Investor Presentaiton
Business strategy (Priority areas) (1)
Retail
Achievements to date
Established a comprehensive wealth management
strategy integrating capabilities in BK/TB/SC under
the newly reorganized branch network
Successfully expanded AUM and strengthened stable
revenue base
Direction going forward
Further enhance and accelerate current strategies
Upgrade consulting skills visualizing clients' life event,
income stream, risk appetite etc.
Equity
investment
trust1
Target level
Equity investment
JPY 6.6T trust holding
+JPY 2.5T
(Compared to Mar-19)
2
4.9 yrs
period
Equity
investment
trust
10T
T scale
SC
fund wrap
JPY
Target level
1 T
scale
JPY 430.0B
Industry average 3.9yrs
JPY 6.6T
(As of Mar-22)
(As of Mar-22)
SMES
Reorganized structure to align our strategy/resources
to each client segment
Capability enhanced to propose solution tailored to
each clients' needs. Increase in deal pipeline through
further BK-TB-SC collaboration
Further strengthen solution providing capability tailored
to meet clients' needs
Accelerate solution toward clients' growth strategy
taking into account trends surrounding DX/SX, MA
based on business succession etc.
FY23 Target level
Approx.
2.0x
Deal
pipeline³
23% increase
Revenue related
to innovative
companies 4
1.3x
Revenue related to
innovative
companies 4
(Compared to FY19)
(Compared to FY19)
As of Mar-22
(Compared to Mar-21)
Target level
2x
No. of sustainability-
related product lineup
(Compared to
Mar-22)
1. Publicly offered equity investment trust. Results as of Mar-22. Amount of increase from Mar-19. 2. As of Mar-22. Calculated by dividing previous year's average balance by total cancellations/redemption value.
Industry average prepared based on data published by Investment Trust Association, Japan. 3.Solution-related deals pipeline (profit estimate amount basis). 4. Gross Profits.
MIZUHO
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