Announced details
Long-term asset management for individuals; discretionary investment management
Total assets under management: approximately ¥150 billion (as of 2 June 2026)
Monex Asset Management, Inc. is a subsidiary of Monex Group, Inc. ON COMPASS+ operates in partnership with 9 companies.
Financial instruments business operator: Kanto Local Finance Bureau Director-General (Financial Instruments), No. 2882. Expiry: Not disclosed
26th Floor, Ark Mori Building, 1-12-32 Akasaka, Minato-ku, Tokyo
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
Financial Services Agency publication, “Analysis of the Measurement of Representative Indicators (KPIs) Showing the Investment Performance of Domestic Asset Management Companies and Issues Concerning Domestic Publicly Offered Investment Trusts,” and materials prepared by Monex Asset Management, Inc.
| Item | Details |
|---|---|
| Names of Products / Services Covered | ON COMPASS, ON COMPASS+ |
| Relationship with the Company | Monex Asset Management, Inc. is a subsidiary of Monex Group, Inc. ON COMPASS+ operates in partnership with 9 companies. |
| Launch date | ON COMPASS: September 2016 (track record) |
| Applicable area | Long-term asset management for individuals; discretionary investment management |
| Registration number and expiry date | Financial instruments business operator: Kanto Local Finance Bureau Director-General (Financial Instruments), No. 2882. Expiry: Not disclosed |
| Location | 26th Floor, Ark Mori Building, 1-12-32 Akasaka, Minato-ku, Tokyo |
| Usage history | Total assets under management: approximately ¥150 billion (as of 2 June 2026) |
| Source | Financial Services Agency publication, “Analysis of the Measurement of Representative Indicators (KPIs) Showing the Investment Performance of Domestic Asset Management Companies and Issues Concerning Domestic Publicly Offered Investment Trusts,” and materials prepared by Monex Asset Management, Inc. |
Items this document does not state (10)
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.In addition to valuation gains on assets resulting from favorable market conditions, funds flowed in through new applications and continued regular investments. The company also stated that NISA eligibility had recently helped drive the sharp increase in assets under management.