Establishing a new investment trust business and the “Investment Trust Palette”
First written in FY2020. 5 of 9 entries say "Advanced", first in FY2021. Latest entry: FY2023.
The whole theme swung hardest in 2020: 1 of 6 companies on the "Worse" side.
5 other companies' latest entry also says "Advanced".
- FY2023AdvancedAnnual report
「As the shift from savings to investment gathers momentum, the personal business will seize the new NISA scheme as an opportunity and focus on supporting customers’ asset building.」
The investment trust business is expanding into asset-building support prompted by the new NISA, integrated banking and securities proposals with FFG証券, and total life consulting. - FY2023-Q2AdvancedAnnual report
「On 14 October 2022, the company established FFG投信設立準備株式会社 as its wholly owned subsidiary.」
In connection with expanding the investment trust business, the company established its wholly owned subsidiary FFG投信設立準備株式会社 on 14 October 2022. - FY2022AdvancedAnnual report
「Increased year on year, mainly due to higher investment trust fees centred on the “Investment Trust Palette.”」
The increase in investment trust fees centred on the Investment Trust Palette was reflected in the annual results as an increase in fees and commissions. - FY2022AdvancedAnnual report
「Fees and commissions increased year on year, mainly due to higher investment trust fees centred on the “Investment Trust Palette.”」
The increase in investment trust fees centred on the “Investment Trust Palette” is reflected in actual results as a factor contributing to higher fees and commissions. - FY2021AdvancedAnnual report
「Under the establishment of the investment trust business, we will expand the “Investment Trust Palette” service to 熊本銀行 and 十八親和銀行 and promote stable earnings from the investment trust business by supporting customers’ long-term asset building.」
The “Investment Trust Palette,” which was fully rolled out at 福岡銀行, has progressed to the stage of being expanded to 熊本銀行 and 十八親和銀行. - FY2021-Q3RestatedAnnual report
「In fiscal 2020, based on the realization of a virtuous cycle between contributing to regional economic development and enhancing FFG's corporate value, which is set out as the basic policy of this plan, the following were positioned as the most important strategies: business transformation, establishment of a new investment trust business, Minna Bank, and the merger of The Shinkin Bank and The Eighteenth Bank」
The company continues to position the establishment of a new investment trust business as one of its most important strategies for fiscal 2020. - FY2021-Q2RestatedAnnual report
「In fiscal 2020, based on the realization of a virtuous cycle between contributing to regional economic development and enhancing FFG's corporate value, which is set out as the basic policy of this plan, the following were positioned as the most important strategies: business transformation, establishment of a new investment trust business, Minna Bank, and the merger of The Shinkin Bank and The Eighteenth Bank」
The company continues to position the establishment of a new investment trust business as one of its most important strategies for fiscal 2020. - FY2021-Q1RestatedAnnual report
「In fiscal 2020, based on the realization of a virtuous cycle between contributing to regional economic development and enhancing FFG's corporate value, which is set out as the basic policy of this plan, the following were positioned as the most important strategies: business transformation, establishment of a new investment trust business, Minna Bank, and the merger of The Shinkin Bank and The Eighteenth Bank」
The company positioned the establishment of a new investment trust business as one of its most important strategies for fiscal 2020. - FY2020First statedAnnual report
「Of the ¥46 trillion in individual deposits across the three prefectures forming FFG’s business base, Fukuoka, Kumamoto and Nagasaki, FFG holds ¥11.5 trillion, or 25%. However, only approximately 4% has shifted from deposits to investment trusts. In fiscal 2020, we will roll out services centred on the newly introduced “Investment Trust Palette,” including portfolio proposals based on long-term asset building.」
Against a backdrop of ¥46 trillion in individual deposits, an FFG share of 25% and a shift rate to investment trusts of approximately 4%, the company identified asset-building services using the “Investment Trust Palette,” long-term portfolio proposals and regular investment trusts as key measures for fiscal 2020.