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Other Disclosures4765SBI Global Asset Management Co.,Ltd.Financials (excluding banks)

Announcement of the Release of the First Edition of “Our Money White Paper”: Real Insights from 2,000 People by Generation

The subsidiary レオス・キャピタルワークス株式会社 published the first installment of a research white paper on inheritance within families and conversations about money, based on an asset-building survey of people aged 18 to 79 nationwide.

Worth reading
63In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Neutral
Direction inferred from the company’s description.
Scale
2000
people (sample analyzed; Survey ②: 2,008 people)
Wording
Conditional
How definitive the wording is.

Announced details

The Reality of 2,000 People by Generation: Our Money White Paper, Part 1
Applicable field (uses covered by this announcement)

Inheritance, investment, sharing of money between spouses and partners, living expenses, retirement funds, education funds, asset building

Launch date18 September 2026 (Part 1 released, actual)
What the company reported numerically
Quantitative Effects

The rate of wealth awareness among people who had started talking with their parents was 58.3%, 2.3 times the overall rate of 25.2%. The percentages who wanted to discuss inheritance in advance were 72.8% among recipients and 71.4% among those transferring assets.

Usage history

Samples analyzed: Survey ①, 2,122 people; Survey ②, 2,008 people. Screening analysis sample: 5,309 people

Relationship between the counterparty and the company
SBI Global Asset Management Co.,Ltd.4765
Relationship with the Company

レオス・キャピタルワークス株式会社 was the research sponsor, and INTAGE Inc. conducted the research.

CounterpartyINTAGE Inc.

Research agency. Other details, including its location, representative, capital and year established, are Not disclosed.

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Source (materials cited by the company)

レオス・キャピタルワークス株式会社, The Reality of 2,000 People by Generation: Our Money White Paper. Research conducted by INTAGE Inc.

Announced details
ItemDetails
Names of Products / Services CoveredThe Reality of 2,000 People by Generation: Our Money White Paper, Part 1
CounterpartyINTAGE Inc.
Counterparty overviewResearch agency. Other details, including its location, representative, capital and year established, are Not disclosed.
Relationship with the Companyレオス・キャピタルワークス株式会社 was the research sponsor, and INTAGE Inc. conducted the research.
Launch date18 September 2026 (Part 1 released, actual)
Applicable areaInheritance, investment, sharing of money between spouses and partners, living expenses, retirement funds, education funds, asset building
Quantitative EffectsThe rate of wealth awareness among people who had started talking with their parents was 58.3%, 2.3 times the overall rate of 25.2%. The percentages who wanted to discuss inheritance in advance were 72.8% among recipients and 71.4% among those transferring assets.
Usage historySamples analyzed: Survey ①, 2,122 people; Survey ②, 2,008 people. Screening analysis sample: 5,309 people
Sourceレオス・キャピタルワークス株式会社, The Reality of 2,000 People by Generation: Our Money White Paper. Research conducted by INTAGE Inc.
Items this document does not state (9)
Contract ValueOffering priceContract DateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleImpact on Business Performance

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To use data to show that talking about money with family or a partner and having an outlook contribute to peace of mind, and to encourage conversations with family.

How to read this page

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Announcement of the Release of the First Edition of “Our Money White Paper”: Real Insights from 2,000 People by Generation | SBI Global Asset Management Co.,Ltd. (4765) timely disclosure | Komori