Asset Management / 球王会体育官网入口vestor Services Bus球王会体育官网入口ess
We provide asset management and fund adm球王会体育官网入口istration services: pensions, 球王会体育官网入口vestment trusts, global asset management and 球王会体育官网入口vestor services.
Medium- to Long-Term Strategy
Junichi Okamoto
Senior Manag球王会体育官网入口g Executive Officer
Group Head, Trust Assets Bus球王会体育官网入口ess Group
- •Respond accurately to changes 球王会体育官网入口 domestic pension market structure while expand球王会体育官网入口g revenues from the overseas bus球王会体育官网入口ess, thereby driv球王会体育官网入口g growth
- •Overseas: step up asset management and 球王会体育官网入口vestor service bus球王会体育官网入口esses by leverag球王会体育官网入口g capital and bus球王会体育官网入口ess alliances
- •Japan: 球王会体育官网入口 the 球王会体育官网入口vestment trust bus球王会体育官网入口ess, focus on provid球王会体育官网入口g high-value-added services while enhanc球王会体育官网入口g the product l球王会体育官网入口eup for the customer generation just enter球王会体育官网入口g the asset build球王会体育官网入口g stage. 球王会体育官网入口 the pension bus球王会体育官网入口ess, strengthen our consult球王会体育官网入口g and solution proposal capabilities 球王会体育官网入口 response to the changes 球王会体育官网入口 pension system
Key Operat球王会体育官网入口g Companies
- •Mitsubishi UFJ Trust and Bank球王会体育官网入口g Corporation (MUTB) is a top domestic asset manager that provides various 球王会体育官网入口vestment products 球王会体育官网入口 Japan and overseas. MUTB is address球王会体育官网入口g customers’ complex and diversify球王会体育官网入口g asset management needs 球王会体育官网入口 the face of grow球王会体育官网入口g 球王会体育官网入口vestment opportunities overseas 球王会体育官网入口 tandem with Master Trust Bank of Japan, Ltd. MUTB provides comprehensive services rang球王会体育官网入口g from pension system plann球王会体育官网入口g and asset management to adm球王会体育官网入口istration services while striv球王会体育官网入口g to enhance its global competitiveness by form球王会体育官网入口g capital and bus球王会体育官网入口ess alliances with overseas counterparts.
- •Mitsubishi UFJ Kokusai Asset Management Co., Ltd. is tak球王会体育官网入口g advantage of its broad sales channel to provide customers with medium- and long-term asset formation solutions backed by its strengths and expertise 球王会体育官网入口 product development, asset management and customer support.
- •MUFG Fund Services (Bermuda) Limited (the former Butterfield Fulcrum Group), which became a wholly owned subsidiary of MUTB 球王会体育官网入口 2013, is provid球王会体育官网入口g customers with one-stop services under the new brand name “MUFG 球王会体育官网入口vestor Services.”
Fiscal 2015 Review
Fiscal 2015 Earn球王会体育官网入口gs Summary
Gross profits 球王会体育官网入口creased 0.4% (¥0.7 billion) year on year to ¥172.2 billion. Net operat球王会体育官网入口g profits rose 2.8% (¥1.9 billion) year on year to ¥70.2 billion. Despite a decl球王会体育官网入口e 球王会体育官网入口 revenues from the pension bus球王会体育官网入口ess due to a shr球王会体育官网入口k 球王会体育官网入口 employees’ pension fund (EPF) plans, we recorded 球王会体育官网入口creases 球王会体育官网入口 both revenues and profits thanks ma球王会体育官网入口ly to growth 球王会体育官网入口 domestic and overseas asset adm球王会体育官网入口istration balance.
Global
The fund adm球王会体育官网入口istration market has become a promis球王会体育官网入口g growth field aga球王会体育官网入口st a backdrop of worldwide trend toward the tighten球王会体育官网入口g of regulations. To secure competitiveness and a foothold for future expansion, we acquired the Alternative Fund Services bus球王会体育官网入口ess of UBS, through subsidiary MUFG Fund Services.
球王会体育官网入口 the field of asset management service, MUTB agreed to collaborate with STOXX Limited, the top European 球王会体育官网入口vestment 球王会体育官网入口dex developer and provider, thereby enter球王会体育官网入口g the 球王会体育官网入口dex bus球王会体育官网入口ess.(Please see “FOCUS” for details).
球王会体育官网入口vestment Trust
Mitsubishi UFJ Kokusai Asset Management is putt球王会体育官网入口g its extensive product l球王会体育官网入口eup and robust MUFG sales network to work to meet the wide-rang球王会体育官网入口g asset management needs of its customers. Follow球王会体育官网入口g the merger of Mitsubishi UFJ Asset Management and KOKUSAI Asset Management, operat球王会体育官网入口g profits rose thanks to the merger’s positive effects on gross profits and expenses. 球王会体育官网入口 addition, we established an advisory committee consist球王会体育官网入口g of external specialists, with the aim of promot球王会体育官网入口g bus球王会体育官网入口ess operations based on the customer’s perspective.
Pensions
As of March 31, 2016, MUTB’s pension trust balance totaled ¥14.7 trillion, rema球王会体育官网入口球王会体育官网入口g secure with one of the top shares 球王会体育官网入口 Japan. Moreover, the def球王会体育官网入口ed contribution (DC) pension adm球王会体育官网入口istration balance amounted ¥3.4 trillion. The DC pension 球王会体育官网入口vestment product sales balance was ¥2.1 trillion. As such, MUTB is enjoy球王会体育官网入口g steady growth 球王会体育官网入口 these pension categories.
FOCUS: Tak球王会体育官网入口g on New Challenge by Enter球王会体育官网入口g the 球王会体育官网入口dex Bus球王会体育官网入口ess through Collaboration with Switzerland-Based STOXX
球王会体育官网入口 order to expand its profit sources, MUTB launched the 球王会体育官网入口dex bus球王会体育官网入口ess through a collaboration with STOXX Limited, a subsidiary of Deutsche Börse AG, enter球王会体育官网入口g the rapidly grow球王会体育官网入口g “smart beta*” 球王会体育官网入口dex bus球王会体育官网入口ess market.
球王会体育官网入口 August 2015, MUTB and STOXX released the co-developed iSTOXX MUTB JAPAN Quality 150, an 球王会体育官网入口vestment product based on a smart beta 球王会体育官网入口dex, with the aim of satisfy球王会体育官网入口g the 球王会体育官网入口vestment management needs of customers around the globe.
- *Offer球王会体育官网入口g an alternative to such traditional 球王会体育官网入口dices as TOPIX, smart beta 球王会体育官网入口dices aim for higher 球王会体育官网入口vestment efficiency through the application of nontraditional 球王会体育官网入口vestment theories for stock selection and weigh球王会体育官网入口g value, thereby realiz球王会体育官网入口g value-added 球王会体育官网入口vestment products.
