Stabilizing earnings by increasing the investment trust mix and stock fees
First written in FY2025-H1. 3 of 7 entries say "Restated". Latest entry: 2026-08-14.
The whole theme swung hardest in 2020: 1 of 7 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
- 2026-08-14AdvancedEarnings
「Assets under mediation at the end of the first quarter were ¥478,343 million, up 27.8% year on year, setting a new record high.」
The record high in assets under mediation advances the basis for stabilizing earnings through expansion of assets under mediation. - FY2026RestatedAnnual report
「For an IFA affiliated with the company to continue operating as a sole proprietor, it is desirable to increase the balance of intermediated assets and secure stable revenue, including a portion of mutual fund trust fees and fees based on assets under custody.」
The company continues to emphasize expanding the balance of intermediated assets and securing stable revenue from mutual fund trust fees, fees based on assets under custody and other sources. - FY2026-H1RestatedAnnual report
「・Higher mutual fund holdings as a percentage of assets under intermediation and increased recurring fees」
The company continues to pursue higher mutual fund holdings as a percentage of assets under intermediation and increased recurring fees as measures to support stable asset building and strengthen its revenue base. - FY2025RestatedAnnual report
「・Higher mutual fund holdings as a percentage of assets under intermediation and increased recurring fees」
The company continues to pursue higher mutual fund holdings as a percentage of assets under intermediation and increased recurring fees as measures to support stable asset building and strengthen its revenue base. - FY2025-H1First statedAnnual report
「Higher mutual fund holdings as a percentage of assets under intermediation and increased recurring fees」
In connection with increasing the number of IFAs who support stable asset building, the company identifies the rising proportion of mutual funds in intermediated assets and increased recurring fees as new measures to strengthen its revenue base.