Medium-Term Management Plan “Challenge 3”: Numerical Targets
First written in FY2016. 20 of 28 entries say "Restated". Latest entry: FY2026.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「From April 2026, the company has launched the New Medium-Term Management Plan "Target 5 <ONE TEAM>," covering the 4-year period from April 2026 to the end of March 2030, to further accelerate its shift to a customer-focused "recurring-revenue business model."」
Following the end of the Medium-Term Management Plan "3D," the plan changed to the new plan "Target 5 <ONE TEAM>." The plan targets ¥5 trillion in assets under custody, a 30% ratio of base and quasi-base assets, a cost coverage ratio of 100%, and ROE of 15%. - FY2026-H1AdvancedAnnual report
「The Company is continuing to work to increase recurring-revenue assets through fund wraps and investment trusts in order to achieve assets under custody of ¥3 trillion, the target of the medium-term management plan, “3D,” and build a customer-focused recurring-revenue business model.」
For the Medium-Term Management Plan "3D" target of ¥3 trillion in assets under custody, the company continues to use fund wraps and investment trusts as means of achieving it. Assets under custody reached ¥2.485 trillion and the cost coverage ratio reached 75.6%, but the disclosure does not state that the plan as a whole has been achieved. - FY2025RestatedAnnual report
「Under the Medium-Term Management Plan "3D," the targets are ¥3 trillion in assets under custody, a cost coverage ratio of 70%, and ROE of 10%. PBR upon achievement of the targets is estimated at approximately 1.2 times, compared with 0.9 times at the end of March 2025.」
The company continues to maintain the numerical targets of the Medium-Term Management Plan "3D," which runs through the end of March 2026. The disclosure does not state that the plan targets have been achieved. - FY2025-H1RestatedAnnual report
「Against this backdrop, the Company is working to increase recurring-revenue assets through fund wraps and investment trusts in order to build a customer-focused recurring-revenue business model and increase assets under custody to ¥3 trillion, the target of the medium-term management plan, “3D.”」
The company continues to disclose the Medium-Term Management Plan "3D" target of ¥3 trillion in assets under custody and measures to expand recurring-revenue assets through fund wraps and investment trusts. - FY2024-Q3RestatedAnnual report
「To achieve the Medium-Term Management Plan "3D" target of expanding assets under custody to ¥3 trillion, the company is working to double recurring-revenue assets generated by fund wraps and investment trusts.」
The company continues to state the Medium-Term Management Plan "3D" targets of ¥3 trillion in assets under custody and doubling recurring-revenue assets, together with measures involving fund wraps and investment trusts. - FY2024-Q2RestatedAnnual report
「Against this backdrop, the Company is working to double its recurring-revenue assets through fund wraps and investment trusts in order to build a customer-focused recurring-revenue business model and increase assets under custody to ¥3 trillion, the target of the new medium-term management plan, “3D.”」
The company continues to state the New Medium-Term Management Plan "3D" targets of ¥3 trillion in assets under custody and doubling recurring-revenue assets. - FY2023ReframedAnnual report
「Under "3D," the company aims to expand assets under custody to ¥3 trillion and double recurring-revenue assets generated by fund wraps and investment trusts. The abbreviation combines the "3" from "¥3 trillion in assets under custody" with the "D" from doubling recurring-revenue assets (Double). The items and numerical targets for 3D are as follows: assets under custody, ¥3 trillion; cost coverage ratio, 70%; ROE, approximately 10%.」
The plan changed from the Medium-Term Management Plan "Attack 3" to the New Medium-Term Management Plan "3D." The plan runs through the end of March 2026 and targets ¥3 trillion in assets under custody, a cost coverage ratio of 70%, and ROE of approximately 10%. - FY2023-Q3RestatedAnnual report
「This year is the final year of the Medium-Term Management Plan "Attack 3," formulated to build a "recurring-revenue business model." The company is making stronger efforts to achieve its numerical targets of expanding assets under custody to ¥3 trillion and attaining a cost coverage ratio of 60%, while fully leveraging the strengths of the Ichiyoshi Group: Ichiyoshi Securities' advisory capabilities, Ichiyoshi Research Institute's research capabilities, Ichiyoshi Asset Management's investment management capabilities, and its compliance capabilities, including customer satisfaction.」
The Medium-Term Management Plan "Attack 3" has entered its final year, and the company continues to maintain its targets of ¥3 trillion in assets under custody and a cost coverage ratio of 60%. The disclosure does not state that they have been achieved. - FY2023-Q2RestatedAnnual report
「This year, the Medium-Term Management Plan "Attack 3," formulated to build a "recurring-revenue business model," enters its final year, and the company is stepping up its efforts to achieve its numerical targets of expanding assets under custody to ¥3 trillion and attaining a cost coverage ratio of 60%.」
The disclosure states that "Attack 3" is in its final year and that the company continues to maintain its targets of ¥3 trillion in assets under custody and a cost coverage ratio of 60%. It does not state that the targets have been achieved. - FY2023-Q1RestatedAnnual report
「This year, the Medium-Term Management Plan "Attack 3" enters its final year, and the company is stepping up its efforts to achieve its numerical targets of expanding assets under custody to ¥3 trillion and attaining a cost coverage ratio of 60%.」
The Medium-Term Management Plan "Attack 3" has entered its final year, and the company continues to state its numerical targets of ¥3 trillion in assets under custody and a cost coverage ratio of 60%. The disclosure does not state that the targets have been achieved. - FY2022RestatedAnnual report
「As a specific target for implementing customer-focused "reforms," the company has formulated the Medium-Term Management Plan "Attack 3," covering the period from April 2020 to the end of March 2023.」
The company continues to disclose the planning period of "Attack 3," its targets of ¥3 trillion in assets under custody, ROE of approximately 15%, 80 lead-manager mandates, and a cost coverage ratio of 60%, together with results at the end of the current fiscal year. - FY2021RestatedAnnual report
「As a specific target, the company has formulated the Medium-Term Management Plan "Attack 3," covering the period from April 2020 to the end of March 2023.」
The company continues to maintain the planning period and numerical targets of the Medium-Term Management Plan "Attack 3." - FY2021-Q3RestatedAnnual report
「Against this backdrop, the company is working to achieve the Medium-Term Management Plan "Attack 3,"」
The company continues to state its policy of achieving the Medium-Term Management Plan "Attack 3." - FY2021-Q1RestatedAnnual report
「The company also announced the New Medium-Term Management Plan "Attack 3," targeting the end of March 2023.」
The company continues to state the New Medium-Term Management Plan "Attack 3" and its deadline of the end of March 2023. - FY2020ReframedAnnual report
「Under the New Medium-Term Management Plan "Attack 3," the company will seek to expand assets under custody to ¥3 trillion over the 3 years to the end of March 2023.」
The plan changed from the Medium-Term Management Plan covering October 2016 to the end of March 2020 to the New Medium-Term Management Plan "Attack 3," covering 1 April 2020 to the end of March 2023, with new targets of ¥3 trillion in assets under custody, ROE of approximately 15%, 80 lead-manager mandates, and a cost coverage ratio of 60%. - FY2020-Q3RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥980 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets, constructing portfolios of customer assets that meet each customer's needs and thereby expanding assets under custody.」
The company continues to maintain its targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020, and continues to explain its means of expanding assets under custody. - FY2020-Q2RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. To expand assets under custody, it is first targeting approximately ¥980 trillion in household cash and deposits, seeking to expand its base assets through (1) services centered on Dream Collection (nickname: DoriCore) and investment trusts, and (2) medium- to long-term investment in dividend-paying stocks. It will then build and expand active assets on top of these two base assets, constructing portfolios of customer assets that meet each customer's needs and thereby expanding assets under custody.」
The company continues to maintain its Medium-Term Management Plan targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020, and continues to explain its means of expanding assets under custody. - FY2020-Q1RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020.」
The company continues to maintain its Medium-Term Management Plan targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. - FY2019RestatedAnnual report
「As specific targets, the company has formulated a Medium-Term Management Plan covering the period from October 2016 to the end of March 2020, to build a "boutique house" on the foundation it has established in pursuit of a "branded boutique house" in the financial and securities industry.」
The company continues to maintain the Medium-Term Management Plan's numerical targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. The results at the end of the current fiscal year were ¥1.7929 trillion, 4.7%, and 52 mandates, respectively. - FY2019-Q3RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020.」
The company continues to maintain its targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. - FY2019-Q2RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020.」
The company continues to maintain its targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. - FY2019-Q1RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020.」
The company continues to maintain its targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020. - FY2017RestatedAnnual report
「Specifically, the company has set targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates for the end of March 2020.」
The company continues to maintain the planning period of the New Medium-Term Management Plan and its targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates. - FY2017-Q3RestatedAnnual report
「The company has formulated the "New Medium-Term Management Plan," covering the period from October 2016 to the end of March 2020, to build a "boutique house" on the foundation it has established in pursuit of a "branded boutique house" in the financial and securities industry. Numerical targets under the New Medium-Term Management Plan Assets under custody ¥3.5 trillion ROE At least 15% Number of lead-manager mandates 70」
The company has reiterated the planning period of the New Medium-Term Management Plan and its targets of ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates. - FY2017-Q2ReframedAnnual report
「The company has formulated a "New Medium-Term Management Plan" covering the period from October 2016 to the end of March 2020.」
The plan changed from the previous Medium-Term Management Plan "Challenge 3" to the "New Medium-Term Management Plan," with a new planning period and numerical targets. The new plan targets ¥3.5 trillion in assets under custody, ROE of at least 15%, and 70 lead-manager mandates. - FY2016First statedAnnual report
「The Medium-Term Management Plan "Challenge 3," covering a 3-year period from 1 April 2014 to the end of March 2017」
The targets for the end of March 2017 were ¥3 trillion in assets under custody, 50 cumulative lead-manager mandates, and ROE of approximately 15%. The results for the fiscal year ended March 2016 were ¥1.775 trillion, 42 mandates, and 7.7%, respectively.