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Ichiyoshi Securities (8624) · InitiativeAdvanced

Expansion of Ichiyoshi Fund Wrap “Dream Collection”

First written in FY2016. 37 of 39 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-07-30.

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ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2020-Q3AdvancedFY2021-Q1 – 2026-07-302016: 320162017: 420172018: 320182019: 420192020: 420202021: 420212022: 420222023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Expansion of Ichiyoshi Fund Wrap “Dream Collection”A theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2026AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle"), which is becoming a core stock-based asset, has continued to see increasingly strong demand as a medium- to long-term investment product for customers' conservative assets even as the service reaches its 10th anniversary, bringing assets to ¥440.2 billion, up 34.5% from the end of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle reached its 10th anniversary, with assets up 34.5% from the end of the previous fiscal year to ¥440.2 billion. The company continues to highlight its combination with DoriColle NISA, DoriColle Mini, and DoriColle Pass.
  2. FY2026-H1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle"), which is becoming a core stock-based asset, has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets even as the service reaches its 10th anniversary, bringing assets to ¥383.4 billion, up 27.9% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year. Together with "DoriColle NISA," which has been available since last year through the growth investment quota of NISA accounts, "DoriColle Mini," which allows customers to automatically increase their investments each month, and "DoriColle Pass," a next-generation inheritance service that enables asset succession without converting managed assets into cash, we will continue supporting customers' medium- to long-term asset formation across generations.」

    DoriColle reached its 10th anniversary, with assets of ¥383.4 billion, up 27.9% from the end of the same quarter of the previous fiscal year. The company also describes the combined rollout of DoriColle NISA for the NISA growth investment quota, the savings-type DoriColle Mini, and the succession service DoriColle Pass.
  3. FY2025AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle"), which is becoming a core stock-based asset, has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥327.3 billion, up 21.5% from the end of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets increased from ¥269.4 billion at the end of the previous fiscal year to ¥327.3 billion, and fund wrap expansion progressed.
  4. FY2025-H1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle"), which is becoming a core stock-based asset, has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥299.8 billion, up 31.5% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥299.8 billion, up 31.5% from the end of the same quarter of the previous fiscal year, and fund wrap expansion has continued.
  5. FY2024AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥269.4 billion, up 30.0% from the end of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets increased from ¥207.3 billion at the end of the previous fiscal year to ¥269.4 billion, with expansion accelerating beyond the growth trend of the previous year.
  6. FY2024-Q3AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥238.2 billion, up 18.8% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥238.2 billion, up 18.8% from the end of the same quarter of the previous fiscal year, and fund wrap expansion has continued.
  7. FY2024-Q2AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥228.0 billion, up 17.6% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥228.0 billion, up 17.6% from the end of the same quarter of the previous fiscal year, and fund wrap expansion has continued.
  8. FY2023AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥207.3 billion, up 9.6% from the end of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥207.3 billion, up 9.6% from the end of the previous fiscal year, and expansion continued.
  9. FY2023-Q3AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥200.5 billion, up 9.2% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥200.5 billion, up 9.2% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  10. FY2023-Q2AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥193.9 billion, up 11.4% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥193.9 billion, up 11.4% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  11. FY2023-Q1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥191.0 billion, up 14.8% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥191.0 billion, up 14.8% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  12. FY2022AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥189.0 billion, up 21.2% from the end of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥189.0 billion, up 21.2% from the end of the previous fiscal year, and stock-based revenue centered on fund wraps expanded further.
  13. FY2022-Q3AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥183.7 billion, up 26.7% from the end of the same quarter of the previous fiscal year, at the end of the current fiscal year.」

    DoriColle assets reached ¥183.7 billion, up 26.7% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  14. FY2022-Q2AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥174.0 billion, up 31.4% year on year, at the end of the current fiscal year.」

    DoriColle assets reached ¥174.0 billion, up 31.4% year on year, and expansion has continued.
  15. FY2022-Q1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥166.3 billion, up 36.1% from the end of the first quarter of the previous consolidated fiscal year, at the end of the first quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥166.3 billion, up 36.1% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  16. FY2021AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥156.0 billion, up 45.1% from the end of the previous consolidated fiscal year, at the end of the current consolidated fiscal year.」

    DoriColle assets reached ¥156.0 billion, up 45.1% from the end of the previous fiscal year, and expansion progressed.
  17. FY2021-Q3AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has continued to see expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥145.0 billion, up 18.9% from the end of the third quarter of the previous consolidated fiscal year, at the end of the third quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥145.0 billion, up 18.9% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  18. FY2021-Q2AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has seen expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥132.4 billion, up 10.5% from the end of the second quarter of the previous consolidated fiscal year, at the end of the second quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥132.4 billion, up 10.5% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  19. FY2021-Q1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has seen expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥122.2 billion, up 0.8% from the end of the first quarter of the previous consolidated fiscal year, at the end of the first quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥122.2 billion, up 0.8% from the end of the same quarter of the previous fiscal year, and expansion has continued.
  20. FY2020Decrease in fund wrap assetsAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has seen steadily expanding demand as a medium- to long-term investment product for customers' conservative assets, but assets at the end of the current consolidated fiscal year stood at ¥107.5 billion, down 9.0% from the end of the previous consolidated fiscal year, mainly due to the global decline in asset prices toward the fiscal year-end.」

    While noting expanding demand for DoriColle as a medium- to long-term investment product, the fiscal year-end balance stood at ¥107.5 billion, down 9.0% from the end of the previous fiscal year.
  21. FY2020-Q3AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has seen expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥122.0 billion, up 15.8% from the end of the third quarter of the previous consolidated fiscal year, at the end of the third quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥122.0 billion, up 15.8% year on year, and expansion has continued.
  22. FY2020-Q2AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has seen expanding demand as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥119.8 billion, up 11.9% from the end of the second quarter of the previous consolidated fiscal year, at the end of the second quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥119.8 billion, up 11.9% year on year, and fund wrap expansion has continued.
  23. FY2020-Q1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥121.2 billion, up 25.2% from the end of the first quarter of the previous consolidated fiscal year, at the end of the first quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥121.2 billion, up 25.2% from the end of the first quarter of the previous fiscal year, and expansion has continued.
  24. FY2019AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥118.1 billion, up 35.8% from the end of the previous consolidated fiscal year, at the end of the current consolidated fiscal year.」

    DoriColle assets reached ¥118.1 billion, up 35.8% from the end of the previous fiscal year, and expansion continued.
  25. FY2019-Q3AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥105.3 billion, up 21.1% from the end of the previous consolidated fiscal year, at the end of the third quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥105.3 billion, up 21.1% from the end of the previous consolidated fiscal year, and fund wrap expansion has continued.
  26. FY2019-Q2AdvancedAnnual report

    「In mutual funds, the Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") service has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to ¥107.1 billion, up 23.1% from the end of the previous consolidated fiscal year, at the end of the second quarter of the current consolidated fiscal year.」

    DoriColle assets reached ¥107.1 billion, up 23.1% from the end of the previous consolidated fiscal year, and expansion has continued.
  27. FY2019-Q1AdvancedAnnual report

    「In mutual funds, the Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") service has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to approximately ¥97 billion at the end of the first quarter of the current consolidated fiscal year.」

    DoriColle assets increased from more than ¥81 billion at the end of the third quarter of the previous fiscal year to approximately ¥97 billion, and fund wrap expansion has continued.
  28. FY2018-Q3AdvancedAnnual report

    「In mutual funds, the Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") service has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to more than ¥81 billion at the end of the third quarter of the current consolidated fiscal year.」

    Fund wrap assets increased from more than ¥72 billion at the end of the second quarter of the previous fiscal year to more than ¥81 billion.
  29. FY2018-Q2AdvancedAnnual report

    「In mutual funds, the Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") service has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to more than ¥72 billion at the end of the second quarter of the current consolidated fiscal year.」

    Fund wrap assets increased from more than ¥63 billion at the end of the first quarter of the previous fiscal year to more than ¥72 billion.
  30. FY2018-Q1AdvancedAnnual report

    「In mutual funds, the Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") service has steadily increased contracts as a medium- to long-term investment product for customers' conservative assets, bringing assets to more than ¥63 billion at the end of the first quarter of the current consolidated fiscal year.」

    Fund wrap assets increased from more than ¥55 billion at the end of March 2017 to more than ¥63 billion.
  31. FY2017AdvancedAnnual report

    「In mutual funds, Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a medium- to long-term asset management service for customers' conservative assets, bringing assets to more than ¥55 billion at the end of the current consolidated fiscal year.」

    Fund wrap assets increased from more than ¥49 billion at the end of the third quarter to more than ¥55 billion at the end of the current fiscal year.
  32. FY2017-Q3AdvancedAnnual report

    「In mutual funds, Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a mutual fund-based asset for the medium- to long-term management of customers' conservative assets, bringing fund wrap assets to more than ¥49 billion at the end of the third quarter of the current consolidated fiscal year.」

    Fund wrap assets increased from more than ¥40 billion at the end of the second quarter to more than ¥49 billion.
  33. FY2017-Q2AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a mutual fund-based asset for customers' conservative assets managed over the medium to long term, bringing the fund wrap's contract-based assets to more than ¥40 billion at the end of the second quarter of the current consolidated fiscal year.」

    The fund wrap's contract-based assets increased from more than ¥30 billion at the end of the previous quarter to more than ¥40 billion.
  34. FY2017-Q1AdvancedAnnual report

    「Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle") has steadily increased contracts as a mutual fund-based asset for customers' medium- to long-term asset management, bringing assets held in fund wrap accounts to more than ¥30 billion at the end of the first quarter of the current consolidated fiscal year.」

    Assets held in fund wrap accounts increased from more than ¥25 billion at the end of the previous fiscal year to more than ¥30 billion.
  35. FY2016First statedAnnual report

    「In June, we began offering Ichiyoshi Fund Wrap "Dream Collection" (nickname: "DoriColle"). DoriColle has been well received by customers as an asset management service for conservative funds, and the balance of assets in fund wrap accounts exceeded ¥25 billion at the end of the fiscal year.」

    Since the service was launched in June 2015, the balance of assets in fund wrap accounts at the end of the fiscal year has exceeded ¥25 billion.
Moved together

"Improving the earnings structure to make it less susceptible to fluctuations in the equity market" moved the same way as this thread, in the same document, in 26 of its 39 moves.

262421201312★123456
  1. ★This thread
  2. 1Improving the earnings structure to make it less susceptible to fluctuations in the equity market26×
  3. 2Sustainable growth centered on expanding assets under custody24×
  4. 3Expansion in the number of lead-manager mandates and the underwriting business in IPOs and POs21×
  5. 4Growth in assets under management at いちよしアセットマネジメント20×
  6. 5Enhancing earnings resilience through a focus on small- and mid-cap stocks and selective investment13×
  7. 6Proposal of Investment Funds Tailored to Customer Needs, Including SDG-Related Funds12×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Ichiyoshi Securities's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Financial results presentation of 2026-07-30: "Advanced".
Expansion of Ichiyoshi Fund Wrap “Dream Collection” | Ichiyoshi Securities Co.,Ltd. (8624) | Komori