Launch of Investment Advisory Services for the Private Investment Trust 'SBI Multi-Asset Investment Strategy Fund'

FOLIO Co., Ltd. (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, has commenced investment advisory business utilizing an AI prediction model for the 'SBI Multi-Asset Investment Strategy Fund (for qualified institutional investors only),' a private investment trust established by SBI Asset Management Co., Ltd. on April 14, 2026. Since January 2020, FOLIO has provided 'ROBOPRO®', an AI investment service characterized by predicting market upturns and downturns using AI and dynamically changing investment allocations. Building on this track record, FOLIO is expanding its asset management services utilizing AI predictions in collaboration with other financial institutions, advancing the use of AI in discretionary investment management services and funds. Currently, in the public fund domain, FOLIO acts as an investment advisor involved in managing funds such as the 'ROBOPRO Fund' established by SBI Okasan Asset Management Co., Ltd. In the private fund domain, a new 'AI Strategy Development & Marketing Department' was established in November 2025 to strengthen the organizational structure for expanding private business. As an investment advisory target, following the 'AMOne Domestic Equity Sector Rotation Fund' established by Asset Management One Co., Ltd. in August 2025, the 'SBI Multi-Asset Investment Strategy Fund (for qualified institutional investors only)' has now been newly added, further expanding FOLIO's investment advisory business in the private fund domain. The 'SBI Multi-Asset Investment Strategy Fund (for qualified institutional investors only)' was established by SBI Asset Management Co., Ltd. on April 14, 2026. Utilizing the knowledge and technology related to the management strategy of 'ROBOPRO' provided by FOLIO, this fund diversifies investments across five global assets: US equities, developed market equities, US aggregate bonds, high-yield bonds, and gold. Its main feature is that AI predicts the return of each asset approximately one month later through market data analysis, and dynamically implements rebalancing based on the results. In addition to monthly rebalancing, temporary rebalancing is also executed as needed, aiming to respond flexibly to changes in the market environment. Moving forward, FOLIO will continue to evolve its investment advisory business through the development of new AI prediction models and the expansion of financial institutions it provides investment advice to. Furthermore, through the provision of diverse financial solutions that leverage FOLIO's strengths in AI management engines and management infrastructure systems, we will contribute to the wealth building of even more people. * 'ROBOPRO®' is a registered trademark of FOLIO. [Disclaimer regarding the Financial Instruments and Exchange Act, etc.] Trade name: FOLIO Co., Ltd. Financial Instruments Business Operator Registration number: Director of Kanto Local Finance Bureau (Kinsho) No. 2983 Member associations: Japan Securities Dealers Association, Japan Investment Advisers Association The account opening and management fees for FOLIO's comprehensive securities account are free. When investing in products handled by FOLIO, you may be required to bear prescribed fees and necessary expenses for each product. Furthermore, in trading financial products, losses may occur due to fluctuations in stock prices, exchange rates, interest rates, and other indicators, and there is a risk of losing the principal invested. Before signing a contract, please carefully review the contents of the pre-contract document, etc. For details on fees and risks, click here (the fees listed in the link below differ from the 'ROBOPRO Fund'). https://folio-sec.com/support/terms/transaction-fees ■ FOLIO Holdings Co., Ltd. Company Profile FOLIO Holdings embraces the mission of 'Designing the Finance of Tomorrow' and aims to realize a prosperous future by creating financial solutions demanded by society. Currently, it has under its umbrella FOLIO Co., Ltd., which provides discretionary investment management solutions and investment advisory services to general customers and financial institutions, and AlpacaTech Co., Ltd., which develops solutions related to investment, management, research, analysis, and system integration for the financial industry. Through the strong business synergy of both companies, it is expanding financial solutions that make full use of advanced technological capabilities. Furthermore, FOLIO Holdings is a group company of SBI Holdings, Inc., which is listed on the Prime Market of the Tokyo Stock Exchange and has SBI SECURITIES under its umbrella. Headquarters Location: Tokyo