terminals and personal computers.

[0016] The operating institution terminal 300 may send the disclosure promotion template 127 (described later) to an appropriate external organization. The information disclosure promotion device 100 acquires the information in advance from the body or the information disclosure promotion device 100 and stores it in its own storage device. It may also be operated to accept input from the person in charge. <Hardware configuration> The hardware configuration of the information disclosure promotion device 100 of this embodiment is as shown in FIG. This becomes:

[0017] That is, the information disclosure promotion device 100 includes a storage device 101, a memory 103, a computing device 104, and a , and a communication device 105.

[0018] The storage device 101 is a solid state drive (SSD) or a hard disk. It is made up of an appropriate non-volatile storage element such as a disk drive.

[0019] The memory 103 is a memory such as a RAM (Random Access Memory). It is composed of photo-sensitive memory elements.

[0020] The arithmetic unit 104 also reads the program 102 stored in the storage unit 101 from the memory 10. 3 and executes it to perform overall control of the device itself, as well as various judgments, calculations and controls. The CPU (Central Processing Unit) performs the control processing.

[0021] The communication device 105 is connected to the network 1 and communicates with the company terminal 200 and the operating organization terminal 3. We are considering network interface cards that handle communication processing with 00 and other devices.

[0022] The information disclosure promotion device 100 receives commands from the person in charge of managing the information disclosure promotion device 100. - Input devices that accept input and voice input, and outputs such as displays that display processed data Preferably, the device further comprises:

[0023] The input devices include a keyboard, a mouse, and a microphone, and the output devices include Examples of such devices include displays and speakers.

[0024] In addition, the storage device 101 is equipped with the functions required for the information disclosure promotion device of this embodiment. In addition to the program 102 for this purpose, the disclosure promotion DB 125, the viewing log DB 126, the disclosure promotion At least a binary template 127 and a user DB 128 are stored. Specific examples of these configurations will be described later. <Data structure example> Next, various types of information used by the information disclosure promotion device 100 of this embodiment will be described. 3 shows an example of the disclosure promotion DB 125 in this embodiment.

[0025] The disclosure promotion DB 125 in this embodiment is uploaded from the management institution terminal 300 of each management institution. The contents of the uploaded disclosure promotion template 127 are appropriately integrated, consolidated, and stored as data. It is a database.

[0026] This disclosure promotion DB 125 uses, for example, an investment institution ID that uniquely identifies an investment institution as a key. The issuer company or industry designated by the investment manager, the priority items from an ESG perspective, Codes, categories, indicators, classifications, measurement units, and support levels (levels of importance) that indicate disclosure items and comments (background and reasons for the focus, etc.) It has become.

[0027] Next, Fig. 4 shows an example of the viewing log DB 126 in this embodiment. The viewing log DB 126 records the information of the above-mentioned disclosure items viewed by the person in charge of the issuing company. It is a database that stores the history of

[0028] This viewing log DB 126 uses, for example, a company ID that uniquely identifies the issuing company as a key. The ID of the person in charge who viewed the disclosure items at the company, the copy of the disclosure items that were viewed, (the same as the records in the Disclosure Promotion DB125), the date and time of viewing, the number of times viewed, etc. It is a collection of records that link together the data.

[0029] The value of the "ID of the person in charge" in the viewing log DB 126 is used for the information disclosure of this embodiment. When the display promotion device 100 receives a login operation from the company terminal 200, the company terminal 20 This is an ID that starts from 0.

[0030] Next, FIG. 5 shows an example of the disclosure promotion template 127 in this embodiment. The disclosure promotion template 127 is a template for asset managers to disclose items that are important from an ESG perspective. Imagine a spreadsheet for entering information about the target issuer and the target issuer. Therefore, the disclosure promotion device 100 can perform predetermined access and When a request is received, this disclosure promotion template 127 is distributed and the input contents are posted online. The information is acquired via Work 1 and stored in the disclosure promotion DB 125.

[0031] This disclosure promotion template 127 may include, for example, an investment institution ID that uniquely identifies the investment institution. The key is to identify the issuer company or industry designated by the asset manager, and the important points from an ESG perspective. The items to be disclosed include codes, categories, indicators, classifications, units of measurement, and levels of support (emphasis). It has input fields for items such as the level, comments (background and reasons for noting, etc.), etc. It is structured as follows.

[0032] Next, FIG. 6 shows an example of the user DB 128 in this embodiment. The user DB 128 is a database that stores authentication information etc. related to the person in charge of the issuing company. It is a base.

[0033] This user DB 128 uses, for example, a company ID that uniquely identifies an issuer company as a key. The company's person in charge's ID, authentication information (e.g., password, etc.), name, affiliation, It is a collection of records that link data such as job title. <Flow example: Acquiring disclosure items> The actual procedure of the information disclosure promotion method according to this embodiment will be described below with reference to the drawings. The various operations corresponding to the information disclosure promotion method described below are performed by the information disclosure promotion device 100. This is realized by a program that is read into a library or the like and executed. It consists of code to perform various operations as described below.

[0034] FIG. 7 is a diagram showing an example of a flow of the information disclosure promotion method according to this embodiment. The information disclosure promotion device 100 stores the disclosure promotion template 127 (see FIG. 5) in the storage device 101. and transmits it to the operating institution terminal 300 of each operating institution via the network 1. Distribute (s10).

[0035] The timing of this distribution is not particularly limited, but for example, it may be at the arrival of a predetermined time (beginning of a period, etc.). When the calendar function detects the future, or when an instruction is given by the administrator of the information disclosure promotion device 100, When receiving the instruction, or when receiving the instruction from the person in charge of the management institution who operates the management institution terminal 300 In such cases, etc. can be imagined.

[0036] The operating institution terminal 300 receives the disclosure promotion template 127 in response to the distribution described above, and By displaying this on a display etc., the person in charge of the operating institution can view and input. The disclosure promotion template 127 that has undergone such input is then stored on the management institution terminal 3. 00 returns the information to the information disclosure promotion device 100.

[0037] On the other hand, the information disclosure promotion device 100 receives the disclosure promotion template from the operating institution terminal 300. The input contents at rate 127 are acquired and stored in the disclosure promotion DB 125 (s11), and processed. End the process.

[0038] The above-mentioned storage is performed by extracting the values ​​of each input item in the disclosure promotion template 127 and storing them as This is done by setting the information in the corresponding item field in the record of the disclosure promotion DB 125.

[0039] In addition, the information disclosure promotion device 100 receives disclosure promotion templates from a certain number or more of the operating institution terminals 300. Until a reply of plate 127 is received, or until all the operation institution terminals 300 targeted for distribution have been received, Until a reply is received from the requester, s11 shall be repeatedly executed to constitute the latest disclosure promotion DB125. Let's say. <Flow example: Sharing disclosure items> Next, the information on disclosure items collected and stored as described above will be provided to issuers as appropriate. 8 is a flowchart of the information disclosure promotion method according to this embodiment. 1 is an example, specifically a flow diagram illustrating a procedure for sharing a disclosure item.

[0040] In this case, the information disclosure promotion device 100 receives a login request from the company terminal 200 of the issuing company. Upon receiving the request, the ID and password included in this login request are checked against the user DB 128. Execute personal authentication (s20).

[0041] Furthermore, the information disclosure promotion device 100 performs the following for the company terminal 200 of the person in charge who has undergone the above-mentioned personal authentication. The information on disclosure items designated by each investment manager for each company and industry is then Refer to the disclosure promotion DB125 (s21).

[0042] Next, the information disclosure promotion device 100 prioritizes each disclosure item based on the information referenced in s21. The number or concentration of managers supervising the company, as well as the required disclosure items and the relevant The data is compiled for each of the specified disclosure items for the industry (s22).

[0043] In this compilation, for example, records are collected from the Disclosure Promotion DB125 for each code of disclosure items. By extracting the records and counting the number of records, we can estimate the number of asset managers who place importance on disclosure items. In addition, for the number of investment managers counted in this way, each disclosure item can be specified and By dividing the number by the number of all asset managers who are focusing on the disclosure item, asset managers who are focusing on the disclosure item are It is possible to calculate the proportion of the institution that it accounts for, i.e., the concentration.

[0044] Furthermore, the information disclosure promotion device 100 calculates the number of investment institutions and the concentration degree obtained by the above-mentioned calculation. In addition, by linking the information of the management institution that is the source of the data that is the basis for calculating the number and concentration, The value is stored in the storage device 101 or the memory 103, and the information linking the value with the management institution is stored in the storage device 101 or the memory 103. It shall be given.

[0045] This linking will also be done for the display of the comment presence / absence column. The information disclosure promotion device 100, for the display, Link information about the institution's comments and store the link information between the display and the comment. It is assumed that the information is stored in the device 101 or the memory 103.

[0046] Next, the information disclosure promotion device 100 transmits the counting result (see FIG. 11) in s22 to the above-mentioned company. A response is sent to the company's company terminal 200 (s23), and the process ends.

[0047] In the example of the aggregation result 1100 shown in Figure 11, the criteria, disclosure items, and number of investment institutions that are important / supported are listed. Each column, such as whether or not there are comments on the reasons for importance / support, and their values ​​are summarized in a table format. The example screen is assumed to be

[0048] When the tabulation result 1100 is displayed, the person in charge viewing the result may use the company terminal 200 As an operation in the right, the number of investment institutions or the concentration degree indicated by the aggregation result 1101 is displayed. There are cases where operations such as clicks and mouseovers are performed.

[0049] In this case, information disclosure promotion device 100 transmits the contents of the operation at company terminal 200 to the network. The data obtained via Network 1 and linked to the target values ​​for the display (number of investment institutions and concentration) The information of the operating organization is read from the memory 103 etc. and sent back to the company terminal 200. Let's say.

[0050] Similarly, the right click on the comment column 1102 of the investment management institution shown in the above-mentioned tabulation results There are cases where the screen is subjected to operations such as clicking or hovering over the mouse.

[0051] In this case, information disclosure promotion device 100 transmits the contents of the operation at company terminal 200 to the network. The information on the comments of each investment institution linked to the display is obtained via Network 1 and memoized. The information is read from the server 103 or the like and sent back to the company terminal 200 as a response. <Flow example: Display control for investment institutions> Next, a display control procedure when there is access from the operating institution terminal 300 will be explained. FIG. 9 shows an example of a flow of the information disclosure promotion method according to this embodiment. FIG. 10 is a flowchart showing a display control procedure for a utility vehicle.

[0052] Here, the person in charge at the management institution operates the management institution terminal 300 to access the information disclosure promotion device. Access 100 and view the ESG disclosure items that are important to both your own and other asset managers. Let's say you try to do this.

[0053] In this case, the information disclosure promotion device 100 receives access from the operating institution terminal 300. Then, the ID of the operating organization is acquired by executing a predetermined authentication process (s30).

[0054] Next, the information disclosure promotion device 100 performs the operation of the management organization and the Other than that, refer to the disclosure items specified by each of the other investment managers for each company (s 31).

[0055] In addition, the information disclosure promotion device 100 may be configured to: The counting process is performed in the same manner as in s22 described above.

[0056] Next, the information disclosure promotion device 100 calculates the I obtained in s30 as the result of the counting in s32. Using D as a key, highlight only the disclosure items designated by the investment institution 1210 (Figure 12) is set (s33).

[0057] For example, the highlighting may be performed by highlighting the target opening on the display screen 1200 of the tally results. In the "support" column 1201 for the displayed item, a predetermined icon 1210 (in the example shown in the figure, The method of setting the record 1202 of the disclosure item Various methods can be used, such as setting a specific color to all or part of the area.

[0058] In addition, the information disclosure promotion device 100 displays the "number of support" column 12 on the display screen 1200. The number to be displayed in 03, i.e., the number of investment institutions that emphasize / support the disclosure item 1204 Regarding the above, there is no control to link and display the information of the management institutions that make up the information. Let's say.

[0059] As an investment manager, we will disclose ESG perspectives that we have carefully considered and established based on various information. This is because we want to avoid the items being viewed by other management organizations and used as reference or imitated.

[0060] Furthermore, the information disclosure promotion device 100 displays the following in the "support details" column 1205 on the display screen 1200: and allow reference to comments by each investment institution (both its own and others) that expressed support (emphasis) for the said proposal. The display control is also performed (s34).

[0061] In this case, the information disclosure promotion device 100 uses the icon 1206 in the support details section 1205. When an operation such as a right click or mouse over is received, the operation of the operating institution terminal 300 is The contents of the work are acquired via the network 1, and the target value of the icon 1206, i.e. The comments by the management institution are read from the disclosure promotion DB 125 and input to the management institution terminal 300. shall respond to. <Flow example: Obtaining browsing history and notifying users> Next, the company terminal 200 acquires the browsing history of the display screen 1100 of the tally results and The procedure for notifying the user terminal 300 of the processing result will be described below. 1 is a flow chart of an information disclosure promotion method according to an embodiment, specifically, processing of browsing history and FIG. 10 is a flow chart showing a notification procedure.

[0062] Here, in step s23 in the flow of FIG. 8, as already described, Assume that the aggregated results are distributed and viewed by the person in charge at the company.

[0063] At this time, when displaying the tally result 1100 (see FIG. 11), the information disclosure promotion device 100: The person in charge viewing this operates the company terminal 200 to display the operation function indicated by the counting result. The number of functions, the concentration display 1101, and the comment column 1102 (either left or right) It is subject to operations such as clicking and hovering over.

[0064] Therefore, the information disclosure promotion device 100 transmits the contents of the operation at the company terminal 200 to the network. The disclosure items that were the subject of the operation and their aggregated results (operational equipment) are acquired via the The information (number of functions, concentration, comments, etc.) is sent to the user of the company terminal 200, i.e., the person in charge. The access history is stored in the access log DB 126 as a browsing history (s41).

[0065] The information disclosure promotion device 100 also stores a browsing log DB 12 configured from the above-mentioned browsing history. 6, for example, aggregate browsing history for each issuing company and its personnel (s42) .

[0066] This browsing history is compiled by, for example, using the ID of the person in charge of the company as a key. By referring to the record, the code of the disclosure item that was viewed, the number of times it was viewed, A method of extracting data such as the number of views and calculating the total number of views for each disclosure item. It can be assumed that:

[0067] Of course, this is just one example. For example, calculating the average number of times a website is viewed within a certain period of time It is also possible to envisage such a case, and there is no particular limitation thereto.

[0068] Next, the information disclosure promotion device 100 calculates the results of the aggregation in s42 by The information on the recognition status (see FIG. 13) is transmitted to the operation center terminal 300 (s43), and the process is completed. Complete.

[0069] The best mode for carrying out the present invention has been specifically described above. It is not limited to this, and various modifications are possible without departing from the spirit of the invention.

[0070] According to this embodiment, issuers can take ESG perspectives that are important to investment managers. Disclosure items can be viewed in an integrated state, and detailed information on disclosure items of interest can be found by clicking " You can refer to the names of investment managers who place importance on the disclosure items and their comments (background, reasons, etc.) As an issuer, it is important for companies to understand this information in advance and then use it to make ESG information available. This will enable the company to tackle disclosure tasks and efficiently improve corporate value.

[0071] In addition, as an investment management institution (institutional investor), we will consider the above-mentioned important points from an ESG perspective. Regarding this, we will check the viewing status of target issuers and select companies that are willing to disclose. This can be used to understand the situation and to select companies with which to provide engagement opportunities. In addition, by understanding the trends in the ESG priorities of the entire group of investment management institutions, it is possible to It is also expected that they will understand our position and provide feedback in formulating operational policies and key themes.

[0072] In other words, it is important to efficiently share awareness and responses regarding important ESG issues between issuers and investment managers. This will enable us to share information effectively and accurately, thereby ensuring the accuracy of various decisions regarding investments and business operations. This will be the case.

[0073] The description of this specification makes clear at least the following: In the information disclosure promotion device of the above, the calculation device When a predetermined action for the display of the concentration level is received from the terminal of the company, the target of the display is and further executes a process of responding to the terminal of the company with information of each operating institution. You may do so.

[0074] According to this, issuers must comply with the requirements of the investment managers regarding themselves and their industries. Regarding the important ESG points being discussed, which asset managers are paying particular attention to them? This will make it easier for issuers and managers to recognize the risks and facilitate subsequent responses. We will share our understanding and responses regarding important ESG issues more efficiently and accurately with other institutions. This allows for optimal accuracy in various decisions related to investments and business operations.

[0075] In the information disclosure promotion device of this embodiment, the calculation device stores the information in the storage device. Each of the investment managers will refer to the information on the disclosure items and provide a statement regarding the importance they place on the disclosure items. and extracting comments from the company regarding the disclosure items. It may further execute a process of responding to the terminal.

[0076] According to this, issuers can request from investment managers about themselves or their industry. Regarding the important ESG points being discussed, which asset managers are interested in them and for what reasons? This will allow you to recognize specifically what is happening and make subsequent responses smoother. Ultimately, it is important to clarify the awareness and response of important ESG issues between issuers and asset managers. Sharing information more efficiently and accurately will improve the accuracy of various decisions related to investments and business operations. This can be done.

[0077] In the information disclosure promotion device of this embodiment, the calculation device executes the following from a terminal of the management institution: When accessing the data, the asset management institution and other asset management institutions will each provide instructions regarding each company. By referring to the information on the disclosure items specified above, the number or concentration of asset managers who place importance on each disclosure item The results of the aggregation will be compiled based on the disclosure items specified by the investment manager. and further executes a process of setting a display adjustment and performing a display control that allows the comment to be referred to. It may also be stated that it is something that is

[0078] According to this, each asset manager will be required to keep confidential the ESG-related disclosure items that they place importance on. It is also possible to clearly understand the position of the investment management institution in terms of its priorities. The person must consider the appropriateness and rarity of their own judgment and policy, and if necessary, This will ensure an environment in which it is easy to review and make adjustments. We will share our understanding and responses to important ESG-related issues more efficiently and accurately, and improve our investment and business operations. This allows for optimal accuracy in various management-related decisions.

[0079] In the information disclosure promotion device of this embodiment, the arithmetic unit responds to the terminal of the company. The company will notify the company of the results of the above-mentioned compilation and / or the information of each investment management institution. a process of observing user operations on the business terminal and storing the results of the observation in the storage device; aggregating the history of the user operations indicated by the results of the observation, and displaying the results of the aggregation in the disclosure items; and further executes a process of transmitting the information to the terminal of the operating institution as information on the recognition status of the , may also be used.

[0080] According to this, the investment managers have indicated that they will focus on the ESG-related priorities. Objectively determine whether the companies have recognized the items in question and to what extent. This is expected to be possible in future engagements between the asset manager and the company. When creating opportunities for management, the investment manager must consider the company's commitment to the item in question. By understanding the risk level in advance, efficient question and answer sessions will become possible. Share awareness and responses regarding important ESG issues with clients more efficiently and accurately This allows for more accurate decisions regarding investments and business operations.

[0081] In the information disclosure promotion method of this embodiment, the information processing device When a predetermined action is received from the company's terminal in response to the display of the number or concentration of investment institutions indicated by and further processing to respond to the terminal of the company with information on each investment institution that constitutes the subject of the display. It may also be said to execute.

[0082] In the information disclosure promotion method of this embodiment, the information processing device Each of the investment managers will refer to the information on the disclosure items held by the company and decide to place importance on the disclosure items. and extracting comments about the disclosure items from the company. The device may further execute a process of responding to the business terminal.

[0083] In the information disclosure promotion method of this embodiment, the information processing device is a terminal of an operating institution. When accessing from the site, the asset management institution and other asset management institutions will By referring to the information on the disclosure items specified by the investor, the number or concentration of investment managers who place importance on each disclosure item The results of the above aggregation will be compiled only for the disclosure items specified by the investment manager. and further performing a process of controlling display to allow reference to the comment. It may also be said that the

[0084] In the information disclosure promotion method of this embodiment, the information processing device is a terminal of the company. Regarding at least one of the results of the aggregation in response to the request and the information of each of the investment management institutions, A process of observing user operations on the company's terminal and storing the results of the observation in the storage device. and aggregating the history of the user operations indicated by the results of the observation, and disclosing the results of the aggregation. The information on the recognition status of the item is further transmitted to the terminal of the operating institution. That's fine. [Explanation of symbols]

[0085] 1 Network 10 Information Disclosure Promotion System 100 Information disclosure promotion device 101 Storage device 102 Programs 103 memory 104 Arithmetic equipment 105 Communication equipment 125 Disclosure promotion DB 126 Viewing Log DB 127 Disclosure Promotion Template 128 User DB 200 corporate terminals 300 Operating institution terminal

Claims

1. E, designated by each investment institution for each company that can be invested in and the industry to which the company belongs. a storage device for storing information on important disclosure items regarding SG; In response to access from the terminals of the companies, each operation for the company and the industry is The number of asset managers who place importance on each disclosure item, or Concentration disclosures required for the company and the industry A process of aggregating data for each disclosure item and sending the results of the aggregation to the terminal of the company. a computing device that executes the processing; An information disclosure promotion device comprising:

2. The computing device The company end user may perform a predetermined action in response to the display of the number or concentration of investment institutions shown in the result of the aggregation. When the information is received from the terminal of the company, the information of each investment institution that constitutes the subject of the display is returned to the terminal of the company. and further performing the process of 2. The information disclosure promotion device according to claim 1.

3. The computing device Each management institution refers to the information on the disclosure items stored in the storage device, and A process of extracting comments regarding the importance of the disclosure items, and The process further executes a process of responding to the company's terminal with the comment.

3. The information disclosure promotion device according to claim 2.

4. The computing device When accessing from a terminal of an operating institution, the operating institution and each of the other operating institutions The information on the disclosure items specified by the company is referred to, and the operation mechanism that prioritizes each disclosure item is used. The number or concentration of functions is calculated based on the results of the calculation, and the The display control is performed to highlight only the displayed items and to allow the comment to be referenced. The method further performs the following process:

4. The information disclosure promoting device according to claim 3.

5. The computing device At least one of the results of the aggregation and information of each of the management institutions that are returned to the terminal of the company Regarding any of the above, the user operations on the terminal of the company are observed, and the results of the observation are stored in the A process of storing the result of the observation in the device, and aggregating the history of the user operations indicated by the result of the observation, and the aggregation and transmitting the result of the process to the terminal of the management institution as information on the recognition status of the disclosure items. The purpose is to 2. The information disclosure promotion device according to claim 1.

6. The information processing device E, designated by each investment institution for each company that can be invested in and the industry to which the company belongs. A storage device is provided for storing information on important disclosure items regarding SG, In response to access from the terminals of the companies, each operation for the company and the industry is The number of asset managers who place importance on each disclosure item, or Concentration disclosures required for the company and the industry A process of aggregating data for each disclosure item and sending the results of the aggregation to the terminal of the company. perform the process, 1. A method for promoting information disclosure, comprising:

7. The information processing device, The company end user may perform a predetermined action in response to the display of the number or concentration of investment institutions shown in the result of the aggregation. When the information is received from the terminal of the company, the information of each investment institution that constitutes the subject of the display is returned to the terminal of the company. further processing to 7. The information disclosure promotion method according to claim 6.

8. The information processing device, Each management institution refers to the information on the disclosure items stored in the storage device, and A process of extracting comments regarding the importance of the disclosure items, and The process further executes a process of responding to the company's terminal with the comment.

8. The information disclosure promotion method according to claim 7.

9. The information processing device, When accessing from a terminal of an operating institution, the operating institution and each of the other operating institutions The information on the disclosure items specified by the company is referred to, and the operation mechanism that prioritizes each disclosure item is used. The number or concentration of functions is calculated based on the results of the calculation, and the The display control is performed to highlight only the displayed items and to allow the comment to be referenced. Further processing is performed.

9. The information disclosure promotion method according to claim 8.

10. The information processing device, At least one of the results of the aggregation and information of each of the management institutions that are returned to the terminal of the company Regarding any of the above, the user operations on the terminal of the company are observed, and the results of the observation are stored in the A process of storing the result of the observation in the device, and aggregating the history of the user operations indicated by the result of the observation, and the aggregation and transmitting the result of the process to the terminal of the management institution as information on the recognition status of the disclosure items. To run, 7. The information disclosure promotion method according to claim 6.

Citation Information

Patent Citations

  • Mediating method between entrepreneur and investor

    JP2002215940A

  • Technology on system for efficiently connecting company information desired especially strongly by investor to information desired to be provided especially emphatically by company

    JP2007299358A

  • Communication system

    JP2015014942A

  • Communication system

    JP2015022400A

  • Non-financial information display method, information processing apparatus and program

    JP2018109808A