Diversification of Investment Products and Strengthening of Sales and Partnership Capabilities
First written in FY2016. 11 of 26 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2025.
0 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual report
「The business was discontinued at the end of the current consolidated fiscal year because it was deemed unlikely to generate future business synergies with the other segments, and AFM was excluded from the scope of consolidation of the Group.」
The business, which had expanded investment products including investment trusts, venture capital funds, and renewable energy funds, was terminated as part of a review of the business portfolio. - FY2025-H1AdvancedAnnual report
「AFM also began providing support for the new university-originated venture capital fund launched during the interim consolidated accounting period, contributing to an increase in segment profit for the business.」
The company began providing support through AFM for a new university-originated venture capital fund, and its contribution to the expansion of investment products and segment profit was noted. - FY2024AdvancedAnnual report
「The company manages the renewable energy fund supported by Tokyo University of Science Educational Corporation, which began operations in October 2022.」
In addition to the university-originated venture capital fund, the company continued managing a stable-management fund for foundations and a renewable energy fund, expanding the scope of its management operations. - FY2023-Q3AdvancedAnnual report
「In October 2022, the company began managing a new renewable energy fund supported by Tokyo University of Science Educational Corporation.」
The new renewable energy fund progressed from the management approval stage to the start of management in October 2022. - FY2023-Q2AdvancedAnnual report
「In September 2022, it was decided that management of a new renewable energy fund supported by Tokyo University of Science Educational Corporation would begin in October 2022.」
Management of a new renewable energy fund was approved, progressing to the planned start in October 2022. - FY2023-Q1ReframedAnnual report
「In its Medium-Term Vision 2025 formulated in November 2021, the Company stated that it would accelerate its transformation into an integrated energy company and considered strategic investments and the replacement of business assets as part of that transformation, including a focus on selected businesses.」
The company decided to transfer all shares of PPAM, shifting its focus from the individual asset-building business centered on the former capital and business alliance with the PayPay and Z groups to areas expected to generate synergies with AFM’s fund management and its integrated energy business. - FY2022SoftenedAnnual report
「At PPAM, efforts to expand both the institutional investor business and the individual investor business are significantly behind the original plan to date.」
Regarding expansion of the institutional and individual investor businesses, the variance from the plan was made clearer by changing the wording from “behind schedule” to “significantly behind schedule.” - FY2022-Q3RestatedAnnual report
「At PPAM, efforts to expand both the institutional investor business and the individual investor business are significantly behind the original plan to date. However, the company is focusing on timely establishment of funds that can contribute to the investment performance of institutional investors and others and serve as medium- to long-term investment targets for pension funds and others. At the same time, it is working to build assets under management and expand its earnings base by strengthening collaboration with investment trust distributors and others.」
The company described the expansion of its institutional and individual investor businesses as behind the original plan, while continuing to establish funds, collaborate with distributors, and build assets under management. - FY2022-Q2SoftenedAnnual report
「At PPAM, efforts to expand both the institutional investor business and the individual investor business are behind the original plan to date.」
The company stated that expansion of the institutional and individual investor businesses was behind the original plan. Meanwhile, fund establishment and collaboration with distributors are continuing. - FY2022-Q1RestatedAnnual report
「At the same time, we are working to build assets under management and expand our earnings base by strengthening collaboration with investment trust distributors and others.」
The company continues to collaborate with distributors, establish funds, and strengthen its businesses for institutional and individual investors. - FY2021-Q3AdvancedAnnual report
「As the fund operator for the university-originated venture capital fund whose principal investor is Tokyo University of Science Educational Corporation, the company handles fund management and related operations, steadily builds investment amounts, and has also been entrusted with managing a new fund since the end of the previous fiscal year. Overall, management of the university-originated venture capital funds has continued smoothly, and the new fund also steadily increased its assets under management during the third-quarter consolidated accounting period.」
The company continued to build investment amounts in the university-originated venture capital fund and was also entrusted with managing a new fund. Assets under management in the new fund increased in the third quarter. - FY2021-Q2AdvancedAnnual report
「Overall, management of the university-originated venture capital funds has continued smoothly, and the new fund also steadily increased its assets under management during the second-quarter consolidated accounting period.」
Management of the university-originated venture capital fund continued, and assets under management also increased in the new fund during the quarter. - FY2021-Q1AdvancedAnnual report
「As the fund operator for the university-originated venture capital fund whose principal investor is Tokyo University of Science Educational Corporation, the company handles fund management and related operations, steadily builds investment amounts, and has also been entrusted with managing a new fund since the end of the previous fiscal year.」
The company continues to build investment amounts in the university-originated venture capital fund and has also been entrusted with managing a new fund since the end of the previous fiscal year. - FY2020-Q3RestatedAnnual report
「At the same time, we are working to build assets under management and expand our earnings base by strengthening collaboration with investment trust distributors and others. In addition to ASTAM’s traditional core business for institutional investors, we are also seeking to further strengthen its business for individual investors by fully developing a face-to-face, long-term regular-investment trust business and, in collaboration with Yahoo! Corporation, a financial technology-enabled business that can contribute to individual investors’ long-term asset building, including for those with no investment experience. We continue to aim to enhance ASTAM’s corporate value.」
The company continues to collaborate with distributors, operate a business for individual investors in addition to its institutional investor business, and provide long-term asset-building services in collaboration with Yahoo! Corporation. - FY2020-Q2RestatedAnnual report
「ASTAM continues to build assets under management through collaboration with investment trust distributors and others, while also working to expand its earnings base.」
The company continues to build assets under management through collaboration with distributors, expand its earnings base, and operate its long-term asset-building business for individual investors. - FY2020-Q1RestatedAnnual report
「ASTAM continues to build assets under management through collaboration with investment trust distributors and others, while also working to expand its earnings base.」
The company continues to build assets under management and expand its earnings base through collaboration with distributors. It also continues to operate a long-term regular-investment trust business and a financial technology-enabled long-term asset-building business for individual investors. - FY2019RestatedAnnual report
「We will continue to build assets under management through collaboration with investment trust distributors and others, while also working to expand our earnings base. In addition to our existing core institutional investor business, we will further strengthen our business for individual investors by offering, to individual investors including those with no investment experience, both a face-to-face, long-term regular-investment trust business and a business using financial technology to contribute to long-term asset building.」
The company continues to collaborate with distributors and strengthen its long-term asset-building business for individual investors in addition to its institutional investor business. - FY2019-Q3RestatedAnnual report
「We will continue to build assets under management through collaboration with investment trust distributors and others, while also working to expand our earnings base. In addition to our existing core institutional investor business, we will further strengthen our business for individual investors by offering, to individual investors including those with no investment experience, both a face-to-face, long-term regular-investment trust business and a business using financial technology to contribute to long-term asset building.」
The company continues to pursue collaboration with distributors, build assets under management, and strengthen its business for individual investors in addition to its institutional investor business. - FY2019-Q2RestatedAnnual report
「The public investment trusts developed in collaboration with Yahoo! Corporation, with which we have a capital and business alliance agreement, and aimed at enabling the investment manager to actively support investors’ long-term asset building, as well as face-to-face public investment trusts developed under a similar concept, have steadily increased their assets under management. In addition, for the university-originated venture capital fund whose principal investor is Tokyo University of Science Educational Corporation, Astmax Fund Management Co., Ltd. acts as the fund operator and handles fund management and related operations, while investment amounts continue to build.」
The company continues to build assets under management and investment amounts for products developed in collaboration with Yahoo! Corporation, face-to-face public investment trusts, and the university-originated venture capital fund. - FY2019-Q1RestatedAnnual report
「Going forward, we will continue using our expanded business platform to build assets under management through collaboration with investment trust distributors and others, while also working to expand our earnings base. In addition to our existing core institutional investor business, we will further strengthen our business for individual investors by offering, to individual investors including those with no investment experience, both a face-to-face, long-term regular-investment trust business and a business using financial technology to contribute to long-term asset building.」
The company continues to collaborate with distributors, build assets under management, and strengthen its business for individual investors in addition to its institutional investor business. - FY2018-Q3RestatedAnnual report
「Going forward, we will continue using our expanded business platform to build assets under management through collaboration with investment trust distributors and overseas asset managers, while also working to expand our earnings base.」
The company continues to collaborate with distributors and overseas asset managers, serve individual investors, and expand distribution channels for products developed in collaboration with Yahoo! JAPAN. - FY2018-Q2AdvancedAnnual report
「During the second-quarter cumulative consolidated period, the company newly launched the public investment trust “Yjam Light!” in collaboration with Yahoo! Corporation (hereinafter “Yahoo! JAPAN”). There were also inflows into bull and bear funds, which are private investment trusts seeking to track or inversely track the US dollar.」
The company newly launched Yjam Light! in collaboration with Yahoo! JAPAN, advancing the diversification of investment products. It also indicated a policy of expanding distribution channels for its long-term asset-building business for individual investors using financial technology, including after multiple distributors began handling the products. - FY2017-Q3AdvancedAnnual report
「In December, we newly launched the public investment trust “Yjam Plus!”, developed in collaboration with Yahoo! JAPAN, with total initial net assets of ¥8 billion.」
A public investment trust developed in collaboration with Yahoo! JAPAN was newly launched, giving concrete form to product diversification and partnerships. - FY2017-Q2AdvancedAnnual report
「In addition, investment in the university-originated venture capital fund established in February 2016 by Astmax Fund Management Co., Ltd. of the Group, with Tokyo University of Science Educational Corporation as its principal investor, has been steadily built up.」
The company stated that investment in the university-originated venture capital fund had progressed since investments began in the previous quarter. - FY2017-Q1AdvancedAnnual report
「In addition, actual investments began during the first-quarter cumulative consolidated period in a university-originated venture capital fund established in February 2016 by Astmax Fund Management Co., Ltd. of the Group, with Tokyo University of Science Educational Corporation as its principal investor.」
Actual investments began in the university-originated venture capital fund, moving efforts to diversify investment products into the implementation phase. - FY2016First statedAnnual report
「We will continue to move forward with speed in strengthening our brand to earn the trust of investors, diversifying our products, expanding efficient sales capabilities, further bringing asset management in-house, collaborating with overseas asset managers, providing asset mixes and optimal portfolios combining alternative and traditional asset management, and strengthening our retail business.」
The company also referred to new initiatives, including secondary funds with overseas firms, university-originated venture capital funds, and regular-investment public investment trusts.