SBI Okasan Asset Management, which began operations in November 2022 as a joint venture between the SBI Group and OKASAN SECURITIES GROUP INC. is the core asset management company of the SBI Group that is engaged in active management.
The prolonged policy of ultra-low interest rates in Japan has been an obstacle to the stable formation of savings and asset management by households. On the other hand, for investors, including institutional investors and other professionals, overseas investment activities have expanded, and the daily operations of asset management companies have become more internationalized, complex, and sophisticated.
In this environment surrounding asset management, SBI Okasan Asset Management has launched a number of regionally-support-endowment funds and provided advanced products such as the industry’s first bull-bear type and publicly offered investment trusts investing in U.S. REITs. Going forward, SBI Okasan Asset Management will continue to ambitiously establish products such as the “Low-Cost Active Series,” “Performance-based Fee Series,” and “International Active ETF Series.”
Based on the expertise in asset management, product planning and development, as well as client support that it has accumulated to date, and the SBI Group’s “Customer-centric Principle,” SBI Okasan Asset Management will contribute to the asset building of investors.
