FOLIO, founded in December 2015, promotes AI investment with the mission of “Keep Innovating The Financial Industry.” The Company provides discretionary investment management services both for individuals and for financial institutions to promote barrier-free asset management and Digital Transformation (DX) of the asset management business. For individuals, the Company offers AI investment service “ROBOPRO,” which AI predicts market and dynamically changes the portfolio in line with the market trends.
For financial institutions, the Company provides a discretionary investment platform “4RAP,” offering a one-stop solution of both “operational infrastructure system” and “investment products.” This is a SaaS-type (Software as a Service) system that can be implemented by various financial institutions, enabling them to provide discretionary investment products under their own brand while maintaining their own customer accounts and deposit balances. For instance, the Company and SBI SECURITIES have been offering “SBI Wrap” as a service introducing 4RAP since March 2022. “SBI Wrap” has been well received by the customers with AUM reaching JPY 100 billion in just over two years and one month since the service was launched.
Moreover, FOLIO has completed registration as an “Investment Advisory and Agency Business” in September 2023, and provides investment advice for the “ROBOPRO Fund” and the “SBI Okasan NASDAQ AI Active Fund,” both publicly offered investment trusts established by SBI Okasan Asset Management. We will continue to expand and upgrade our AI-based asset management services and expand our partnerships with financial institutions through the provision of a discretionary investment platform.
