Efficient Management of Securities Based on Assessment of the Investment Environment and Market Trends
First written in FY2017-Q2. 6 of 12 entries say "Advanced", first in FY2020. Latest entry: FY2026.
The whole theme swung hardest in 2026: 1 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「In securities management, the company will advance efforts to secure stable earnings and improve portfolio quality by dynamically changing asset allocations based on a core portfolio established from a medium- to long-term perspective, in cooperation with its investment advisory subsidiary, 「やまなし未来インベストメント」, and using market-regime analysis and analysis of individual assets.」
Securities management was made more specific through cooperation with the investment advisory subsidiary and dynamic allocation based on a core portfolio, market-regime analysis and individual-asset analysis. - 2026-05-14RaisedRevision of earnings forecasts
「Realized gains and losses on securities (improved yields) ¥11.0 billion annually ¥13.7 billion annually」
The FY2027 target for realized gains and losses from securities investments was raised from ¥11.0 billion annually to ¥13.7 billion. - FY2025AdvancedAnnual report
「In securities management, the company worked to secure stable earnings and improve portfolio quality by dynamically changing asset allocations based on a core portfolio established from a medium- to long-term perspective, in cooperation with its investment advisory subsidiary, やまなし未来インベストメント株式会社, and using market-regime analysis and analysis of individual assets.」
Securities management was made more specific through cooperation with the investment advisory subsidiary, a core portfolio, and dynamic allocation changes based on market-regime and individual-asset analysis. - FY2024AdvancedAnnual report
「In securities management, the company worked to secure stable earnings and improve portfolio quality by dynamically changing asset allocations based on a core portfolio established from a medium- to long-term perspective, using market-regime analysis and analysis of individual assets.」
The securities management policy was developed into a specific management process comprising a core portfolio, market-regime and individual-asset analysis, and dynamic changes in asset allocation. - FY2023AdvancedAnnual report
「Although the operating environment for securities management remains challenging, the company will seek to enhance management under appropriate risk management while improving the soundness of its portfolio.」
The company explicitly stated its policy of improving portfolio soundness in addition to enhancing securities management and strengthening earnings. - FY2022RestatedAnnual report
「Although the operating environment for securities management remains challenging, the company will seek to enhance management and strengthen earnings under appropriate risk management.」
The policy of enhancing securities management and strengthening earnings under risk management, given the challenging operating environment, was reaffirmed. - FY2021AdvancedAnnual report
「Although the operating environment for securities management remains challenging, the company will seek to enhance management and strengthen earnings under appropriate risk management.」
The company reaffirmed its policy of enhancing securities management and strengthening earnings under risk management, given the challenging operating environment. - FY2020AdvancedAnnual report
「Although the operating environment for securities management remains challenging, the company will seek to enhance management and strengthen earnings under appropriate risk management.」
The company stated its policy of enhancing securities management and strengthening earnings under appropriate risk management, given the challenging environment. - FY2018ReframedAnnual report
「To enhance securities management, the company will pursue initiatives including expanding the range of assets managed and diversifying management methods under appropriate risk management.」
In addition to the previous policy of managing assets efficiently in response to market trends, the stated measures have expanded to include enhancing management through a broader range of assets and more diverse management methods. - FY2018-Q2RestatedAnnual report
「The company worked to manage its securities in response to market trends, under a robust risk management framework and with the aim of securing stable earnings.」
The securities management policy of securing stable earnings in response to market trends under a robust risk management framework has been reiterated. - FY2017RestatedAnnual report
「The company worked to manage its securities in response to market trends, under a robust risk management framework and with the aim of securing stable earnings.」
The securities management policy continues to emphasize the risk management framework, responses to market trends and the securing of stable earnings. - FY2017-Q2First statedAnnual report
「The company worked to manage its securities efficiently while carefully assessing the investment environment and market trends.」
The stated policy for securities management is to carefully assess the investment environment and market trends and manage securities efficiently.