FOLIO's Discretionary Investment Platform "4RAP" Powers "Okasan UBS Fund Wrap" to Surpass 100 Billion Yen in Assets Under Management
FOLIO's discretionary investment platform "4RAP" has enabled the "Okasan UBS Fund Wrap" service to exceed 100 billion yen in assets under management. This service, launched by Okasan Securities in October 2024, leverages UBS Asset Management's investment expertise.
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- 📰 Published: April 10, 2026 at 20:40
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FOLIO Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Representative Director: Morifumi Yotsumoto; hereinafter "FOLIO"), a subsidiary of FOLIO Holdings Co., Ltd., which provides innovative financial solutions within the SBI Group, announced that the assets under management for its fund wrap service "Okasan UBS Fund Wrap," which utilizes the discretionary investment platform "4RAP (Four Wrap)," surpassed 100 billion yen as of Thursday, April 9, 2026.
This service is a fund wrap service provided by Okasan Securities Co., Ltd., and was launched in October 2024. It leverages the investment expertise of UBS Asset Management Co., Ltd. (hereinafter "UBSAM") and offers over 100 optimized investment styles tailored to customers' risk tolerance for asset allocation. It also adopts a fund-of-funds format, combining multiple selected funds to select optimal funds from around the world. It is also possible to invest in funds for institutional investors and overseas funds that individual investors cannot directly access.
Through this service, by utilizing "4RAP" provided by FOLIO, customers can manage multiple investments according to their specific goals. Furthermore, leveraging the characteristic of "4RAP" to flexibly design discretionary investment service schemes, Okasan Securities, which handles sales, takes on investment management operations with advice on asset management from UBSAM. In addition, it is equipped with ancillary services that are currently in high demand in Japan, such as a beneficiary designation service for inheritance, and a robust follow-up system, responding to the growing asset management needs in recent years.
"4RAP" is currently also implemented at SBI Securities Co., Ltd., Ehime Bank, Ltd., and Ashikaga Bank, Ltd., providing investment products tailored to the needs of each financial institution and its customers. Moving forward, FOLIO will continue to expand partnerships and provide investment products tailored to the needs of each financial institution and its customers, promoting the expansion of discretionary investment services through "4RAP" to many customers. FOLIO aims to realize client-centric asset management services that cater to each individual, keeping in mind customer-first business operations through "4RAP," a highly flexible discretionary investment platform utilizing cutting-edge technology.
■ Overview of "4RAP (for Robo Advisor Platform)"
"4RAP" is a SaaS-type system that can provide a "management infrastructure system" and "investment products" in a one-stop manner. Financial institutions such as banks and securities companies can realize the provision of discretionary investment management services utilizing their customers' accounts and assets under management.
In addition, it has functions that allow the selection of any asset manager, not just FOLIO, and enables service design that can be customized according to each financial institution. *1 It is also equipped with functions as standard *2 that allow customers to manage and operate assets according to their own objectives without modifying existing financial institutions' systems, enabling the provision of diverse products and highly flexible discretionary investment services tailored to customer needs.
*1: Patent No. 7611791 (https://prtimes.jp/main/html/rd/p/000000014.000123546.html)
This service is a fund wrap service provided by Okasan Securities Co., Ltd., and was launched in October 2024. It leverages the investment expertise of UBS Asset Management Co., Ltd. (hereinafter "UBSAM") and offers over 100 optimized investment styles tailored to customers' risk tolerance for asset allocation. It also adopts a fund-of-funds format, combining multiple selected funds to select optimal funds from around the world. It is also possible to invest in funds for institutional investors and overseas funds that individual investors cannot directly access.
Through this service, by utilizing "4RAP" provided by FOLIO, customers can manage multiple investments according to their specific goals. Furthermore, leveraging the characteristic of "4RAP" to flexibly design discretionary investment service schemes, Okasan Securities, which handles sales, takes on investment management operations with advice on asset management from UBSAM. In addition, it is equipped with ancillary services that are currently in high demand in Japan, such as a beneficiary designation service for inheritance, and a robust follow-up system, responding to the growing asset management needs in recent years.
"4RAP" is currently also implemented at SBI Securities Co., Ltd., Ehime Bank, Ltd., and Ashikaga Bank, Ltd., providing investment products tailored to the needs of each financial institution and its customers. Moving forward, FOLIO will continue to expand partnerships and provide investment products tailored to the needs of each financial institution and its customers, promoting the expansion of discretionary investment services through "4RAP" to many customers. FOLIO aims to realize client-centric asset management services that cater to each individual, keeping in mind customer-first business operations through "4RAP," a highly flexible discretionary investment platform utilizing cutting-edge technology.
■ Overview of "4RAP (for Robo Advisor Platform)"
"4RAP" is a SaaS-type system that can provide a "management infrastructure system" and "investment products" in a one-stop manner. Financial institutions such as banks and securities companies can realize the provision of discretionary investment management services utilizing their customers' accounts and assets under management.
In addition, it has functions that allow the selection of any asset manager, not just FOLIO, and enables service design that can be customized according to each financial institution. *1 It is also equipped with functions as standard *2 that allow customers to manage and operate assets according to their own objectives without modifying existing financial institutions' systems, enabling the provision of diverse products and highly flexible discretionary investment services tailored to customer needs.
*1: Patent No. 7611791 (https://prtimes.jp/main/html/rd/p/000000014.000123546.html)