Asset Management Division May 10, 2010 Atsushi Yoshikawa Nomura - - PowerPoint PPT Presentation

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Mar 16, 2023 542 likes •657 views

Asset Management Division Asset Management Division May 10, 2010 Atsushi Yoshikawa Nomura Asset Management CEO FY 2009 in Review Gradual Recovery from the Financial Crisis Public Investment Trust Net Asset Inflow (ex. ETF) Divisions

SLIDE 1

Asset Management Division

May 10, 2010 Atsushi Yoshikawa Nomura Asset Management CEO

SLIDE 2

FY 2009 in Review

Division’s AUM and Income Public Investment Trust Net Asset Inflow (ex. ETF)

 Gradual Recovery from the Financial Crisis

30.0

(¥ Tri.)

120

Pretax Income(¥100mil.)

200 400

(¥ bil.)

2 10.0 15.0 20.0 25.0

3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2007 FY2008 FY2009

40 80 (600) (400) (200) 200

3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2007 FY2008 FY2009

SLIDE 3

Go Back to Basics

 Generate “α” in our actively managed products  Anticipate and respond to the needs of our clients

 Anticipate and respond to the needs of our clients  Operate with a global perspective

SLIDE 4

New Structure

Business Units Operated according to Client Segments

 Provide services with strong expertise in key areas of business responsibility  Maximize investment performance potential; Appoint CIO and Asset Class CIOs  Enhanced cooperation between Investment and Research Division and both Client Divisions to

promote further business development

<Previous Structure>

<New Structure>

Global Institutional Clients Div. Retail Clients Div.

Investment and Research Div.

Client Services Div. Asset Class CIO (EQ, FI) CIO

SLIDE 5

What We Envision

”World-Class” Asset Management Firm

Establish a Strong Competitive Edge in Japan and Asia Deliver Wide Range of Products to Asian/Japanese Investors Deliver Competitive Asia/Japan Investment Products Globally

SLIDE 6

Public Investment Trust Mkt. (Mar 2010)1,2 Household Financial Assets (Dec 2009)

Investment Management in Japan

Cash/ Deposit 55 2% E i Investment Trusts 3.6% Fixed Income 2.6% Other 4.4%

Company B 9 7% Company C Other 26.4% Company D

Nomura 20.3%

Company F 3.1% Company G 2.8% Company H 2.7% Company I 2.4 % Company E Company A 14.4%

6 NAM’s Share in Bank Sales 1,2

Source: Bank of Japan

55.2% Insurance /Trust 15.1% Pension Fund 12.5% Equity 6.6%

9.7% p y 8.6% Company D 6.6% 3.1% Company E 3.2%

1,456 Tri.Yen

1. Nomura, based on data from The Investment Trust Association, Japan
2. AUM for Nomura shown as NAM only

10 20 30 40

1Q 2Q 3Q 4Q FY2006 FY2007 FY2008 FY2009

(Yen Tr.)

0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0%

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q1Q 2Q 3Q 4Q

SLIDE 7

Delivering the World‘s Best Products to Japan

Retail Clients

Nomura Asset Management

Best Products

NFR&T

SLIDE 8

1990 2000 2009

 EMEA

: 27.2% 33.4% 30.0%

 Americas

: 37.1% 51.4% 49.2%

A Strong Competitive Edge in Japan and Asia

Change in NAV Ratio by Region

80% 100%

Europe/Middle East/Africa

Americas : 37.1% 51.4% 49.2%

 Asia ex. Japan

: 5.7% 5.0% 12.3%

 Japan

: 30.1% 10.1% 8.4%

 Asia incl. Japan

: 35.8% 15.1% 20.7%

Source: NRI

0% 20% 40% 60% 1990 1995 2000 2005 2006 2007 2008 2009

Japan Americas

Asia ex. Japan

SLIDE 9

Recent Awards Received

Asian Investors Investment Performance Awards 2009

Japan ETF
Japan Onshore Fund House
Hong Kong Equity

Global Pensions Award 2009

Specialist Equities Manager of the Year

Morningstar Award “Fund of the Year 2009” Balanced Funds

Nomura Global Six Assets Diversified Fund

(Profit Distribution Type)

Global Three Assets Balance Fund

(Monthly Profit Distribution Type) Lipper Fund Awards Japan 2010 Best Fund (3 Years) Japan Outside Japan 9 European Pensions Awards 2009

Emerging Markets Manager of the Year

Mercer MPA (Japan) Award 2009

Foreign Bond Active – 6 Consecutive Years

Pension & Investment Provider Awards 2010

Active Asia-Pacific equity

Best Fund (3 Years)

US NASDAQ Open Course A
Nomura Pictet Premium Brand Fund Course A
World Water Fund Course A

Best Fund (5 Years)

Sector Index Select Funds Course G (Steel, Shipbuilding & Metals)
Sector Index Select Funds Course K (Wholesale Trade)

Best Fund (10 Years)

Sector Index Select Funds Course G (Steel, Shipbuilding & Metals)

NIKKEI NET・QUICK Fund Rankings 2009

#1 Balanced Fund

My Story Profit Distribution Type (6 times Per Year)

SLIDE 10

Nomura Partners UCITS

Institutional Investors North America Institutional Investors Europe

Delivering In-house Products Worldwide

Japanese Equity Active Asian Equity Active Portable α RAFI (Japanese Equity, Global Equity)

Funds

Australia Super- annuation India LIC NOMURA Mutual Fund Institutional Investors Asia Islamic Products Global Equity) Global Bond High Yield Products (NCRAM)

SLIDE 11

Asset Management Division