Investor Presentaiton
Business Unit strategy: Trust Assets
Provide full-line asset management and administration services. Aiming to
be No. 1 trust institution/group in both quality and quantity
Trust Assets Business Unit
net operating profit target
FY09: Aiming for an increase of
approx. 50% compared to FY06 forecast
Approx. ¥80 bn
O
MUFG
Key points of Trust Assets Business Unit medium-term plan
(1) Pensions: Promptly provide advanced management
services, etc.
✓ Expand non-passive asset management products
Strengthen approach to main and sub-main clients through
bank/trust bank cooperation
Make full preparations for abolition of tax qualified pension
system/ Day 2
✓ Strengthen approach to ensure enhanced customer satisfaction
(2) Investment trust management: Fully benefit from
market expansion
Extend product lineup
✓ Expand non-Group sales channels. Strengthen sales support
(3) Investment trust administration: Enjoy the
benefits of market expansion
Expand assets in trust through new funds and schemes
Win more mandates from securities company affiliated asset
management companies
(4) Custody: Expand assets and improve added value
✓ Strengthen forex and lending functions
✓ Provide unified management service for management of
domestic and overseas assets
(5) Other trust business, etc.
Expand sales of our products to new client segments (overseas/
financial institutions/NPOs/business corporations, etc.)
FY06(forecast)
FY09(target)
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