Monex Asset Management, Inc. announced a significant milestone: surpassing ¥500 billion in assets under management (AUM) as of February 22, 2024. This impressive growth represents a 3.3-fold increase within a year.
The company attributes this success to the outstanding performance of its “ON COMPASS” and “ON COMPASS+” investment strategies. These strategies achieved top rankings in a report by the Japan Financial Services Agency in April 2023. Additionally, the recent inclusion of “ON COMPASS+” in the new NISA program has been a catalyst for growth, with “ON COMPASS” scheduled to join soon, anticipating further expansion.
Monex’s “Monex Activist Fund,” a publicly offered mutual fund, also demonstrates strength with robust returns attracting a wide range of investors. In 2023, the company ranked an impressive 6th out of 89 firms in terms of private mutual fund net inflows.
Monex further distinguishes itself by pioneering an industry-first approach to investment operations, streamlining processes for investor benefit. This achievement solidifies Monex Asset Management’s position as a leading player in the financial sector.
