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Notice of New Medium-Term Management Plan

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March 23, 2020
OKASAN SECURITIES GROUP INC.

The Okasan Securities Group has formulated a new medium-term management plan covering the period from April 2020 to March 2023. The plan is summarized below.

1. About the new medium-term management plan

The Okasan Securities Group will mark the centennial of its founding in April 2023. With this milestone in mind, we will accelerate our business model reforms to establish systems for continuing growth while earning the trust of customers well beyond the centennial.
Under our new medium-term management plan set to get underway in April 2020, the following goals—providing customer-first services, creating shared value, and working on digitalization—will serve as our basic policies for steadily accommodating diversification in customer needs and growth in business opportunities. Centering on the retail business, we will carry out reforms in various areas, including the corporate business and alliances, and work to increase corporate value.

2. Period covered

The three-year period from April 2020 to March 2023

3. Okasan Securities Group Medium-Term Management Plan

  1. Management philosophy

    Customer-First

  2. Reason for existence

    As securities professionals, we provide optimal asset management services and contribute to customer asset building.

  3. Social mission

    1. Customers
      We seek to be a group of investment advising professionals focusing on advancing the best interests of our customers.
    2. Employees
      We seek to be a company in which employees can take even greater pride to make the work of our employees as rewarding as possible.
    3. Shareholders
      We strive to increase corporate value to meet the expectations of our shareholders.
    4. Local communities
      We strive to provide added value to contribute to the growth of local communities.

  4. Basic policies

    1. Providing customer-first services
      We will thoroughly implement the Okasan Securities Group's customer-first philosophy by providing services from the customer's perspective.
    2. Creating shared value
      We will create new revenue sources and increase cost efficiency by consolidating Group resources into a single platform.
    3. Working on digitalization
      We will work to develop innovative services and to provide new value by making use of technologies.

  5. Quantitative targets

    ROE: 10%
    Number of accounts: 1 million
    Assets under custody: 10 trillion yen (as of March 31, 2023)
    As we move toward the centennial of our founding in April 2023, we will build the foundations for achieving sustainable growth in our centennial year and beyond.

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