Komori
Other Disclosures8609OKASAN SECURITIES GROUP INC.Financials (excluding banks)

Notice of the Launch of the Portfolio Analysis Service “Okasan ARMS”

Okasan Securities will launch the “Okasan ARMS” portfolio analysis service, which uses BlackRock’s “Aladdin Wealth™,” on 1 June 2026. The service will analyze asset holdings and risk, and support the preparation of portfolio improvement proposals and proposal materials tailored to each customer.

Worth reading
57In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
—
Displayed only when the document provides numerical figures.
Wording
Definitive
How definitive the wording is.

Announced details

Okasan ARMS portfolio analysis serviceAladdin Wealth™
Applicable field (uses covered by this announcement)

Asset management, investment decision support, wealth management, portfolio management and risk analysis

Launch date1 June 2026 (Monday), scheduled
Relationship between the counterparty and the company
OKASAN SECURITIES GROUP INC.8609
Relationship with the Company

Okasan Securities will use BlackRock, Inc.’s Aladdin Wealth™. Capital and personnel relationships are Not disclosed.

CounterpartyBlackRock, Inc.

BlackRock, Inc., a US company. It has one of the largest asset management businesses in the world and provides Aladdin Wealth™. Other information on its location, representative, capital and year of establishment is Not disclosed.

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Announced details
ItemDetails
Names of Products / Services CoveredOkasan ARMS portfolio analysis service, Aladdin Wealth™
CounterpartyBlackRock, Inc.
Counterparty overviewBlackRock, Inc., a US company. It has one of the largest asset management businesses in the world and provides Aladdin Wealth™. Other information on its location, representative, capital and year of establishment is Not disclosed.
Relationship with the CompanyOkasan Securities will use BlackRock, Inc.’s Aladdin Wealth™. Capital and personnel relationships are Not disclosed.
Launch date1 June 2026 (Monday), scheduled
Applicable areaAsset management, investment decision support, wealth management, portfolio management and risk analysis
Items this document does not state (12)
Contract ValueOffering priceContract DateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative EffectsUsage historyImpact on Business PerformanceSource

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The service combines the consulting expertise developed through face-to-face services with Aladdin Wealth™’s portfolio management capabilities, data and risk analysis platform, with the aim of providing more precise, multifaceted asset analysis and improving the quality of proposals tailored to customers’ investment objectives and risk tolerance. It will also advance the “digitalization across all areas” set out in the medium-term management plan.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice of the Launch of the Portfolio Analysis Service “Okasan ARMS” | OKASAN SECURITIES GROUP INC. (8609) timely disclosure | Komori