funding and invetstment - thethsui yamawaki
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Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Introduction of SuMi TRUST
September 2016
1 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved. 1
2 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Enactm
ent o
f Tru
st Act an
d Tru
st Bu
siness A
ct
Establishment of
The Mitsui Trust Company, Limited
1922
Establishment of
Sumitomo Trust Co., Ltd
1924
1925
Established as the oldest trust company in Japan
2012
Becoming the Largest
Trust Bank in Asia
Establishment of
The Chuo Trust &
Banking Co., Ltd.
Took over business operations of the
Hokkaido Takushoku Bank, Ltd. in the Honshu area
1962
1998
Corporate history of the SuMi TRUST Group
3 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Resona
Holdings
Mar. 2003
Mizuho Holdings
Sep. 2000
The Mitsubishi Bank
The Bank of Tokyo
Asahi Bank
Sep. 1992
The Mitsubishi Trust & Banking
UFJ Holdings
Apr. 2001
The Bank of Tokyo-
Mitsubishi
Apr. 1996
Nippon Trust Bank
The Sanwa Bank
The Tokai Bank
Toyo Trust & Banking
The Kyowa Bank
The Daiichi-Kangyo Bank
The Fuji Bank
The Industrial Bank of Japan
The Sumitomo Trust & Banking
Sumitomo Mitsui
Financial Group
Dec. 2002
Mitsubishi UFJ
Financial Group
Oct. 2005
Mizuho Financial
Group
Mar. 2003
Mitsubishi Tokyo
Financial Group
Oct. 2001
The Saitama Bank
The Daiwa Bank
The Chuo Mitsui Trust &
Banking Apr. 2000 The Mitsui Trust & Banking
The Chuo Trust & Banking
Yasuda Trust & Banking
The Hokkaido Takushoku Bank
The Sumitomo Bank
The Mitsui-Taiyokobe Bank
Sumitomo Mitsui
Banking Corp.
Apr. 2001
Sumitomo Mitsui
Trust Bank
Apr. 2012
Integration of Japanese banks
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Pension benefits
Asset building Period Asset management and Succession
Period
Career start Marriage,
Having children
Children’s own career
start Retirement Inheritance
Provide tailor-made services to all customers
Pension investment management
Investment trust, employees’ saving scheme
(Mid- to long term asset building)
Online Banking
Real estate brokerage , Utilizing properties Real estate brokerage
(Home purchase)
Individual Loan (Mortgage, Education, Consumer) Loan for apartment building, Reverse mortgage
Will trust / Estate settlement / Business succession
Investment trust, Fund wrap, Personal annuity
(Stable return)
Indiv
idual c
lients
C
orp
ora
te
clie
nts
Corporate
loan
Real estate
brokerage
Stock
transfer
agency
services
Pension
investment
management
Real estate
finance
Trust bank’s business fields
Stock
transfer
agency
5 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Status of SuMi TRUST
Largest institutional investor in Japan
Leading player in various domestic business fields
\27 trillion
Note: Including the estimated survey by SuMI TRUST Holdings (as of the end of Mar. 2016)
* AUC in total trust assets of the group companies. ** Actual results of FY2015
\76 trillion
\236 trillion
\16 trillion
1,374 funds
\55 trillion
\13 trillion
\19 trillion
25.2 million
Assets under management
Assets under custody (*)
Balance of
corporate pension funds
Number of corporate pensions
acting as lead manager
Balance of
entrusted investment trust
Balance of
real estate-backed securities
Balance of
loans to corporations
Number of shareholders
under administration
Total loan balance
Sales volume of investment trust
/ discretionary investment (**)
No.1
among Japanese financial institutions
No.1
among Japanese financial institutions
No.1
among Japanese trust banks
No.1
among Japanese trust banks
No.1
among Japanese trust banks
No.1
among Japanese trust banks
No.4
among Japanese banks
No.1
among Japanese trust banks
No.4
among Japanese banks
No.1
among Japanese banks \1.3 trillion
6 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Business model of SuMi TRUST
Retail
financial services
Wholesale financial
services
Fiduciary services
Stock transfer
agency services
Real estate
Global markets
Loans to individuals Sales of Investment trusts and Insurances
Bank Deposits
Real estate brokerage
Corporate credit
Financial products sales
ALM
Investment
Pension trust
Real estate NRL
Will trust/ business succession
IR/ SR consulting
Stock administration services
Real estate investment advisory
Asset management
Marketing
Asset administration
Banking business
Trust related business
SuMi TRUST Group provides wide range of products and services through synergizing 6 business segments
7 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Retail financial
services
Wholesale
financial services
Stock transfer
agency services
Real estate Fiduciary services Global markets
We have an
extensive product
line-up to meet a
wide range of client
needs pertaining to
asset management,
administration, and
succession. While
trying to be reliable
advisers for clients,
we provide
comprehensive and
specialized
services.
We provide
comprehensive
solutions
integrating banking,
trust, real estate
and other functions
to meet the various
needs of corporate
clients in order to
enhance their
corporate
value, increase
their asset value,
and facilitate
growth.
We make effective
use of the wealth of
information we
derive from our
broad client base
and
comprehensively
provide high value-
added consulting
services, including
legal affairs related
to shares practices,
IR/SR, corporate
governance related
and IPO consulting
services.
We offer a full line
of services from
brokerage to
securitization and
investment
management
services by
providing high-level
professional
consulting to a wide
range of clients with
real estate-related
transaction needs
ranging from large
corporations and
investors to
individuals.
As a financial group
that boasts one of
the largest assets
under management
and assets under
custody in Japan,
we consistently
provide various
clients with highest-
level services. Our
services using
significant expertise
and know-how
have earned high
marks.
We offer timely and
accurate solutions
by utilizing market-
based financial
products that reflect
the Group’s market
analysis
capabilities,
responding to our
clients’ investment
and risk
management needs
regarding such
matters as interest
rates and foreign
exchange.
Deposits,
Investment trust
and insurance
sales,
Loans to individuals,
Will trust and
Estate settlement
services, etc.
Corporate credit,
Financial products
sales,
International
businesses,
Intermediation of
M&As, etc.
Management of
shareholder lists,
Legal affairs
consulting related
to shares practices,
IR/SR consulting,
Corporate
governance related
consulting and IPO
consulting services,
etc.
Real estate
brokerage,
Real estate
consulting,
Real estate
securitization
arrangement,
Real estate
appraisal and
assessment, etc.
Pension plan
designing,
Management of
subscribers and
beneficiaries,
Asset management,
Asset
Administration, etc.
Financial
operations,
Investment
operations,
Market-making
operations,
Marketing
operations, etc.
Business outline
8 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Sumitomo Mitsui Trust Bank (Luxembourg)
S.A.:【Custody Services】
New York Branch:【Banking】
Sumitomo Mitsui Trust Bank (U.S.A.) Limited:
【Global Custody】
Nikko Asset Management Americas, Inc.:
【 Asset Management 】
London Branch:【Banking】
Sumitomo Mitsui Trust International Limited:【Securities】
Sumitomo Mitsui Trust (U.K.) Limited:【Global Custody】
Nikko Asset Management Europe Ltd.:【Asset Management】
Sumitomo Mitsui Trust (Ireland) Limited:
【Fund Administration】
Nikko Asset Management Australia Limited:
【 Asset Management 】
Beijing Representative(Banking):【Research】
Beijing Representative(Securities):【Research】
Seoul Representative:【Research】
Shanghai Branch:【Banking】
Sumitomo Mitsui Trust (Hong Kong) Ltd.:
【Securities】
Rongtong Fund Management Co., Ltd:
【Asset Management】
Zijin Trust Co., Ltd. :【Trust Business】
Singapore Branch:【Banking】
Nikko Asset Management Asia Limited:
【Asset Management】
Jakarta Representative:【Research】
Banking Branch Representative office Wholly own subsidiary of SuMi TRUST Major affiliates in abroad
Hong Kong Branch:【Banking】
Nikko Asset Management New Zealand Limited:
【 Asset Management 】
Sumitomo Mitsui Trust Bank (Thai) Public
Company Limited:【Banking】
Global network (as of March 2016)
9 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
Major group companies
Retail financial services
Wholesale financial services
Stock transfer agency services
Real estate
Fiduciary services
10 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved. 10
11 Copyright © 2016 SUMITOMO MITSUI TRUST BANK, LIMITED All rights reserved.
<For further information>
Sumitomo Mitsui Trust Bank, Limited
Wholesale Business Planning (Asia)
One Raffles Quay, #24-02 North Tower, Singapore 048583
Tel:+65-6323-9588 FAX:+65-6224-2873
Information regarding companies and other entities outside the group in this document has
been obtained from publicly available information and
other sources. The accuracy and appropriateness of that information has not been verified by
the group and cannot be guaranteed.
This presentation does not constitute an offer to sell or a solicitation of an offer to subscribe
for or purchase any securities.