Expansion of Products and Consulting Services to Support Customers in Building Assets Steadily
First written in FY2017-Q1. 11 of 26 entries say "Advanced", first in FY2018-Q1. Latest entry: 2026-11-11.
The whole theme swung hardest in 2020: 1 of 7 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Sales of fund wraps and investment trusts to retail customers remained strong, and assets under custody, including those of Aozora Asset Management, increased by ¥101.4 billion year on year (+16%).」
Sales of fund wraps and investment trusts remained strong, and assets under custody, including those of Aozora Asset Management, increased by ¥101.4 billion, or 16%. - 2026-05-14AdvancedFinancial Results Presentation
「リテール顧客向けファンドラップ・投資信託販売が好調、あおぞら投信と合わせて預り資産残⾼は前年度⽐+1,014億円（+16％）」
ファンドラップ・投資信託販売と預り資産残高の増加を具体的に示した。 - FY2023-Q3Decline in profit from investment product sales and comprehensive review of the structured bond sales policyAnnual report
「Profit from sales of investment trusts, structured bonds and other products was ¥2.4 billion (down ¥4.4 billion year on year). - A comprehensive review of the sales policy for structured bonds is under way」
Profit from sales of investment trusts, structured bonds and other products fell by ¥4.4 billion year on year, and a comprehensive review of the sales policy for structured bonds is under way. - FY2023-Q1Decline in profit from investment product salesAnnual report
「• Retail-related profit from investment product sales decreased by ¥2 billion year on year, reflecting an uncertain market environment」
Reflecting an uncertain market environment, retail-related profit from investment product sales decreased by ¥2 billion year on year. - FY2022-Q3AdvancedAnnual report
「Profit from the sale of investment trusts, insurance and structured bonds increased from ¥2.9 billion to ¥6.9 billion" "Retail-related profit from investment product sales remained strong」
Retail-related profit from investment product sales increased from ¥2.9 billion in the same period of the previous year to ¥6.9 billion, as sales of investment trusts, insurance and structured bonds remained strong. - FY2022-Q2AdvancedAnnual report
「Profit from the sale of investment trusts, insurance and structured bonds 15 46 31 (Note) Profit from the sale of structured bonds is recognized as trading income. • Although retail structured bond sales profit declined in the second quarter from the first quarter, it increased year on year for the interim period」
Profit from investment trust, insurance and structured bond sales increased from ¥1.5 billion in the same period of the previous year to ¥4.6 billion. Structured bond sales profit declined quarter on quarter in the second quarter alone, but exceeded the prior-year level for the interim period. - FY2022-Q1AdvancedAnnual report
「Profit from the sale of investment trusts, insurance and structured bonds 1 31 29 (Note) Profit from the sale of structured bonds is recognized as trading income. • Retail-related profit from investment product sales increased as sales of structured bonds and investment trusts remained firm」
Retail-related profit from investment product sales was ¥3.1 billion, and sales of structured bonds and investment trusts remained firm. - FY2021Annual decline in profit from investment product sales and second-half recoveryAnnual report
「Profit from the sale of investment trusts, insurance and structured bonds declined from ¥8.7 billion to ¥5.4 billion" "Retail-related profit from investment product sales recovered from July onward, led by strong structured bond sales」
Annual profit declined from the previous fiscal year, but recovered from July onward, mainly through structured bond sales. - FY2021-Q3Cumulative decline in profit from investment product sales and signs of recoveryAnnual report
「Profit from the sale of investment products to individual customers began to trend upward after July, driven by strong structured bond sales, despite the negative impact of the state of emergency, requests to refrain from going out and other factors in the first quarter.」
Profit from investment product sales declined from ¥5.8 billion in the same period of the previous year to ¥2.9 billion, while the company states that it began to trend upward from July onward due to strong structured bond sales. - FY2021-Q2Interim-period decline in investment product sales and recovery from July onwardAnnual report
「Profit from the sale of investment products to individual customers increased significantly from July onward, driven by strong structured bond sales.」
Cumulative profit from investment product sales for the interim period was ¥1.5 billion, down ¥1.3 billion year on year, but structured bond sales were strong from July onward. - FY2021-Q1Worsening first-quarter decline in profit from investment product salesAnnual report
「Profit from the sale of investment products, including investment trusts, insurance and structured bonds, to individual customers decreased by ¥1.1 billion to ¥100 million, as sales of each product fell below the level of the same period of the previous year due to the negative impact of the state of emergency, requests to refrain from going out and other factors.」
Against a backdrop of the state of emergency, requests to refrain from going out and other factors, sales of investment trusts, insurance and structured bonds fell below the level of the same period of the previous year, reducing sales profit by ¥1.1 billion year on year to ¥100 million. - FY2020-Q3AdvancedAnnual report
「Profit from the sale of investment products, including investment trusts, insurance and structured bonds, to individual customers increased by ¥1.3 billion year on year to ¥5.8 billion. Although sales of investment trusts and insurance fell below the level of the same period of the previous year, structured bond sales remained strong.」
Although sales of investment trusts and insurance fell below the level of the same period of the previous year, strong structured bond sales increased profit from investment product sales to ¥5.8 billion. - FY2020-Q2Interim-period decline in profit from investment product salesAnnual report
「Profit from the sale of investment products to individual customers decreased by ¥300 million year on year to ¥2.8 billion. In an uncertain market environment, sales of structured bonds remained firm, but sales of investment trusts and insurance fell below the level of the same period of the previous year.」
Sales of structured bonds remained firm, but sales of investment trusts and insurance fell below the level of the same period of the previous year, reducing profit from investment product sales by ¥300 million year on year to ¥2.8 billion. - FY2020-Q1First-quarter decline in profit from investment product salesAnnual report
「Profit from the sale of financial products to individual customers decreased by ¥300 million to ¥1.3 billion. In an uncertain market environment, customers continued to adopt a wait-and-see stance, and profit from sales of structured bonds and insurance fell below the level of the same period of the previous year, among other factors.」
Against a backdrop of an uncertain market environment and customers' wait-and-see stance, profit from the sale of structured bonds and insurance fell below the level of the same period of the previous year, reducing profit from financial product sales to individual customers by ¥300 million to ¥1.3 billion. - FY2019Annual decline in profit from investment product salesAnnual report
「Sales of investment products, including investment trusts, insurance and structured bonds, to individual customers fell below the previous fiscal year's level, but lending-related fees remained firm, bringing total fee and commission income to ¥12.9 billion, up ¥1.5 billion, or 13.6%, from the previous fiscal year.」
Sales of investment products to individual customers fell below the previous fiscal year's level, and separately reported profit from sales declined by ¥2.9 billion to ¥5.6 billion. Overall fee and commission income increased due to higher lending-related fees. - FY2019-Q3Continued decline in profit from investment product salesAnnual report
「Profit from the sale of investment products, including investment trusts, insurance and structured bonds, to individual customers decreased by ¥1.7 billion year on year to ¥4.4 billion. Insurance sales remained at the same level as the same period of the previous year, while sales of investment trusts and structured bonds fell below the prior-year level amid an uncertain market environment. We will continue to further promote customer-oriented business operations, including by expanding our product lineup and enhancing our consulting services, so as to contribute to customers' stable asset building.」
Profit from investment product sales decreased by ¥1.7 billion year on year to ¥4.4 billion, but the company continues its policy of supporting asset building through its product lineup, consulting services and customer-oriented business operations. - FY2019-Q2RestatedAnnual report
「Profit from the sale of investment products, including investment trusts, insurance and structured bonds, to individual customers decreased by ¥300 million year on year to ¥3.2 billion. Sales of insurance and structured bonds remained firm in an uncertain market environment, while investment trust sales fell below the level of the same period of the previous year. We will continue to further promote customer-oriented business operations, including by expanding our product lineup and enhancing our consulting services, so as to contribute to customers' stable asset building.」
Although profit from investment product sales declined to ¥3.2 billion, the company continues its policy of supporting stable asset building through its product lineup, consulting services and customer-oriented business operations. - FY2019-Q1RestatedAnnual report
「Profit from the sale of investment products, including structured bonds, to individual customers was ¥1.6 billion, approximately unchanged from the same period of the previous year.」
Sales of investment products to individual customers continued, but profit was approximately unchanged from the same period of the previous year, with no new developments reported. - FY2018-Q3AdvancedAnnual report
「Profit from the sale of investment products, including investment trusts, insurance and structured bonds, to individual customers increased by ¥1.7 billion year on year to ¥6.3 billion. We will continue to expand our product lineup and enhance our consulting services in response to customer needs, further promote customer-oriented business operations and contribute to customers' stable asset building.」
Profit from investment product sales increased by ¥1.7 billion year on year to ¥6.3 billion. The company also states its policy of continuing to enhance its product lineup and consulting services and pursue customer-oriented business operations. - FY2018-Q2AdvancedAnnual report
「Profit from the sale of investment products, including investment trusts, insurance and structured bonds, to individual customers increased by ¥800 million year on year to ¥3.6 billion. We will continue to expand our product lineup and enhance our consulting services in response to customer needs, further promote customer-oriented business operations and contribute to customers' stable asset building.」
Profit from investment product sales increased by ¥800 million year on year to ¥3.6 billion, and the company states its policy of continuing to enhance its product lineup and consulting services and pursue customer-oriented business operations. - FY2018-Q1AdvancedAnnual report
「Profit from the sale of investment products to individual customers increased by ¥400 million year on year to ¥1.7 billion. We will continue to expand our product lineup and enhance our consulting services in response to customer needs, further promote customer-oriented business operations and contribute to customers' stable asset building.」
Profit from investment product sales increased by ¥400 million year on year to ¥1.7 billion. The company also states its policy of continuing to enhance its product lineup and consulting services and pursue customer-oriented business operations. - FY2017-Q3RestatedAnnual report
「In accordance with the Aozora Bank Group's basic fiduciary duty policy, we will continue to expand our product lineup in response to customer needs and enhance our highly specialized, attentive consulting services, thereby contributing to customers' stable asset building.」
The company continues to expand its product lineup and consulting services in accordance with its fiduciary duty policy. - FY2017-Q2RestatedAnnual report
「We will continue to expand our product lineup and enhance our consulting services in response to customer needs, in accordance with our basic fiduciary duty policy, thereby contributing to customers' stable asset building.」
The company continues to expand its product lineup and consulting services to support customers' stable asset building in accordance with its basic fiduciary duty policy. - FY2017-Q1First statedAnnual report
「We will continue to expand our product lineup and enhance our consulting services in response to customer needs, thereby contributing to customers' stable asset building even in a negative-interest-rate environment.」
The company cites enhancing its product lineup, including investment trusts, insurance and structured bonds, and its consulting services as measures.