Supporting asset management by expanding financial products focused on overseas markets and growth themes

「米国株式収益の増加を牽引役に業績が拡大し、25.5％の大幅増収を見込む。」

「Iwai Cosmo Securities Co., Ltd. placed greater emphasis on proposing U.S. equities, recognizing the importance of incorporating overseas financial assets into customers’ portfolios from the perspectives of providing return opportunities and diversifying risk. In its investment trust sales activities, it continued working to increase assets by offering products suited to diverse investment needs, ranging from low-risk funds for novice investors to high-growth funds investing in companies developing advanced technologies and innovative businesses.」

「The securities business division, which is the core business of our group, considers it important to include overseas financial assets in customers' portfolios from the perspectives of providing return opportunities in asset management and diversifying risk. We therefore placed greater emphasis on sales proposals for US equities, whose strong performance continued.」

「Iwai Cosmo Securities Co., Ltd. placed greater emphasis on proposing U.S. equities, recognizing the importance of incorporating overseas financial assets into customers’ asset management from the perspectives of providing return opportunities and diversifying risk. It also continued selling investment trusts that invest in high-quality companies expected to achieve sustainable growth, focusing on growth, dividends and valuations, while expanding its product lineup and working to increase assets by newly offering funds incorporating companies with highly promising technologies and innovative businesses.」

「In its investment trust sales activities, the company continued selling investment trusts that invest in high-quality companies expected to achieve sustainable growth, focusing on growth, dividends and valuations, as well as semiconductor-related funds expected to continue growing. It also expanded its product lineup and worked to increase investment trust assets by newly offering a high-growth equity fund that invests in leading companies driving innovation expected to bring dramatic changes to society.」

「In addition to these initiatives, the company worked to increase mutual fund assets by continuing to sell, through face-to-face and call-center transactions, the Global Semiconductor Focus Fund, which invests in semiconductor-related companies expected to grow, the Invesco Global Select Equity Open Fund, which invests in high-quality companies expected to achieve sustainable growth based on growth, dividends and valuations, and the AllianceBernstein US Growth Equity Fund, which invests in US companies expected to grow over the medium to long term.」

「The company expanded its product offering and focused on increasing mutual fund assets, including by beginning to offer the Global Semiconductor Focus Fund and the Japan Semiconductor Equity Fund, which invest in semiconductor-related companies expected to grow as digital transformation progresses.」

「In addition, the company expanded its product lineup so that customers could choose from a broad range of themes, including World Semiconductor Focus Fund, which invests in semiconductor-related companies expected to continue growing as digital transformation advances, while focusing on increasing investment trust assets.」

「In its investment trust sales activities, the company focused on selling Invesco Global Select Equity Open, which invests in high-quality companies expected to achieve sustainable growth, focusing on growth, dividends and valuations; Global AI Fund and Nissay AI-Related Equity Fund, which invest in AI-related companies expected to continue growing following the emergence of generative AI; and Nomura PIMCO World Income Strategy Fund, intended for medium- to long-term asset building in preparation for the “100-year life,” while working to increase investment trust assets.」

「In addition, because the Tokyo Stock Exchange has asked listed companies to manage their businesses with awareness of the cost of capital and share prices, the company worked to increase investment trust assets by focusing on selling Nippon High Dividend Rebalance Open, which invests in high-dividend Japanese equities against a backdrop of expectations for growth strategies and proactive shareholder returns.」

「In addition to Invesco Global Select Equity Open and Nissay Schroder High Yielding CB Fund, which invests in convertible bonds worldwide, including Japan, the company continued selling Nomura PIMCO World Income Strategy Fund, a bond fund expected to generate stable returns over the medium to long term and intended to support asset building in an aging society, including in the era of the “100-year life,” while focusing on increasing investment trust assets.」

「In its investment trust sales activities, the company followed up with customers regarding products whose net asset values had declined and continued selling Invesco Global Select Equity Open, which invests in high-quality companies expected to achieve sustainable growth, focusing on growth, dividends and valuations, as well as Nomura PIMCO World Income Strategy Fund, a bond fund expected to generate stable returns over the medium to long term. It also newly began offering Nissay Schroder High Yielding CB Fund, which invests in convertible bonds worldwide, including Japan, while focusing on increasing investment trust assets.」

「In its investment trust sales activities, the company followed up with customers regarding products whose net asset values had declined and newly began offering Invesco Global Select Equity Open, which invests in undervalued stocks selected from equities around the world, including Japan. It also continued to sell Nomura PIMCO World Income Strategy Fund, a bond fund expected to generate stable returns over the medium to long term, and AllianceBernstein U.S. Growth Equity Fund, which invests in U.S. growth companies, while focusing on increasing investment trust assets.」

「In its investment trust sales activities, the company followed up with customers regarding products whose net asset values had declined, while continuing to sell the AllianceBernstein U.S. Growth Equity Fund, which invests in U.S. growth stocks expected to grow over the medium to long term, and the bond fund Nomura PIMCO World Income Strategy Fund, which is expected to generate stable returns over the medium to long term. It also strengthened its offering of investment trusts related to the metaverse, regarded as an innovative technology for the next generation.」

「In addition to these initiatives, the company worked primarily through its face-to-face and call-center channels to sell the bond fund Nomura PIMCO World Income Strategy Fund, which is expected to generate stable returns over the medium to long term. It also expanded its product lineup so that customers could choose from a broad range of themes, including investment trusts related to the SDGs and ESG, which have attracted attention in recent years, and investment trusts related to the metaverse, regarded as an innovative technology for the next generation, while focusing on increasing investment trust assets.」

「The company is expanding its product lineup so that customers can choose investment trusts from a broader range of themes, including funds that primarily invest in companies whose business activities contribute to achieving the SDGs and resolving social issues, which have attracted attention in recent years, as well as newly offering funds that invest in space-related companies.」

「Among the company's leading mutual fund products, sales were strongest for the Nomura PIMCO Global Income Strategy Fund, which is expected to deliver stable returns by flexibly adjusting its allocation among bond types in response to market conditions, as well as the AllianceBernstein US Growth Equity Fund and the Invesco Global Blockchain Equity Fund (nickname: World-Changer), which invest in US equities judged to have strong growth potential.」

「Among the company's leading mutual fund products, sales were strongest for the Nomura PIMCO Global Income Strategy Fund, which is expected to deliver stable returns by flexibly adjusting its allocation among bond types in response to market conditions, as well as the AllianceBernstein US Growth Equity Fund and the Invesco Global Blockchain Equity Fund (nickname: World-Changer), which invest in US equities judged to have strong growth potential.」

「Handling fees from offerings, secondary offerings and solicitations to sell to specified investors declined 45.7% year on year to ¥1.650 billion, mainly due to lower mutual fund sales. Key mutual fund sales included the Digital Transformation Equity Fund (nickname: Zero Contact) and the Invesco Global Blockchain Equity Fund (nickname: World-Changer), both expected to achieve sustainable growth through technological advances, as well as the bond fund Nomura PIMCO Global Income Strategy Fund, which is expected to deliver stable returns.」

「Sales of some financial products, including mutual funds requiring detailed explanations of their characteristics and risks, were sluggish, although」

「Iwai Cosmo Securities Co., Ltd. continued to focus on selling equities of leading global US companies. In mutual funds, in addition to offering funds investing in 5G and US technology companies expected to achieve high growth over the medium to long term, the company worked to sell bond funds expected to generate stable returns and increase assets under management for individual asset formation in an aging society.」

「Iwai Cosmo Securities Co., Ltd. continued to strengthen sales of equities of leading global US companies and Turkish lira-denominated bonds with attractive yields. In mutual funds, in addition to offering funds expected to achieve high growth over the medium to long term, including 5G-related funds, the company focused on selling bond funds expected to generate stable returns over the medium to long term for individual asset formation in an aging society.」

「Iwai Cosmo Securities Co., Ltd. continued to focus on offering equities of leading global US companies and Turkish lira-denominated bonds with attractive yields. In mutual funds, it focused on selling the 5G-related Next-Generation Communications Global Equity Strategy Fund and the Alliance International Technology Portfolio, which invests in technology companies that create innovation, and strengthened its offering of bond funds expected to generate stable returns over the medium to long term for asset formation in an aging society.」

「Iwai Cosmo Securities Co., Ltd. continued to focus on offering overseas products, including equities of leading global US companies and Turkish lira-denominated bonds with attractive yields. In mutual funds, in addition to continuing to sell the 5G-related Next-Generation Communications Global Equity Strategy Fund, which is expected to achieve high growth over the medium to long term, the company strengthened its offering of the bond funds Short-Term Australian Dollar Bond Open and the Nomura PIMCO Global Income Strategy Fund, which are expected to generate stable returns over the medium to long term for asset formation in an aging society.」

「For medium- to long-term asset management, the company focused on selling and increasing assets under management in the Next-Generation Communications Global Equity Strategy Fund and the Shenzhen Innovation Equity Fund, which have strong growth prospects, as well as the Nomura PIMCO Global Income Strategy Fund, which had delivered stable performance during previous periods of rising interest rates.」

「Iwai Cosmo Securities Co., Ltd. considered it important, from the perspectives of providing income opportunities and diversifying risk, for customers to include overseas financial products among their investment assets. It therefore focused on handling shares of leading US companies and Turkish lira-denominated bonds offering attractive yields. In mutual funds, it sought to increase sales and assets under custody, mainly of the Shenzhen Innovation Equity Fund, Cybersecurity Equity Open and the Nomura PIMCO Global Income Strategy Fund, which had delivered stable performance during past periods of rising interest rates, for medium- to long-term asset management.」

「Iwai Cosmo Securities Co., Ltd. considered it important for customers to include overseas financial products among their investment assets and focused on handling US equities, which continued to perform well. In mutual funds, it sought to increase sales and assets under custody of the Shenzhen Innovation Equity Fund and the Nomura PIMCO Global Income Strategy Fund, a low-volatility fund expected to deliver stable performance, positioning both as core products for medium- to long-term asset management.」

「Iwai Cosmo Securities Co., Ltd. considered it important for customers to include overseas financial products among their investment assets and worked to expand its overseas product offering, including by handling shares listed on China’s rapidly growing Shenzhen A-share market in addition to US equities, which continued to perform well. In mutual funds, it focused on selling the Shenzhen Innovation Equity Fund and Invesco Japan Growth Stocks Yume Fund, both offering strong growth prospects for medium- to long-term asset management, as well as the Nomura PIMCO Global Income Strategy Fund, a low-volatility fund expected to deliver stable performance.」

「Iwai Cosmo Securities Co., Ltd. considers it important to include overseas financial products among customers' investment assets to support their asset management by providing return opportunities and diversifying risk. It therefore strengthened the provision of investment information on US equities, which continued to perform well, mainly through face-to-face and call-center transactions. It further expanded these initiatives by beginning, in March of this year, to offer equities listed on China's rapidly growing Shenzhen A-share market, known as China's Silicon Valley.」

「In addition, as part of its proposals for medium- to long-term asset management, the company focused on selling mutual funds investing in themes with strong growth prospects, including the Nissay AI-Related Equity Fund, the Shenzhen Innovation Equity Fund, and the Invesco Japan Growth Stocks and Dreams Fund (nickname: Future Eggs), a dedicated fund of the group.」

「To support customers' asset management, the company considers it important to include overseas financial products among their investment assets from the perspectives of providing return opportunities and diversifying risk. It therefore strengthened the provision of investment information on US equities, which continued to perform well, mainly through face-to-face and call-center transactions. As part of its proposals for medium- to long-term asset management, it also focused on selling mutual funds including the Nissay AI-Related Equity Fund and its dedicated Invesco Japan Growth Stocks and Dreams Fund (nickname: Future Eggs), and began offering Russian ruble-denominated bonds, thereby stepping up sales of financial products focused on themes and regions with strong growth prospects.」

「To support customers’ asset management, the company considered it important, from the perspectives of providing income opportunities and diversifying risk, to include overseas financial products among customers’ investment assets. It therefore strengthened the provision of investment information on US equities, which continued to perform well. As part of its proposals for medium- to long-term asset management, the company focused on selling the Nissay AI-Related Equity Fund and began handling newly issued Russian ruble-denominated bonds, actively promoting financial products targeting themes and regions with strong growth prospects.」