About Aozora 
Investment Management

CEO Message

April 2026

Aozora Investment Management Co., Ltd. (“Aozora Investment”) has begun FY2026 as a new Aozora Investment under a new leadership as former Aozora Investment and Aozora Securities Co., Ltd. (“Aozora Securities”) got merged.

First of all, we express our sincere gratitude to all of the beneficiaries of our investment trusts, our distributing partners and investment management business partners.

Since our foundation back in 2014, we have striven with passion to nurture a wealth creation mindset through sound investments, particularly among retail investors with little or less investment experiences in Japan. In order to help our beneficiaries build a balanced portfolio to better support their lives in various stages, we have introduced and are introducing proven investment strategies and opportunities partnering with established investment manages around the world.

Upon the merger with Aozora Securities, Aozora Investment has now incorporated brokerage services besides existing asset management businesses and reinforces offering tailored securities-related businesses and services to financial institutions clients.

We are committed to improving our investment techniques and product governance to serve our clients in a responsible way. We are also committed to social responsibility as an investment management company with strong focus on financial literacy and education together with our distributing partners.

Aozora Investment humbly hopes to be a trustworthy partner for all so that we help our beneficiaries enjoy a better life and create a better future through sound investment experiences.

Again we thank all of our stakeholders for their support.

Tetsuji Okuda
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 I Financial Instruments Business,Type Ⅱ Financial Instruments Business)
EstablishedFebruary 4, 2014
Capital500 million yen
AUM511.3 billion yen (As of March, 2025)
OwnershipAozora Bank, Ltd. (100%)
Board of DirectorsChairman: Toshiro Yanagiya
President & Chief Executive Officer : Tetsuji Okuda
Director(full-time) : Yasufumi Shimokawa
Director(part-time) : Naoko Tanaka
Audit & Supervisory Board Member (full-time): Eiichiro Higashi
Audit & Supervisory Board Member (part-time): Tomomi Akutagawa
Audit & Supervisory Board Member (part-time): Hiroshi Inada
Registration No.Director General of the Kanto Local Finance Bureau
(financial instruments firms) No. 2771
Member ofJapan Securities Dealers Association
Investment Management Association of Japan
Type Ⅱ Financial Instruments Firms Association