Enhancement of Asset Management Advisory Services for Asset Owners

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SMBC Group will fully launch asset management advisory services for asset owners, such as schools and foundations, starting in FY2026, offering solutions from risk analysis to comprehensive Outsourced Chief Investment Officer (OCIO) services.

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SMBC Group will fully launch asset management advisory services for asset owners, such as schools and foundations, starting in FY2026, offering solutions from risk analysis to comprehensive Outsourced Chief Investment Officer (OCIO) services.

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Source: https://prtimes.jp/main/html/rd/p/000000340.000067873.html | Date: Date unavailable

Sumitomo Mitsui Financial Group, Inc. (President and Group CEO: Toru Nakashima; hereinafter collectively referred to as "SMBC Group") will fully launch asset management advisory services starting in fiscal year 2026 for asset owners, including educational institutions and foundations, whose needs for sophisticated asset management are currently growing. This will enable the group to respond to a wide range of customer needs, from providing partial consulting such as risk analysis of held investment assets and support for upgrading governance, to comprehensive outsourced asset management (OCIO: Outsourced Chief Investment Officer). In recent years, against the backdrop of progressing inflation, changes in the interest rate environment, and the "Asset Owner Principles" formulated by the government in August 2024 (*1), asset owners are increasingly required to strengthen their financial foundations through sophisticated asset management and to establish robust governance and risk management systems. Given this environment, SMBC Group will offer flexible services for customer challenges, ranging from partial support to comprehensive outsourced asset management covering the entire investment process. Through this, we will support the medium- to long-term strengthening of our customers' financial and management foundations. [Reference 1] Image of utilizing OCIO At SMBC Group, the group's asset management companies utilize their respective expertise to provide accurate and flexible services tailored to customer needs, ranging from the analysis of held investment assets, formulation of asset allocation, and advice on selecting asset management companies/funds, to comprehensive outsourced asset management. Furthermore, in terms of asset administration and preservation, by utilizing SMBC Trust Bank Ltd., we can provide integrated solutions aligned with customer needs. SMBC Group will continue to address a wide range of challenges faced by domestic asset owners and contribute

Enhancement of Asset Management Advisory Services for Asset Owners

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