Collaboration with Daiwa Securities Group on Discretionary Investment Management Services
First written in FY2020. 2 of 4 entries say "Advanced", first in FY2022. Latest entry: FY2023.
0 other companies' latest entry also says "Advanced".
- FY2023AdvancedAnnual report
「The Bank launched Yucho Fund Wrap, which provides optimal investment portfolios tailored to changes in customers' life plans, household finances and other circumstances.」
Following approval, the discretionary investment management service with the Daiwa Securities Group led to the launch of Yucho Fund Wrap. - FY2022AdvancedAnnual report
「For the discretionary investment management service being considered in collaboration with the Daiwa Securities Group, the Bank applied for approval under the Postal Service Privatization Act to launch the service and obtained approval in March 2022.」
The discretionary investment management service advanced from the preparation stage to the stage of obtaining approval under the Postal Service Privatization Act. The Bank launched the Discretionary Investment Management Service (Yucho Fund Wrap) in May 2022. - FY2021RestatedAnnual report
「The Bank proceeded with preparations to launch the discretionary investment management service.」
Preparations continued for the launch of the discretionary investment management service with the Daiwa Securities Group. - FY2020First statedAnnual report
「The Bank will continue preparations to launch the discretionary investment management service agreed with the Daiwa Securities Group in May 2019.」
The collaboration between the Bank and Japan Post Co., Ltd. and the Daiwa Securities Group was described as a new asset-building initiative involving preparations to launch a discretionary investment management service.