#Japan #Tokyo #SBI Securities #FOLIO #SBI Wrap

SBI Wrap Reaches New Milestone of 150 Billion Yen

SBI Securities, headquartered in Minato, Tokyo, has announced a notable achievement. Its investment service, SBI Wrap, has surpassed 150 billion yen in assets under management within just over three years since its inception on March 31, 2022. This remarkable growth showcases the increasing demand for automated asset management solutions.

SBI Wrap utilizes the FOLIO platform’s 4RAP, leveraging the expertise of various investment operators to deliver high-quality management services. Since the launch of the AI investment course in March 2022, SBI Wrap has expanded its offerings to include seven distinct discretionary investment services:

• - SBI Wrap AI Investment Course (Started on March 31, 2022)
• - SBI Wrap × SBI Shinsei Bank (Started on October 20, 2022)
• - SBI Wrap Skilled Management Course (Started on July 15, 2023)
• - SBI Wrap × Investment Trust Consultation Plaza (Started on July 18, 2023)
• - SBI Wrap × Hiromi Life Partners (Scheduled for December 23, 2024)
• - SBI Wrap Leveraged Management (Lever Navi Course) (Scheduled for February 8, 2025)
• - SBI Wrap Leveraged Management (Lever Choice Course) (Scheduled for February 8, 2025)

The AI investment course aims to anticipate market trends using artificial intelligence, dynamically adjusting investment allocations to achieve superior performance. The skilled management course employs unique strategies from Nomura Asset Management, focusing on risk management while pursuing optimal returns through carefully selected active funds. Meanwhile, the Lever Navi and Lever Choice courses apply leverage based on what Daiwa Asset Management considers the most efficient investment portfolio known as the “Golden Ratio Portfolio.”

Despite the various investment strategies, the costs for the fund wrap remain relatively low, with annual fees (including tax) for the AI investment course at 0.66%, the skilled management course at 0.77%, the Lever Navi course at 0.77%, and the Lever Choice course at 0.715%. Additionally, investors may incur fees related to the trust remuneration of the investment funds.

The collaboration with SBI Shinsei Bank and other partners allows clients to benefit from face-to-face consultations, where they can work with advisors to choose the best investments tailored to their unique needs. This personalized approach has proven successful, as reflected in the growing popularity of the service, which offers clients a choice of five different management styles.

Achieving such significant growth in just over three years is a testament to the diverse range of investment strategies offered by SBI Wrap, aligning perfectly with the various needs of its clientele, spanning multiple age groups. The positive reception from customers underscores their confidence in SBI Wrap's ability to deliver automated asset management services effectively.

Looking forward, SBI Securities is committed to providing top-tier services at the lowest possible fees in the industry, continually enhancing its products and services. To celebrate SBI Wrap's third anniversary, a special campaign titled SBI Wrap 3rd Anniversary Campaign has been launched.

For more details on the services offered through SBI Wrap, customers are encouraged to visit the official website for comprehensive information including specifics on partnerships and offerings from associated financial institutions.

Legal and Regulatory Information

SBI Securities is registered as a financial instruments business operator with the Kanto Local Finance Bureau (License No. 44). It is a member of various financial associations, ensuring compliance and reliability in all transactions.

Please refer to SBI Securities' website for further details about fees, services, and the risk factors associated with different financial products.