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Human Capital Disclosure Assessment

Sony Financial Group Inc.

8729TSE Prime · Listed · Checked 2026-10-26Insurance2026-03-31

Assessment Scores

Company coverage reference date: 2026-08-31

Overall Score

58.25 / 100
Scores by Assessment Area and Component
Disclosure Governance14.5 / 20
Human Intangible Assets31.25 / 40
Technical Knowledge6.25 / 10
Skills12.5 / 15
Motivation12.5 / 15
Human Capital Investment Flow12.5 / 40

Overall Disclosure Profile

Sony Financial Group Inc. positions expertise in its life insurance, non-life insurance, and banking businesses, together with experience across business domains, as pillars of its human capital strategy. It advances specialist capability development, mentoring, and employment conditions based on roles and outcomes. The filing reports 259 employees with experience across multiple business domains and an average of 1.9 domains.

A section describing flexible working arrangements and work-life support states that consolidated average overtime continuously improved over the past 3 fiscal years. Hours and the extent of improvement are not provided. The relationship between the engagement change from 67 to 68 and the effects of these initiatives is also unclear. The consolidated table of statutory indicators has a limited scope and does not cover the entire consolidated group.

Scores by Assessment Item

Scores assess disclosures in the Annual Securities Report. A score of zero does not mean that an initiative is not implemented or that employees lack capability.

Scores for each of the 16 assessment items
Disclosure Governance
G1Disclosure of Basic Quantitative Information2 / 5
G2Governance and Risk Management3.75 / 5
G3Human Capital Strategy and Basic Policy5.0 / 5
G4Clarity of Indicators, Targets, and Explanations3.75 / 5
Human Intangible Assets
Technical Knowledge
T1Technical Knowledge Base2.5 / 5
T2Acquisition and Accumulation of Technical Knowledge3.75 / 5
Skills
S1Alignment between Technical Knowledge and Practical Work3.75 / 5
S2Volume of Use and Application3.75 / 5
S3Continued Use and Expansion5.0 / 5
Motivation
M1Mechanisms Supporting Motivation5.0 / 5
M2Track Record of Operation5.0 / 5
M3Employee State and Change2.5 / 5
Human Capital Investment Flow
F1Logic from Investment to Outcomes5.0 / 10
F2Magnitude of Outcomes2.5 / 10
F3Calculation Basis and Use in Planning0.0 / 10
F4Verification of the Relationship5.0 / 10

Assessment History

2025-04-01 – 2026-03-31 · Latest recorded assessment

No earlier assessments are recorded. Comparability across periods has not been confirmed.

Sources & Assessment Scope

Current Company Information

Current name source · Listing status source

Filing Information

Assessment Scope & Disclaimer

This assessment is based solely on information disclosed in the company's Japanese-language Annual Securities Report filed through EDINET.

It does not assess the human capital initiatives a company actually implements or the company's human capital capabilities themselves.

Items for which no disclosure was identified in the Annual Securities Report receive no points, regardless of whether the company actually implements the relevant initiatives.

This English-language assessment is a translation of the original Japanese assessment and is provided for convenience. In the event of any discrepancy, the Japanese assessment prevails.