Asset Management and Inheritance Consulting for Middle-Aged and Older Customers
First written in FY2019. 3 of 5 entries say "Advanced", first in FY2023. Latest entry: FY2026.
3 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「・Sales of monthly distribution investment trusts (Fiscal 2025 sales: approximately ¥50.2 billion)」
The Group discloses fiscal 2025 sales of approximately ¥50.2 billion for monthly distribution investment trusts that address older customers’ lifestyles and needs to extend the life of their assets. - FY2025AdvancedAnnual report
「Providing products suited to older customers’ lifestyles ・Sales of monthly distribution investment trusts Approximately ¥34 billion (Approximately 74% of total investment trust sales (approximately ¥46.3 billion))」
The Group discloses sales of approximately ¥34 billion for monthly distribution investment trusts suited to older customers’ lifestyles, representing approximately 74% of total investment trust sales. - FY2023AdvancedAnnual report
「・Sales of investment trusts with periodic distributions (providing products suited to older customers’ lifestyles) Approximately ¥16.1 billion Approximately 84% of total investment trust sales (approximately ¥19.9 billion)」
For asset management services targeting older customers, the Group disclosed sales of investment trusts with periodic distributions and their percentage of total sales as actual results. - FY2021RestatedAnnual report
「In this environment, we believe there is growing potential to expand the business by enhancing products and services for middle-aged and older customers who have accumulated a certain level of assets but need to manage those assets to secure retirement funds with a 100-year life in mind, thereby attracting new customer segments.」
The Group continues to identify products and services for middle-aged and older customers, asset management and asset inheritance advice as opportunities to develop new customer segments. - FY2019First statedAnnual report
「In this environment, we believe there is growing potential to expand the business by enhancing products and services for middle-aged and older customers who have accumulated a certain level of assets but need to manage those assets to secure retirement funds with a 100-year life in mind, thereby attracting new customer segments. We also believe that older customers have an increasing need for comprehensive consulting services, including stable asset management to extend the life of their assets and advice on asset inheritance.」
The Group has, for the first time, expressly identified middle-aged and older customers as a new customer segment and enhanced products and comprehensive consulting services, including extending asset life, stable asset management and asset inheritance advice, as an avenue for business expansion.