Large-cap equity, government fixed income and structured products Equity specialties and fixed income products ETFs and passively-managed products Solutions Products and Other target date products and LDIs Related investment consulting and advisory services Sales Forecast One thing is certain, there would always be accredited investors, small scale and medium scale businesses and wealthy individuals who would need the services of tested and trusted portfolio cum wealth management firms. We have been able to critically examine the Portfolio cum Wealth Management industry and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast.
Medium— to Long—term Company Strategy Taking into consideration ongoing negative interest rates and population decline marked by falling birthrates and an aging population, the importance of asset building via asset management can only increase in the future.
In this kind of environment, a major issue facing Japan is for public and corporate pensions to achieve stable investment performance and thereby sustain the pension system. Likewise, for individual households it will become even more important to prepare for retirement by engaging in asset building with self—help efforts.
For our individual customers, we make use of advanced investment know—how cultivated in our pension business to provide investment trust and other products useful for medium— to long—term asset building.
In addition, with respect to investment trust sales companies banks, securities companies, etc. Through this support for enhancing sales skills at sales companies, we are working to raise understanding of asset—building needs and methods among the individual customers.
Through these efforts, we will increase the balance and ratio of investment trusts among asset under management by building up investment trust balances of products and developing flagship funds conducive to medium— to long—term asset building.
For institutional investors, who manage pension funds, in addition to improving the sophistication of their investments, we are accelerating our efforts to provide comprehensive consulting and solutions covering customer needs such as building pension portfolios, ALM analysis, and pension governance support.
As a leader in fulfilling fiduciary duties, we are endeavoring to obtain higher evaluations from our customers.
Furthermore, we are continuing with initiatives aimed at integrated management in order to reap greater benefits from the integration of asset management companies into Asset Management One. We will be further developing investment capabilities that serve as an engine of asset management business.
Regarding the enhancement of our investment capabilities, we are taking a medium— to long—term perspective as we work to make active use of leadingedge technologies such as AI and big data.
Fiscal Results and Plans for Fiscal and Beyond Fiscal was a challenging year for asset management business, with difficult investment conditions continuing due to low interest rates worldwide. The inflow of funds into public investment trusts reached its lowest level since the global financial crisis of In addition, assets under management increased by JPY1 trillion to JPY53 trillion, compared to the previous fiscal year.
With the launch of Asset Management One in Octoberwe achieved one of our key management goals: The size of its assets under management is among the largest in Asia. Since its start, Asset Management One has provided investment trusts that curb downswings exceeding a specified level and that utilize pension fund know—how also employed by the GPIF.
It has also held 2, seminars and study meetings in total for investment trust sales companies. Looking ahead, through integrated management, we will bring together asset management expertise developed over many years by the four integrated companies, and provide the best solutions to customers as asset management professionals.
We will thereby strive to achieve still greater success as a global asset management company. We are also making even greater efforts with regard to the defined—benefit DB pensions and defined—contribution DC pensions that serve as a stable business foundation.
For DB pensions, taking advantage as the only trust bank that has outsourced investment operations, MHTB is accelerating the development of a comprehensive pension consulting service which has at its core fiduciary management service that exercises asset management authority and responsibility on behalf of pension funds.
In addition, Mizuho has one of the largest shares of pension subscribers over 1. In conjunction with the recent deregulations for iDeCo, which greatly expanded the pool of eligible people, in November we released a pension version of the SMART FOLIO automated investment advisory service to help new subscribers with the selection of investment products.
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Annex D: Sample Business Plan Page D-3 MCIC operates as a Fund of Funds (FOF), and its administrative arm, the Administrator, serves as a professional fund of funds management firm.