The Financial Services Agency made the analysis result of “Common indices (KPI) that were able to be compared” provided for the financial institution to clarify what percentage of the customer who had bought investment trust had obtained an advantage on the seventh public. The investment trust is sold, and the operation profit and loss of the customer of 40 percent is a minus in 36 financial institutions that indicate customer’s according to the operation profit and loss ratio by the simple arithmetic average. There was a financial institution that stayed in 30 percent level while there was a financial institution by which the customer who had paper profits exceeded 90 percent, too and the difference stood out in relief.
Common KPI has the index of the regulation etc. of the commission and investment earnings cost to buy 20 keeping balance high-ranking brands besides customer’s according to the operation profit and loss ratio by the transcript of the financial institution. The Financial Services Agency is requesting indication based on the method of calculating union at the date of record in March every year.
A top Comonz investment trust continued to the ratio of the customer who had paper profits like 91% every 98% as for the Reos capital works where the lamplight Fumi investment trust etc. were operated and 85% as for the Saison investment trust. Three high rank companies are the independents that do not belong to major financial institutions-affiliated, and have the common feature to concentrate on the savings investment that buys the investment trust of the amount decided every month. On the other hand..Aozora Bank..Mitsubishi..morgan..Stanley..bond..paper profits..customer..comparatively..interrupt.
The Financial Services Agency settled on the principle that pressed the business management of the customer standard to the bank and the brokerage firm last March, and requested making the index that showed the approach public. However, the index that each company originally showed set a common index in June this year so that it might become easy for the customer to compare situations of the financial institution because the calculation method was various.


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