Expanding New Customers and Assets Under Custody
First written in FY2016. 2 of 11 entries say "Restated". Latest entry: 2026-05-29.
The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- FY2025Growth in the customer base with assets under custody of ¥10 million or moreAnnual report
「During the fiscal year, both the number of customer accounts with assets under custody of ¥10 million or more and assets under custody increased as mutual fund sales performed well.」
States that both customer accounts and assets under custody increased, specifying the scope as customer accounts with assets under custody of ¥10 million or more. It also says that the use of analyses of customer attributes and investment behavior remains under consideration. - FY2023Both customer accounts and assets under custody increasedAnnual report
「During the fiscal year, both the number of customer accounts and assets under custody increased as equity market conditions remained relatively favorable. Although it is difficult to use the levels of the customer base and assets under custody alone as objective indicators for assessing progress toward management targets, we recognize them as major pillars of our Group’s earnings base. In addition, we are considering systems for conducting detailed analyses of customer attributes, investment behavior and other factors, and will continue studying the development of objective indicators using the various data obtained from these analyses.」
States that, reversing the previous year’s decreases in customer accounts and assets under custody, both increased during the fiscal year. The study of developing objective indicators is continuing. - FY2022Both customer accounts and assets under custody decreasedAnnual report
「In the fiscal year ended March 2022, both the number of customer accounts and assets under custody decreased, reflecting the stagnation of the US equity market.」
Compared with the previous year’s description that customer accounts were trending downward while assets under custody increased, this states that both decreased due to the stagnation of the US equity market. - FY2021Assets under custody increased while the number of customer accounts declinedAnnual report
「In the fiscal year ended March 2021, the number of customer accounts was trending downward, but assets under custody increased as trading volumes in shares and mutual fund sales performed well. Although it is difficult to use the levels of the customer base and assets under custody alone as objective indicators for assessing progress toward management targets, we recognize them as major pillars of our Group’s earnings base. In addition, we are considering systems for conducting detailed analyses of customer attributes, investment behavior and other factors, and will continue studying the development of objective indicators using the various data obtained from these analyses.」
Notes both the downward trend in customer accounts and the increase in assets under custody, and says the Company continues to consider developing objective indicators based on analyses of customer attributes and investment behavior. - FY2020SoftenedAnnual report
「In the fiscal year ended March 2020, the number of customer accounts and the amount of assets under custody were trending downward. Although it is difficult to use customer base size and assets under custody alone as objective indicators for assessing progress toward management targets, the Group recognizes them as major pillars of its earnings base. In addition, it is considering systems for conducting detailed analyses of customers’ attributes and investment behavior, and will continue examining ways to build objective indicators using the various data obtained from those analyses.」
The Group explicitly states that the number of customer accounts and assets under custody declined in the fiscal year ended March 2020, indicating weaker performance against its previous expansion targets. At the same time, it is considering the analysis of customer attributes and investment behavior and the development of objective indicators using data. - FY2019Quantifying the referral rateAnnual report
「Referrals from existing customers account for a high proportion of new account openings, at approximately half of all new accounts. To maintain this trend, the Group will further improve existing customers’ evaluations and satisfaction, raise awareness of the Group itself, and work to acquire new customers.」
Regarding the expansion of new customers and assets under custody, the Group presents the metric that referrals from existing customers account for approximately half of new account openings, and targets maintaining this level and acquiring new customers by raising awareness of the Group. - FY2018RestatedAnnual report
「Through these initiatives, the Group will work to achieve its objectives of developing new customers and increasing assets under custody, which form the foundation for long-term, stable earnings.」
The Group continues to identify developing new customers and increasing assets under custody as the foundation for long-term, stable earnings. - FY2017RestatedAnnual report
「Through these initiatives, the Group will work to achieve its objectives of developing new customers and increasing assets under custody, which form the foundation for long-term, stable earnings.」
The Group continues to identify developing new customers and increasing assets under custody as the foundation for long-term, stable earnings. - FY2016First statedAnnual report
「Through these initiatives, the Group will work to achieve its objectives of developing new customers and increasing assets under custody, which form the foundation for long-term, stable earnings.」
The Group identifies developing new customers and increasing assets under custody as objectives for building a foundation for long-term, stable earnings.