Enhancement of risk-return explanations for customer financial products and self-managed investment analysis
First written in FY2021. 1 of 3 entries say "Advanced", first in FY2023. Latest entry: FY2025.
No other company in this theme has enough history to compare yet.
- FY2025SoftenedAnnual report
「There was no sponsorship of investment seminars or similar activities in fiscal 2024, but the company will continue working to improve financial literacy.」
While stating that there was no investment seminar sponsorship or similar activity in fiscal 2024, compared with the sponsorship disclosed in the previous fiscal year, the company has maintained its policy of improving financial literacy. - FY2023AdvancedAnnual report
「The company will implement measures to improve financial literacy and explain more clearly the underlying risk-return relationship of financial products sold to customers. ・Sponsorship of investment seminars ¥160,000」
Positions explanations of the risk-return characteristics of financial products as a measure to improve financial literacy and discloses ¥160,000 in investment seminar sponsorship costs. - FY2021First statedAnnual report
「For financial products sold to customers, the company faces the challenge of explaining the underlying risk-return relationship more clearly so that customers can fully understand both risk and return. In addition, it will further strengthen the management of proprietary funds by identifying their characteristics using various indicators, analysing performance, gathering information from diverse news sources and conducting risk analysis.」
Organises the strengthening of explanations of the risk-return characteristics of customer products, and of indicator, performance, news and risk analysis in proprietary fund management, as new measures to address the issue.