Announced details
Asset building, investment, NISA, retirement funds, inheritance and asset organization, and conversations about money within families
People in their 20s: investment trusts 41.9%, deposits and cash 29.0%, NISA usage rate 33.0%, timing of withdrawals 21.3%, intention to consult a professional 73.0%
レオス・キャピタルワークス株式会社 is a subsidiary of the company
Men and women aged 18–79 nationwide; survey participants: main survey ① 2,122, main survey ② 2,008, screening 5,309
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
Internet survey conducted by 株式会社インテージ. Survey sponsor: レオス・キャピタルワークス株式会社
| Item | Details |
|---|---|
| Names of Products / Services Covered | The second edition of “Our Money White Paper”: Real voices from 2,000 people by generation |
| Relationship with the Company | レオス・キャピタルワークス株式会社 is a subsidiary of the company |
| Launch date | 2 October 2026 (actual release date) |
| Applicable area | Asset building, investment, NISA, retirement funds, inheritance and asset organization, and conversations about money within families |
| Location scale | Men and women aged 18–79 nationwide; survey participants: main survey ① 2,122, main survey ② 2,008, screening 5,309 |
| Quantitative Effects | People in their 20s: investment trusts 41.9%, deposits and cash 29.0%, NISA usage rate 33.0%, timing of withdrawals 21.3%, intention to consult a professional 73.0% |
| Source | Internet survey conducted by 株式会社インテージ. Survey sponsor: レオス・キャピタルワークス株式会社 |
Items this document does not state (11)
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 support taking the first step toward discussing money with family members and partners, and to focus on actions that create peace of mind rather than on the magnitude of anxiety.