Message｜About Us｜SBI Okasan Asset Management Co., Ltd.

As a core asset management company engaged in active investment within the SBI Group, SBI Okasan Asset Management commenced operations in November 2022.

Founded in March 1961 as Okasan Securities Investment Trust Company, we have undergone significant transformations into Japan Investment Trust Management. And eventually emerged as Okasan Asset Management, becoming an integral part of the esteemed Okasan Securities Group. With a rich history spanning nearly six decades, we have solidified our position as a reputable player in the investment trust management sector.

In Japan, the Bank of Japan has long implemented a monetary policy that has kept interest rates at historically low levels. This environment has posed challenges for individuals seeking to build stable savings and engage in effective asset management.

Conversely, this monetary policy has been a key driver for professional investors, including institutional investors, to expand their investment activities beyond national borders. Consequently, asset management companies have faced heightened internationalization and operational complexities, demanding an elevated level of sophistication.

Furthermore, Japan is grappling with a societal structure characterized by a declining birthrate and an aging population. In response, there is an increasing demand for individual-oriented tax incentives, such as iDeCo and the new NISA program. This dynamic places greater societal significance on asset management companies. At our firm, we deeply understand the importance of this role and are committed to fulfilling our social mission by providing tailored services that cater to evolving needs. We strive to assist individuals in navigating the challenges presented by these demographic shifts and contribute to the long-term enhancement of their asset value.

Leveraging our extensive expertise in investment, product planning and development, and customer support, we steadfastly adhere to a "customer-first" approach within the SBI Group. Our unwavering dedication to continuous improvement drives us to enhance these capabilities ceaselessly. As a united team, we wholeheartedly invite your continued support as we embark on this journey together.

July, 2023
Chairman 　　　　　Hideyo Mori
President & CEO　　Katsushi Shiokawa