Received the “Robo Ad Award” in the February 2023 issue of Nikkei Trendy
■ FOLIO ranked first (*1) in the number of discretionary investment contracts related to “wrap business” increased (full year of FY2022)
*1 Based on the number of “investment management” contracts (total number of individuals and corporations) of association members published in the statistical material “Contract Asset Status 'Wrap Business'” published by the Japan Investment Advisers Association. This is the calculation of the increase in the number of cases from the end of March 2022 to the end of March 2023. The number of contracts for FOLIO is the total number of contracts for SBI Wrap and discretionary investment management services provided by FOLIO. (Surveyed by FOLIO in June 2023)
▶ What is AI investment “ROBOPRO”?
Fully automated asset management service
Automate all the time-consuming asset management processes if you try to do it yourself. Customers do not need to select difficult brands or perform regular maintenance by themselves. Even those with little investment experience can fully automate the professional investment process.
Analyze huge amount of data with AI and make future predictions
ROBOPRO's AI uses more than 40 types of market data, combines more than 2,000 feature values, performs multifaceted analysis, and predicts financial markets.
Aiming to maximize performance through bold changes in investment allocation
Based on future predictions by AI, we boldly change investment allocation once a month. It invests in up to eight ETFs listed on the US Financial Instruments Exchange. Defensive portfolio when risk is detected, aggressive portfolio in rising market. We aim to maximize performance in all market conditions.
Management fee is 1.1% per annum (including tax). This includes trading costs due to monthly asset allocation changes.
*A discount rate of 0.55% (including tax) per annum will be applied to the portion of the investment amount exceeding 30 million yen.
▶ Operational performance increased by 58.16% in about 3 years and 6 months
In the three years and six months from January 15, 2020, when the service was released to July 31, 2023, the operational performance increased by approximately 58.16% (*1). It is a positive return of +13.32% compared to a general robo-advisor investment simulation (*2) and +23.99% compared to TOPIX. (*3)
▶For safe use
Operated by SBI Group's FOLIO
FOLIO Co., Ltd., which provides ROBOPRO, is a group company of SBI Holdings. We also provide know-how on asset management using AI to SBI SECURITIES Co., Ltd.'s fully automated AI investment "SBI Wrap AI Investment Course" and make investment decisions for SBI Wrap as an investment manager. We support your asset formation by utilizing our knowledge and know-how as a pioneer of "AI investment".
● Efforts to protect customer assets
Strong security support including encrypted transmission is implemented. Assets entrusted to us are managed separately. Due to this segregated management, even if FOLIO goes bankrupt, the entrusted assets will be returned to the customer.
Follow up with monthly reports and seminars
Every month, we publish a retrospective report on performance results and a report explaining changes in investment allocation. We also regularly hold free online seminars to deepen your understanding of ROBO PRO.
▶ When using the app
Collection of terms and conditions
Fees and risks
*1 Regarding ROBOPRO operation results
Performance when investing in the ROBOPRO service from the beginning of the service (January 15, 2020) to the indicated date. Calculations are based on the assumption that an annual management fee of 1% (1.1% including tax) is collected, and rebalancing is performed so that there is no deviation from the optimal portfolio. Dividends are automatically included in investment contributions and are calculated on the assumption that they have been reinvested through rebalancing. Numbers are truncated to the third decimal place. It does not suggest or guarantee future investment results.
*2 About operation simulation of “general robo-advisor”
“General robo-advisor” means that the user selects one course from multiple investment courses provided according to the risk tolerance, and uses a general investment algorithm (based on the Nobel Prize winning theory). based on the average variance method widely used in financial institutions.The expected return in the average variance method is calculated using CAPM.) refers to a discretionary investment service that automatically manages using. This operation simulation is a simulation result assuming that the same ETF as ROBOPRO is operated with a general operation algorithm. The risk tolerance is somewhat high, and the optimal portfolio is calculated with a holding ratio limit of 5% to 40%. Assuming that an annual management fee of 1.1% (tax included) is collected and rebalancing is performed so that there is no deviation from the optimal portfolio, distributions are automatically included in the investment contribution and reinvested by rebalancing. I am making an assumption. Numbers are truncated to the third decimal place. It does not suggest or guarantee future investment results.
*3 The difference between each number is rounded down to the third decimal place. If you calculate using the displayed values, the values may not match and errors may occur.
Operational results, AI-based future predictions, and sample figures in images do not suggest or guarantee future investment results.
*This page is the download site for the FOLIO app. The website you were just viewing may not have been created by us. In that case, the information, impressions and evaluations posted there are managed by the administrator of the website and not by us.
Operating company FOLIO Co., Ltd.
Financial Instruments Business Operator / Director of Kanto Local Finance Bureau (Kinsho) No. 2983
Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association
When trading financial products, losses may occur due to fluctuations in stock prices, foreign exchange rates, interest rate levels, real estate rates, commodity rates, and other indicators, and the investment principal may be cut short. When concluding a contract, please carefully check the contents of the document delivered before concluding the contract.
Click here for details on risks and fees (https://folio-sec.com/support/terms/transaction-fees)