Mitsubishi UFJ Asset Management
On this page
Wiki route
This entry sits under asset-managers INDEX (its domain route). Read it against Asset Management One (a Mizuho + Dai-ichi Life JV) for the contrast in ownership model, and against the FSA plus Japan financial instruments business operators registry index for the supervisory / registry boundary over 投資運用業 operators.
TL;DR
Mitsubishi UFJ Asset Management Co., Ltd. is the asset-management company of MUFG holding an investment management business (投資運用業) registration under the Financial Instruments and Exchange Act. In the FSA list of financial instruments business operators it is listed as “三菱UFJアセットマネジメント株式会社”, Director-General of the Kanto Local Finance Bureau (Kinsho) 第404号. As a wholly-owned megabank subsidiary it handles publicly-offered investment trusts, discretionary investment management, and investment advisory, and is known for low-cost index fund brands such as eMAXIS / eMAXIS Slim.
1. License / group boundary
| Item | Notes |
|---|---|
| Legal name | 三菱UFJアセットマネジメント株式会社 / Mitsubishi UFJ Asset Management Co., Ltd. |
| License route | Investment management business (投資運用業)・investment advisory and agency・Type II under the Financial Instruments and Exchange Act; Director-General of the Kanto Local Finance Bureau (Kinsho) 第404号 |
| Parent boundary | asset-management subsidiary of the [[megabanks/mufg |
| Supervision | [[financial-regulators/fsa |
| Wiki role | MUFG-affiliated asset-management company anchor |
2. Operating model
As an investment management business operator, it handles (1) investment trust management (投資信託委託) for publicly-offered trusts (formation and management), (2) discretionary investment management (投資一任) (institutional investors / pension discretionary), and (3) investment advisory. Distribution spans the bank channel of MUFG Bank, the trust channel of Mitsubishi UFJ Trust and Banking (MUTB), and the securities channel of MUMSS. Low-cost index fund competition such as eMAXIS Slim is the subject of analysis on this page. Its ownership structure is contrasted with the JV-type Asset Management One. Supervision is a two-tier structure of the FSA + self-regulatory organizations.
3. Why this page matters
- The asset-management company is carved out in order to see MUFG’s earnings extended beyond banking and securities to asset-management fees.
- It pins down the intersection of NISA, investment-trust sales, low-cost index fund competition, and group cross-sell.
- It provides the starting point for comparing ownership and origin with affiliated peers (Asset Management One / Sumitomo Mitsui DS Asset Management).
Related
- asset-managers INDEX
- MUFG
- MUFG Bank
- Mitsubishi UFJ Trust and Banking (MUTB)
- MUMSS
- NISA 2024 flow
- FinWiki index
Sources
- FSA, “金融商品取引業者登録一覧”,
kinyushohin.xlsx. - Mitsubishi UFJ Asset Management, “会社概要”.
- Mitsubishi UFJ Asset Management, “はじめまして、三菱UFJアセットマネジメントです”.
[!info] Verification status confidence: likely. The legal name, registration number, and MUFG affiliation are public information. Specific AUM / number of funds / market share are not stated.