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Second-Party Opinion Download

Project Details

Project

Mitsubishi UFJ Financial Group Green Social and Sustainability Bond Second-Party Opinion

Client

Mitsubishi UFJ Financial Group

Project Type

Sustainability Bond/Loan

Industry Group

-

Use of Proceeds

-

Location

Japan

Evaluation Date

Oct 2019

Evaluation Summary

Sustainalytics is of the opinion that the Mitsubishi UFJ Financial Group (MUFG) Green, Social, and Sustainability Bond Framework is credible and impactful, and aligns with the Green Bond Principles 2018 (GBP), the Social Bond Principles 2018 (SBP), and the Sustainability Bond Guidelines 2018 (SBG). This assessment is based on the following:

USE OF PROCEEDS

The eligible categories for the use of proceeds - (i) Green Buildings, (ii) Renewable Energy, (iii) Healthcare, (iv) Education, (v) Employment Generation, and (vi) Affordable housing are aligned with those recognized by the GBP, SBP and SBG. Sustainalytics considers that MUFG’s eligible green and social projects/loans will lead to positive environmental and social impacts and to advance the UN Sustainable Development Goals 3, 4, 7, 8, and 11.

PROJECT EVALUATION/SELECTION

MUFG’s eligible projects/loans will be respectively evaluated and selected by MUFG Bank’s Solution Products Division, Corporate Finance & Strategic Advisory Division, and MUFG’s Office of the CFO. The final decision will be given to MUFG’s Office of the CFO. Sustainalytics views this process as aligned with market practice.

MANAGEMENT OF PROCEEDS

Proceeds of green, social, and sustainability bonds will be tracked using by MUFG Bank’s internal loan management system, which will be monitored by MUFG. Pending full allocation, MUFG will invest an equal amount of its unallocated proceeds in cash, cash equivalents or marketable securities. This process is in line with market practice.

REPORTING

MUFG intends to publish allocation and impact reporting annually on its website. The allocation reporting will include the amount allocated and unallocated. MUFG intends to report impact reporting using quantitative metrics for all eligible green and social categories. Moreover, MUFG is committed to receiving a compliance review from Sustainalytics as an external review provider after the bond issuance. Sustainalytics considers MUFG’s reporting commitments along with compliance review to be in line with market best practice.

https://mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com/docs/default-source/spos/mitsubishi-ufj-financial-group-green-social-and-sustainability-bond-second-party-opinion-08102019-english.pdf?sfvrsn=d5288bfa_3