Asset Management Division

Transcription

1 Asset Management Division Asset Management Division May 10, 2010 Atsushi Yoshikawa Nomura Asset Management CEO

2 FY 2009 in Review Gradual Recovery from the Financial Crisis Division s AUM and Income Public Investment Trust Net Asset Inflow (ex. ETF) ( Tri.) Pretax Income( 100mil.) (200) (400) ( bil.) Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q -40 (600) 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2007 FY2008 FY2009 FY2007 FY2008 FY2009 2

3 Go Back to Basics Generate α in our actively managed products Anticipate and respond to the needs of our clients Operate with a global perspective 3

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> Client Services Div. Investment and Research Div. Global Institutional Clients Div. Investment and Research Div. CIO Retail Clients Div. Asset Class CIO (EQ, FI) 4

5 What We Envision World-Class Asset Management Firm Establish a Strong Competitive Edge in Japan and Asia Deliver Competitive Asia/Japan Investment Products Globally Deliver Wide Range of Products to Asian/Japanese Investors 5

6 Investment Management in Japan Public Investment Trust Mkt. (Mar 2010) 1,2 Household Financial Assets (Dec 2009) Other 26.4% Nomura 20.3% Company I 2.4 % Company H 2.7% Company G 2.8% Company F 3.1% Company E Company C Company D 3.2% 8.6% 6.6% (Yen Tr.) NAM s Share in Bank Sales 1,2 Company B 97% 9.7% 1Q 2Q 3Q 4Q1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q1Q 2Q 3Q 4Q FY2006 FY2007 FY2008 FY2009 Company A 14.4% 1. Nomura, based on data from The Investment Trust Association, Japan 2. AUM for Nomura shown as NAM only 7.0% 6.0% 5.0% 4.0% 3.0% 2.0% 1.0% 0.0% Investment Trusts 3.6% Equity 6.6% Pension Fund 12.5% Insurance /Trust 15.1% Source: Bank of Japan Fixed Income 2.6% Other 4.4% 1,456 Tri.Yen Cash/ Deposit 55.2% 6

7 Delivering the World s Best Products to Japan Retail Clients Best Products Nomura Asset Management NFR&T 7

8 A Strong Competitive Edge in Japan and Asia Change in NAV Ratio by Region 100% 80% 60% 40% 20% 0% Europe/Middle East/Africa Americas EMEA : 27.2% 33.4% 30.0% 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% Japan Asia ex. Japan Source: NRI 8

9 Recent Awards Received 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 Japan 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) Outside Japan 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 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 (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) 9

10 Delivering In-house Products Worldwide Institutional Investors Europe UCITS Islamic Products Japanese Equity Active Asian Equity Active Portable α RAFI (Japanese Equity, Global Equity) Global Bond High Yield Products (NCRAM) Institutional Investors North America Nomura Partners Funds India LIC NOMURA Mutual Fund Australia Superannuation Institutional Investors Asia 10

11 Nomura Holdings, Inc.