- JP-listed companies
- SBI Global Asset Management Co., Ltd.
SBI Global Asset Management Co., Ltd. (4765) Stock Price
Price and Volume
Market Cap
PER
PBR
Business Overview
SBI Global Asset Management operates primarily through two business segments. First, in its Asset Management business, the company establishes, solicits, and manages investment trusts under the Financial Instruments and Exchange Act. This segment provides investment management services centered on publicly offered open-end equity investment trusts and privately placed bond investment trusts, as well as investment advisory services for "funds of funds" and consulting related to defined contribution pension plans.
Second, in its Financial Services business, the company collects, analyzes, evaluates, and processes financial information and website data to provide to customers. This segment offers services including the web version of "Kabusin" (Stock Newspaper), stock price and corporate information distribution, and fund analysis reports. Additionally, it provides defined contribution pension-related advisory services for corporations and manages and plans web operations for individual iDeCo and NISA-related services. The company also handles advertising agency operations, marketing consulting, and seminar organization.
Management Policy
SBI Global Asset Management has established "investor sovereignty" as its core growth strategy. Under this principle, the company aims to provide investment trusts beneficial to investors and support asset formation. Specifically, it seeks to contribute to investor asset formation through expanding its asset management business and deploying financial information services that provide neutral, unbiased information.
The company is advancing its business operations in line with the government's "Plan to Double Asset Income" and "Plan to Establish Japan as an Asset Management Hub." Through these initiatives, it supports household asset formation and aims to drive economic growth and increased asset income. In particular, it is creating an environment that promotes investor asset formation through NISA expansion and enhanced financial education.
In its asset management business, the company offers diverse investment trusts to individual investors, addressing their asset management needs. For institutional investors, it provides varied investment portfolios centered on regional banks, supporting portfolio diversification. This strengthens the company's competitive position in the investment trust market.
In its financial services business, the company leverages the "Wealth Advisor" brand to strengthen partnerships with financial institutions. Through investment education initiatives and asset management fairs, it improves financial literacy and contributes to regional revitalization. These efforts address investor needs while enhancing the company's market presence.
SBI Global Asset Management treats its asset management and financial services businesses as "two wheels of a vehicle" to expand its revenue base. Through this approach, it aims to realize "investor sovereignty" and grow as an essential company group in the financial information society.