With small differences in asset outlooks in AI forecasts, focus on diversification without over-concentration in specific assets
FOLIO Inc. (Head Office: Chiyoda-ku, Tokyo; Representative Director: Morifumi Yotsumoto), a subsidia… · 2026-06-30
株式会社FOLIOホールディングス News Releases
Adjusting Asset Allocation to Over 70% Equities, Significantly Increasing Developed Market Stocks While Reducing Emerging Market Assets
ROBOPRO Announces New Investment Allocation Exceeding 70% Equities, Increasing Developed Market Stoc… · 2026-03-30
FOLIO Holdings to Hold Special ROBOPRO Seminar to Commemorate Surpassing 1 Trillion Yen in Total Assets Under Management
To commemorate its total assets under management surpassing 1 trillion yen, FOLIO Holdings will hold… · 2026-04-20
FOLIO Holdings to Hold Special ROBOPRO Seminar to Commemorate Surpassing 1 Trillion Yen in Total Assets Under Management
To commemorate its total assets under management surpassing 1 trillion yen, FOLIO Holdings will hold… · 2026-04-20
FOLIO Holdings' Total Assets Under Management Surpass 1 Trillion Yen
FOLIO Holdings announced that its total assets under management have exceeded 1 trillion yen, driven… · 2026-04-13
Launch of Investment Advisory Services for the Private Investment Trust 'SBI Multi-Asset Investment Strategy Fund'
FOLIO Co., Ltd. has started providing investment advisory services utilizing its AI prediction model… · 2026-04-14
ROBOPRO Fund Ranks 1st in Monthly Fund Inflow for Balanced Funds (March 2026)
FOLIO Co., Ltd. announced that its 'ROBOPRO Fund' achieved the highest monthly fund inflow of 37.32 … · 2026-04-01
'ROBOPRO Fund', Advised by FOLIO Based on AI Predictions, Surpasses 350 Billion Yen in Total Net Assets
FOLIO announced that the 'ROBOPRO Fund', an AI-driven investment trust it advises, surpassed 350 bil… · 2026-04-02
FOLIO Holdings' Total Assets Under Management Surpasses 950 Billion Yen
FOLIO Holdings, part of the SBI Group, announced that its total assets under management exceeded 950… · 2026-04-06
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 e… · 2026-04-10
FOLIO Announces Platinum Sponsorship of Engineer-Focused Tech Conference 'Functional Programming Matsuri 2026'
FOLIO, a subsidiary of FOLIO Holdings under the SBI Group, announces its platinum sponsorship of the… · 2026-06-16
Ranked #1 in New Discretionary Investment Contracts for Fiscal Year 2025
FOLIO announced it ranked first in the number of new discretionary investment contracts for the fisc… · 2026-06-15
AI Investment "ROBOPRO" Achieves First Place in Oricon Customer Satisfaction® Survey 2026 "Robo-advisor" Ranking
AI investment service "ROBOPRO" provided by FOLIO, an SBI Group company, has secured the top positio… · 2026-05-01
Olive Consulting and FOLIO Group Announce Business Alliance and Launch of 'Olive Wrap' via SBI Securities
Olive Consulting Co., Ltd. and the FOLIO Group have signed a basic agreement for a business alliance… · 2026-05-26
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 e… · 2026-04-10
FOLIO's AI-Driven 'ROBOPRO Fund' Surpasses 400 Billion Yen in Net Assets
SBI 集團旗下 FOLIO 提供投資建議的 AI 基金「ROBOPRO」純資產總額於 5 月 11 日正式突破 4,000 億日圓。 · 2026-05-12
ROBOPRO Fund Ranks 1st in Monthly Fund Inflow for Balanced Funds (March 2026)
FOLIO Co., Ltd. announced that its 'ROBOPRO Fund' achieved the highest monthly fund inflow of 37.32 … · 2026-04-01
AlpacaTech to Provide 'MixSeek AI Data Lake' Integrating Anthropic's Financial AI Agent Skills and Proprietary Platform
AlpacaTech (SBI Group) announced the construction of 'MixSeek AI Data Lake,' which adapts Anthropic'… · 2026-05-18
'ROBOPRO Fund', Advised by FOLIO Based on AI Predictions, Surpasses 350 Billion Yen in Total Net Assets
FOLIO announced that the 'ROBOPRO Fund', an AI-driven investment trust it advises, surpassed 350 bil… · 2026-04-02
FOLIO Holdings' Total Assets Under Management Exceeds 1.1 Trillion Yen
SBI Group's FOLIO Holdings announced that its total assets under management have surpassed 1.1 trill… · 2026-05-28
Increasing Gold, Real Estate, and US Bonds to Mitigate Equity Risk
On May 29, 2026, FOLIO Co., Ltd., part of the SBI Group, adjusted the asset allocation for its AI in… · 2026-06-01
ROBOPRO Fund Ranks 1st in Monthly Inflows for Balanced Funds for 6 Consecutive Months (May 2026)
FOLIO's 'ROBOPRO Fund' has secured the top spot in monthly inflows for balanced funds in May 2026, m… · 2026-06-01
Launch of Unit-Type Public Investment Trust 'Goldman Sachs Corporate Bond / ROBOPRO Strategy Fund 2026-06' Utilizing 'ROBOPRO' AI Investment Strategy
FOLIO 的 AI 投資戰略「ROBOPRO」將應用於新成立的公募投資信託基金「高盛公司債／ROBOPRO 戰略基金 2026-06」，並由高盛國際進行資產配置。 · 2026-05-15
AlpacaTech to Provide 'MixSeek AI Data Lake' Integrating Anthropic's Financial AI Agent Skills and Proprietary Platform
AlpacaTech (SBI Group) announced the construction of 'MixSeek AI Data Lake,' which adapts Anthropic'… · 2026-05-18
FOLIO's AI-Predicted "ROBOPRO Fund" Surpasses 400 Billion Yen in Net Assets
FOLIO's AI-predicted investment trust, "ROBOPRO Fund," which FOLIO advises, announced on May 11, 202… · 2026-05-12
FOLIO Shifts Portions of Equities to Real Estate and US Bonds, Strengthening Asset Diversification
FOLIO, a subsidiary of SBI Group's FOLIO Holdings, announced on April 30, 2026, a monthly investment… · 2026-05-01
"ROBOPRO Fund" Secures 1st Place in Monthly Fund Inflow Ranking for Balanced Funds (Excluding Unit-Type/Limited Additional Type) (April 2026)
The "ROBOPRO Fund" by FOLIO, which employs an AI-driven investment strategy, achieved the top positi… · 2026-05-01
AI Investment "ROBOPRO" Achieves First Place in Oricon Customer Satisfaction® Survey 2026 "Robo-advisor" Ranking
AI investment service "ROBOPRO" provided by FOLIO, an SBI Group company, has secured the top positio… · 2026-05-01
FOLIO Holdings' Total Assets Under Management Surpasses 950 Billion Yen
FOLIO Holdings, part of the SBI Group, announced that its total assets under management exceeded 950… · 2026-04-06
FOLIO's "ROBOPRO Fund," which provides investment advice based on AI predictions, announces exceeding 350 billion JPY in total net assets
FOLIO's "ROBOPRO Fund," an investment trust advised by FOLIO based on AI predictions, has surpassed … · 2026-04-02
ROBOPRO Fund Achieves No. 1 Ranking in Monthly Fund Inflows for Balanced Funds (Excluding Unit-Type/Limited Additional Subscription) in March 2026
FOLIO's ROBOPRO Fund secured the top position in monthly fund inflows for balanced funds in March 20… · 2026-04-01
Adjusting Asset Allocation to Over 70% Equities, Significantly Increasing Developed Market Stocks While Reducing Emerging Market Assets
ROBOPRO Announces New Investment Allocation Exceeding 70% Equities, Increasing Developed Market Stoc… · 2026-03-30
FOLIO's "ROBOPRO Fund," which provides investment advice based on AI predictions, announces exceeding 350 billion JPY in total net assets
FOLIO's "ROBOPRO Fund," an investment trust advised by FOLIO based on AI predictions, has surpassed … · 2026-04-02
FOLIO's "ROBOPRO Fund," which provides investment advice based on AI predictions, announces exceeding 350 billion JPY in total net assets
FOLIO's "ROBOPRO Fund," an investment trust advised by FOLIO based on AI predictions, has surpassed … · 2026-04-02
Launch of Investment Advisory Services for the Private Investment Trust 'SBI Multi-Asset Investment Strategy Fund'
FOLIO Co., Ltd. has started providing investment advisory services utilizing its AI prediction model… · 2026-04-14
FOLIO Holdings' Total Assets Under Management Surpass 1 Trillion Yen
FOLIO Holdings announced that its total assets under management have exceeded 1 trillion yen, driven… · 2026-04-13
FOLIO Shifts Portions of Equities to Real Estate and US Bonds, Strengthening Asset Diversification
FOLIO, a subsidiary of SBI Group's FOLIO Holdings, announced on April 30, 2026, a monthly investment… · 2026-05-01
"ROBOPRO Fund" Secures 1st Place in Monthly Fund Inflow Ranking for Balanced Funds (Excluding Unit-Type/Limited Additional Type) (April 2026)
The "ROBOPRO Fund" by FOLIO, which employs an AI-driven investment strategy, achieved the top positi… · 2026-05-01
Adjusting Asset Allocation to Over 70% Equities, Significantly Increasing Developed Market Stocks While Reducing Emerging Market Assets
ROBOPRO Announces New Investment Allocation Exceeding 70% Equities, Increasing Developed Market Stoc… · 2026-03-30
Launch of Unit-Type Public Investment Trust 'Goldman Sachs Corporate Bond / ROBOPRO Strategy Fund 2026-06' Utilizing 'ROBOPRO' AI Investment Strategy
FOLIO Co., Ltd., a subsidiary of FOLIO Holdings, announced its investment advisory role for the new … · 2026-05-15