About Aozora 
Investment Management

CEO Message

January 2025

In February 2024, Aozora Investment Management Co., Ltd., marked our 10th anniversary since the foundation. We are now making a brand new start towards the next ten years.

Setting out for the new decade upcoming, again, we express our deepest gratitude to the beneficiaries of our investment trusts and all of our clients, distribution partners regional and nationwide, investment advisory partners in Japan and overseas, and all the business partners who we have been working with.

Since inception, we have strived to achieve our corporate philosophy, “contribute to our clients in building their financial assets and enjoying their fulfilling lives” by introducing investment opportunities worldwide exploited by prominent and established investment strategies.

Seeing the new enhanced NISA scheme put in place in January 2024, we have been expanding our product lineup to meet our clients’ broadening investment scope and spur the “from savings to investment” dynamics in Japan. In 2024, we newly launched a global balanced fund “Zenzo Plus” and two Japan equity active funds, “Makuaki” and “Japan Core Alpha”.

We will keep on carrying out our fiduciary duty and our corporate philosophy by giving the top priority to our clients’ best interest at any time and making the best efforts to sophisticate our investment strategies and products. We will also work on raising financial literacy in Japanese society together with our distribution partners and act to accomplish our social responsibility as an investment company.

We are always to be a unique and trustworthy partner of our clients living the abundant lives and moving forward to the bright future.

Akemi Hashimoto
President and Chief Executive Officer
Aozora Investment Management Co., Ltd.

Corporate Information

Company NameAozora Investment Management Co.,Ltd.
Address6-1-1 Kojimachi, Chiyoda-ku, Tokyo Japan
Tel:03-6752-1050
BusinessFinancial Instruments Business
(Investment Management Business,Type Ⅱ Financial Instruments Business)
EstablishedFebruary 4, 2014
Capital450 million yen
AUM478.6 billion yen (As of March, 2024)
OwnershipAozora Bank, Ltd. (100%)
Board of DirectorsChairman: Toshiro Yanagiya
President & Chief Executive Officer : Akemi Hashimoto
Director(full-time) : Yasufumi Shimokawa
Director(full-time) : Seiichiro Takahashi
Director(full-time) : Yumiko Okubo
Director(part-time) : Takashi Hagio
Audit & Supervisory Board Member (part-time): Eiichiro Higashi
Registration No.Director General of the Kanto Local Finance Bureau
(financial instruments firms) No. 2771
Member ofThe Investment Trust Association, Japan