Exploring new investment areas such as private equity
First written in FY2016. 25 of 27 entries say "Advanced", first in FY2017. Latest entry: 2026-08-07.
The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.
5 other companies' latest entry also says "Advanced".
- 2026-08-07AdvancedEarnings presentation materials
「戦略投資領域 151,116 154,438 3,322」
戦略投資領域の残高が2026年3月末の15兆1,116億円から2026年6月末の15兆4,438億円へ増加した。 - FY2026AdvancedAnnual report
「In addition, within risk-bearing assets, we focused on selective investments in high-quality opportunities in strategic investment areas such as private equity funds, increasing the balance to ¥15.1 trillion.」
The balance of strategic investment areas increased from ¥13.3 trillion to ¥15.1 trillion, and investment in private equity and other areas continued to expand. - FY2026-H1AdvancedAnnual report
「Strategic investment areas (Note 3) 133,672 137,249」
The balance of strategic investment areas, including private equity funds, real estate funds, direct lending funds and infrastructure debt funds, among others, increased from ¥13.3672 trillion to ¥13.7249 trillion. - FY2025AdvancedAnnual report
「We expanded the balance of risk assets to ¥107.9 trillion, mainly through investments in foreign corporate bonds and other assets in the investment-grade segment. Within risk assets, we made selective investments in high-quality opportunities in strategic investment areas, including private equity funds, bringing the balance to ¥13.3 trillion.」
The balance of strategic investment areas, including private equity and other investments, increased from ¥12.1 trillion to ¥13.3 trillion. - FY2025-H1AdvancedAnnual report
「Strategic investment areas (Note 3) 121,481 131,004」
The balance of strategic investment areas, including private equity funds, real estate funds, direct lending funds and infrastructure debt funds, among others, increased from ¥12.1481 trillion to ¥13.1004 trillion. - FY2024AdvancedAnnual report
「Within risk-bearing assets, we focused on selective investments in high-quality opportunities in strategic investment areas such as private equity funds, increasing the balance to ¥12.1 trillion.」
The balance of strategic investment areas increased to ¥12.1 trillion. - FY2024-Q2AdvancedAnnual report
「Risk-bearing assets (Note 2) 994,542 1,030,844 Strategic investment areas (Note 3) 101,262 112,055」
The balance of strategic investment areas, including private equity funds, real estate funds, direct lending funds and infrastructure debt funds, among others, increased from ¥10.1262 trillion to ¥11.2055 trillion. - FY2023AdvancedAnnual report
「Extraordinary gains and losses increased by ¥143.4 billion from the previous fiscal year to ¥325.5 billion, mainly due to the expansion of income from private equity funds and real estate funds, among other factors.」
Higher income from private equity funds and real estate funds resulted in extraordinary gains and losses of ¥325.5 billion. Income generated by the new investment areas continued to expand. - FY2023-Q3AdvancedAnnual report
「Extraordinary gains and losses increased by ¥76.8 billion year on year to ¥167.4 billion, mainly due to the expansion of income from private equity funds and real estate funds, among other factors.」
The increase in income from private equity funds and real estate funds contributed to the increase in extraordinary gains and losses, and income generated by the new investment areas increased. - FY2023-Q2AdvancedAnnual report
「Extraordinary gains and losses increased by ¥52.2 billion year on year to ¥109.8 billion, mainly due to the expansion of private equity funds and real estate funds, among other factors.」
The expansion of private equity funds and real estate funds contributed to the increase in extraordinary gains and losses, and income generated by the new investment areas increased. - FY2023-Q1AdvancedAnnual report
「Extraordinary gains and losses increased by ¥11.8 billion year on year to ¥28.4 billion, mainly due to the expansion of private equity funds and real estate funds, among other factors.」
The expansion of private equity funds and real estate funds was identified as a factor behind the increase in extraordinary gains and losses, confirming income generated by the new investment areas. - FY2022AdvancedAnnual report
「In the strategic investment areas, we focused on selective investments in high-quality opportunities and increased the balance to ¥6.4 trillion.」
The balance of strategic investment areas increased from ¥4.2 trillion in the previous fiscal year to ¥6.4 trillion. In addition, higher valuations of portfolio companies held by private equity funds and progress in exits contributed to the increase in income. - FY2022-Q3AdvancedAnnual report
「Of this amount, net interest income increased by ¥208.8 billion year on year, mainly due to higher income from foreign bond investment trusts and private equity funds, among other factors.」
The increase in income from private equity funds was specifically identified as a factor behind the increase in net interest income. Income generated by the new investment areas was reported. - FY2022-Q2AdvancedAnnual report
「Strategic investment areas (Note 3) 42,652 54,315」
The balance of strategic investment areas, including private equity funds, real estate funds, direct lending funds and infrastructure debt funds, among others, increased from ¥4.2652 trillion to ¥5.4315 trillion. - FY2021AdvancedAnnual report
「Strategic investment areas (Note 3) 33,096 42,652」
The balance of strategic investment areas increased from ¥3.3096 trillion to ¥4.2652 trillion. Investment in private equity, real estate funds and direct lending funds, among others, expanded. - FY2021-Q2AdvancedAnnual report
「Strategic investment areas (Note 3) 33,096 35,565」
The balance of strategic investment areas increased from ¥3.3096 trillion at the end of March 2020 to ¥3.5565 trillion at the end of September 2020. Investment in alternative assets, real estate funds and direct lending funds, among others, expanded. - FY2020AdvancedAnnual report
「Strategic investment areas 29,285 33,096」
The balance of strategic investment areas increased from ¥2.9285 trillion to ¥3.3096 trillion. Investment in private equity funds, real estate funds and direct lending funds, among others, expanded. - FY2020-Q2AdvancedAnnual report
「Strategic investment areas (Note 3) 29,285 29,706」
The balance of strategic investment areas increased from ¥2.9285 trillion at the end of March 2019 to ¥2.9706 trillion at the end of September 2019. Investment balances in alternative assets, real estate funds and direct lending funds, among others, are expanding. - FY2019AdvancedAnnual report
「JP Investment Co., Ltd., established in February 2018 through a joint investment with JAPAN POST INSURANCE Co.,Ltd., formed the JP Investment No. 1 Investment Limited Partnership in April of the same year and began investing.」
JP Investment made tangible progress by commencing investments, and the balance of strategic investment areas increased from ¥1.6376 trillion to ¥2.9285 trillion. - FY2019-Q2AdvancedAnnual report
「Strategic investment areas (Note) 16,376 24,841」
The balance of strategic investment areas increased from ¥1.6376 trillion at the end of March 2018 to ¥2.4841 trillion at the end of September 2018. Strategic investment areas include alternative assets, real estate funds and direct lending funds. - FY2018AdvancedAnnual report
「Alternative assets (Note 2) — — — 6,073 14,642」
Alternative assets increased from ¥607.3 billion at the end of March 2017 to ¥1.4642 trillion at the end of March 2018. - FY2018-Q3AdvancedAnnual report
「The company was established on 9 February 2018 as follows. It was established to expand returns from private equity investments by focusing mainly on Japanese companies, making investment decisions based on assessments of their business potential, providing management support to portfolio companies, and supplying equity capital jointly with other outstanding fund managers and similar parties. Capital and capital reserves: ¥1.5 billion (including ¥50 million in common stock and ¥1.45 billion in preferred stock)」
JP Investment Co., Ltd. was established on 9 February 2018 to expand returns from private equity investments. Its specific activities include making investment decisions, providing management support to portfolio companies and co-investing with other fund managers. - FY2018-Q2AdvancedAnnual report
「Alternative assets (Note 2) 589 8,360 — 6,073」
Alternative assets increased from ¥607.3 billion at the end of March 2017 to ¥836.0 billion at the end of September 2017. The asset classes covered were private equity funds, real estate funds and hedge funds. - FY2017AdvancedAnnual report
「We also began investing in alternative assets, including private equity, real estate funds and hedge funds, which invest in unlisted companies and other businesses expected to grow.」
Regarding the previously identified new investment areas, the company stated that it had begun investing in private equity, real estate funds and hedge funds. - FY2016First statedAnnual report
「In the satellite portfolio, we will promote international diversification, develop new investment areas such as private equity, and work to improve returns.」
New investment areas are cited as a means of diversifying managed assets and improving returns.