Aiming for a Future Without Investment Disparities through AI: Official note and X Accounts Launched for "ROBOPRO Fund"

SBI Okasan Asset Management Co., Ltd. will begin posting on the official note account "ROBOPRO Fund Official note | SBI Okasan Asset Management" and the official X account "ROBOPRO Fund Official" from May 2026, in order to strengthen information dissemination regarding the investment trust "ROBOPRO Fund" managed by the company. The ROBOPRO Fund is an investment trust that uses AI to analyze more than 40 types of market data, predicting returns approximately one month ahead while dynamically changing the allocation ratios of multiple global assets. While typical balanced funds and robo-advisors often maintain pre-determined asset allocations, the ROBOPRO Fund flexibly reviews asset allocations in response to changes in the market environment. Through the official note and X accounts, we will provide opportunities for investors to think about asset management suited to their needs by sharing concepts on asset management utilizing AI and information helpful for long-term asset building. ■ Background of Launching Official note and X Accounts In recent years, amid rising interest in asset building for the future, opportunities to encounter information about investment trusts, diversified investment, and management methods utilizing AI have increased. On the other hand, regarding "investment trusts utilizing AI," there are cases where they are confused with funds that invest in AI-related companies or funds that concentrate investment in AI-related stocks. The ROBOPRO Fund is not a thematic fund whose primary purpose is to invest in AI-related companies. It is an investment trust characterized by analyzing market data utilizing AI to review asset allocation. By continuously disseminating accurate primary information about the ROBOPRO Fund, we will advance the creation of an environment where investors can more appropriately understand the features, risks, and management philosophy of the fund. In addition, by delivering information on asset management utilizing AI and long-term asset building in an easier-to-understand and continuous manner, we will contribute to eliminating information disparities in investment and aim for a future without investment disparities. ■ Content to be Disseminated on Official note and X Accounts On the newly launched official note and X accounts, we will share information on the characteristics and management philosophy of the ROBOPRO Fund, the mechanism of asset allocation utilizing AI, the details of rebalancing, and views on the market environment in a way that is easy to understand even for investment beginners. The main themes scheduled for dissemination are as follows: ● Characteristics of the ROBOPRO Fund ● Concepts of asset management utilizing AI ● Basic knowledge regarding diversified and long-term investment ● Rebalancing reports for the ROBOPRO Fund ● Interviews with the investment manager ■ About the ROBOPRO Fund The ROBOPRO Fund is an investment trust that uses AI to analyze market data and perform diversified investment in multiple global assets. AI predicts returns approximately one month ahead based on more than 40 types of market data. Based on the results of these return predictions, it is characterized by dynamically reviewing asset allocation among assets such as stocks, bonds, real estate, and gold. While typical balanced funds and robo-advisors often maintain pre-determined asset allocations, the ROBOPRO Fund aims to flexibly change asset allocations in response to changes in the market environment. ■ Official Accounts ROBOPRO Fund Official note | SBI Okasan Asset Management https://note.com/robopro_note ROBOPRO Fund Official X https://x.com/ROBOPROFund ROBOPRO Fund Fund Page https://www.sbiokasan-am.co.jp/fund/553175/ https://www.sbiokasan-am.co.jp/fund/553175/ https://www.sbiokasan-am.co.jp/fund/553175/sales#ancFund Investors' investment principal is not guaranteed, and due to a drop in the net asset value, they may incur losses and fall below the investment principal. Investment trusts differ from savings and deposits. All profits and losses generated in the investment trust assets belong to the investors. Since the fund invests in price-fluctuating securities such as domestic and foreign stocks, domestic and foreign bonds, domestic and foreign real estate investment trust securities, and commodities, the net asset value may drop due to factors such as declines in the prices of incorporated securities, resulting in losses. In addition, since it invests in foreign currency-denominated assets, losses may occur due to fluctuations in exchange rates. The investment performance published in this material represents past results and does not guarantee future investment performance. In addition, taxes, fees, etc. are not taken into consideration. When applying for purchase, please read the "Investment Trust Explanation (Prospectus for Delivery)" and "Documents Delivered Prior to Conclusion of Contract" or "Prospectus Supplement" thoroughly, and make investment decisions at your own discretion. ■ Indications related to the Financial Instruments and Exchange Act, etc. SBI Okasan Asset Management Co., Ltd. Trade name, etc.: SBI Okasan Asset Management Co., Ltd. Registration number: Financial Instruments Business Operator, Director-General of the Kanto Local Finance Bureau (Kinsho) No. 370 Member association: Japan Investment Advisers Association