Development of the Aizawa Fund Wrap
First written in FY2017. 7 of 12 entries say "Advanced", first in FY2019. Latest entry: 2026-10-20.
0 other companies' latest entry also says "Cited as achieved".
- FY2025AdvancedAnnual report
「In April 2024, we began offering “Mirai Sekkei,” a goal-based wrap service, with The Imamura Securities Co.,Ltd. acting as the financial instruments business operator entrusted with intermediary services for discretionary investment contracts.」
In expanding wrap products, the Company began offering the goal-based wrap service “Mirai Sekkei” in April 2024, with The Imamura Securities Co.,Ltd. as the intermediary, in addition to the existing “Smile Goal.” - FY2024-Q3RestatedAnnual report
「Since August 2023, we have been working to propose services tailored to each customer's life, including the launch of a goal-based wrap service, marketed under the name Smile Goal.」
The Company is reaffirming that it began selling “Smile Goal” in August 2023 as part of its expansion of asset-building products, including wrap products. - FY2024-Q2AdvancedAnnual report
「As initiatives to establish an asset-building business, we have expanded regular-investment products such as investment trusts and wrap products, and began selling a goal-based wrap service, marketed under the name Smile Goal, in August. The service proposes asset management plans based on each customer's hopes and goals for the future and supports the realization of long-term life plans through ongoing follow-up.」
In expanding Aizawa Fund Wrap and other products, the Company began selling a goal-based wrap service based on customers’ future aspirations, in addition to expanding regular investment products. - FY2023Decrease in fund wrap investment advisory feesAnnual report
「Other fees received amounted to ¥2,426 million, down 15.6% year on year, mainly due to a decrease in fund wrap investment advisory fees and other factors.」
While the Company has expanded fund wrap as a core product, a decline in investment advisory fees was disclosed as the full-year result for the consolidated fiscal year. - FY2022AdvancedAnnual report
「In particular, during the consolidated fiscal year, we positioned “Aizawa Fund Wrap” as a strategic core product and worked to build up contracted amounts. As a result, the balance of contracted amounts at the end of the consolidated fiscal year was ¥60.551 billion, up 38.0% year on year.」
The Company built up the balance of contracts by positioning Aizawa Fund Wrap as a strategic core product, reaching ¥60.551 billion, up 38.0% year on year. - FY2021AdvancedAnnual report
「Other fees received amounted to ¥1,701 million, up 36.3% year on year, mainly due to an increase in investment advisory fees accompanying strong performance in fund wrap operations.」
Strong performance in the fund-wrap business was reflected in higher investment advisory fees, with one component of fees received increasing 36.3% year on year. - FY2020AdvancedAnnual report
「As a result, the balance of contracted amounts at the end of the consolidated fiscal year was ¥26.105 billion, up 29.8% year on year. Following the merger with 日本アジア証券株式会社 on 1 July 2018, the Company was able to introduce “Aizawa Fund Wrap” to its customers as well.」
The balance of contracted fund-wrap amounts was ¥26.105 billion, up 29.8% year on year, and the Company also stated that the target customers for proposals had expanded to include customers following the merger. - FY2019AdvancedAnnual report
「The Company added an “absolute-return-oriented” investment course to the discretionary investment management service “Aizawa Fund Wrap” and is working to improve the service to help customers build their assets. As a result, the balance of contracted amounts at the end of the consolidated fiscal year was ¥20.109 billion, up 92.3% year on year.」
The Company added the new “absolute-return-oriented” course, increasing the balance of contracted amounts to ¥20.109 billion, up 92.3% year on year. - FY2017First statedAnnual report
「Launch of “Aizawa Fund Wrap”」
The Company began offering a new discretionary investment management service and subsequently stated that it would use a wrap investment plan starting at ¥50,000 per month as a differentiated product.