Daiwa Asset Management Partners with Three Yamaguchi Financial Group Banks for 'BEST GOALS' Goal-Based Discretionary Investment Service

Daiwa Asset Management Co., Ltd. (President: Kei Sano; "the Company") has concluded a business alliance agreement with The Yamaguchi Bank, Ltd. (President: Yoshimasa Soga), The Momiji Bank, Ltd. (President: Hirofumi Hiranaka), and The Kitakyushu Bank, Ltd. (President: Kotama Kato)—all subsidiaries of Yamaguchi Financial Group, Inc.—regarding the goal-based discretionary investment management service "BEST GOALS" ("the Service").

The Company and the three banks are preparing for a service launch scheduled for around autumn 2026. The Service is designed to meet diversifying asset management needs by setting multiple investment goals based on individual life plans and proposing strategies to achieve them. It supports medium- to long-term wealth building through continuous follow-up based on achievement probabilities.

Primarily targeting individual customers, the Company will enter into discretionary investment contracts with clients, while Yamaguchi Bank, Momiji Bank, and Kitakyushu Bank will act as advisors, providing life plan guidance and ongoing support. Assets will be managed in investment trust accounts at each bank. Operations and systems will be handled in collaboration with Japan Asset Management Platform Group Co., Ltd. and QUICK Corp., both of which have extensive experience in the field.

The "Goal-Based Approach" is a proposal method that defines the purpose of investing, providing integrated support from plan formulation based on risk tolerance to continuous progress management. Daiwa Asset Management remains committed to developing services that contribute to customer asset formation.

Note: Discretionary investment contracts involve market risks; asset prices fluctuate based on market conditions, and there is no guarantee of principal.