Bloomo Launches Automated Asset Management Service with BlackRock Advice

Bloomo Launches 'Bloomo Core': A New Era of Automated Asset Management

Bloomo Securities Ltd. has officially announced the launch of its automated investment management service called 'Bloomo Core', set to begin on November 27, 2025. This service leverages expert advice from BlackRock Japan, the world’s largest asset management firm, to offer personalized asset management solutions tailored to clients' risk preferences.

What is Bloomo Core?

Bloomo Core is an innovative investment management service that provides automated asset management. By utilizing investment strategies developed by BlackRock, clients can have their assets managed according to a risk level that suits their individual profiles. This full-service investment strategy is designed to optimize clients' financial outcomes by adapting to market conditions and individual financial goals.

BlackRock will contribute model portfolios that showcase a competitive track record of approximately 30 trillion yen in assets under management. Clients will undergo a risk assessment through an eight-question diagnostic tool developed by Bloomo, which will then recommend an investment strategy based on the individual’s risk appetite. Bloomo will take care of executing the recommended strategies and regularly rebalancing the portfolio.

The Need for Enhanced Investment Options

In today's macroeconomic environment characterized by currency depreciation, inflation, and low-interest rates, the value of household financial assets is deteriorating in real terms, making asset management and preservation essential. Japanese individual investors often find themselves limited in their choice of investment avenues and may struggle to identify customized investment strategies that align with their goals and circumstances.

In contrast, the U.S. asset management market has witnessed a rising trend in model portfolio management, where a diversified mix of ETFs and mutual funds is strategically combined based on various risk levels. This model has made adept asset management more accessible to a larger audience, enabling individual investors—beyond just ultra-high-net-worth individuals—to benefit from strategies typically reserved for exclusive private banking clients.

Leveraging BlackRock's Expertise

Bloomo Core capitalizes on BlackRock's extensive experience and sophisticated strategies. The investment strategies will be agile and adapted based on changes in the global economy, with BlackRock's expert team updating these recommendations four to six times annually. This allows for maximized investment performance tailored to prevailing market conditions.

Moreover, by utilizing a multi-asset investment approach that includes not just stocks but also bonds and alternative investments, Bloomo aims to deliver sustainable asset growth over the long term. Historical simulations suggest that balanced portfolios like Bloomo Core have historically outperformed market indices, particularly during periods of market stagnation.

Competitive Fee Structure

The fee structure of Bloomo Core is also designed to be competitive, with management fees ranging from 0.55% to 0.88% per annum, excluding cash and lower than many existing robo-advisory and fund wrap services in Japan. As clients deposit more assets, the fees will decrease, creating a logical long-term investment cost structure that is attractive to investors.

Personalized Risk Assessments

Clients are guided through a tailored 'risk diagnosis' that uses their input to provide five-tiered investment strategy recommendations, corresponding to their identified risk levels. This diagnosis can be retaken at any time, allowing adjustments to investment approaches as clients age or as their goals change.

Adapting to Economic Conditions

Different from conventional mutual funds with static investment policies, Bloomo Core automates the adjustment of asset allocations and individual stock selections in correspondence with economic developments. Changes in investment ambitions can be accommodated smoothly, with Bloomo Core acting as a dedicated advisor to maintain an optimized investment portfolio.

Introduction of Cash Back Campaign

To promote the use of Bloomo Core, the firm is initiating a cash back campaign offering up to 30,000 yen, contingent on certain entry conditions during the campaign period running from November 27, 2025, to January 31, 2026.

For further details about the cash back campaign, please visit their official campaign page.

About Bloomo Securities

Founded in June 2022, Bloomo Securities aims to create a society where individuals can confidently nurture their assets. In just one year since its inception, it achieved significant milestones, including a rapid registration as a licensed financial instruments business operator. With support from leading financial institutions, Bloomo continues to evolve its product offerings and enhance its services for clients.

For more information about Bloomo Securities, follow their official channels:

For inquiries, please contact Bloomo Securities Public Relations:
Email: [email protected]

Together, let's embrace this opportunity to revolutionize personal asset management with Bloomo Core.