#None #SBI Securities #FOLIO #SBI Wrap

SBI Wrap Reaches Significant Financial Milestone

SBI Securities, headquartered in Minato, Tokyo, has proudly announced that its investment advisory service, SBI Wrap, has exceeded 200 billion yen in assets under management. This achievement comes just 3 years and 8 months after the service was launched on March 31, 2022. The rapid growth of SBI Wrap is a testament to its increasing popularity among investors looking for reliable asset management solutions, particularly in the current economic climate.

Service Overview

SBI Wrap leverages the advanced investment platform developed by FOLIO, known as 4RAP. This collaboration allows SBI Wrap to provide investment services that maximize the expertise of operating firms, thus promising high-quality asset management. Since the initial introduction of the AI Investment Course in March 2022, SBI Wrap has expanded to offer seven diverse discretionary investment services, catering to different investor needs.

Service Launch Timeline

Several courses and services have been rolled out since the inception of SBI Wrap, illustrating its commitment to diversification:

• - March 31, 2022: Launched AI Investment Course.
• - October 20, 2022: Introduced SBI Wrap × SBI Shinsei Bank.
• - July 15, 2023: Launched the Takumi Management Course.
• - August 1, 2023: Partnership with Investment Trust Consultation Plaza.
• - December 23, 2024: Collaboration with Hirogin Life Partners.
• - February 8, 2025: Two leveraged investing courses introduced: Leverage Navigation Course and Leverage Choice Course.

Distinct Features of the Courses

One of the standout features of SBI Wrap is that customers can use multiple discretionary investment services through a single securities account online. Each investment course has unique management strategies that cater to varying investment objectives:

• - AI Investment Course: This course employs AI predictions to make informed and agile changes to investment allocations, striving for performance that outpaces traditional methods.
• - Takumi Management Course: Utilizes a proprietary strategy from Nomura Asset Management Co., combining select active funds to manage risk effectively while pursuing steady returns.
• - Leverage Navigation/Choice Courses: Designed by Daiwa Asset Management Co., these courses aim for high asset efficiency by incorporating a