| 1998-03-27 |
Our company was established on March 27, 1998, as a joint venture between the current SBI Global Asset Management Co., Ltd. and Morningstar Inc., with the aim of providing investors with "rich and unbiased investment information from a neutral and objective standpoint, contributing to investors' asset formation." |
| 1998-03-27 |
Established: March 27, 1998 |
| 1998-03-27 |
Our company was established on March 27, 1998, as a joint venture between SBI Holdings Inc. and Morningstar Inc., with the aim of providing investors with "rich and unbiased investment information from a neutral and objective standpoint, contributing to investors' asset formation." |
| 1998-03-27 |
Established |
| 2000 |
In just two years and three months after its founding, it was listed on the Nasdaq Japan Market (now Tokyo Stock Exchange). |
| 2000-06 |
In just two years and three months after its founding, it was listed on the Nasdaq Japan Market (now Tokyo Stock Exchange), and since then, it has promoted two businesses: the "Financial Services Business" centered on investment information, and the "Asset Management Business" for asset management, achieving 14 consecutive years of profit and dividend increases by the end of this term. |
| 2020-10 |
Our company's listing market was changed to the First Section of the Tokyo Stock Exchange in October 2020, and it was listed on the Tokyo Stock Exchange Prime Market in April 2022. |
| 2022-04 |
Our company's listing market was changed to the First Section of the Tokyo Stock Exchange in October 2020, and it was listed on the Tokyo Stock Exchange Prime Market in April 2022. |
| 2023-03-27 |
Celebrating its 25th anniversary this year on March 27. |
| 2023-03-27 |
With everyone's great support, we will celebrate our 25th anniversary on March 27 of this year. |
| 2023-03-28 |
Morningstar Inc. highly evaluated the company's efforts to enhance the value of the "Morningstar" brand in Japan, and the consideration for brand transfer was 8 billion yen. The 8 billion yen received will be effectively utilized, including acquisitions of domestic and international asset management companies, and further shareholder returns are being considered. |
| 2023-03-28 |
The consideration for the brand transfer was 8 billion yen. The 8 billion yen received will be effectively utilized, including acquisitions of domestic and international asset management companies, and further shareholder returns are being considered. The license return this time is solely for the "Morningstar" brand, and the financial services business after March 30, 2023, will continue to operate under the "Wealth Advisor" brand, providing current products and services. |
| 2023-03-28 |
The license return this time is solely for the "Morningstar" brand, and the financial services business after March 30, 2023, will continue to operate under the "Wealth Advisor" brand, providing current products and services. |
