Strengthening the Asset Management Business and Expanding Assets Under Management
First written in FY2017. 8 of 21 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-08-07.
1 other company's latest entry also says "Cited as achieved".
- 2026-08-07Cited as achievedEarnings presentation
「（AM事業） AMOne、CP、Capula、DMREの貢献で増益」
アセットマネジメント事業では、AMOne、Canyon Partners、Capula、DMREの貢献が増益要因として示された。 - FY2026AdvancedAnnual report
「In May 2025, the company made an additional investment of approximately 10.3% in Capula Investment Management LLP and Capula Management Limited, leading UK alternative asset managers with world-class strengths in fixed-income arbitrage, crisis alpha and global macro strategies. Together with the acquisition through an in-kind contribution of the approximately 4.7% interest held by Dai-ichi Life Insurance Company, Limited, the company’s total interest became approximately 15%. By seconding a director to Capula, the company made Capula an equity-method investee.」
Strengthening the asset management business progressed to an additional investment in Capula, its designation as an equity-method investee, diversification of investment styles in alternative asset management, and joint product development. - 2026-05-15AdvancedEarnings presentation
「（AM事業） 新たに利益貢献を開始したDMRE、Capula等の貢献で増益」
資産運用事業では、第一ライフ丸紅リアルエステートやCapula等が新たに利益貢献を開始したと開示された。 - FY2026-H1AdvancedAnnual report
「We have been exploring inorganic growth opportunities in the capital-light asset management business to achieve group enterprise value of ¥10 trillion and a profit target of ¥600 billion in fiscal 2030. We expect the investment in Capula to contribute to further growth in our asset management business through diversification of business risks and synergies from joint product development.」
Strengthening the asset management business progressed to an additional investment in Capula and making it an equity-method investee with an ownership interest of approximately 15%. It has also expanded into a long-term strategic partnership with M&G, new business opportunities of at least US$6 billion over the next 5 years, and the integration of the domestic real estate business with Marubeni. - FY2025AdvancedAnnual report
「With the aim of capturing growth in the asset management market and maximizing synergies across the group, we pursued various initiatives to improve the competitiveness and product development capabilities of savings-type products and strengthen the asset management business, including making Canyon Partners Group an affiliate in May 2024, entering into a capital and business alliance agreement with And Do Holdings in December 2024, and entering into a business integration agreement and shareholders’ agreement with Marubeni Corporation concerning the integration of the domestic real estate business in February 2025.」
Strengthening the asset management and asset management businesses expanded to making Canyon an affiliate, entering into a capital and business alliance with And Do, and agreeing with Marubeni on the integration of the domestic real estate business. - FY2025-H1AdvancedAnnual report
「In addition, in connection with the investment in Canyon Partners, LLC and Canyon Partners Real Estate LLC decided on 14 March 2024, we newly established DL – Canyon Investments LLC and made it a consolidated subsidiary, while making CP New Co LLC an affiliate.」
Strengthening asset management and alternative investment capabilities progressed through the establishment of an investment subsidiary in connection with the investment in Canyon Partners and the creation of CP New Co LLC as an affiliate. - FY2024AdvancedAnnual report
「To improve the competitiveness of savings-type products supporting the 100-year life era, strengthen product development capabilities, and strengthen and expand the asset management business, we are also expanding our alternative investment capabilities. In December 2023, we acquired Topaz Capital Co., Ltd., and in March 2024 agreed with Canyon Partners Group on an investment in the US company.」
Strengthening the asset management business progressed through the acquisition of Topaz Capital and an agreement to invest in Canyon Partners Group, expanding alternative investment capabilities. - FY2024-Q3RestatedAnnual report
「Japan Investor Solutions and Technologies Co., Ltd., which became an affiliate of the company, was included in the equity-method scope from the third quarter of the current consolidated cumulative period.」
The inclusion of Japan Investor Solutions and Technologies Co., Ltd. in the equity-method scope was again reflected in the composition of asset management affiliates during the quarter. - FY2024-Q2Changes in the Scope of the Equity MethodAnnual report
「Japan Investor Solutions and Technologies Co., Ltd., which became an affiliate of the company, was included in the equity-method scope from the current interim consolidated accounting period. One subsidiary of Asset Management One, Inc. was excluded from the equity-method scope from the current interim consolidated accounting period.」
In the composition of asset management affiliates, Japan Investor Solutions and Technologies was added to the equity-method scope, while 1 subsidiary of Asset Management One was excluded. - FY2022-Q3Improvement in Other Businesses following the reversal of Janus Henderson-related lossesAnnual report
「In Other Businesses, ordinary revenue increased by ¥16.5 billion year on year to ¥183.3 billion, up 9.9%, and segment profit increased by ¥14.3 billion to ¥168.6 billion, up 9.3%, owing to higher dividend income from group companies and a rebound from the impact of impairment losses on intangible assets and other items recorded by Janus Henderson Group plc, which had been an affiliate in the same period of the previous year.」
Ordinary revenue and segment profit in Other Businesses improved due to the rebound from impairment losses at Janus Henderson in the same period of the previous year and higher dividend income. - FY2021-Q3ReframedAnnual report
「① Name: Janus Henderson Group plc ② Business: Asset management business ③ Transactions with the company: The company has entered into a business partnership agreement with Janus Henderson Group plc concerning the asset management and asset management businesses. ④ Number of shares sold, total sale proceeds, gain or loss on sale, and ownership ratio after sale: ① Number of shares sold: 30,668,922 shares ② Total sale proceeds: ¥94.0 billion ③ Gain or loss on sale: The company expects to record a gain of ¥34.9 billion on the sale of shares in an affiliate during the fourth quarter of the current consolidated accounting period. ④ Ownership ratio after sale: –%」
Regarding the capital relationship with Janus Henderson since 2012, the company switched to a policy of selling all shares held and reducing its ownership ratio to zero, having determined that a certain level of results had been achieved. - FY2020Expanded profit contribution and one-time amortization of equity-method goodwillAnnual report
「For the fiscal year ending March 2020, the profit contribution from Janus Henderson Group, which became an equity-method investee in the fiscal year ended March 2019, increased.」
While the increased profit contribution from Janus Henderson was confirmed, ¥48,545 million of equity-method goodwill was amortized in full due to the decline in its share price, and segment profit from Other Businesses decreased. - FY2020-Q3Continued liquidation of affiliatesAnnual report
「Neo Stella Capital Co., Ltd., an affiliate of the company, was liquidated on 30 May 2019.」
Neo Stella Capital Co., Ltd. was liquidated on 30 May 2019 and excluded from the equity-method scope from the first quarter of the current consolidated accounting period. - FY2020-Q2Reorganization of the equity-method scopeAnnual report
「Four companies under Janus Henderson Group plc, which became affiliates of the company, were included in the equity-method scope from the current interim consolidated accounting period. Neo Stella Capital Co., Ltd. was liquidated and excluded from the equity-method scope from the current interim consolidated accounting period. Six companies under Janus Henderson Group plc were also excluded from the equity-method scope from the current interim consolidated accounting period.」
Four companies under Janus Henderson were added to the equity-method scope, while 6 companies under the same group were excluded, along with the exclusion resulting from the liquidation of Neo Stella Capital. The composition of asset management affiliates was reorganized. - FY2019AdvancedAnnual report
「In the asset management and asset management businesses, while maintaining a basic approach centered on fixed-income assets amid a prolonged low-interest-rate environment, we will flexibly allocate funds to risk assets in response to market conditions and strengthen investment in alternative and real assets to promote diversification and secure stable earnings.」
The asset management business, which targeted expansion of assets under management, took concrete form in expanding profit contributions by capturing growth in the Japanese, US and European markets, investing in alternative and real assets, and adopting advanced asset management systems. - FY2019-Q3Changes in the composition of asset management affiliatesAnnual report
「During the third quarter of the current consolidated accounting period, Asset Management One Alternative Investments Co., Ltd. became a subsidiary of Asset Management One, Inc., an affiliate of the company.」
Asset Management One Alternative Investments became a subsidiary of Asset Management One. In addition, Shisan Kanri Service Shintaku Bank was removed from the affiliates following its management integration with Japan Trustee Services Bank, changing the composition of affiliates. - FY2019-Q1AdvancedAnnual report
「As the voting-rights ownership ratio increased following the acquisition of shares, Janus Henderson Group plc and its 113 subsidiaries were made affiliates in May 2018.」
Janus Henderson Group plc and its 113 subsidiaries became affiliates following the acquisition of shares, and a total of 114 companies were included in the equity-method scope from May 2018. The composition of affiliates in the asset management business expanded in concrete terms. - FY2018-Q3Restructuring of affiliatesAnnual report
「One affiliate of TAL Dai-ichi Life Australia Pty Ltd, a subsidiary of the company and an equity-method affiliate, was liquidated and excluded from the equity-method scope from the second quarter of the current consolidated cumulative period. Consequently, the number of the company’s equity-method affiliates decreased by 1.」
One TAL affiliate was liquidated and excluded from the equity-method scope from the second quarter of the current consolidated cumulative period. Following the Janus-Henderson integration and the sale of a subsidiary of Asset Management One, the reorganization of affiliates progressed. - FY2018-Q2Restructuring of affiliatesAnnual report
「One subsidiary of Asset Management One, Inc. was sold and excluded from the equity-method scope from the current interim consolidated accounting period. Janus Capital Group Inc. and its 23 subsidiaries, a total of 24 companies, ceased to be affiliates following their management integration with Henderson Group plc and were therefore excluded from the equity-method scope from the current interim consolidated accounting period.」
In addition to the Janus-Henderson management integration, the sale of one subsidiary of Asset Management One reorganized the scope of equity-method affiliates in the asset management business. - FY2018-Q1AchievedAnnual report
「As Janus Capital Group Inc. and Henderson Group plc completed their management integration effective 30 May 2017, Janus Capital Group Inc. and its 23 subsidiaries, which had been equity-method affiliates of the company, were excluded from the equity-method scope from the first quarter of the current consolidated cumulative period. Accordingly, the number of the company’s equity-method affiliates decreased by 24.」
Janus Capital Group Inc. and Henderson Group plc completed their management integration effective 30 May 2017, and Janus and its 23 subsidiaries were excluded from the equity-method scope. - FY2017First statedAnnual report
「In the asset management business, we aim to expand assets under management in domestic and overseas markets. We will further strengthen the asset management business and contribute to customers’ asset building through Asset Management One, Inc. and the planned 2017 management integration of Janus and Henderson.」
Measures to strengthen asset management by utilizing Asset Management One and the Janus-Henderson integration were described, with expansion of assets under management as the objective.