Mizuho Financial Group, Inc. ("MHFG"; president & CEO: Tatsufumi Sakai) announced on June 29, 2018 "Disclosure of the Progress of the FY2017 Action Plan Initiatives and the FY2018 Action Plan Regarding Fiduciary Duties" , Mizuho Bank, Ltd., Mizuho Trust & Banking Co., Ltd., Mizuho Securities Co., Ltd., the following indicators concerning sales of investment trust funds etc. were voluntarily announced.
Indicators regarding return for customers*
- 1．Customer ratio by investment profit/loss from investment trust funds/fund wraps
- 2．Cost vs. return of the best–selling investment products in terms of balance of investment trust assets under management
- 3．Risk vs. return of the best–selling investment products in terms of balance of investment trust assets under management
Of these figures, the figures published by Mizuho Securities Co., Ltd., were calculated differently from the definition released by the Financial Services Agency, so we will update it as shown in the attached sheet.
- *"Indicators regarding return for customers" are indicators based on "the Common KPIs comparable across investment trust distributors" announced by the FSA in June 2018.