Overview of Assets under Management
Changes in Assets under Management
- Assets under management is the sum of the total amount of (1) acquisition prices at the base point in time of assets owned by customers who entrust SRM with asset management contracts, etc. and (2) total assets of customers at the end of the most recent fiscal period.
- The asset management contracts, etc. include contracts concluded by Sumitomo Corporation that SRM inherited after it began operation. The assets management contracts, etc. are not limited to investment advisory contracts as defined by the Financial Instruments and Exchange Act, but do include contracts (other contracts) for providing services related to the operation and management of assets that do not involve giving advice on investment decisions regarding buying or selling.
Diversification status of Assets under Management
- Indicates the composition ratio by use of assets under management to the total assets under management as of the end of March 2019 (balance of assets under management by use/total assets under management).