The shift from savings to investment and initiatives targeting the asset-building segment
First written in FY2016. 9 of 14 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2022: 1 of 6 companies on the "Worse" side.
3 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「⑥ The shift from “savings to wealth building” driven by the wider adoption of the new NISA, corporate defined-contribution plans and iDeCo, and increased inflows of long-term investment funds into the market」
The company continues to recognize the importance of supporting wealth building against the backdrop of the wider adoption of the new NISA, corporate defined-contribution plans and iDeCo. - FY2026-H1RestatedAnnual report
「To pursue customers’ best interests, the company is expanding its product lineup to meet their needs, including domestic and overseas equities, investment trusts and foreign bonds. It is also supporting improvements in financial literacy through seminars for officers and employees of local companies and local governments」
The company continues supporting wealth building through product offerings and support for improved financial literacy, as well as operating on a customer-oriented basis. - FY2025-H1RestatedAnnual report
「The company operates on a customer-oriented basis, including by conducting investment trust accumulation campaigns to help customers build wealth steadily.」
The company continues supporting steady wealth building through investment trust accumulation campaigns and customer-oriented business operations. - FY2024ReframedAnnual report
「⑥ Initiatives toward the shift from savings to wealth building ・Promotion and wider adoption of the new NISA system ・Thorough implementation of fiduciary duty」
The wording has been updated to reflect the system change, from promoting the wider adoption of NISA and tsumitate NISA to promoting and expanding the new NISA system. - FY2024-Q1RestatedAnnual report
「The company operates on a customer-oriented basis, including by conducting investment trust accumulation campaigns to help customers build wealth steadily.」
The company continues supporting steady wealth building through customer-oriented business operations and investment trust accumulation campaigns. - FY2023-Q2ReframedAnnual report
「② Priority measures 1) Sophistication of asset management 2) Strengthening support for wealth building 3) Smooth intergenerational transfer of assets 4) Efficient use of proprietary funds」
The company explicitly identifies “strengthening support for wealth building” as a priority measure in its new medium-term management plan. - FY2021RestatedAnnual report
「④ Initiatives toward the shift from savings to wealth building ・Promotion and wider adoption of NISA and tsumitate NISA ・Thorough implementation of fiduciary duty」
The company continues to pursue the shift from “savings to wealth building” through the promotion and wider adoption of NISA and tsumitate NISA and the thorough implementation of fiduciary duty. - FY2020RestatedAnnual report
「④ Initiatives toward the shift from savings to wealth building ・Promotion and wider adoption of NISA and tsumitate NISA ・Thorough implementation of fiduciary duty」
The company continues to pursue the shift from “savings to wealth building” through the promotion and wider adoption of NISA and tsumitate NISA and the thorough implementation of fiduciary duty. - FY2019ReframedAnnual report
「④ Initiatives toward the shift from savings to wealth building ・Promotion and wider adoption of NISA and tsumitate NISA ・Thorough implementation of fiduciary duty」
The company has given concrete form to the shift from “savings to wealth building” through the promotion and wider adoption of NISA and tsumitate NISA and the thorough implementation of fiduciary duty. - FY2018RestatedAnnual report
「④ Initiatives toward the shift from “savings to wealth building” (thorough implementation of customer-oriented business operations)」
The wording “from savings to wealth building” and customer-oriented business operations remain central to the business environment and the company’s initiatives. - FY2017ReframedAnnual report
「④ Government initiatives toward the shift from “savings to wealth building” (expansion of NISA and thorough implementation of customer-oriented business operations)」
The company has broadened the previous wording “from savings to investment” to “from savings to wealth building,” linking the expansion of NISA with customer-oriented business operations. - FY2016First statedAnnual report
「As Japan enters an era of population decline due to the declining birth rate and aging population, the company will accelerate the shift from “savings to investment,” strengthen initiatives targeting wealth-building households through NISA and Junior NISA, seek to increase assets under custody in investment trusts, and move toward a revenue structure less susceptible to market conditions.」
The company has indicated a policy of strengthening initiatives targeting wealth-building households through NISA and Junior NISA.