Operational Data
Asset Allocation and Investor Base (As of end of June, 2024)
Asset Under Management
9,914 Hundred million yenBy Area *1
-
Greater Tokyo *2
71%
-
Greater Osaka *3
15%
-
Greater Nagoya *4
1%
-
Other *5
4%
-
Overseas
9%
*2 Greater Tokyo: Tokyo, Kanagawa, Chiba, Saitama and other surrounding areas
*3 Greater Osaka: Osaka, Kyoto, Hyogo
*4 Greater Nagoya: Aichi
*5 Other Areas : Hokkaido, Miyagi, Fukuoka
Investor Base
-
Pension Funds
19%
-
Financial Institutions *1
30%
-
Regional Banks
8%
-
Shinkin/Shinkumi *2
9%
-
Non-financial Organizations
5%
-
Educational Corporation
2%
-
Mitsubishi Corporation
3%
-
Overseas Investors
24%
*2 Shinkin/Shinkumi: Credit Associations and Credit Unions
Asset Under Management (As of end of June, 2024)
- Logistics
- Retail
- Office
- Residential
- Hotel
- Mezzanine debt
- Data Center
- Land lease
- Other
Breakdown of AUM
Discretionary | Advisory *1 | Proprietary *2 | Other *3 | |
---|---|---|---|---|
As of end of Jun. 2024 | 73% | 19% | 6% | 2% |
FY2023 | 73% | 18% | 5% | 4% |
FY2022 | 67% | 22% | 4% | 7% |
*2 In the case that a fund managed by our company invests in another fund managed by our company, the Assets Under Management of both funds are included.
*3 Including assets for which our company re-consigns only part of the investor support business for the overseas funds.