Downside-Resilient Portfolios and Risk Consulting
First written in FY2019. 7 of 9 entries say "Advanced", first in FY2021. Latest entry: 2026-07-31.
3 other companies' latest entry also says "Advanced".
- 2026-07-31AdvancedFinancial Results Presentation
「償還期限のないレガシー資産（クレジットETF）の売却を継続し、残高は当初から半減の235百万ドル、評価損益も▲78億円まで減少」
クレジットETFの残高と評価損益の削減が進んだ。 - FY2026AdvancedAnnual report
「The company began disposing of legacy securities assets with no maturity date. Credit ETF holdings declined by USD 178 million year on year (down 38%).」
The company began disposing of legacy assets and reduced the balance of credit ETFs by 38%, advancing the reduction of portfolio risk. - FY2025MitigatedAnnual report
「The company continues to operate its foreign-currency securities portfolio with a zero net risk balance, while unrealized losses have declined as securities mature.」
The company has continued to operate with effectively zero net risk exposure to foreign-currency securities and has confirmed a reduction in unrealized losses through redemptions. - FY2024-Q3AdvancedAnnual report
「The company began selling foreign-currency ETFs in the third quarter and plans to sell the remaining foreign-currency ETFs and part of its mortgage-backed securities in the fourth quarter. As a result of these transactions, losses of ¥11.1 billion in the third quarter and ¥29.8 billion in the fourth quarter, or ¥41.0 billion in the second half, are expected to be recognized.」
To restructure its securities portfolio, the company began selling foreign-currency ETFs and specified plans to sell the remaining foreign-currency ETFs and mortgage-backed securities, along with the expected losses. - FY2023-Q3AdvancedAnnual report
「Gains and losses on financial derivatives were associated with the operations to reduce the risk of the securities portfolio.」
The company carried out operations to reduce the risk of its securities portfolio and recognized gains and losses on financial derivatives in the process. - FY2023-Q1AdvancedAnnual report
「Non-interest income was ¥7.2 billion, down ¥7.6 billion year on year, due in part to operations carried out to substantially reduce the risk of the securities portfolio in light of market conditions.」
In light of market conditions, the company carried out specific operations to substantially reduce the risk of its securities portfolio. - FY2022-Q2AdvancedAnnual report
「In light of US interest rate trends, balances continued to decline in the second quarter, following the first quarter, mainly in US Treasuries and US mortgage-backed securities.」
In light of US interest rate trends, the company continued to adjust its portfolio, mainly consisting of US Treasuries and US mortgage-backed securities. - FY2021AdvancedAnnual report
「A global, seamless monitoring framework linking our offices in North America, Asia and Europe with Tokyo has been strengthened. By collecting local information from each region in real time, we will respond to the spread of COVID-19 and political and diplomatic event risks while working to manage our globally diversified portfolio flexibly.」
The company has strengthened its monitoring framework linking North America, Asia and Europe with Tokyo and has formulated specific plans for agile management of its diversified portfolio. - FY2019First statedAnnual report
「In the markets business, while assessing economic and market conditions, we will work to build portfolios that are resilient to downside risk and highly risk-resistant in order to secure stable earnings, while also strengthening risk consulting for customers.」
The company plans to assess market conditions, build portfolios resilient to downturns, and advance risk consulting for customers.