Building Assets Under Management
First written in FY2016. 14 of 28 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2025.
The whole theme swung hardest in 2026: 1 of 12 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
- FY2025DroppedAnnual report
「The asset management business was deemed unlikely to generate future business synergies with the other segments and will be discontinued at the end of March 2025.」
The asset management business, which had continued to build its assets under management, was discontinued at the end of March 2025, and AFM was also excluded from the scope of consolidation. - FY2025-H1AdvancedAnnual report
「Assets under management of the funds managed by AFM as the fund operator increased year on year, and management fees recorded as operating revenue in this segment also increased year on year.」
Assets under management and management fees for funds managed by AFM increased year on year. In addition, support for managing a new university-originated venture capital fund began, broadening the asset management platform. - FY2024AdvancedAnnual report
「The funds managed by AFM as the fund operator have been steadily increasing their assets under management, and management fees recorded as operating revenue in this segment have increased from the previous fiscal year. Since January 2024, the business has been structured to secure stable monthly profits, and it also posted a small profit for the fiscal year.」
AFM's assets under management and management fees increased, and the asset management business moved from a ¥45 million segment loss in the previous fiscal year to a ¥3 million segment profit. - FY2024-Q1AdvancedAnnual report
「The funds managed by AFM as the fund operator have been steadily increasing their assets under management, and management fees recorded as operating revenue in this segment have increased year on year.」
Assets under management of funds managed by AFM increased, and management fees also exceeded the year-earlier period. - FY2023-Q3AdvancedAnnual report
「The funds managed by AFM as the fund operator have been steadily increasing their assets under management, and management fees recorded as operating revenue in this segment have increased year on year.」
In the asset management business following the transfer of PPAM, the contracted assets and assets under management of funds managed by AFM increased, and management fees also exceeded the year-earlier period. - FY2023-Q2ReframedAnnual report
「At アストマックス・ファンド・マネジメント株式会社 (hereinafter, “AFM”), which is consolidated in this business, the Group continues to focus on asset management services for venture funds, renewable energy funds, and other funds for investors, primarily qualified institutional investors. Contract assets at the company have grown steadily to date, but its earnings depend on contract assets subject to fees.」
Following the transfer of PPAM, the focus of growth in assets under management shifted to expanding contracted assets, including venture capital and renewable energy funds, centered on AFM. - FY2023-Q1AdvancedAnnual report
「Total assets under management as of the end of June 2022 were ¥246.8 billion, an increase of approximately ¥2.2 billion from the end of the previous fiscal year.」
Assets under management increased by approximately ¥2.2 billion from ¥244.5 billion at the end of March 2022 to ¥246.8 billion. - FY2022WorsenedAnnual report
「Total assets under management as of the end of March 2022 were ¥244.5 billion, a decrease of approximately ¥68.7 billion from the end of the previous fiscal year.」
Assets under management decreased from ¥265.1 billion at the end of the third quarter to ¥244.5 billion at the fiscal year-end, while the decline from the end of the previous fiscal year widened from approximately ¥48.1 billion to approximately ¥68.7 billion. - FY2022-Q3WorsenedAnnual report
「Total assets under management as of the end of December 2021 were ¥265.1 billion, a decrease of approximately ¥48.1 billion from the end of the previous fiscal year.」
Assets under management decreased by approximately ¥48.1 billion from the end of the previous fiscal year to ¥265.1 billion, down further from ¥278.1 billion in the previous quarter. - FY2022-Q2WorsenedAnnual report
「Total assets under management as of the end of September 2021 were ¥278.1 billion, a decrease of approximately ¥35.2 billion from the end of the previous fiscal year.」
Assets under management decreased further from ¥284.5 billion in the first quarter, while the decline from the end of the previous fiscal year widened from approximately ¥28.7 billion to approximately ¥35.2 billion. - FY2022-Q1Assets under management declined from the end of the previous fiscal yearAnnual report
「Total assets under management as of the end of June 2021 were ¥284.5 billion, a decrease of approximately ¥28.7 billion from the end of the previous fiscal year.」
Assets under management decreased by approximately ¥28.7 billion from the end of the previous fiscal year to ¥284.5 billion. Redemptions to realize gains, maturity redemptions, and sluggish inflows into privately placed investment trusts were cited as factors. - FY2021-Q3AdvancedAnnual report
「The upward trend in assets under management continued thereafter, supported by inflows into funds seeking to track the US dollar and US equities. Assets under management were approximately ¥344.0 billion at the end of December, an increase of ¥33.6 billion from the end of the previous fiscal year.」
Assets under management increased from approximately ¥320.7 billion at the end of September to approximately ¥344.0 billion at the end of December, also representing an increase of ¥33.6 billion from the end of the previous fiscal year. - FY2021-Q2AdvancedAnnual report
「From July onward, inflows into funds investing in developed-market equities and bonds and funds seeking to track the US dollar increased assets under management. As of the end of September, assets under management were approximately ¥320.7 billion, an increase of ¥10.3 billion from the end of the previous fiscal year.」
Assets under management increased from approximately ¥298.6 billion at the end of June to approximately ¥320.7 billion at the end of September, up ¥10.3 billion from the end of the previous fiscal year. Inflows drove a recovery from the decline through the previous quarter. - FY2021-Q1WorsenedAnnual report
「Outflows from funds investing in swap transactions and maturity redemptions of funds investing in foreign bonds denominated in foreign currencies reduced total assets under management by ¥11.7 billion from the end of the previous fiscal year to approximately ¥298.6 billion as of the end of June.」
Assets under management decreased by ¥11.7 billion from the end of the previous fiscal year to approximately ¥298.6 billion. - FY2020-Q3WorsenedAnnual report
「From October onward, outflows from funds seeking to track or inversely track the US dollar and other factors reduced total assets under management to ¥346.4 billion at the end of December, a decrease of ¥70.9 billion from the end of the previous fiscal year.」
The decline in assets under management widened from ¥57.1 billion from the end of the previous fiscal year at the end of September to ¥70.9 billion at the end of December. - FY2020-Q2The decline in assets under management widenedAnnual report
「Assets under management at the end of September were ¥360.2 billion, a decrease of ¥57.1 billion from the end of the previous fiscal year.」
Assets under management decreased from ¥387.8 billion at the end of June to ¥360.2 billion at the end of September, while the decline from the end of the previous fiscal year widened from ¥29.5 billion to ¥57.1 billion. - FY2020-Q1Assets under management declined from the end of the previous fiscal yearAnnual report
「In addition to outflows from funds seeking to track or inversely track Japanese equities and funds investing in swap transactions, maturity redemptions and other factors relating to the publicly offered investment trust “WTI Crude Oil Futures Fund (Long Position / Short Position / Money Position)” reduced total assets under management by ¥29.5 billion from the end of the previous fiscal year to approximately ¥387.8 billion as of the end of June.」
Assets under management decreased by ¥29.5 billion from ¥417.3 billion at the end of March 2019 to approximately ¥387.8 billion at the end of June. Outflows and investment trust maturity redemptions were cited as factors behind the decline. - FY2019AdvancedAnnual report
「Assets under management at the end of the current fiscal year were ¥417.3 billion, an increase of ¥23.2 billion from the end of the previous fiscal year.」
Assets under management increased by ¥23.2 billion from ¥394.1 billion at the end of March 2018 to ¥417.3 billion at the end of March 2019. In December, the balance also reached ¥426.6 billion, a record high for a month-end balance. - FY2019-Q3AdvancedAnnual report
「However, from October onward, inflows into funds seeking to track Japanese equities and other factors increased total assets under management to ¥426.7 billion at the end of December, a record high for a month-end balance.」
Assets under management increased from approximately ¥374.2 billion at the end of September to ¥426.7 billion at the end of December, setting a record high for a month-end balance. - FY2019-Q2Assets under management declined from the end of the previous fiscal yearAnnual report
「Inflow into funds seeking to track or inversely track Japanese and US government bonds brought total assets under management to a record ¥402.7 billion at the end of May. However, during the first six months of the current fiscal year, maturity redemptions of funds investing in swap transactions and outflows from funds seeking to track the US dollar, among other factors, reduced total assets under management to approximately ¥374.2 billion at the end of September, down ¥19.9 billion from the end of the previous fiscal year.」
Although assets under management reached a record ¥402.7 billion at the end of May, maturity redemptions and fund outflows reduced the balance to approximately ¥374.2 billion at the end of September, down ¥19.9 billion from the end of the previous fiscal year. - FY2019-Q1AdvancedAnnual report
「In the first quarter of the current fiscal year, inflows into funds seeking to track or inversely track Japanese and US government bonds contributed to total assets under management increasing by ¥8.5 billion from the end of the previous fiscal year to ¥402.7 billion at the end of May, a record high for a month-end balance. Subsequently, partly due to the maturity and redemption of funds investing in swap transactions, total assets under management at the end of June were approximately ¥395.5 billion, an increase of ¥1.4 billion from the end of the previous fiscal year.」
Assets under management reached a record ¥402.7 billion at the end of May and, after declining due to maturity redemptions, stood at approximately ¥395.5 billion at the end of June, up ¥1.4 billion from the end of the previous fiscal year. - FY2018-Q3The decline in assets under management widenedAnnual report
「Total assets under management decreased by ¥27.5 billion from the end of the previous fiscal year to approximately ¥357.9 billion as of the end of December.」
Assets under management decreased by ¥27.5 billion from the end of the previous fiscal year to approximately ¥357.9 billion. The decline did not recover from the previous quarter, and the magnitude of the decrease widened. - FY2018-Q2Assets under management declined from the end of the previous fiscal yearAnnual report
「Total assets under management decreased by ¥21.2 billion from the end of the previous fiscal year to approximately ¥364.2 billion as of the end of September.」
Assets under management decreased by ¥21.2 billion from ¥385.4 billion at the end of the previous fiscal year to approximately ¥364.2 billion. Although the policy of building assets under management remains unchanged, the balance declined during the cumulative period of the current quarter. - FY2017AdvancedAnnual report
「However, from February onward, assets under management began increasing again due to new investment trust launches and additional investments in existing investment trusts. At the end of the fiscal year, assets under management reached ¥385.4 billion, an increase of ¥82.0 billion from the end of the previous fiscal year and a record high for a month-end balance.」
Assets under management reached ¥385.4 billion at the fiscal year-end, an increase of ¥82.0 billion from the end of the previous fiscal year and a record-high month-end balance. - FY2017-Q3AdvancedAnnual report
「In December, the Company newly launched the publicly offered investment trust “Yjam Plus!”, developed in collaboration with Yahoo! JAPAN, with total initial principal of ¥8.0 billion. However, amid redemptions by investors seeking to realize gains from privately placed investment trusts, assets under management declined slightly from the end of November to ¥378.7 billion at the end of December.」
Through the launch of “Yjam Plus!” and other initiatives, assets under management reached ¥378.7 billion at the end of December. Although this was a slight decrease from ¥379.8 billion at the end of November, assets under management remained above the level of the same period a year earlier. - FY2017-Q2AdvancedAnnual report
「Although investor activity such as redemptions was observed from August onward, assets under management at the end of September were ¥356.2 billion, an increase of ¥52.8 billion from the end of the previous fiscal year.」
Assets under management increased to ¥370.1 billion at the end of July and, despite redemptions and other activity, stood at ¥356.2 billion at the end of September, ¥52.8 billion above the end of the previous fiscal year. - FY2017-Q1AdvancedAnnual report
「Total assets under management increased by ¥42.0 billion from the end of the previous fiscal year to approximately ¥344.8 billion as of the end of June.」
Assets under management increased by ¥42.0 billion from the end of March 2016 to approximately ¥344.8 billion. - FY2016First statedAnnual report
「Assets under management increased substantially from ¥247.4 billion at the end of March 2015 to ¥302.8 billion at the end of March 2016. The Company intends to continue diversifying its investment product lineup and further strengthening its sales channels.」
The Company reported that assets under management had increased to ¥302.8 billion, substantially exceeding the target of its medium-term management plan, and stated its policy of continuing to build on this growth.