Investor Presentaiton
Initiatives for retail businesses
Achievements to date
■ Promoted group collaboration through comprehensive asset
formation consulting. Accelerated group-wide collaboration through
the successful transition to a new branch scheme
■Expanded AUM and strengthened stable revenue base
Further pursuit of business opportunities
Further expand AUM by enhancing DX tools and other to
visualize customers' assets, income/expenses, and life events
As of end of
Mar 2022
Success
indicator
SC asset inflow
over JPY 1T
1
7
consecutive
years
Equity
4.9
5
investment trust
holding period
2
years
(Industry average
3.9 years)
Equity investment trust
JPY
6.6T
JPY
10 T scale
SC AUM
Fund wrap
JPY
1T
T scale
(JPY T)
Percentage of group collaboration
31.1
27%
SC Sale
46.5
39%
Group
collaboration
FY15
FY18
FY21
■ Addressed customer-oriented business operations
JPY 427B
Strengthen group collaboration and expand TB succession and
real estate business
BK
Comprehensive
asset consulting
Succession and real
estate consulting
SC
TB
Asset
management
consulting
Strengthen
collaboration
Collaboration
K&I
投信FD
|投信FD
(投信FD
|投信FD
St
St
R&I
St
R&I
S
FY22
Obtained the highest rating
3
S+ for 2 consecutive years
Testament and real estate
business Gross Profit
6
20
increase
株式会社みずほフィナンシャルグループ 株式会社みずほ銀行
みずほ信託銀行株式会社
R&I
みずほ証券株式会社
1. SC retail & business banking division 2. Group aggregate. As of March 2022. Calculated from the average balance of assets held over the past year divided by the total amount of cancellations and
redemptions. In3. R&I customer-centered operation company evaluation 4. E.g.) Simulation tool "Life design navigation", which support customers to build a financial plan. 5. Publicly offered equity investment
trust, Group aggregate. 6. YoY, Management accounting basis.
MIZUHO
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